Portfolio (Quarterly) Guide ↗

RIVERCHASE WEALTH MANAGEMENT, LLC

· CIK 0002055985

13F Portfolio $215M AUM 79 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 24 Added 12 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	3,132	$531K	0.28%	SOLD
2	SPY	STATE STR SPDR S&P 500 ETF T	Financial Services	588	$383K	0.20%	SOLD

Sector Allocation

Financial Services 30.8%

Healthcare 30.5%

Technology 20.1%

Consumer Defensive 9.5%

Communication Services 4.9%

Energy 4.2%