Riverchase Wealth Management LLC Portfolio
Invests via Riverchase Wealth Management LLC | Managed by Sean Paul Kelleher, Albert Everett Dean III
Invests via Riverchase Wealth Management LLC
Managed by Sean Paul Kelleher, Albert Everett Dean III
Automatically Tracked
Company Profile
Regional independent wealth manager Riverchase Wealth Management LLC provides advisory and discretionary portfolio management, retirement planning, and fiduciary services to high-net-worth individuals and family offices. The firm focuses on multi-asset strategies, tax-aware planning and concentrated-equity transitions, operating as a boutique RIA serving domestic clients. Relevant to investors for sourcing U.S. private wealth flows, M&A roll-up opportunities, and referral channels for wealth-management distribution.
Regional independent wealth manager Riverchase Wealth Management LLC provides advisory and discretionary portfolio management, retirement planning, and fiduciary services to high-net-worth individuals and family offices. The firm focuses on multi-asset strategies, tax-aware planning and concentrated-equity transitions, operating as a boutique RIA serving domestic clients. Relevant to investors for sourcing U.S. private wealth flows, M&A roll-up opportunities, and referral channels for wealth-management distribution.
Investment Philosophy & Strategy
As a boutique RIA serving high-net-worth clients, Riverchase prioritizes tax-aware, multi-asset portfolio construction with a bias toward durable income and risk-controlled growth. Capital deployment blends fiduciary discretionary mandates, concentrated-equity transition management, and diversified alternatives to preserve wealth and realize liquidity events. Emphasis on personalized asset allocation, active tax-loss harvesting, and selective private-market access complements conservative leverage policy and long-term horizons. Distribution and M&A opportunities are evaluated through client flow economics and referral scalability.
As a boutique RIA serving high-net-worth clients, Riverchase prioritizes tax-aware, multi-asset portfolio construction with a bias toward durable income and risk-controlled growth. Capital deployment blends fiduciary discretionary mandates, concentrated-equity transition management, and diversified alternatives to preserve wealth and realize liquidity events. Emphasis on personalized asset allocation, active tax-loss harvesting, and selective private-market access complements conservative leverage policy and long-term horizons. Distribution and M&A opportunities are evaluated through client flow economics and referral scalability.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
23.75%
Gain +0.51%
Monthly
1%
Yearly
12.65%
Drawdown
11.32%
$214.48M
Equity
Holdings
$214.48M
Investment
$183.49M
$31.62M
Profit +$811,577.53
Realized
$629,033.24
Unrealized
$30.99M
Dividends
$7.87M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$811,577.53
Win %
68%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$288,545.37
Win %
68%
This Month
Compared to last month
Gain
0.89%
Profit
$1.88M
Win %
68%
This Year
Compared to last year
Gain
-0.05%
Profit
-$101,373.76
Win %
70%
DASH DoorDash, Inc.
+3.62%
+$13,320.01 
WFC Wells Fargo & Company
+2.43%
+$47,596.23 
KDP Keurig Dr Pepper Inc.
+2.29%
+$16,522.4 
ABT Abbott Laboratories
+2.23%
+$19,845.12 
UFPT UFP Technologies Inc.
+1.93%
+$5,487.3 
IBM International Business Machines Corporation
+1.92%
+$3,434.82 
PID Invesco International Dividend Achievers ETF
+1.58%
+$3,229.89 
DFSV Dimensional US Small Cap Value ETF
+1.12%
+$13,299.95 
MSFT Microsoft Corp.
+1.05%
+$10,049.55 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.97%
+$4,463.53 
IQLT iShares MSCI International Quality Factor ETF
+0.97%
+$2,235.84 
IJR iShares Core S&P Small-Cap ETF
+0.9%
+$12,169.5 
ABBV AbbVie Inc.
