Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of Dec. 31, 2025

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