RIVERCHASE WEALTH MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Flower Mound, TX
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$205,973
Net value change ($000)
-8,608 (-4.0%)
New positions
7
Sold out positions
7
Turnover %
37.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 28,682 NEW
UJUL 1,156 NEW
ACN 847 NEW
PJUL 603 149.6%
PYLD 578 3.2%
DFIC 545 3.2%
IJUL 543 NEW
EXXONMOBIL HOLDINGS CORP 510 NEW
HELO 436 19.5%
JCPB 426 2.2%
Top Reduces (Value $000, Stocks/ETFs)
DCOR -27,036 -100.0%
DUHP -15,381 -100.0%
DFSV -1,214 -100.0%
UMAR -609 -100.0%
PMAR -480 -100.0%
DFAC -298 -1.7%
IDEC -276 -100.0%
IBM -221 -100.0%
AMAT -181 -29.3%
IJR -122 -8.2%
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