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Riverpoint Wealth Management Holdings

Latest statistics and disclosures from Riverpoint Wealth Management Holdings's latest quarterly 13F-HR filing:

Top 5 stock holdings are GSLC, SCHF, VEA, VO, FNDA, and represent 59.59% of Riverpoint Wealth Management Holdings's stock portfolio.
Added to shares of these 10 stocks: FBND, FREL, YUMC, SCHF, FNDA, VEA, VO, IJH, GSLC, VV.
Started 1 new stock position in YUMC.
Reduced shares in these 8 stocks: SPYV, VIG, QUS, IVV, VNQ, BND, IWF, VWO.
Riverpoint Wealth Management Holdings was a net buyer of stock by $3.6M.
Riverpoint Wealth Management Holdings has $390M in assets under management (AUM), dropping by 8.29%.
Central Index Key (CIK): 0001682733

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Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 51 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	18.8	$74M		651k	112.94	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	11.1	$43M		1.1M	41.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.9	$43M		807k	52.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	10.7	$42M		159k	263.83	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	8.0	$31M		525k	59.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.9	$23M		40k	576.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.0	$20M		37k	527.67	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.3	$17M	+7%	360k	46.74	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	3.2	$13M	+4%	427k	29.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.1	$12M		47k	263.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.1	$12M		194k	62.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.7	$11M		109k	97.42	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.4	$5.4M		35k	154.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	1.2	$4.7M		13k	353.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$3.7M	-3%	19k	198.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$3.4M		11k	314.39	View chart
Apple (AAPL)	0.8	$3.0M		13k	233.00	View chart
Microsoft Corporation (MSFT)	0.6	$2.4M		5.5k	430.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$2.0M		29k	67.85	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.0M		41k	47.85	View chart
Apogee Enterprises (APOG)	0.5	$1.8M		26k	70.01	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$1.7M	-7%	33k	52.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.6M		7.4k	220.90	View chart
Abbvie (ABBV)	0.4	$1.6M		8.2k	197.48	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.4	$1.5M	-5%	9.6k	157.55	View chart
Thermon Group Holdings (THR)	0.4	$1.4M		47k	29.84	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.3M		3.4k	375.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.1M		1.9k	586.54	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.3	$1.1M		8.4k	127.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$978k		8.4k	116.96	View chart
Home Depot (HD)	0.2	$720k		1.8k	405.30	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$709k		12k	58.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$654k	-2%	8.7k	75.11	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$650k		13k	49.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$619k		2.6k	237.17	View chart
Goldman Sachs (GS)	0.2	$616k		1.2k	495.04	View chart
Amazon (AMZN)	0.1	$569k		3.1k	186.33	View chart
Johnson & Johnson (JNJ)	0.1	$561k		3.5k	162.08	View chart
Yum China Holdings (YUMC)	0.1	$544k	NEW	12k	45.02	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$501k		8.5k	59.22	View chart
Oracle Corporation (ORCL)	0.1	$473k		2.8k	170.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$447k		2.4k	189.81	View chart
Willis Towers Watson SHS (WTW)	0.1	$423k		1.4k	294.53	View chart
Lpl Financial Holdings (LPLA)	0.1	$358k		1.5k	232.70	View chart
Stryker Corporation (SYK)	0.1	$343k		950.00	361.11	View chart
Procter & Gamble Company (PG)	0.1	$341k		2.0k	173.18	View chart
Ventas (VTR)	0.1	$327k		5.1k	64.13	View chart
Vanguard World Health Car Etf (VHT)	0.1	$276k		977.00	282.17	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$269k		2.0k	132.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$249k		1.5k	167.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$219k		774.00	283.17	View chart

Past Filings by Riverpoint Wealth Management Holdings

SEC 13F filings are viewable for Riverpoint Wealth Management Holdings going back to 2016

Riverpoint Wealth Management Holdings 2024 Q3 filed Nov. 4, 2024
Riverpoint Wealth Management Holdings 2024 Q2 filed Aug. 1, 2024
Riverpoint Wealth Management Holdings 2024 Q1 filed May 6, 2024
Riverpoint Wealth Management Holdings 2023 Q4 filed Feb. 6, 2024
Riverpoint Wealth Management Holdings 2023 Q3 filed Nov. 7, 2023
Riverpoint Wealth Management Holdings 2023 Q2 filed Aug. 8, 2023
Riverpoint Wealth Management Holdings 2023 Q1 filed May 8, 2023
Riverpoint Wealth Management Holdings 2022 Q4 filed Feb. 8, 2023
Riverpoint Wealth Management Holdings 2022 Q3 filed Nov. 3, 2022
Riverpoint Wealth Management Holdings 2022 Q2 filed Aug. 3, 2022
Riverpoint Wealth Management Holdings 2022 Q1 filed May 4, 2022
Riverpoint Wealth Management Holdings 2021 Q4 filed Feb. 11, 2022
Riverpoint Wealth Management Holdings 2021 Q3 restated filed Nov. 15, 2021
Riverpoint Wealth Management Holdings 2021 Q3 filed Nov. 5, 2021
Riverpoint Wealth Management Holdings 2021 Q2 filed Aug. 10, 2021
Riverpoint Wealth Management Holdings 2021 Q1 filed May 4, 2021

View all past filings

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