Riverchase Wealth Management, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $25.7B, J P Morgan Exchange Traded Fd with a value of $14.5B, Dimensional ETF Tr Core Fxd In with a value of $12.4B, Dimensional ETF Tr Dimensional with a value of $11.8B, and Dimensional ETF Trust with a value of $11.3B.

Examining the 13F form we can see an increase of $134B in the current position value.

Riverchase Wealth Management, LLC is based out at Flower Mound, TX

Below you can find more details about Riverchase Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $115 Billion
Technology: $1.39 Billion
Financial Services: $1.08 Billion
Consumer Defensive: $698 Million
Communication Services: $336 Million
Energy: $308 Million
Healthcare: $281 Million
Industrials: $261 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $134 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 65 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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