Riverpoint Wealth Management Holdings, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$465.6M
Holdings
59
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSLCGOLDMAN SACHS ETF TR | 642,062 | $85.0M | 18.25% | |
| 2 | SCHFSCHWAB STRATEGIC TR | 2,330,490 | $56.0M | 12.03% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 860,232 | $53.7M | 11.54% | |
| 4 | VOVANGUARD INDEX FDS | 172,259 | $50.0M | 10.74% | |
| 5 | FNDASCHWAB STRATEGIC TR | 1,142,826 | $36.0M | 7.73% | |
| 6 | IVVISHARES TR | 39,745 | $27.2M | 5.85% | |
| 7 | VOOVANGUARD INDEX FDS | 37,382 | $23.4M | 5.03% | |
| 8 | FBNDFIDELITY MERRIMACK STR TR | 484,385 | $22.3M | 4.79% | |
| 9 | VVVANGUARD INDEX FDS | 50,350 | $15.8M | 3.40% | |
| 10 | FRELFIDELITY COVINGTON TRUST | 525,783 | $14.1M | 3.04% | |
| 11 | IJHISHARES TR | 198,997 | $13.1M | 2.82% | |
| 12 | VNQVANGUARD INDEX FDS | 114,296 | $10.1M | 2.17% | |
| 13 | SCHPSCHWAB STRATEGIC TR | 241,406 | $6.4M | 1.37% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 19,096 | $4.2M | 0.90% | |
| 15 | XLVSELECT SECTOR SPDR TR | 26,665 | $4.1M | 0.89% | |
| 16 | AAPLAPPLE INC | 12,170 | $3.3M | 0.71% | |
| 17 | IWBISHARES TR | 7,641 | $2.9M | 0.61% | |
| 18 | MSFTMICROSOFT CORP | 5,517 | $2.7M | 0.57% | |
| 19 | IWMISHARES TR | 9,733 | $2.4M | 0.51% | |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 40,836 | $2.2M | 0.47% | |
| 21 | SCHXSCHWAB STRATEGIC TR | 79,794 | $2.1M | 0.46% | |
| 22 | ABBVABBVIE INC | 8,662 | $2.0M | 0.43% | |
| 23 | THRTHERMON GROUP HLDGS INC | 51,368 | $1.9M | 0.41% | |
| 24 | IWFISHARES TR | 3,472 | $1.6M | 0.35% | |
| 25 | QUSSPDR SERIES TRUST | 8,771 | $1.5M | 0.33% | |
| 26 | VGTVANGUARD WORLD FD | 1,935 | $1.5M | 0.31% | |
| 27 | SPYVSPDR SERIES TRUST | 24,758 | $1.4M | 0.30% | |
| 28 | IJRISHARES TR | 11,278 | $1.4M | 0.29% | |
| 29 | IAU*ISHARES GOLD TR | 12,873 | $1.0M | 0.22% | |
| 30 | GSGOLDMAN SACHS GROUP INC | 1,145 | $1.0M | 0.22% | |
| 31 | NVDANVIDIA CORPORATION | 5,163 | $962K | 0.21% | |
| 32 | ACNACCENTURE PLC IRELAND | 3,350 | $898K | 0.19% | |
| 33 | AMZNAMAZON COM INC | 3,723 | $859K | 0.18% | |
| 34 | ITBISHARES TR | 8,579 | $826K | 0.18% | |
| 35 | YUMCYUM CHINA HLDGS INC | 15,925 | $760K | 0.16% | |
| 36 | APOGAPOGEE ENTERPRISES INC | 20,754 | $755K | 0.16% | |
| 37 | VBVANGUARD INDEX FDS | 2,754 | $710K | 0.15% | |
| 38 | GOOGALPHABET INC | 2,166 | $679K | 0.15% | |
| 39 | JNJJOHNSON & JOHNSON | 3,276 | $678K | 0.15% | |
| 40 | INDAISHARES TR | 12,208 | $659K | 0.14% | |
| 41 | BNDVANGUARD BD INDEX FDS | 8,535 | $632K | 0.14% | |
| 42 | HDHOME DEPOT INC | 1,748 | $601K | 0.13% | |
| 43 | IHIISHARES TR | 8,504 | $528K | 0.11% | |
| 44 | ORCLORACLE CORP | 2,461 | $479K | 0.10% | |
| 45 | WTWWILLIS TOWERS WATSON PLC LTD | 1,436 | $471K | 0.10% | |
| 46 | LPLALPL FINL HLDGS INC | 1,272 | $454K | 0.10% | |
| 47 | UFEBINNOVATOR ETFS TRUST | 11,542 | $424K | 0.09% | |
| 48 | SYKSTRYKER CORPORATION | 1,117 | $392K | 0.08% | |
| 49 | IWDISHARES TR | 1,833 | $385K | 0.08% | |
| 50 | IBITISHARES BITCOIN TRUST ETF | 7,522 | $373K | 0.08% | |
| 51 | VENVENTAS INC | 4,811 | $372K | 0.08% | |
| 52 | GOOGLALPHABET INC | 1,022 | $319K | 0.07% | |
| 53 | PGPROCTER AND GAMBLE CO | 2,011 | $288K | 0.06% | |
| 54 | IWSISHARES TR | 2,035 | $287K | 0.06% | |
| 55 | XLKSELECT SECTOR SPDR TR | 1,913 | $275K | 0.06% | |
| 56 | VTIVANGUARD INDEX FDS | 814 | $272K | 0.06% | |
| 57 | BMOBANK MONTREAL QUE | 2,075 | $269K | 0.06% | |
| 58 | WF2WINTRUST FINL CORP | 1,605 | $224K | 0.05% | |
| 59 | VHTVANGUARD WORLD FD | 731 | $210K | 0.05% |