RIVERCHASE WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
RIVERCHASE WEALTH MANAGEMENT, LLC disclosed 81 stock positions in a recent SEC 13F filing. $214,580,752 of stock holdings were filed, with the largest holdings including DCOR, JCPB, and PYLD. This filing represented positions held on June 30, 2026, and was filed on July 17, 2026.We estimate the fund has a total AUM of $251,469,812 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
81Est. Stock Holding Value:
$214,580,752Top Stock Holdings By Sector
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Portfolio Stock Holdings - RIVERCHASE WEALTH MANAGEMENT, LLC
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