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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, VEA, SCHF, VO, FNDA, and represent 60.27% of Riverpoint Wealth Management Holdings's stock portfolio.
Added to shares of these 10 stocks: VNQ (+$10M), VEA, QUS, FNDA, FBND, VO, IJH, CVS, ABT, BMO.
Started 4 new stock positions in CVS, ABT, BMO, QUS.
Reduced shares in these 10 stocks: FREL (-$10M), GSLC, SCHF, IJR, PFE, ACN, IVV, CSCO, GOOG, HD.
Sold out of its position in PFE.
Riverpoint Wealth Management Holdings was a net buyer of stock by $2.6M.
Riverpoint Wealth Management Holdings has $340M in assets under management (AUM), dropping by 12.04%.
Central Index Key (CIK): 0001682733

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Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 53 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	18.6	$63M	-2%	672k	93.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.3	$38M	+4%	798k	47.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	11.2	$38M		1.0M	36.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	10.8	$37M		158k	232.64	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	8.4	$29M	+3%	516k	55.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.7	$19M		40k	477.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.7	$16M		37k	436.80	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.8	$13M	+4%	278k	46.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.1	$11M	+2%	38k	277.15	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.1	$11M	+2382%	119k	88.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.0	$10M		46k	218.15	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	2.8	$9.4M	-52%	351k	26.65	View chart
Accenture Plc Ireland Shs Class A (ACN)	1.9	$6.6M	-3%	19k	350.91	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.5	$5.0M		37k	136.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$3.4M		20k	170.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.8	$2.8M		11k	262.26	View chart
Apple (AAPL)	0.7	$2.5M		13k	192.52	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$2.4M		52k	46.63	View chart
Microsoft Corporation (MSFT)	0.6	$2.1M		5.5k	376.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.8M	+2%	44k	41.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$1.7M		29k	56.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.5M		7.4k	200.71	View chart
Apogee Enterprises (APOG)	0.4	$1.4M		26k	53.41	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.4	$1.3M	NEW	10k	132.12	View chart
Abbvie (ABBV)	0.4	$1.2M		8.0k	154.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.0M		3.4k	303.13	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.3	$937k		1.9k	484.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$898k	-29%	8.3k	108.25	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.3	$854k		8.4k	101.74	View chart
Home Depot (HD)	0.2	$618k		1.8k	346.56	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$591k		12k	48.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$568k		7.7k	73.55	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$553k		2.6k	213.30	View chart
Johnson & Johnson (JNJ)	0.2	$549k		3.5k	156.73	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$510k		13k	39.03	View chart
Goldman Sachs (GS)	0.1	$472k		1.2k	385.88	View chart
Amazon (AMZN)	0.1	$464k		3.1k	151.94	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$455k		8.4k	53.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$387k		2.3k	165.25	View chart
Willis Towers Watson SHS (WTW)	0.1	$372k		1.5k	241.25	View chart
Lpl Financial Holdings (LPLA)	0.1	$349k		1.5k	227.62	View chart
Oracle Corporation (ORCL)	0.1	$290k		2.8k	105.41	View chart
Procter & Gamble Company (PG)	0.1	$284k		1.9k	146.51	View chart
Stryker Corporation (SYK)	0.1	$282k		943.00	299.41	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$266k		2.6k	101.99	View chart
Ventas (VTR)	0.1	$254k		5.1k	49.84	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$244k		972.00	250.69	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$237k		2.0k	116.29	View chart
Cisco Systems (CSCO)	0.1	$234k	-19%	4.6k	50.52	View chart
CVS Caremark Corporation (CVS)	0.1	$218k	NEW	2.8k	78.97	View chart
Abbott Laboratories (ABT)	0.1	$215k	NEW	2.0k	110.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$211k	-2%	1.5k	140.93	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$205k	NEW	2.1k	98.94	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 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
Riverpoint Wealth Management Holdings 2020 Q4 filed Feb. 23, 2021
Riverpoint Wealth Management Holdings 2020 Q3 filed Nov. 10, 2020
Riverpoint Wealth Management Holdings 2020 Q2 filed Aug. 3, 2020

View all past filings

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