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:
0.1%
Gain
Monthly
0.01%
Yearly
0.06%
Drawdown
19.04%
$205.94M
Equity
Holdings
$205.94M
Investment
$175.39M
$30.69M
Profit -$746,483.13
Realized
$142,674.97
Unrealized
$30.55M
Dividends
$6.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$746,483.13
Win %
73%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$92,308.36
Win %
73%
This Month
Compared to last month
Gain
-0.01%
Profit
-$21,019.59
Win %
73%
This Year
Compared to last year
Gain
7.3%
Profit
$14.02M
Win %
74%
SUN Sunoco L.P.
+2.2%
+$7,416.22 
XOM Exxon Mobil Corporation
+1.32%
+$6,044.76 
WFC Wells Fargo & Company
+1.32%
+$28,160.16 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$11,449.25 
VTV Vanguard Value ETF
+0.4%
+$9,838.4 
DGRO iShares Core Dividend Growth ETF
+0.26%
+$1,401.17 
DFCF Dimensional Core Fixed Income ETF
+0.15%
+$25,654.78 
JCPB JPMorgan Core Plus Bond ETF
+0.15%
+$27,445.62 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.1%
+$2,852.94 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$411.39 
IBTI iShares iBonds Dec 2028 Term ETF
+0.07%
+$392.61 
PID Invesco International Dividend Achievers ETF
+0.07%
+$140.43 
KDP Keurig Dr Pepper Inc.
+0.06%
+$428.28 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$1,576.86 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.06%
+$1,037.54 
IBTH iShares iBonds Dec 2027 Term
+0.04%
+$469.94 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$185.99 
PAAA PGIM AAA CLO ETF
+0.03%
+$336.87 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$553.53 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$86.98 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
AMAT Applied Materials, Inc.
-5.03%
-$24,128.08 
SMH VanEck Semiconductor ETF
-2.9%
-$15,055.37 
SOXX iShares Semiconductor ETF
-2.84%
-$9,737.35 
MSFT Microsoft Corp.
-2.36%
-$17,291.65 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$94,436.95 
DASH DoorDash, Inc.
-1.9%
-$7,085.2 
DFAE Dimensional Emerging Core Equity Market ETF
-1.78%
-$5,147.55 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$4,773.42 
AVEM Avantis Emerging Markets Equity ETF
-1.53%
-$7,792.86 
QUAL iShares MSCI USA Quality Factor ETF
-1.13%
-$13,854.74 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-1%
-$6,901.6 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.93%
-$8,393.88 
MGC Vanguard Mega Cap ETF
-0.9%
-$7,907.62 
VOO Vanguard S&P 500 ETF
-0.78%
-$38,519.2 
SCHB Schwab U.S. Broad Market ETF
-0.78%
-$12,875.3 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$3,375.17 
AVDE Avantis International Equity ETF
-0.76%
-$11,274.4 
DISV Dimensional International Small Cap Equity Fund
-0.74%
-$4,492.95 
DFAU Dimensional US Core Equity Market ETF
-0.72%
-$2,842.87 
NXTG First Trust Indxx NextG ETF
-0.71%
-$3,332.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.71%
-$20,103.44 
DUHP Dimensional US High Profitability ETF
-0.61%
-$91,067.38 
DFAI Dimensional International Core Equity Market ETF
-0.6%
-$7,108 
DFIC Dimensional International Core Equity Market ETF
-0.6%
-$101,525.18 
DCOR Dimensional US Core Equity 1 ETF
-0.59%
-$153,905.54 
AVUS Avantis U.S. Equity ETF
-0.57%
-$28,610.61 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.57%
-$102,019.12 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$7,880.25 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.47%
-$8,612.48 
DFSV Dimensional US Small Cap Value ETF
-0.46%
-$5,801.41 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.46%
-$2,311.4 
DIHP Dimensional International High Profitability Portfolio
-0.46%
-$4,135.56 
HEGD Swan Hedged Equity US Large Cap Fund
-0.39%
-$3,442.64 
FNDF Schwab Fundamental International Large Company Index ETF
-0.38%
-$3,981.6 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.36%
-$6,852.06 
IDEC Innovator International Developed Power Buffer ETF – December Series
-0.35%
-$967.32 
IQLT iShares MSCI International Quality Factor ETF
-0.33%
-$768.57 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$3,097.02 
DFIV Dimensional International Value ETF
-0.29%
-$4,227.2 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.26%
-$1,795.99 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.24%
-$5,844.61 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.23%
-$910.87 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.21%
-$1,188.39 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.19%
-$751.52 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$870.57 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.16%
-$660.64 
UMAR Innovator U.S. Equity Ultra Fund
-0.14%
-$941.04 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.09%
-$1,092.72 
AVLV Avantis U.S. Large Cap Value ETF
-0.09%
-$674.48 
HYDB iShares High Yield Systematic Bond ETF
-0.07%
-$527.21 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.05%
-$1,290.78 Events
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Dividends
Dividend Analysis
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| Trades 285 | Longs Won 204/285 71% | Profit Factor 33.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $453,162.1 |
| Average Win $155,038.1 | Best Trade (Jul 14) $5.2M | Sharpe Ratio -9.94 |
| Average Loss -$11,598.23 | Worst Trade (Mar 31) -$423,648.69 | Z-Score 8.54 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $107,678.3 |
| 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 | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
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Returns
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Option values are updated at end of day.
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