Riverchase Wealth Management
Riverchase Wealth Management reported 79 stocks worth $206M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are DCOR (13.9%), JCPB (9.4%) and PYLD (9.2%). Compared with Q2 2026, the fund opened new positions in DCOR, UJUL and ACN, added to JCPB, PYLD and DFIC, trimmed VOO, QUAL and FNDF and sold out of UMAR, PMAR and IDEC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DCOR DFA US Core Equity 1 ETF | $28.7M | 13.9% | 347K | New position | 1 of 8 | |
| 2 |  JCPB J P Morgan Exchange Traded F | $19.4M | 9.4% | 433K | +29K (+7%) | 8 of 8 | |
| 3 |  PYLD Pimco ETF TR | $18.9M | 9.2% | 745K | +54K (+8%) | 8 of 8 | |
| 4 |  DFIC Dimensional Intern Core | $17.6M | 8.6% | 469K | +10K (+2%) | 8 of 8 | |
| 5 |  DFCF Dimensional Core Fixed | $17.6M | 8.6% | 439K | +31K (+8%) | 8 of 8 | |
| 6 | DIMENSIONAL ETF TRUST | $16.7M | 8.1% | 377K | −7,503 (−2%) | 8 of 8 | |
| 7 |  AVUS Avantis U.s. Equity ETF | $5.4M | 2.6% | 43K | +2,192 (+5%) | 8 of 8 | |
| 8 |  DFEM Dimensional ETF Trust | $5.2M | 2.5% | 131K | +3,844 (+3%) | 8 of 8 | |
| 9 |  VOO Vanguard S&P 500 ETF | $4.9M | 2.4% | 7,042 | −50 (−1%) | 8 of 8 | |
| 10 |  SPYV State Street | $2.9M | 1.4% | 48K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $27M | 330K |
DIMENSIONAL ETF TRUST | $15.4M | 369K |
DIMENSIONAL ETF TRUST | $1.2M | 31K |
 UMAR Innovator Etfs Trust | $609K | 14K |
 PMAR Innovator Etfs Trust | $480K | 10K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Riverchase Wealth Management 13F FAQ
What does Riverchase Wealth Management own?
Riverchase Wealth Management reported 79 stocks worth $206M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are DCOR (13.9%), JCPB (9.4%) and PYLD (9.2%). The table above lists every position in the filing (the top 10 without an account).
What did Riverchase Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 32 added to, 8 trimmed and 7 sold out. New positions include DCOR, UJUL and ACN. It sold all of UMAR, PMAR and IDEC.
When will Riverchase Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Riverchase Wealth Management's portfolio worth?
The Q3 2026 filing reports $206M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.