RIVERCHASE WEALTH MANAGEMENT, LLC

Flower Mound, TX · CIK 2055985 · 13F filing filed 2026-07-20

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyFlower Mound, TX

$214.6m reported value +11.8% vs Q1 2026

79positions

68.2%in top 10

8 new 27 added 18 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		329,785	$27.0m12.60%	12.60%	Added +12.5k	+12,454 3.9%
2	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	403,571	$18.9m8.83%	8.83%	Added +12.1k	+12,050 3.1%
3	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	691,288	$18.3m8.54%	8.54%	Added +38.2k	+38,182 5.8%
4	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	408,292	$17.2m8.03%	8.03%	Added +13.6k	+13,603 3.5%
5	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	458,556	$17.1m7.96%	7.96%	Added +7.3k	+7,333 1.6%
6	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	384,140	$17.0m7.94%	7.94%	Reduced -15.9k	-15,935 -4.0%
7	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		368,577	$15.4m7.17%	7.17%	Added +11.4k	+11,450 3.2%
8	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	127,302	$5.2m2.41%	2.41%	Added +541	+541 0.4%
9	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	40,334	$5.2m2.41%	2.41%	Added +1.4k	+1,408 3.6%
10	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,092	$4.9m2.27%	2.27%	Reduced -28	-28 -0.4%
11	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	47,549	$2.9m1.35%	1.35%	Unchanged
12	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	40,253	$2.9m1.34%	1.34%	Reduced -360	-360 -0.9%
13	ISHARES TR IBONDS 27 ETF IBDS	IBDS	112,074	$2.7m1.26%	1.26%	Added +1.4k	+1,367 1.2%
14	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	85,748	$2.7m1.24%	1.24%	Reduced -304	-304 -0.3%
15	ISHARES TR IBONDS DEC2026 IBDR	IBDR	108,551	$2.6m1.23%	1.23%	Added +3.4k	+3,427 3.3%
16	VANGUARD INDEX FDS VALUE ETF VTV	VTV	11,180	$2.4m1.14%	1.14%	Unchanged
17	INNOVATOR ETFS TRUST US EQTY PWR BUF PFEB	PFEB	55,663	$2.4m1.12%	1.12%	Unchanged
18	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	33,015	$2.2m1.04%	1.04%	Added +6.1k	+6,101 22.7%
19	WELLS FARGO CO NEW COM WFC	WFC	24,222	$2.0m0.93%	0.93%	Reduced -54	-54 -0.2%
20	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	77,898	$2.0m0.92%	0.92%	Added +8.7k	+8,729 12.6%
21	INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS PXF	PXF	25,378	$1.9m0.89%	0.89%	Unchanged
22	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	57,249	$1.7m0.77%	0.77%	Unchanged
23	PGIM ETF TR AAA CLO ETF PAAA	PAAA	31,773	$1.6m0.76%	0.76%	Added +9.3k	+9,315 41.5%
24	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	16,849	$1.5m0.70%	0.70%	Added +269	+269 1.6%
25	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	27,467	$1.5m0.69%	0.69%	Added +1.0k	+1,047 4.0%
26	ISHARES TR CORE S&P SCP ETF IJR	IJR	9,975	$1.5m0.69%	0.69%	Unchanged
27	INNOVATOR ETFS TRUST US EQTY PWR BUF PJUN	PJUN	34,031	$1.5m0.69%	0.69%	Added +6.8k	+6,781 24.9%
28	ISHARES TR IBONDS 26 TRM TS IBTG	IBTG	60,957	$1.4m0.65%	0.65%	Added +2.5k	+2,456 4.2%
29	ABBVIE INC COM ABBV	ABBV	4,919	$1.2m0.58%	0.58%	New
30	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		31,294	$1.2m0.57%	0.57%	Reduced -65	-65 -0.2%
31	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	28,724	$1.2m0.55%	0.55%	Added +292	+292 1.0%
32	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,234	$1.1m0.52%	0.52%	Unchanged
33	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	4,973	$1.1m0.51%	0.51%	Reduced -580	-580 -10.4%
34	ISHARES TR IBONDS 27 TRM TS IBTH	IBTH	48,669	$1.1m0.51%	0.51%	Added +1.7k	+1,675 3.6%
35	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	19,818	$1.0m0.49%	0.49%	Reduced -90	-90 -0.5%
36	ISHARES INC MSCI EMERG MRKT EEMV	EEMV	12,718	$957.4k0.45%	0.45%	Unchanged
37	ISHARES TR CORE S&P MCP ETF IJH	IJH	12,280	$946.9k0.44%	0.44%	Unchanged
38	LISTED FDS TR SWAN HEDGED EQTY HEGD	HEGD	34,233	$912.7k0.43%	0.43%	Added +1.4k	+1,446 4.4%
