Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of March 31, 2026

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 62 positions in its portfolio as reported in the March 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 $81M 646k 125.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 12.3 $58M 2.3M 24.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.7 $55M 859k 64.08
Vanguard Index Fds Mid Cap Etf (VO) 10.7 $50M 175k 287.18
Schwab Strategic Tr Fundamental Us S (FNDA) 8.0 $38M 1.2M 32.43
Ishares Tr Core S&p500 Etf (IVV) 5.6 $26M 40k 653.21
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.1 $24M 523k 45.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.9 $23M 38k 597.55
Vanguard Index Fds Large Cap Etf (VV) 3.2 $15M 50k 298.85
Fidelity Covington Trust Msci Rl Est Etf (FREL) 3.2 $15M 556k 26.91
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $14M 204k 67.53
Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $10M 114k 88.70
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $7.2M 271k 26.61
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $4.1M 19k 215.06
Select Sector Spdr Tr State Street Hea (XLV) 0.8 $3.9M 27k 146.61
Apple (AAPL) 0.7 $3.1M 12k 253.78
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $2.8M 34k 80.58
Ishares Tr Rus 1000 Etf (IWB) 0.6 $2.7M 7.7k 356.56
Thermon Group Holdings (THR) 0.6 $2.6M 52k 50.40
Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.4M 9.7k 248.01
Microsoft Corporation (MSFT) 0.4 $2.1M 5.5k 370.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $2.0M 80k 25.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.0M 38k 54.05
Abbvie (ABBV) 0.4 $1.9M 8.6k 217.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.5M 3.5k 426.40
Ishares Emng Mkts Eqt (EMGF) 0.3 $1.4M 24k 60.43
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.4M 11k 124.31
Spdr Series Trust State Street Spd (SPYV) 0.3 $1.4M 25k 56.58
Spdr Series Trust State Street Spd (QUS) 0.3 $1.4M 8.2k 171.65
Vanguard World Inf Tech Etf (VGT) 0.3 $1.4M 1.9k 697.85
Goldman Sachs (GS) 0.2 $973k 1.2k 845.95
Ishares Gold Tr Ishares New (IAU) 0.2 $950k 11k 88.16
NVIDIA Corporation (NVDA) 0.2 $916k 5.3k 174.41
Johnson & Johnson (JNJ) 0.2 $797k 3.3k 244.47
Ishares Tr Us Home Cons Etf (ITB) 0.2 $778k 8.6k 90.55
Yum China Holdings (YUMC) 0.2 $777k 16k 48.78
Amazon (AMZN) 0.2 $775k 3.7k 208.27
Vanguard Index Fds Small Cp Etf (VB) 0.2 $727k 2.8k 261.96
Apogee Enterprises (APOG) 0.1 $696k 21k 33.54
Accenture Plc Ireland Shs Class A (ACN) 0.1 $663k 3.3k 198.29
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $662k 9.0k 73.64
Alphabet Cap Stk Cl C (GOOG) 0.1 $600k 2.1k 286.86
Home Depot (HD) 0.1 $579k 1.8k 328.85
Ishares Tr Msci India Etf (INDA) 0.1 $572k 12k 46.84
Willis Towers Watson SHS (WTW) 0.1 $474k 1.6k 290.70
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $454k 8.5k 53.35
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.1 $398k 11k 36.30
Ventas (VTR) 0.1 $393k 4.8k 81.78
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $392k 1.8k 213.67
Lpl Financial Holdings (LPLA) 0.1 $383k 1.3k 300.90
Stryker Corporation (SYK) 0.1 $368k 1.1k 328.50
Oracle Corporation (ORCL) 0.1 $363k 2.5k 147.09
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $297k 2.0k 145.74
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $294k 7.7k 38.42
Procter & Gamble Company (PG) 0.1 $291k 2.0k 144.46
Bank Of Montreal Cadcom (BMO) 0.1 $281k 2.1k 135.34
Alphabet Cap Stk Cl A (GOOGL) 0.1 $278k 967.00 287.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $261k 814.00 320.71
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $255k 1.9k 132.92
Exxon Mobil Corporation (XOM) 0.0 $232k 1.4k 169.63
Wintrust Financial Corporation (WTFC) 0.0 $224k 1.6k 138.93
FedEx Corporation (FDX) 0.0 $215k 604.00 356.44