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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 58.93% of Riverpoint Wealth Management Holdings's stock portfolio.
Added to shares of these 10 stocks: VO (+$43M), AVEM (+$12M), CECO, GSLC, VGT, IWF, FBND, IJH, SCHP, FNDA.
Started 3 new stock positions in VHT, BSV, CECO.
Reduced shares in these 10 stocks: , APOG, IVV, , , SCHF, GS, VWO, GOOGL, UFEB.
Sold out of its positions in APOG, XOM, FDX, Thermon Group Holdings.
Riverpoint Wealth Management Holdings was a net buyer of stock by $64M.
Riverpoint Wealth Management Holdings has $544M in assets under management (AUM), dropping by 15.81%.
Central Index Key (CIK): 0001682733

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Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 61 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	17.2	$94M		659k	141.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	11.8	$64M		2.3M	27.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.3	$61M		861k	71.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	10.5	$57M	+304%	706k	80.57	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	8.2	$45M		1.2M	38.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.4	$30M	-2%	40k	748.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.9	$27M		39k	686.80	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.6	$25M	+5%	552k	45.49	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.2	$18M		51k	343.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.1	$17M	+6%	218k	77.11	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	3.1	$17M	+3%	574k	29.30	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.7	$15M	+349%	154k	96.49	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.1	$11M		116k	96.43	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.5	$8.0M	+11%	301k	26.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$4.5M		19k	236.62	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.8	$4.2M		27k	158.66	View chart
Apple (AAPL)	0.6	$3.5M		12k	289.36	View chart
CECO Environmental (CECO)	0.6	$3.3M	NEW	36k	90.74	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$3.1M		7.7k	409.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$2.9M		9.8k	300.46	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$2.3M		80k	29.43	View chart
Abbvie (ABBV)	0.4	$2.2M		8.7k	251.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.1M	-4%	36k	59.69	View chart
Microsoft Corporation (MSFT)	0.4	$2.1M		5.5k	373.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.9M	+335%	15k	124.17	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.8M	+693%	15k	119.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.8M	+6%	12k	148.31	View chart
Ishares Emng Mkts Eqt (EMGF)	0.3	$1.7M		24k	73.26	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.3	$1.5M		8.2k	186.85	View chart
Spdr Series Trust St Str P500val (SPYV)	0.3	$1.5M		25k	60.79	View chart
NVIDIA Corporation (NVDA)	0.2	$1.1M		5.3k	200.10	View chart
Goldman Sachs (GS)	0.2	$1.0M	-12%	1.0k	1011.37	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$900k		8.6k	104.48	View chart
Amazon (AMZN)	0.2	$887k		3.7k	238.34	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$844k		2.8k	303.11	View chart
Johnson & Johnson (JNJ)	0.2	$832k		3.3k	254.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$814k		11k	75.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$736k		2.1k	353.37	View chart
Yum China Holdings (YUMC)	0.1	$651k		16k	40.87	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$641k	-2%	8.7k	73.41	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$603k		12k	49.39	View chart
Home Depot (HD)	0.1	$572k	-7%	1.6k	352.70	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$543k	+22%	2.2k	242.43	View chart
Ventas (VTR)	0.1	$427k		4.8k	88.80	View chart
Willis Towers Watson SHS (WTW)	0.1	$426k		1.6k	261.37	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$421k		8.5k	49.41	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$416k		3.3k	124.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$368k	+22%	994.00	370.17	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$367k		2.1k	176.70	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$365k		1.9k	190.48	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$363k	-14%	9.4k	38.65	View chart
Oracle Corporation (ORCL)	0.1	$360k		2.5k	146.53	View chart
Lpl Financial Holdings (LPLA)	0.1	$359k		1.3k	281.60	View chart
Stryker Corporation (SYK)	0.1	$354k		1.1k	314.79	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$335k		2.0k	164.60	View chart
Procter & Gamble Company (PG)	0.1	$296k		2.0k	146.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$271k	-21%	758.00	357.20	View chart
Wintrust Financial Corporation (WTFC)	0.0	$260k		1.6k	160.70	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$255k		7.7k	33.29	View chart
Vanguard World Health Car Etf (VHT)	0.0	$220k	NEW	736.00	298.93	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$208k	NEW	2.7k	77.92	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 2026 Q2 filed July 27, 2026
Riverpoint Wealth Management Holdings 2026 Q1 filed May 4, 2026
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

View all past filings

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