Riverchase Wealth Management, LLC
$215M
15
4.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WFC | $2M | 0.93% | 0.00% | -0.2% | Q3 2025 |
 IBTG | $1.4M | 0.65% | Not reported | +4.2% | Q4 2024 |
 ABBV | $1.24M | 0.58% | 0.00% | New | Q2 2026 |
 BRK.B | $1.12M | 0.52% | Not reported | Not reported | Q4 2024 |
 FNDF | $1.05M | 0.49% | Not reported | -0.5% | Q4 2024 |
 ABT | $790K | 0.37% | 0.00% | New | Q2 2026 |
 KDP | $712K | 0.33% | 0.00% | Not reported | Q4 2024 |
 MSFT | $666K | 0.31% | 0.00% | -2.3% | Q4 2024 |
 AMAT | $618K | 0.29% | 0.00% | Not reported | Q4 2025 |
 SMH | $599K | 0.28% | Not reported | Not reported | Q2 2025 |
 DASH | $369K | 0.17% | Not reported | Not reported | Q4 2024 |
 SUN | $316K | 0.15% | Not reported | Not reported | Q3 2025 |
 QQQ | $305K | 0.14% | Not reported | Not reported | Q2 2025 |
 UFPT | $260K | 0.12% | 0.01% | Not reported | Q4 2024 |
 IBM | $221K | 0.10% | 0.00% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| WFC | $1.93M | 1.01% | 0.00% | -9.6% | Q3 2025 |
| IBTG | $1.34M | 0.70% | Not reported | -3.9% | Q4 2024 |
| BRK.B | $1.07M | 0.56% | Not reported | Not reported | Q4 2024 |
| FNDF | $974K | 0.51% | Not reported | Not reported | Q4 2024 |
| MSFT | $676K | 0.35% | 0.00% | +2.2% | Q4 2024 |
| KDP | $572K | 0.30% | 0.00% | Not reported | Q4 2024 |
 XOM | $531K | 0.28% | 0.00% | +9.5% | Q4 2024 |
 SPY | $383K | 0.20% | Not reported | New | Q1 2026 |
| SMH | $350K | 0.18% | Not reported | +12.7% | Q2 2025 |
| SUN | $304K | 0.16% | Not reported | Not reported | Q3 2025 |
| DASH | $300K | 0.16% | Not reported | Not reported | Q4 2024 |
| AMAT | $292K | 0.15% | 0.00% | Not reported | Q4 2025 |
| QQQ | $239K | 0.12% | Not reported | Not reported | Q2 2025 |
| Q4 2025 | |||||
| WFC | $2.5M | 1.36% | 0.00% | -9.3% | Q3 2025 |
| IBTG | $1.39M | 0.76% | Not reported | +27.7% | Q4 2024 |
| BRK.B | $1.12M | 0.61% | Not reported | Not reported | Q4 2024 |
| FNDF | $900K | 0.49% | Not reported | Not reported | Q4 2024 |
| MSFT | $864K | 0.47% | 0.00% | +0.1% | Q4 2024 |
| KDP | $609K | 0.33% | 0.00% | Not reported | Q4 2024 |
| DASH | $453K | 0.25% | Not reported | Not reported | Q4 2024 |
| XOM | $344K | 0.19% | 0.00% | Not reported | Q4 2024 |
| SMH | $292K | 0.16% | Not reported | +1.1% | Q2 2025 |
| QQQ | $254K | 0.14% | Not reported | Not reported | Q2 2025 |
| SUN | $245K | 0.13% | Not reported | Not reported | Q3 2025 |
| IBM | $233K | 0.13% | 0.00% | Not reported | Q2 2025 |
| AMAT | $220K | 0.12% | 0.00% | New | Q4 2025 |
| UFPT | $217K | 0.12% | 0.01% | -14.8% | Q4 2024 |
 ORCL | $201K | 0.11% | 0.00% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| WFC | $2.48M | 1.41% | 0.00% | New | Q3 2025 |
| BRK.B | $1.12M | 0.64% | Not reported | -11.5% | Q4 2024 |
| IBTG | $1.09M | 0.62% | Not reported | +0.9% | Q4 2024 |
| MSFT | $925K | 0.52% | 0.00% | Not reported | Q4 2024 |
| FNDF | $855K | 0.48% | Not reported | +1.1% | Q4 2024 |
| KDP | $555K | 0.31% | 0.00% | Not reported | Q4 2024 |
| DASH | $544K | 0.31% | Not reported | Not reported | Q4 2024 |
| XOM | $323K | 0.18% | 0.00% | Not reported | Q4 2024 |
 AGYS | $296K | 0.17% | 0.01% | Not reported | Q4 2024 |
| ORCL | $289K | 0.16% | 0.00% | -29.1% | Q4 2024 |
| SMH | $262K | 0.15% | Not reported | +1.9% | Q2 2025 |
| QQQ | $249K | 0.14% | Not reported | +12.2% | Q2 2025 |
| SUN | $234K | 0.13% | Not reported | New | Q3 2025 |
| UFPT | $229K | 0.13% | 0.01% | Not reported | Q4 2024 |
| IBM | $222K | 0.13% | 0.00% | Not reported | Q2 2025 |