+0.87%
+$12,199.07 
DIHP Dimensional International High Profitability Portfolio
+0.81%
+$7,337.27 
DGRO iShares Core Dividend Growth ETF
+0.81%
+$4,306.05 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.68%
+$18,864.56 
VTV Vanguard Value ETF
+0.67%
+$16,546.4 
DFCF Dimensional Core Fixed Income ETF
+0.66%
+$108,197.38 
DFIV Dimensional International Value ETF
+0.66%
+$10,025.45 
AVLV Avantis U.S. Large Cap Value ETF
+0.63%
+$4,939.72 
IJH iShares Core S&P Mid-Cap ETF
+0.62%
+$5,526 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.58%
+$17,355.38 
JCPB JPMorgan Core Plus Bond ETF
+0.58%
+$104,928.46 
DUHP Dimensional US High Profitability ETF
+0.58%
+$90,301.37 
IDEC Innovator International Developed Power Buffer ETF – December Series
+0.57%
+$1,568.78 
DFLV Dimensional US Large Cap Value ETF
+0.56%
+$2,243.65 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.56%
+$10,658.76 
DFAI Dimensional International Core Equity Market ETF
+0.53%
+$6,319.28 
DFIC Dimensional International Core Equity Market ETF
+0.48%
+$82,540.08 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.47%
+$3,225.01 
DISV Dimensional International Small Cap Equity Fund
+0.47%
+$2,951 
AVDE Avantis International Equity ETF
+0.47%
+$7,074.9 
JEPI JPMorgan Equity Premium Income Fund
+0.42%
+$1,128.48 
FNDF Schwab Fundamental International Large Company Index ETF
+0.4%
+$4,260.87 
PYLD PIMCO Multisector Bond Active ETF
+0.39%
+$69,059.67 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$61,462.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.33%
+$3,704.89 
DCOR Dimensional US Core Equity 1 ETF
+0.33%
+$90,690.87 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$3,395.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.23%
+$6,440.48 
HYDB iShares High Yield Systematic Bond ETF
+0.19%
+$1,232.08 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.16%
+$2,382.17 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.15%
+$460.11 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.14%
+$607.25 
AVUS Avantis U.S. Equity ETF
+0.14%
+$7,260.12 
IBTI iShares iBonds Dec 2028 Term ETF
+0.14%
+$893.64 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.14%
+$2,625.16 
DFAU Dimensional US Core Equity Market ETF
+0.12%
+$493.81 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.12%
+$2,806.28 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.11%
+$447.58 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.11%
+$251.97 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.1%
+$2,504.84 
SCHB Schwab U.S. Broad Market ETF
+0.1%
+$1,717.47 
HEGD Swan Hedged Equity US Large Cap Fund
+0.09%
+$855.83 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.07%
+$1,826.81 
UMAR Innovator U.S. Equity Ultra Fund
+0.06%
+$360.4 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$284.89 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$304.79 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$243.34 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$542.75 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$46.52 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.02%
+$80.11 
PAAA PGIM AAA CLO ETF
+0.01%
+$158.87 
VOO Vanguard S&P 500 ETF
+0.01%
+$496.44 
IBMO iShares iBonds Dec 2026 Term ETF
+0.01%
+$40.07 
PAPR Innovator U.S. Equity Power Buffer ETF April
0%
$0 ZJUL
ZJUL
0%
$0 
AMAT Applied Materials, Inc.
-4.2%
-$16,048.35 
SOXX iShares Semiconductor ETF
-2.54%
-$8,461.19 
SMH VanEck Semiconductor ETF
-2.3%
-$11,878.13 
SUN Sunoco L.P.
