• 13F History

RIVERCHASE WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$134M
Signature - Title
Sean Kelleher - CCO
Location
Flower Mound, TX
Summary
This page shows a list of all the recent 13F filings made by RIVERCHASE WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RIVERCHASE WEALTH MANAGEMENT, LLC reported 65 stock holdings with total value $134M as of Q4 2024. Top holdings included DFAC, JCPB, DFCF, DFIC, and DCOR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 65 $134M $0 $0 DFAC, JCPB, DFCF, DFIC, DCOR 13F-HR 2/12/2025, 09:22 AM