Riverchase Wealth Management, LLC reported 13 positions worth $9.90M for the quarter ended Sep 30, 2026, up 19.2% on the prior quarter. It opened 3 new positions, added to 5, trimmed 0 and exited 1. Its largest holding is Wells Fargo & Company at 20% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ACN Accenture plc | +4,621 | – | $847.35K | 8.56% |
| XOM ExxonMobil Holdings Corp | +3,135 | – | $510.29K | 5.15% |
| AAPL Apple Inc. | +723 | – | $240.77K | 2.43% |
| WFC Wells Fargo & Company | +471 | +1.9% | $37.70K | 19.96% |
| MSFT Microsoft Corp | +72 | +4.0% | $36.94K | 9.62% |
| ABBV AbbVie Inc. | +33 | +0.7% | $8.63K | 13.08% |
| ABT Abbott Laboratories | +64 | +0.7% | $6.33K | 8.75% |
| BRK-B Berkshire Hathaway Inc | +9 | +0.4% | $4.48K | 11.28% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBM International Business Machines Corp | -786 | -100.0% | $221.03K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IBM International Business Machines Corp | -786 | $221.03K | 2.66% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | WFC Wells Fargo & Company | Financial Services | 24.7K | $1.98M | 19.96% | +471 | +1.9% | Added | 0% |
| 2 | ABBV AbbVie Inc. | Healthcare | 4,952 | $1.30M | 13.08% | +33 | +0.7% | Added | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,243 | $1.12M | 11.28% | +9 | +0.4% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 1,857 | $952.65K | 9.62% | +72 | +4.0% | Added | 0% |
| 5 | ABT Abbott Laboratories | Healthcare | 8,768 | $866.56K | 8.75% | +64 | +0.7% | Added | 0% |
| 6 | ACN Accenture plc | Industrials | 4,621 | $847.35K | 8.56% | +4,621 | – | New | 0% |
| 7 | KDP Keurig Dr Pepper Inc. | Consumer Staples | 21.7K | $659.59K | 6.66% | 0 | 0.0% | Unchanged | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 3,135 | $510.29K | 5.15% | +3,135 | – | New | 0% |
| 9 | AMAT Applied Materials Inc | Technology | 855 | $437.36K | 4.42% | 0 | 0.0% | Unchanged | 0% |
| 10 | DASH DoorDash, Inc. | Technology | 2,000 | $367.10K | 3.71% | 0 | 0.0% | Unchanged | 0% |
| 11 | SUN Sunoco LP | Energy | 4,679 | $340.96K | 3.44% | 0 | 0.0% | Unchanged | 0% |
| 12 | UFPT Ufp Technologies Inc | Healthcare | 979 | $290.59K | 2.93% | 0 | 0.0% | Unchanged | 0.01% |
| 13 | AAPL Apple Inc. | Technology | 723 | $240.77K | 2.43% | +723 | – | New | 0% |
Tip. Select a row to see that position’s full history at Riverchase Wealth Management.
As of its Q3 2026 13F filing, Riverchase Wealth Management, LLC’s five largest positions were Wells Fargo & Company (WFC) at 20.0%, AbbVie Inc. (ABBV) at 13.1%, Berkshire Hathaway Inc (BRK-B) at 11.3%, Microsoft Corp (MSFT) at 9.6%, Abbott Laboratories (ABT) at 8.8% of the reported portfolio.
Riverchase Wealth Management, LLC reported a 13F portfolio worth $9.90M across 13 positions for Q3 2026. That is up 19.2% from the previous quarter.
Its largest purchases by value were Accenture plc ($847.35K), ExxonMobil Holdings Corp ($510.29K), Apple Inc. ($240.77K). It opened 3 new positions.
Its largest sales by value were International Business Machines Corp ($221.03K). It exited 1 positions entirely.
From the Form 13F-HR reports Riverchase Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.