Riverchase Wealth Management, LLC has filed its latest 13F-HR report, disclosing a total asset value of $205.97 million as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and positions within the financial services sector.

As a registered investment advisor based in Flower Mound, Texas, Riverchase Wealth Management focuses on wealth management and investment advisory services. The company has been actively managing assets and reporting its holdings regularly, with the most recent filing dated October 28, 2026.

Background

Riverchase Wealth Management, LLC, incorporated in Texas, operates under the Central Index Key (CIK) 0002055985. The firm is categorized as an "other" entity type and has been filing various forms with the SEC, including multiple 13F-HR reports throughout 2026. The firm’s recent filings include:

  • October 28, 2026 - 13F-HR
  • July 20, 2026 - 13F-HR
  • April 20, 2026 - 13F-HR

What the Filing Says

The filing indicates that Riverchase Wealth Management holds a diverse portfolio, with a total of 79 entries reported. The firm’s total reported value of $205,972,520 reflects its investment discretion and voting authority across various assets. Notably, the filing includes information about other managers, such as Dimensional Fund Advisors LP, which is also involved in managing significant assets.

Impact

This filing may impact various stakeholders, including clients and competitors within the financial services industry. By reporting substantial assets under management, Riverchase reinforces its position in a competitive market, where firms like Dimensional Fund Advisors LP are also active players. The report's transparency is crucial for clients seeking reliable investment management services.

What's Next

The filing does not specify what happens next for Riverchase Wealth Management, but it is expected that the firm will continue to monitor and adjust its investment strategies in response to market conditions.

For more detailed information, the filing can be accessed through the SEC's EDGAR database under accession number 0002085853-26-001322.