Riverpoint Wealth Management Holdings, LLC
CIK: 0001682733Latest portfolio: $465.6M · Q4 2025
Holdings
59
Total Value
$465.6M
New Positions
59
Closed Positions
0
Top Holdings
View All 59 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GSLCGOLDMAN SACHS ETF TR | 642,062 | $85.0M | 18.25% | NEW | |
| 2 | SCHFSCHWAB STRATEGIC TR | 2,330,490 | $56.0M | 12.03% | NEW | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 860,232 | $53.7M | 11.54% | NEW | |
| 4 | VOVANGUARD INDEX FDS | 172,259 | $50.0M | 10.74% | NEW | |
| 5 | FNDASCHWAB STRATEGIC TR | 1,142,826 | $36.0M | 7.73% | NEW | |
| 6 | IVVISHARES TR | 39,745 | $27.2M | 5.85% | NEW | |
| 7 | VOOVANGUARD INDEX FDS | 37,382 | $23.4M | 5.03% | NEW | |
| 8 | FBNDFIDELITY MERRIMACK STR TR | 484,385 | $22.3M | 4.79% | NEW | |
| 9 | VVVANGUARD INDEX FDS | 50,350 | $15.8M | 3.40% | NEW | |
| 10 | FRELFIDELITY COVINGTON TRUST | 525,783 | $14.1M | 3.04% | NEW | |
| 11 | IJHISHARES TR | 198,997 | $13.1M | 2.82% | NEW | |
| 12 | VNQVANGUARD INDEX FDS | 114,296 | $10.1M | 2.17% | NEW | |
| 13 | SCHPSCHWAB STRATEGIC TR | 241,406 | $6.4M | 1.37% | NEW | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 19,096 | $4.2M | 0.90% | NEW | |
| 15 | XLVSELECT SECTOR SPDR TR | 26,665 | $4.1M | 0.89% | NEW | |
| 16 | AAPLAPPLE INC | 12,170 | $3.3M | 0.71% | NEW | |
| 17 | IWBISHARES TR | 7,641 | $2.9M | 0.61% | NEW | |
| 18 | MSFTMICROSOFT CORP | 5,517 | $2.7M | 0.57% | NEW | |
| 19 | IWMISHARES TR | 9,733 | $2.4M | 0.51% | NEW | |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 40,836 | $2.2M | 0.47% | NEW | |
| 21 | SCHXSCHWAB STRATEGIC TR | 79,794 | $2.1M | 0.46% | NEW | |
| 22 | ABBVABBVIE INC | 8,662 | $2.0M | 0.43% | NEW | |
| 23 | THRTHERMON GROUP HLDGS INC | 51,368 | $1.9M | 0.41% | NEW | |
| 24 | IWFISHARES TR | 3,472 | $1.6M | 0.35% | NEW | |
| 25 | QUSSPDR SERIES TRUST | 8,771 | $1.5M | 0.33% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($8.498956024537385e+147T)
Technology0.0% ($33082669.0T)
Healthcare0.0% ($2.0T)
Unknown0.0% ($1.0T)
Consumer Cyclical0.0% ($859.8B)
Industrials0.0% ($1.9B)
Communication Services0.0% ($679.3M)
Consumer Defensive0.0% ($288K)
Filing History
Fund Information
Riverpoint Wealth Management Holdings, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $465.6M across 59 holdings. The largest position is GOLDMAN SACHS ETF TR (GSLC), representing 18.3% of the portfolio. Compared to the previous quarter, the fund opened 59 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.