RIVERCHASE WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Flower Mound, TX
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$214,581
Net value change ($000)
+22,657 (11.8%)
New positions
8
Sold out positions
2
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,163 18.2%
DUHP 2,253 17.2%
DFAC 1,493 9.6%
ABBV 1,238 NEW
PYLD 1,222 7.1%
DFIC 1,054 6.6%
AVUS 838 19.4%
DFEM 794 18.1%
ABT 790 NEW
VOO 617 14.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -531 -100.0%
SPY -383 -100.0%
JEPI -216 -44.8%
USFR -204 -46.6%
IBMO -63 -11.9%
PMAR -47 -8.9%
HYDB -23 -3.3%
UMAR -14 -2.2%
MSFT -10 -1.5%
EELV -6 -0.9%
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