RIVERCHASE WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Flower Mound, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 191,924
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 12.84 K | 6.7% | 0 | 126.1 K | -126.1 K |
| ETFs | 170.3 K | 88.8% | 133.9 K | 0 | 133.9 K |
| Debt | 8.74 K | 4.6% | 0 | 12 | -12 |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
191,924
Holdings
73
QoQ value change ($000)
7,807
(4.2%)
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.