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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 60.30% of Riverpoint Wealth Management Holdings's stock portfolio.
Added to shares of these 10 stocks: FBND, SCHF, VO, SCHP, FREL, FNDA, VEA, VNQ, VHT, XLK.
Started 1 new stock position in VHT.
Reduced shares in these 10 stocks: ACN, GSLC, IVV, AAPL, LPLA, SPYV, SYK, GS, NVDA, IJH.
Riverpoint Wealth Management Holdings was a net buyer of stock by $3.4M.
Riverpoint Wealth Management Holdings has $466M in assets under management (AUM), dropping by 2.34%.
Central Index Key (CIK): 0001682733

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Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 59 positions in its portfolio as reported in the December 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)	18.3	$85M		642k	132.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	12.0	$56M	+2%	2.3M	24.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.5	$54M		860k	62.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	10.7	$50M	+2%	172k	290.22	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	7.7	$36M		1.1M	31.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.8	$27M	-2%	40k	684.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.0	$23M		37k	627.13	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.8	$22M	+7%	484k	46.04	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.4	$16M		50k	314.80	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	3.0	$14M	+5%	526k	26.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.8	$13M		199k	66.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.2	$10M	+3%	114k	88.49	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.4	$6.4M	+19%	241k	26.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$4.2M		19k	219.78	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.9	$4.1M		27k	154.80	View chart
Apple (AAPL)	0.7	$3.3M	-4%	12k	271.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$2.9M		7.6k	373.43	View chart
Microsoft Corporation (MSFT)	0.6	$2.7M		5.5k	483.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$2.4M		9.7k	246.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.2M	+2%	41k	53.76	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$2.1M		80k	26.91	View chart
Abbvie (ABBV)	0.4	$2.0M		8.7k	228.49	View chart
Thermon Group Holdings (THR)	0.4	$1.9M	+2%	51k	37.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.6M		3.5k	473.35	View chart
Spdr Series Trust State Street Spd (QUS)	0.3	$1.5M		8.8k	174.19	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.5M		1.9k	753.95	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$1.4M	-5%	25k	56.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.4M	+2%	11k	120.18	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.0M		13k	81.17	View chart
Goldman Sachs (GS)	0.2	$1.0M	-4%	1.1k	878.72	View chart
NVIDIA Corporation (NVDA)	0.2	$963k	-3%	5.2k	186.51	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$899k	-72%	3.4k	268.33	View chart
Amazon (AMZN)	0.2	$859k		3.7k	230.82	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$826k		8.6k	96.30	View chart
Yum China Holdings (YUMC)	0.2	$760k		16k	47.74	View chart
Apogee Enterprises (APOG)	0.2	$756k		21k	36.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$711k		2.8k	257.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$680k		2.2k	313.75	View chart
Johnson & Johnson (JNJ)	0.1	$678k		3.3k	206.97	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$660k		12k	54.05	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$632k		8.5k	74.07	View chart
Home Depot (HD)	0.1	$602k		1.7k	344.18	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$529k		8.5k	62.15	View chart
Oracle Corporation (ORCL)	0.1	$480k		2.5k	194.89	View chart
Willis Towers Watson SHS (WTW)	0.1	$472k		1.4k	328.60	View chart
Lpl Financial Holdings (LPLA)	0.1	$454k	-17%	1.3k	357.17	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$425k		12k	36.79	View chart
Stryker Corporation (SYK)	0.1	$393k	-13%	1.1k	351.48	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$386k		1.8k	210.34	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$374k		7.5k	49.65	View chart
Ventas (VTR)	0.1	$372k	-5%	4.8k	77.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$320k		1.0k	312.97	View chart
Procter & Gamble Company (PG)	0.1	$288k		2.0k	143.31	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$287k		2.0k	141.05	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$275k	+100%	1.9k	143.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$273k		814.00	335.17	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$269k		2.1k	129.79	View chart
Wintrust Financial Corporation (WTFC)	0.0	$224k		1.6k	139.83	View chart
Vanguard World Health Car Etf (VHT)	0.0	$210k	NEW	731.00	287.71	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 2025 Q4 filed Feb. 10, 2026
Riverpoint Wealth Management Holdings 2025 Q3 filed Nov. 5, 2025
Riverpoint Wealth Management Holdings 2025 Q2 filed July 25, 2025
Riverpoint Wealth Management Holdings 2025 Q1 filed May 6, 2025
Riverpoint Wealth Management Holdings 2024 Q4 filed Feb. 5, 2025
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

View all past filings

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