RiverCHASE Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing was signed by Sean Kelleher, the firm's Chief Compliance Officer, on October 28, 2026. The firm is headquartered at 3419 Cross Timbers Rd Ste 105 in Flower Mound, Texas.
The portfolio consists of 79 distinct positions, with the largest holdings primarily concentrated in exchange-traded funds (ETFs). The top position is the Dimensional ETF Trust International Core Equity ETF, which holds 17,661,468 shares. Other significant ETF positions include the iShares Core S&P 500 ETF with 4,935,246 shares, the Schwab Strategic Trust Fundamental US Large ETF with 2,698,490 shares, and the PIMCO ETF Trust Multisector Bond ETF with 18,910,518 shares.
Among individual equities, Berkshire Hathaway Inc. Class B shares are the largest holding, with 1,116,902 shares. Abbott Laboratories and AbbVie Inc. are also listed in the top individual stock positions, holding 8,768 and 4,952 shares, respectively. The filing indicates that all positions are held in a Sole voting capacity.
