Notify me when RIVERCHASE WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 73 | $184,117,395 | +$10,572,138 | -$6,069,090 | +$4,503,048 | DCOR, JCPB, DFAC, DFIC, DFCF | 13F-HR | 02 Feb 2026, 17:29 |
| Q3 2025 | 73 | $176,554,267 | +$15,946,609 | -$4,052,562 | +$11,894,047 | DCOR, JCPB, DFAC, DFCF, DFIC | 13F-HR | 22 Oct 2025, 12:02 |
| Q2 2025 | 68 | $157,630,087 | +$9,361,784 | -$2,792,611 | +$6,569,173 | DFAC, DCOR, JCPB, DFCF, DFIC | 13F-HR | 24 Jul 2025, 08:45 |
| Q1 2025 | 66 | $142,816,435 | +$22,532,899 | -$12,950,883 | +$9,582,016 | DFAC, JCPB, DCOR, DFCF, DFIC | 13F-HR | 05 May 2025, 08:57 |
| Q4 2024 | 65 | $133,708,653 | $0 | $0 | $0 | DFAC, JCPB, DFCF, DFIC, DCOR | 13F-HR | 12 Feb 2025, 09:22 |