Skip to main content
Livermore
Livermore
ZHEN

Riverchase Wealth Management, LLC

SEC CIK
0002055985
Latest filing
Jul 17, 2026

The latest 13F from Riverchase Wealth Management, LLC covers Q2 2026 (filed Jul 17, 2026): 79 long positions worth $214.6M. The top 10 holdings make up 68.2% of the portfolio, and the largest is Dimensional ETF Trust at 12.6%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$3.78M
Added
27
Est. +$6.41M
Reduced
18
Est. −$1.57M
Sold out
2
Est. −$913.9K

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional ETF Trust25434V625
    12.6%$27.0M
  2. J P Morgan Exchange Traded F46641Q670
    8.8%$18.9M
  3. PIMCO ETF Tr72201R585
    8.5%$18.3M
  4. Dimensional ETF Trust25434V872
    8.0%$17.2M
  5. Dimensional ETF Trust25434V799
    8.0%$17.1M

Share of portfolio

Top 5 holdings and the other 74 positions, by share of portfolio value

  1. Dimensional ETF Trust12.6%
  2. J P Morgan Exchange Traded F8.8%
  3. PIMCO ETF Tr8.5%
  4. Dimensional ETF Trust8.0%
  5. Dimensional ETF Trust8.0%
  6. Other 74 positions54.0%

Biggest buys

New and added positions, by estimated amount bought

  1. ABBVAbbVie Inc.
    +$1.24MNewHistory
  2. Dimensional ETF Trust25434V625
    +$1.02MAdded
  3. PIMCO ETF Tr72201R585
    +$1.01MAdded
  4. ABTAbbott Laboratories
    +$789.8KNewHistory
  5. Dimensional ETF Trust25434V872
    +$574.2KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional ETF Trust25434V625
    +0.68 pp11.9% → 12.6%
  2. ABBVAbbVie Inc.
    +0.58 pp0.0% → 0.6%History
  3. ABTAbbott Laboratories
    +0.37 pp0.0% → 0.4%History
  4. Dimensional ETF Trust25434V831
    +0.33 pp6.8% → 7.2%
  5. Dimensional ETF Trust25434V666
    +0.18 pp0.0% → 0.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    −$706.9KReduced
  2. XOMExxonMobil Holdings Corp
    −$531.4KSold outHistory
  3. SPYSPDR S&P 500 ETF Trust
    −$382.5KSold outHistory
  4. J P Morgan Exchange Traded F46641Q332
    −$215.1KReduced
  5. WisdomTree Tr97717Y527
    −$203.7KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.28 pp0.3% → 0.0%History
  2. SPYSPDR S&P 500 ETF Trust
    −0.20 pp0.2% → 0.0%History
  3. Dimensional U.S. Core Equity 2 ETF25434V708
    −0.16 pp8.1% → 7.9%
  4. J P Morgan Exchange Traded F46641Q332
    −0.13 pp0.3% → 0.1%
  5. WisdomTree Tr97717Y527
    −0.12 pp0.2% → 0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$214.6M
+$22.7M (+11.8%) vs. prior quarter
Positions
79
+6 vs. prior quarter
Top 10 concentration
68.2%
Top 10 as share of value
Turnover
1.2%
Q2 2026, one quarter
Average holding period
6.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $214.6M (Q2 2026)

Q4 2024: $133.7MQ1 2025: $142.8MQ2 2025: $157.6MQ3 2025: $176.6MQ4 2025: $184.1MQ1 2026: $191.9MQ2 2026: $214.6M
Q4 2024Q2 2026
13F filings of Riverchase Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 17, 202679$214.6MDimensional ETF TrustJ P Morgan Exchange Traded FPIMCO ETF Trvs. Q1 2026SEC
Q1 2026Apr 20, 202673$191.9MDimensional ETF TrustJ P Morgan Exchange Traded FPIMCO ETF Trvs. Q4 2025SEC
Q4 2025Feb 2, 202673$184.1MDimensional ETF TrustJ P Morgan Exchange Traded FDimensional U.S. Core Equity 2 ETFvs. Q3 2025SEC
Q3 2025Oct 22, 202573$176.6MDimensional ETF TrustJ P Morgan Exchange Traded FDimensional U.S. Core Equity 2 ETFvs. Q2 2025SEC
Q2 2025Jul 24, 202568$157.6MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustJ P Morgan Exchange Traded Fvs. Q1 2025SEC
Q1 2025May 5, 202566$142.8MDimensional U.S. Core Equity 2 ETFJ P Morgan Exchange Traded FDimensional ETF Trustvs. Q4 2024SEC
Q4 2024Feb 12, 202565$133.7MDimensional U.S. Core Equity 2 ETFJ P Morgan Exchange Traded FDimensional ETF Trust–SEC