RIVERCHASE WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Flower Mound, TX
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$191,924
Net value change ($000)
+7,807 (4.2%)
New positions
7
Sold out positions
7
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PYLD 2,393 16.3%
HELO 1,720 NEW
DFCF 1,376 9.0%
DCOR 1,258 5.8%
JCPB 1,187 6.9%
DUHP 751 6.1%
UMAR 623 NEW
PMAR 527 NEW
DFIC 413 2.6%
SPY 383 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAC -1,057 -6.4%
USFR -940 -68.2%
WFC -570 -22.8%
PSEP -471 -100.0%
USEP -407 -100.0%
ISEP -260 -100.0%
VOO -233 -5.2%
IBM -233 -100.0%
UFPT -217 -100.0%
UJUL -204 -100.0%
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