Riverchase Wealth Management, LLC Purchases in Q3 2025

Riverchase Wealth Management, LLC

  • $177 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
41.8K
+ 17.73%
N/A
277K $19.9B
WFC
Wells Fargo & Company

Financial Services
29.6K
New
$77.05 - $85.16 $2.28M - $2.52M
29.6K $2.48B
Pimco ETF Tr
85.7K
+ 21.01%
N/A
493K $13.2B
DUHP
Dimensional ETF Tr Dimensional

ETFs
38.1K
+ 13.32%
$35.76 - $37.93 $1.36M - $1.45M
324K $12.2B
JCPB
J P Morgan Exchange Traded Fd

ETFs
19.7K
+ 5.98%
$46.37 - $47.77 $912K - $940K
349K $16.6B
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.89K
+ 1.1%
$30.76 - $33.01 $150K - $161K
451K $14.8B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
16.9K
+ 5.06%
$41.8 - $43.15 $707K - $730K
351K $15B
AVUS
American Centy ETF Tr Avantis

ETFs
6.04K
+ 23.65%
$101.2 - $109.16 $611K - $659K
31.6K $3.43B
PSEP
Innovator U.S. Equity Power Bu
10.8K
New
N/A
10.8K $463M
PJUL
Innovator U.S. Equity Power Bu

ETFs
9.89K
New
$43.83 - $45.64 $433K - $451K
9.89K $451M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.1K
+ 2.46%
$29.55 - $32.52 $91.5K - $101K
129K $4.13B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15.5K
+ 25.94%
$24.14 - $24.34 $375K - $378K
75.4K $1.83B
POCT
Innovator U.S. Equity Power Bu

ETFs
8.68K
New
$41.27 - $43.1 $358K - $374K
8.68K $374M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
+ 0.38%
$567.77 - $614.76 $15.3K - $16.6K
7.15K $4.38B
Pgim ETF Tr
6.45K
+ 95.12%
N/A
13.2K $681M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13.1K
+ 15.53%
N/A
97.6K $2.37B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12K
New
$25.24 - $25.56 $304K - $307K
12K $307M
DFIV
Dimensional ETF Tr

ETFs
4.91K
+ 28.77%
$42.66 - $46.53 $209K - $228K
22K $1.01B
Innovator Etfs Trust
7.98K
New
N/A
7.98K $254M
SUN
Sunoco LP

Energy
4.68K
New
$48.42 - $55.31 $227K - $259K
4.68K $234M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
5.27K
New
$36.71 - $38.11 $193K - $201K
5.27K $201M
VEA
Vanguard Ftse Developed Market

ETFs
8
+ 0.02%
$56.02 - $60.3 $448 - $482
40.6K $2.43B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.59K
+ 11.25%
$22.36 - $22.52 $80.3K - $80.9K
35.5K $800M
AVDE
American Centy ETF Tr Avantis

ETFs
175
+ 1.38%
$73.24 - $79.04 $12.8K - $13.8K
12.8K $1.01B
DFAI
Dimensional ETF Tr

ETFs
554
+ 1.86%
$34.05 - $36.55 $18.9K - $20.2K
30.4K $1.1B
FNDF
Schwab Fundamental Intl Large

ETFs
206
+ 1.05%
$39.84 - $43.15 $8.21K - $8.89K
19.9K $855M
QQQ
Invesco Qqq Trust, Series 1

ETFs
45
+ 12.2%
$546.99 - $602.2 $24.6K - $27.1K
414 $249M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
15
+ 1.91%
$275.84 - $326.36 $4.14K - $4.9K
801 $262M
DFAE
Dimensional ETF Tr

ETFs
125
+ 1.67%
$28.84 - $31.84 $3.61K - $3.98K
7.63K $240M
HYDB
Ishares Tr Edge High Yield Def

ETFs
371
+ 2.95%
$47.03 - $47.97 $17.4K - $17.8K
13K $620M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
406
+ 0.86%
$22.84 - $22.95 $9.27K - $9.32K
47.7K $1.09B
JEPI
J P Morgan Exchange Traded Fd

ETFs
62
+ 0.74%
$55.61 - $57.37 $3.45K - $3.56K
8.44K $482M
Activity Summary
Buys All Purchases 33 New Holdings 9 Increased Positions 24 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Riverchase Wealth Management, LLC Portfolio

Follow Riverchase Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Riverchase Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverchase Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email