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:
25.1%
Gain +0.77%
Monthly
1.12%
Yearly
14.37%
Drawdown
11.32%
$216.24M
Equity
Holdings
$216.24M
Investment
$183.49M
$33.38M
Profit +$1.2M
Realized
$629,033.24
Unrealized
$32.75M
Dividends
$6.99M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.77%
Profit
$1.2M
Win %
68%
This Week
Compared To Last Week
Gain
0.59%
Profit
$1.28M
Win %
68%
This Month
Compared to last month
Gain
0.56%
Profit
$1.2M
Win %
68%
This Year
Compared to last year
Gain
0.77%
Profit
$1.66M
Win %
70%
MSFT Microsoft Corp.
+3.02%
+$24,311.68 
WFC Wells Fargo & Company
+1.19%
+$24,706.44 
AMAT Applied Materials, Inc.
+1.18%
+$5,044.52 
SUN Sunoco L.P.
+0.95%
+$3,368.88 
MGC Vanguard Mega Cap ETF
+0.87%
+$7,540.16 
IBM International Business Machines Corporation
+0.86%
+$1,501.24 
VOO Vanguard S&P 500 ETF
+0.71%
+$34,467.4 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$4,601.1 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,838.16 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$14,526.53 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$9,732.33 
AVUS Avantis U.S. Equity ETF
+0.57%
+$29,040.48 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$2,127.16 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.47%
+$1,066.53 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.46%
+$6,806.2 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$1,347.42 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$20,368.32 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$10,019.34 
HEGD Swan Hedged Equity US Large Cap Fund
+0.41%
+$3,765.63 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$105,531.2 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,155.24 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$61,462.4 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$1,403.86 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$893.38 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$1,301.25 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$1,268.15 
UMAR Innovator U.S. Equity Ultra Fund
+0.31%
+$1,874.08 
SMH VanEck Semiconductor ETF
+0.3%
+$1,488.2 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$1,976.37 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$903.51 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,989.25 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$1,096.04 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$3,429.92 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$567.36 
ABT Abbott Laboratories
+0.09%
+$783.36 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$364.28 
SOXX iShares Semiconductor ETF
+0.07%
+$230.77 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$1,120.74 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$46.52 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$63.31 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 ZJUL
ZJUL
0%
$0 
ABBV AbbVie Inc.
-2.51%
-$31,825.93 
KDP Keurig Dr Pepper Inc.
-1.43%
-$9,783 
PID Invesco International Dividend Achievers ETF
-0.9%
-$1,966.02 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$1,909.78 
DASH DoorDash, Inc.
-0.69%
-$2,740 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$18,918.75 
NXTG First Trust Indxx NextG ETF
-0.64%
-$3,033.41 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$7,755.54 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$5,869.82 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$12,435.22 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$6,341.79 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$100,882.32 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$3,246.1 
DFIV Dimensional International Value ETF
-0.47%
-$7,416.09 
AVDE Avantis International Equity ETF
-0.46%
-$7,076.58 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$3,433.86 
PAAA PGIM AAA CLO ETF
-0.37%
-$6,036.87 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$48,995.04 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,503.69 
VTV Vanguard Value ETF
-0.27%
-$6,596.09 
DUHP Dimensional US High Profitability ETF
-0.27%
-$40,543.47 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$44,392.81 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$34,564.4 
IDEC Innovator International Developed Power Buffer ETF – December Series
-0.19%
-$522.92 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$4,754.85 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$982.4 
UFPT UFP Technologies Inc.
-0.1%
-$244.75 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$391.08 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$297.91 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$131.46 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$1,085.51 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$778.98 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$243.03 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$398.9 Events
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Dividends
Dividend Analysis
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| Trades 338 | Longs Won 237/338 70% | Profit Factor 24.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $457,236.18 |
| Average Win $146,735.39 | Best Trade (Aug 28) $5.99M | Sharpe Ratio -10.13 |
| Average Loss -$13,823.41 | Worst Trade (Mar 31) -$423,648.69 | Z-Score 6.62 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $98,757.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 4,919 | $1.24M | $1.23M | - | -$3,443.14 | -0.28% | -2.513% |
| ABT Abbott Laboratories | 8,704 | $789,801 | $920,012.8 | - | $130,211.8 | 16.49% | +0.085% |
| AMAT Applied Materials, Inc. | 855 | $219,793 | $434,057.86 | - | $214,264.86 | 97.48% | +1.176% |
| AVDE Avantis International Equity ETF | 16,849 | $1.2M | $1.54M | - | $335,034.33 | 27.88% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 6,304 | $411,862.04 | $564,271.04 | - | $152,409 | 37% | +0.101% |
| AVLV Avantis U.S. Large Cap Value ETF | 8,431 | $573,418.56 | $777,000.96 | - | $203,582.4 | 35.5% | +0.141% |
| AVUS Avantis U.S. Equity ETF | 40,334 | $4.14M | $5.15M | - | $1M | 24.21% | +0.567% |
| BRK-B Berkshire Hathaway Inc. | 2,234 | $1.02M | $1.14M | - | $125,669.55 | 12.36% | +0.365% |
| DASH DoorDash, Inc. | 2,000 | $335,500 | $392,320 | - | $56,820 | 16.94% | -0.694% |
| DCOR Dimensional US Core Equity 1 ETF | 329,785 | $21.87M | $27.21M | - | $5.34M | 24.41% | +0.389% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 384,140 | $13.29M | $17.09M | - | $3.8M | 28.56% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 7,926 | $233,158.24 | $297,383.52 | - | $64,225.28 | 27.55% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 28,724 | $882,352.98 | $1.21M | - | $326,927.36 | 37.05% | -0.637% |
| DFAU Dimensional US Core Equity Market ETF | 7,597 | $307,996.88 | $393,372.66 | - | $85,375.78 | 27.72% | +0.544% |
| DFCF Dimensional Core Fixed Income ETF | 408,292 | $16.96M | $16.94M | - | -$18,880.34 | -0.11% | -0.288% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 127,302 | $3.37M | $4.8M | - | $1.43M | 42.44% | +0.426% |
| DFIC Dimensional International Core Equity Market ETF | 458,556 | $12.01M | $17.47M | - | $5.46M | 45.47% | -0.574% |
| DFIV Dimensional International Value ETF | 27,467 | $1.16M | $1.57M | - | $409,557.5 | 35.2% | -0.469% |
| DFLV Dimensional US Large Cap Value ETF | 9,755 | $385,713 | $396,833.4 | - | $11,120.4 | 2.88% | +0.321% |
| DFSV Dimensional US Small Cap Value ETF | 31,294 | $958,909.86 | $1.24M | - | $282,210.18 | 29.43% | 0.0 |
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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 - $1.28M, PIMCO Multisector Bond Active ETF - $1.15M, Dimensional Core Fixed Income ETF - $970,000.58, Dimensional International Core Equity Market ETF - $675,965.21, and Dimensional U.S. Core Equity 2 ETF - $354,233.33. 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 - $47,747.21, 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 $6.99M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $1.28M, PIMCO Multisector Bond Active ETF - $1.15M, Dimensional Core Fixed Income ETF - $970,000.58, Dimensional International Core Equity Market ETF - $631,283.8, and Dimensional U.S. Core Equity 2 ETF - $286,106.38. 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.
