Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of June 30, 2026

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