RIVERCHASE WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Flower Mound, TX
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
73
Total value ($000)
$176,554
Net value change ($000)
+18,924 (12.0%)
New positions
9
Sold out positions
4
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DCOR 4,203 26.7%
WFC 2,481 NEW
PYLD 2,421 22.4%
DUHP 2,073 20.4%
JCPB 1,097 7.1%
DFIC 918 6.6%
DFCF 891 6.3%
AVUS 857 33.3%
PSEP 463 NEW
PJUL 451 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAC -969 -5.6%
PMAY -363 -100.0%
ADP -263 -100.0%
UMAY -259 -100.0%
IAPR -228 -100.0%
KDP -164 -22.8%
USFR -141 -6.3%
BRK-B -104 -8.5%
UFPT -52 -18.5%
QUAL -38 -3.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type