-1.41%
-$4,912.95 
DFAE Dimensional Emerging Core Equity Market ETF
-1.24%
-$3,764.85 
AVEM Avantis Emerging Markets Equity ETF
-1.18%
-$6,745.28 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.16%
-$57,285.9 
QQQ Invesco QQQ Trust, Series 1
-0.68%
-$2,053.44 
NXTG First Trust Indxx NextG ETF
-0.64%
-$3,073.07 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.14%
-$1,335.39 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.14%
-$1,022.46 
MGC Vanguard Mega Cap ETF
-0.03%
-$287.58 Events
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Dividends
Dividend Analysis
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| Trades 338 | Longs Won 236/338 69% | Profit Factor 14.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $438,489.6 |
| Average Win $143,818.19 | Best Trade (Oct 15) $5.17M | Sharpe Ratio -11.33 |
| Average Loss -$22,720.13 | Worst Trade (Mar 31) -$423,648.69 | Z-Score 6.73 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 6d | Expectancy $93,561.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 4,919 | $1.24M | $1.41M | - | $168,820.24 | 13.64% | +0.875% |
| ABT Abbott Laboratories | 8,704 | $789,801 | $910,612.48 | - | $120,811.48 | 15.3% | +2.228% |
| AMAT Applied Materials, Inc. | 855 | $219,793 | $365,820.3 | - | $146,027.3 | 66.44% | -4.203% |
| AVDE Avantis International Equity ETF | 16,849 | $1.2M | $1.51M | - | $309,422.17 | 25.75% | +0.47% |
| AVEM Avantis Emerging Markets Equity ETF | 6,304 | $411,862.04 | $567,044.8 | - | $155,182.76 | 37.68% | -1.176% |
| AVLV Avantis U.S. Large Cap Value ETF | 8,431 | $573,418.56 | $785,987.56 | - | $212,569 | 37.07% | +0.632% |
| AVUS Avantis U.S. Equity ETF | 40,334 | $4.14M | $5.22M | - | $1.08M | 25.99% | +0.139% |
| BRK-B Berkshire Hathaway Inc. | 2,234 | $1.02M | $1.18M | - | $162,150.77 | 15.94% | +0.289% |
| DASH DoorDash, Inc. | 2,000 | $335,500 | $381,340 | - | $45,840 | 13.66% | +3.619% |
| DCOR Dimensional US Core Equity 1 ETF | 329,785 | $21.87M | $27.68M | - | $5.81M | 26.55% | +0.329% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 384,140 | $13.29M | $17.3M | - | $4.01M | 30.16% | +0.356% |
| DFAE Dimensional Emerging Core Equity Market ETF | 7,926 | $233,158.24 | $298,770.57 | - | $65,612.33 | 28.14% | -1.244% |
| DFAI Dimensional International Core Equity Market ETF | 28,724 | $882,352.98 | $1.19M | - | $307,107.86 | 34.81% | +0.534% |
| DFAU Dimensional US Core Equity Market ETF | 7,597 | $307,996.88 | $402,071.22 | - | $94,074.34 | 30.54% | +0.123% |
| DFCF Dimensional Core Fixed Income ETF | 408,292 | $16.96M | $16.6M | - | -$367,970 | -2.17% | +0.656% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 127,302 | $3.37M | $4.88M | - | $1.51M | 44.74% | -1.161% |
| DFIC Dimensional International Core Equity Market ETF | 458,556 | $12.01M | $17.23M | - | $5.22M | 43.49% | +0.481% |
| DFIV Dimensional International Value ETF | 27,467 | $1.16M | $1.54M | - | $377,009.1 | 32.4% | +0.655% |
| DFLV Dimensional US Large Cap Value ETF | 9,755 | $385,713 | $402,296.2 | - | $16,583.2 | 4.3% | +0.561% |
| DFSV Dimensional US Small Cap Value ETF | 31,294 | $958,909.86 | $1.2M | - | $236,364.47 | 24.65% | +1.125% |
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FAQ
Which stocks have generated the highest profits for Riverchase Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Core Plus Bond ETF - $1.36M, PIMCO Multisector Bond Active ETF - $1.34M, Dimensional Core Fixed Income ETF - $1.1M, Dimensional International Core Equity Market ETF - $760,798.07, and Dimensional U.S. Core Equity 2 ETF - $391,494.91. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Agilysys Inc - $74,352, Dimensional US Core Equity Market ETF - $46,820.38, UFP Technologies Inc - $25,829.96, Innovator U.S. Equity Power Buffer ETF - June - $19,338.08, and VanEck Morningstar Wide Moat Fund - $14,822. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Riverchase Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.87M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $1.36M, PIMCO Multisector Bond Active ETF - $1.34M, Dimensional Core Fixed Income ETF - $1.1M, Dimensional International Core Equity Market ETF - $716,116.66, and Dimensional US Core Equity 1 ETF - $345,798.37. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Riverchase Wealth Management LLC's monthly returns?
Riverchase Wealth Management LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Riverchase Wealth Management LLC's strategy be considered aggressive or moderate?
Riverchase Wealth Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Riverchase Wealth Management LLC's strategy?
Riverchase Wealth Management LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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