RIVERCHASE WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Flower Mound, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 214,581
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 79 | 214,581 | 13F-HR | RIVERCHASE WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/20/2026 | 73 | 191,924 | 13F-HR | RIVERCHASE WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/2/2026 | 73 | 184,117 | 13F-HR | RIVERCHASE WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/22/2025 | 73 | 176,554 | 13F-HR | RIVERCHASE WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/24/2025 | 68 | 157,630 | 13F-HR | RIVERCHASE WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.84 K | 7.8% | 4.001 K | 0 | 4.001 K |
| ETFs | 188.5 K | 87.8% | 18.14 K | 0 | 18.14 K |
| Debt | 9.259 K | 4.3% | 519 | 0 | 519 |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
214,581
Holdings
79
QoQ value change ($000)
22,657
(11.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.