RIVERCHASE WEALTH MANAGEMENT, LLC
Q4 2025 13F-HR Holdings
Net value change ($000)
+7,563
(4.3%)
New positions
5
Sold out positions
5
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 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 | 1,669 | 8.4% |
| PYLD | 1,475 | 11.1% |
| IBDT | 1,384 | 450.8% |
| DFIC | 846 | 5.7% |
| IBDS | 814 | 44.4% |
| AVUS | 694 | 20.2% |
| JCPB | 653 | 3.9% |
| PAAA | 607 | 89.1% |
| IBTI | 585 | NEW |
| DISV | 534 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| IBDQ | -2,091 | -100.0% |
| iSHARES TRUST | -1,378 | -100.0% |
| USFR | -705 | -33.8% |
| iSHARES TRUST | -677 | -100.0% |
| AGYS | -296 | -100.0% |
| SPGP | -208 | -100.0% |
| DASH | -91 | -16.7% |
| ORCL | -88 | -30.4% |
| QUAL | -70 | -5.9% |
| MSFT | -61 | -6.6% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|