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 60.01% of Riverpoint Wealth Management Holdings's stock portfolio.
  • Added to shares of these 10 stocks: SCHP, IAU, FREL, FBND, IBIT, FNDA, VO, UFEB, GOOGL, IVV.
  • Started 5 new stock positions in GOOGL, IAU, IBIT, UFEB, WTFC.
  • Reduced shares in these 10 stocks: GSLC, IWB, , SCHX, SPYV, QUS, IWD, ORCL, VEA, XLV.
  • Sold out of its position in VHT.
  • Riverpoint Wealth Management Holdings was a net buyer of stock by $4.4M.
  • Riverpoint Wealth Management Holdings has $455M in assets under management (AUM), dropping by 7.04%.
  • Central Index Key (CIK): 0001682733

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Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 58 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 18.5 $84M 647k 130.28
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.7 $53M 2.3M 23.28
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.2 $51M 854k 59.92
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Vanguard Index Fds Mid Cap Etf (VO) 10.9 $50M 169k 293.74
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Schwab Strategic Tr Fundamental Us S (FNDA) 7.7 $35M 1.1M 31.16
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Ishares Tr Core S&p500 Etf (IVV) 6.0 $27M 41k 669.30
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $23M 37k 612.38
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.6 $21M +2% 449k 46.24
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Vanguard Index Fds Large Cap Etf (VV) 3.4 $16M 50k 307.86
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 3.0 $14M +6% 498k 27.81
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Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $13M 199k 65.26
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Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $10M 111k 91.42
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Schwab Strategic Tr Us Tips Etf (SCHP) 1.2 $5.5M +42% 203k 26.95
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Vanguard Specialized Funds Div App Etf (VIG) 0.9 $4.1M 19k 215.78
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $3.7M -2% 27k 139.17
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Apple (AAPL) 0.7 $3.3M 13k 254.62
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Accenture Plc Ireland Shs Class A (ACN) 0.7 $3.0M 12k 246.61
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Microsoft Corporation (MSFT) 0.6 $2.9M 5.5k 517.99
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Ishares Tr Rus 1000 Etf (IWB) 0.6 $2.8M -15% 7.6k 365.49
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.3M 9.7k 241.95
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.2M -2% 40k 54.18
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $2.1M -8% 80k 26.34
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Abbvie (ABBV) 0.4 $2.0M 8.6k 231.55
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.6M 3.4k 468.35
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Spdr Series Trust Msci Usa Strtgic (QUS) 0.3 $1.5M -7% 8.7k 171.20
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.3 $1.5M -10% 26k 55.33
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Vanguard World Inf Tech Etf (VGT) 0.3 $1.4M 1.9k 746.47
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Thermon Group Holdings (THR) 0.3 $1.3M 50k 26.72
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.3M +4% 11k 118.83
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NVIDIA Corporation (NVDA) 0.2 $996k 5.3k 186.58
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Goldman Sachs (GS) 0.2 $956k 1.2k 796.31
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Ishares Gold Tr Ishares New (IAU) 0.2 $937k NEW 13k 72.77
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Ishares Tr Us Home Cons Etf (ITB) 0.2 $919k 8.6k 107.25
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Apogee Enterprises (APOG) 0.2 $904k 21k 43.57
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Amazon (AMZN) 0.2 $818k 3.7k 219.57
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Home Depot (HD) 0.2 $704k 1.7k 405.24
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $696k 2.7k 254.28
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Oracle Corporation (ORCL) 0.2 $691k -12% 2.5k 281.27
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Yum China Holdings (YUMC) 0.2 $684k 16k 42.92
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $644k -4% 8.7k 74.37
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Ishares Tr Msci India Etf (INDA) 0.1 $636k 12k 52.06
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Johnson & Johnson (JNJ) 0.1 $604k -6% 3.3k 185.43
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Alphabet Cap Stk Cl C (GOOG) 0.1 $538k 2.2k 243.59
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Lpl Financial Holdings (LPLA) 0.1 $514k 1.5k 332.63
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $510k 8.5k 60.08
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Willis Towers Watson SHS (WTW) 0.1 $496k 1.4k 345.45
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $486k NEW 7.5k 65.00
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Stryker Corporation (SYK) 0.1 $475k 1.3k 369.74
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Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.1 $413k NEW 12k 35.79
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $373k -21% 1.8k 203.59
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Ventas (VTR) 0.1 $357k 5.1k 69.99
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Procter & Gamble Company (PG) 0.1 $312k 2.0k 153.66
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $284k 2.0k 139.67
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Bank Of Montreal Cadcom (BMO) 0.1 $270k 2.1k 130.25
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Select Sector Spdr Tr Technology (XLK) 0.1 $269k 955.00 281.87
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $266k 809.00 328.26
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $251k NEW 1.0k 242.99
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Wintrust Financial Corporation (WTFC) 0.0 $212k NEW 1.6k 132.44
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Past Filings by Riverpoint Wealth Management Holdings

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

View all past filings