Riverpoint Wealth Management Holdings, LLC
13F Reported Value
ⓘ$544.3M
Holdings
61
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Riverpoint Wealth Management Holdings, LLC disclosed 61 positions worth $544.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $CECO and a full exit from $THR. The portfolio is most concentrated in Other (96.0% of disclosed assets). All figures are sourced directly from Riverpoint Wealth Management Holdings, LLC’s Form 13F-HR filing with the SEC under CIK 1682733.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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GOLDMAN SACHS ETF TR - ACTIVEBETA US LG
—Quality
$93.5M658,842 shSCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$64.3M2,322,186 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$61.4M861,421 shVANGUARD INDEX FDS - MID CAP ETF
—Quality
$56.9M706,160 shSCHWAB STRATEGIC TR - FUNDAMENTAL US S
—Quality
$44.7M1,174,381 shISHARES TR - CORE S&P500 ETF
—Quality
$29.6M39,545 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$26.8M39,014 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$25.1M551,758 shVANGUARD INDEX FDS - LARGE CAP ETF
—Quality
$17.6M51,059 shISHARES TR - CORE S&P MCP ETF
—Quality
$16.8M218,200 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $93.5M | 658,842 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $64.3M | 2,322,186 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $61.4M | 861,421 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $56.9M | 706,160 |
| SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $44.7M | 1,174,381 |
| ISHARES TR - CORE S&P500 ETF | — | $29.6M | 39,545 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $26.8M | 39,014 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $25.1M | 551,758 |
| VANGUARD INDEX FDS - LARGE CAP ETF | — | $17.6M | 51,059 |
| ISHARES TR - CORE S&P MCP ETF | — | $16.8M | 218,200 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Riverpoint Wealth Management Holdings, LLC's 61 positions.
Showing top 10 of 61 holdings.
Sector Allocation
Other
$522.8M
Technology
$8.1M
Industrials
$3.7M
Financials
$3.5M
Healthcare
$3.4M
Consumer Discretionary
$2.1M
Real Estate
$427,217
Consumer Staples
$295,706
Full Holdings — Riverpoint Wealth Management Holdings, LLC (Q2 2026)
All 61 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $93.5M | 17.2% | +2% | — |
| 2 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $64.3M | 11.8% | -0% | — |
| 3 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $61.4M | 11.3% | +0% | — |
| 4 | — | VANGUARD INDEX FDS - MID CAP ETF | $56.9M | 10.4% | +304% | — |
| 5 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $44.7M | 8.2% | +1% | — |
| 6 | — | ISHARES TR - CORE S&P500 ETF | $29.6M | 5.4% | -2% | — |
| 7 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $26.8M | 4.9% | +2% | — |
| 8 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $25.1M | 4.6% | +6% | — |
| 9 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $17.6M | 3.2% | +2% | — |
| 10 | — | ISHARES TR - CORE S&P MCP ETF | $16.8M | 3.1% | +7% | — |
| 11 | — | FIDELITY COVINGTON TRUST - MSCI RL EST ETF | $16.8M | 3.1% | +3% | — |
| 12 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $14.8M | 2.7% | +349% | — |
| 13 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $11.2M | 2.1% | +2% | — |
| 14 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $8.0M | 1.5% | +11% | — |
| 15 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $4.5M | 0.8% | +0% | — |
