Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of June 30, 2025

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 54 positions in its portfolio as reported in the June 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) 18.6 $79M 652k 121.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.8 $50M 2.3M 22.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.5 $49M 856k 57.01
Vanguard Index Fds Mid Cap Etf (VO) 11.0 $47M 167k 279.83
Schwab Strategic Tr Fundamental Us S (FNDA) 7.5 $32M 1.1M 28.65
Ishares Tr Core S&p500 Etf (IVV) 5.9 $25M 40k 620.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $21M 37k 568.03
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.7 $20M 436k 45.75
Vanguard Index Fds Large Cap Etf (VV) 3.4 $14M 51k 285.30
Fidelity Covington Trust Msci Rl Est Etf (FREL) 3.0 $13M 467k 27.04
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $12M 200k 62.02
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $9.8M 110k 89.06
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $3.9M 19k 204.67
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $3.8M 143k 26.68
Accenture Plc Ireland Shs Class A (ACN) 0.9 $3.7M 12k 298.90
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $3.7M 27k 134.79
Ishares Tr Rus 1000 Etf (IWB) 0.7 $3.1M 9.0k 339.59
Microsoft Corporation (MSFT) 0.6 $2.7M 5.5k 497.44
Apple (AAPL) 0.6 $2.6M 13k 205.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $2.1M 87k 24.44
Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.1M 9.7k 215.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.0M 41k 49.46
Abbvie (ABBV) 0.4 $1.6M 8.6k 185.62
Spdr Series Trust Msci Usa Strtgic (QUS) 0.4 $1.5M 9.4k 163.09
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.4 $1.5M 29k 52.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.5M 3.4k 424.57
Thermon Group Holdings (THR) 0.3 $1.4M 50k 28.08
Vanguard World Inf Tech Etf (VGT) 0.3 $1.3M 1.9k 663.44
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.1M 11k 109.29
Goldman Sachs (GS) 0.2 $846k 1.2k 707.61
NVIDIA Corporation (NVDA) 0.2 $844k 5.3k 157.99
Apogee Enterprises (APOG) 0.2 $843k 21k 40.60
Amazon (AMZN) 0.2 $817k 3.7k 219.39
Ishares Tr Us Home Cons Etf (ITB) 0.2 $797k 8.6k 93.17
Yum China Holdings (YUMC) 0.2 $712k 16k 44.71
Ishares Tr Msci India Etf (INDA) 0.2 $680k 12k 55.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $667k 9.1k 73.63
Vanguard Index Fds Small Cp Etf (VB) 0.2 $646k 2.7k 236.99
Home Depot (HD) 0.2 $645k 1.8k 366.73
Oracle Corporation (ORCL) 0.1 $612k 2.8k 218.67
Lpl Financial Holdings (LPLA) 0.1 $579k 1.5k 375.08
Johnson & Johnson (JNJ) 0.1 $532k 3.5k 152.76
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $532k 8.5k 62.64
Stryker Corporation (SYK) 0.1 $507k 1.3k 395.48
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $455k 2.3k 194.23
Willis Towers Watson SHS (WTW) 0.1 $440k 1.4k 306.50
Alphabet Cap Stk Cl C (GOOG) 0.1 $396k 2.2k 177.43
Procter & Gamble Company (PG) 0.1 $328k 2.1k 159.33
Ventas (VTR) 0.1 $322k 5.1k 63.15
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $269k 2.0k 132.14
Vanguard World Health Car Etf (VHT) 0.1 $246k 989.00 248.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $245k 807.00 303.86
Select Sector Spdr Tr Technology (XLK) 0.1 $242k 954.00 253.18
Bank Of Montreal Cadcom (BMO) 0.1 $230k 2.1k 110.63