Portfolio (Quarterly) Guide ↗

RIVERCHASE WEALTH MANAGEMENT, LLC

· CIK 0002055985

13F Portfolio $192M AUM 73 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 19 Added 11 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PSEP	INNOVATOR ETFS TRUST	—	10,784	$471K	0.26%	SOLD
2	USEP	INNOVATOR ETFS TRUST	—	10,356	$407K	0.22%	SOLD
3	ISEP	INNOVATOR ETFS TRUST	—	7,983	$260K	0.14%	SOLD
4	IBM	INTERNATIONAL BUSINESS MACHS	Technology	786	$233K	0.13%	SOLD
5	UFPT	UFP TECHNOLOGIES INC	Healthcare	979	$217K	0.12%	SOLD
6	UJUL	INNOVATOR ETFS TRUST	—	5,265	$204K	0.11%	SOLD
7	ORCL	ORACLE CORP	Technology	1,029	$201K	0.11%	SOLD

Sector Allocation

Financial Services 48.8%

Technology 18.5%

Energy 16.0%

Consumer Defensive 10.9%

Communication Services 5.7%