RIVERCHASE WEALTH MANAGEMENT, LLC
RIVERCHASE WEALTH MANAGEMENT, LLC reported 79 positions worth $214.6M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: DCOR (12.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DCOR | SH | $27.0M | 12.60% | 329,785 | — | — | |
| ▸ 2 | JCPB | SH | $18.9M | 8.83% | 403,571 | — | — | |
| ▸ 3 | PYLD | SH | $18.3M | 8.54% | 691,288 | — | — | |
| ▸ 4 | DFCF | SH | $17.2M | 8.03% | 408,292 | — | — | |
| ▸ 5 | DFIC | SH | $17.1M | 7.96% | 458,556 | — | — | |
| ▸ 6 | DFAC | SH | $17.0M | 7.94% | 384,140 | — | — | |
| ▸ 7 | DUHP | SH | $15.4M | 7.17% | 368,577 | — | — | |
| ▸ 8 | DFEM | SH | $5.2M | 2.41% | 127,302 | — | — | |
| ▸ 9 | AVUS | SH | $5.2M | 2.41% | 40,334 | — | — | |
| ▸ 10 | VOO | SH | $4.9M | 2.27% | 7,092 | — | — |
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Frequently Asked Questions
What stocks does RIVERCHASE WEALTH MANAGEMENT, LLC hold as of Q2 2026?
RIVERCHASE WEALTH MANAGEMENT, LLC reported 79 positions worth $214.6M in its Q2 2026 13F filing. Largest positions: DCOR (12.6%), JCPB (8.8%), PYLD (8.5%), DFCF (8.0%) and DFIC (8.0%).
What did RIVERCHASE WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did RIVERCHASE WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.