39	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	26,681	$910.5k0.42%	0.42%	Unchanged
40	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	3,195	$874.2k0.41%	0.41%	Unchanged
41	ABBOTT LABS COM ABT	ABT	8,704	$789.8k0.37%	0.37%	New
42	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	8,431	$769.0k0.36%	0.36%	Unchanged
43	INNOVATOR ETFS TRUST US EQT PWR BUF PAPR	PAPR	17,967	$758.2k0.35%	0.35%	Added +8.6k	+8,573 91.3%
44	KEURIG DR PEPPER INC COM KDP	KDP	21,740	$711.5k0.33%	0.33%	Unchanged
45	ISHARES TR HIGH YLD SYSTM B HYDB	HYDB	14,495	$677.9k0.32%	0.32%	Reduced -568	-568 -3.8%
46	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	17,041	$676.2k0.32%	0.32%	Unchanged
47	INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS EELV	EELV	24,303	$675.6k0.31%	0.31%	Unchanged
48	MICROSOFT CORP COM MSFT	MSFT	1,785	$666.0k0.31%	0.31%	Reduced -41	-41 -2.2%
49	ISHARES TR IBONDS 28 TRM TS IBTI	IBTI	29,788	$659.5k0.31%	0.31%	Added +3.6k	+3,614 13.8%
50	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	6,331	$638.2k0.30%	0.30%	Added +213	+213 3.5%
51	APPLIED MATLS INC COM AMAT	AMAT	855	$618.4k0.29%	0.29%	Unchanged
52	INNOVATOR ETFS TRUST US EQT ULTRA BF UMAR	UMAR	14,416	$609.0k0.28%	0.28%	Reduced -1.3k	-1,268 -8.1%
53	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	6,304	$608.3k0.28%	0.28%	Added +657	+657 11.6%
54	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	913	$598.6k0.28%	0.28%	Unchanged
55	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	14,755	$592.1k0.28%	0.28%	Added +24	+24 0.2%
56	ISHARES TR CORE DIV GRWTH DGRO	DGRO	6,835	$518.0k0.24%	0.24%	Unchanged
57	SCHWAB STRATEGIC TR FUNDAMENTAL US S FNDA	FNDA	13,036	$496.1k0.23%	0.23%	Reduced -172	-172 -1.3%
58	FIRST TR EXCHANGE TRADED FD INDXX NEXTG ETF NXTG	NXTG	3,227	$494.8k0.23%	0.23%	Unchanged
59	INNOVATOR ETFS TRUST US EQTY PWR BUF PMAR	PMAR	10,039	$479.6k0.22%	0.22%	Reduced -1.8k	-1,774 -15.0%
60	ISHARES TR IBONDS DEC 26 IBMO	IBMO	18,214	$467.0k0.22%	0.22%	Reduced -2.5k	-2,459 -11.9%
61	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	641	$410.7k0.19%	0.19%	Reduced -6	-6 -0.9%
62	INNOVATOR ETFS TRUST US EQTY PWR BUF PJUL	PJUL	8,258	$403.1k0.19%	0.19%	Unchanged
63	INNOVATOR ETFS TRUST US EQTY PWR BUF POCT	POCT	8,675	$402.6k0.19%	0.19%	Unchanged
64	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	7,597	$392.7k0.18%	0.18%	Added +16	+16 0.2%
65	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	9,755	$385.7k0.18%	0.18%	New
66	DOORDASH INC CL A DASH	DASH	2,000	$369.1k0.17%	0.17%	Unchanged
67	INNOVATOR ETFS TRUST EQUITY DEFINED P ZJUL	ZJUL	11,916	$357.1k0.17%	0.17%	New
68	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	7,926	$318.7k0.15%	0.15%	Added +300	+300 3.9%
69	SUNOCO LP/SUNOCO FIN CORP COM UT REP LP SUN	SUN	4,679	$315.8k0.15%	0.15%	Unchanged
70	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	414	$305.0k0.14%	0.14%	Unchanged
71	ISHARES TR IBONDS DEC 29 IBDU	IBDU	13,146	$304.5k0.14%	0.14%	New
72	INNOVATOR ETFS TRUST INTERNATIONAL DE IDEC	IDEC	8,045	$276.1k0.13%	0.13%	Reduced -16	-16 -0.2%
73	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	4,702	$265.6k0.12%	0.12%	Reduced -3.8k	-3,808 -44.8%
74	UFP TECHNOLOGIES INC COM UFPT	UFPT	979	$259.6k0.12%	0.12%	New
75	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	4,652	$234.2k0.11%	0.11%	Reduced -4.0k	-4,046 -46.5%
76	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	4,658	$230.8k0.11%	0.11%	Unchanged
77	INNOVATOR ETFS TRUST POWER BUFFER SET PSTP	PSTP	6,237	$229.4k0.11%	0.11%	New
78	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	786	$221.0k0.10%	0.10%	New
79	INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI PID	PID	9,362	$207.8k0.10%	0.10%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	3,132	$531.4k3.1k shares
SPDR S&P 500 ETF TR SPY	SPY	588	$382.5k588 shares