RIVERCHASE WEALTH MANAGEMENT, LLC
Long book
$191.9M
Q1 2026
Positions
73
Top-10 weight
69%
concentration
Last quarter
+8.3%
SPY +14.8%
Turnover
18%
of book per quarter
Strategy in plain words
auto-generated from filingsRIVERCHASE WEALTH MANAGEMENT, LLC is a wealth-management firm allocating client money, running a $191.9M US long book across 73 positions.
The portfolio is concentrated: the top 10 names carry 69% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQ 1 ETF, JPMORGAN CORE PLUS BOND ETF, PIMCO MULTISECTOR BOND ACTV, DIMENSIONAL CORE FIXED INC, DIMENSIONAL INTERNATIONAL CO.
Over the last 6 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
+0.1%
Q1 2025
+6.7%
Q2 2025
+5.2%
Q3 2025
+2.7%
Q4 2025
-0.3%
Q1 2026
+8.3%
Sector allocation
Financials 53%
Technology 17%
Energy 15%
Consumer staples 10%
Services media 5%
Long book by quarter
What does RIVERCHASE WEALTH own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| WFC WELLS FARGO & CO | Financials | 24.3K | $1.9M | 1.0% | -9.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.2K | $1.1M | 0.6% | Held |
| MSFT MICROSOFT CORP | Technology | 1.8K | $676K | 0.4% | +2.2% |
| KDP KEURIG DR PEPPER INC | Consumer staples | 21.7K | $572K | 0.3% | Held |
| XOM EXXON MOBIL CORP | Energy | 3.1K | $531K | 0.3% | +9.5% |
| SUN SUNOCO LP | Energy | 4.7K | $304K | 0.2% | Held |
| DASH DOORDASH INC - A | Services media | 2.0K | $300K | 0.2% | Held |
| AMAT APPLIED MATERIALS INC | Technology | 855 | $292K | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 20, 2026 | 73 | $191.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 2, 2026 | 73 | $184.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 22, 2025 | 73 | $176.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 24, 2025 | 68 | $157.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 5, 2025 | 66 | $142.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 65 | $133.7M | canonical | SEC ↗ |