| 16 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $4.2M | 0.8% | -0% | — |
| 17 |  $AAPL | Apple Inc. | $3.5M | 0.6% | -2% | 76.4 |
| 18 |  $CECO | CECO ENVIRONMENTAL CORP | $3.3M | 0.6% | NEW | 24.6 |
| 19 | — | ISHARES TR - RUS 1000 ETF | $3.1M | 0.6% | +0% | — |
| 20 | — | ISHARES TR - RUSSELL 2000 ETF | $2.9M | 0.5% | +0% | — |
| 21 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $2.3M | 0.4% | +0% | — |
| 22 |  $ABBV | AbbVie Inc. | $2.2M | 0.4% | +1% | 72.6 |
| 23 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.1M | 0.4% | -4% | — |
| 24 |  $MSFT | MICROSOFT CORP | $2.1M | 0.4% | -1% | 79.8 |
| 25 | — | ISHARES TR - RUS 1000 GRW ETF | $1.9M | 0.3% | +336% | — |
| 26 | — | VANGUARD WORLD FD - INF TECH ETF | $1.8M | 0.3% | +693% | — |
| 27 | — | ISHARES TR - CORE S&P SCP ETF | $1.8M | 0.3% | +7% | — |
| 28 | — | ISHARES INC - EMNG MKTS EQT | $1.7M | 0.3% | +1% | — |
| 29 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | $1.5M | 0.3% | +1% | — |
| 30 | — | SPDR SERIES TRUST - ST STR P500VAL | $1.5M | 0.3% | +0% | — |
| 31 |  $NVDA | NVIDIA CORP | $1.1M | 0.2% | +0% | 85.9 |
| 32 |  $GS | GOLDMAN SACHS GROUP INC | $1.0M | 0.2% | -13% | 73.5 |
| 33 | — | ISHARES TR - US HOME CONS ETF | $899,559 | 0.2% | +0% | — |
| 34 |  $AMZN | AMAZON COM INC | $887,340 | 0.2% | +0% | 68.7 |
| 35 | — | VANGUARD INDEX FDS - SMALL CP ETF | $844,163 | 0.2% | +0% | — |
| 36 |  $JNJ | JOHNSON & JOHNSON | $831,852 | 0.1% | +0% | 69 |
| 37 |  $IAU | ISHARES GOLD TRUST | $813,885 | 0.1% | +0% | — |
| 38 |  $GOOGL | Alphabet Inc. | $736,416 | 0.1% | -0% | 78.2 |
| 39 |  $YUMC | Yum China Holdings, Inc. | $650,855 | 0.1% | +0% | 61.2 |
| 40 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $640,964 | 0.1% | -3% | — |
| 41 | — | ISHARES TR - MSCI INDIA ETF | $602,956 | 0.1% | +0% | — |
| 42 |  $HD | HOME DEPOT, INC. | $572,072 | 0.1% | -8% | 60.3 |
| 43 | — | ISHARES TR - RUS 1000 VAL ETF | $543,043 | 0.1% | +22% | — |
| 44 |  $VTR | Ventas, Inc. | $427,217 | 0.1% | +0% | 62.5 |
| 45 |  $WTW | WILLIS TOWERS WATSON PLC | $426,033 | 0.1% | +0% | — |
| 46 | — | ISHARES TR - U.S. MED DVC ETF | $421,173 | 0.1% | +0% | — |
| 47 |  $ACN | Accenture plc | $416,252 | 0.1% | +0% | — |
| 48 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $367,944 | 0.1% | +22% | — |
| 49 |  $BMO | BANK OF MONTREAL /CAN/ | $366,653 | 0.1% | +0% | 76 |
| 50 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $365,346 | 0.1% | +0% | — |
| 51 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BFR | $363,194 | 0.1% | -14% | — |
| 52 |  $ORCL | ORACLE CORP | $360,020 | 0.1% | -0% | 66.2 |
| 53 |  $LPLA | LPL Financial Holdings Inc. | $359,041 | 0.1% | +0% | 72.1 |
| 54 |  $SYK | STRYKER CORP | $353,509 | 0.1% | +0% | 72.1 |
| 55 | — | ISHARES TR - RUS MDCP VAL ETF | $334,961 | 0.1% | +0% | — |
| 56 |  $PG | PROCTER & GAMBLE Co | $295,706 | 0.1% | +0% | 64.6 |
| 57 |  $GOOG | Alphabet Inc. | $270,757 | 0.1% | -22% | 78.2 |
| 58 |  $WTFC | WINTRUST FINANCIAL CORP | $259,845 | 0.1% | +0% | 60.3 |
| 59 |  $IBIT | iShares Bitcoin Trust ETF | $254,935 | 0.1% | +0% | — |
| 60 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $220,009 | 0.0% | NEW | — |
| 61 |  $META | Meta Platforms, Inc. | $207,802 | 0.0% | NEW | 79.6 |
New Positions (3)
Exited Positions (4)
$THR Thermon Group Holdings, Inc.
$APOG APOGEE ENTERPRISES, INC.
$XOM.R34088 EXXON MOBIL CORP
$FDX FEDEX CORPBrowse Top Institutional Investors
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