RIVERCHASE WEALTH MANAGEMENT, LLC - Portfolio overview

RIVERCHASE WEALTH MANAGEMENT, LLC has 85 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DCOR - DIMENSIONAL ETF TRUST, 11.52%
2. JCPB - J P MORGAN EXCHANGE TRADED F, 9.28%
3. PYLD - PIMCO ETF TR, 8.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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