Riverpoint Wealth Management Holdings, LLC
Sector Allocation
- Other96.0%$522.8M
- Technology1.6%$8.6M
- Financials0.6%$3.5M
- Healthcare0.6%$3.4M
- Industrials0.6%$3.3M
- Consumer Discretionary0.4%$2.1M
- Real Estate0.1%$427,217
- Consumer Staples0.1%$295,706
AUM History
13fpro.ai/research/fund/riverpoint-wealth-management-holdings-llc-1682733
Conviction and streaks
Diversifying · top 10 = 80.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- GOLDMAN$93.5M
- SCHWAB$64.3M
- VANGUARD$61.4M
- VANGUARD$56.9M
- SCHWAB$44.7M
- ISHARES$29.6M
- VANGUARD$26.8M
- FIDELITY$25.1M
- VANGUARD$17.6M
- ISHARES$16.8M
- FIDELITY$16.8M
- AMERICAN$14.8M
- VANGUARD$11.2M
- SCHWAB$8.0M
- VANGUARD$4.5M
- SELECT$4.2M
AAPL
$3.5MCECO
$3.3M- ISHARES$3.1M
- ISHARES$2.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/riverpoint-wealth-management-holdings-llc-1682733
Riverpoint Wealth Management Holdings, LLC 13F holdings — Q2 2026
$544.3M portfolio (+15.8% QoQ) · 61 holdings · Q2 2026 13F · top 10 are 80% of the stock portfolio
- 1
GOLDMAN SACHS ETF TR - ACTIVEBETA US LG
$93.5M
17.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - INTL EQTY ETF
$64.3M
11.8% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$61.4M
11.3% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - MID CAP ETF
$56.9M
10.4% of stocks
+304%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - FUNDAMENTAL US S
$44.7M
8.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE S&P500 ETF
$29.6M
5.4% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FDS - S&P 500 ETF SHS
$26.8M
4.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$25.1M
4.6% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - LARGE CAP ETF
$17.6M
3.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - CORE S&P MCP ETF
$16.8M
3.1% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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% | — | — | — | — | |
| 3 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $61.4M | 11.3% | +0.3% | — | — | — | — | |
| 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% | — | — | — | — |
All holdings — Riverpoint Wealth Management Holdings, LLC (Q2 2026)
61 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIDELITY COVINGTON TRUST - MSCI RL EST ETFetf/fund | — | $16.8M | 3.1% | 574K | +3% | — | — | 13F |
| 12 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $14.8M | 2.7% | 154K | +349% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - REAL ESTATE ETFetf/fund | — | $11.2M | 2.1% | 116K | +2% | — | — | 13F |
| 14 | — | SCHWAB STRATEGIC TR - US TIPS ETFetf/fund | — | $8.0M | 1.5% | 301K | +11% | — | — | 13F |
| 15 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $4.5M | 0.8% | 19K | +0.3% | — | — | 13F |
| 16 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $4.2M | 0.8% | 27K | -0.5% | — | — | 13F |
| 17 | Apple Inc. | Technology | $3.5M | 0.6% | 12K | -2% | 6+ qtrs | 75.7 | 13F | |
| 18 | CECO ENVIRONMENTAL CORP | Industrials | $3.3M | 0.6% | 36K | New | 1 qtr | 41.2 | 13F | |
| 19 | — | ISHARES TR - RUS 1000 ETFetf/fund | — | $3.1M | 0.6% | 7,675 | +0.2% | — | — | 13F |
| 20 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $2.9M | 0.5% | 9,771 | +0.2% | — | — | 13F |
| 21 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $2.3M | 0.4% | 80K | +0.0% | — | — | 13F |
| 22 | AbbVie Inc. | Healthcare | $2.2M | 0.4% | 8,709 | +0.8% | 6+ qtrs | 72.6 | 13F | |
| 23 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $2.1M | 0.4% | 36K | -4% | — | — | 13F |
| 24 | MICROSOFT CORP | Technology | $2.1M | 0.4% | 5,496 | -0.8% | 6+ qtrs | 79.8 | 13F | |
| 25 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $1.9M | 0.3% | 15K | +336% | — | — | 13F |
| 26 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.8M | 0.3% | 15K | +693% | |||
| 27 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.8M | 0.3% | 12K | +7% | |||
| 28 | — | ISHARES INC - EMNG MKTS EQT | — | $1.7M | 0.3% | 24K | +0.5% | |||
| 29 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | — | $1.5M | 0.3% | 8,196 | +0.6% | |||
| 30 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $1.5M | 0.3% | 25K | +0.4% | |||
| 31 | $NVDA | NVIDIA CORP | Technology | $1.1M | 0.2% | 5,271 | +0.3% | |||
| 32 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.0M | 0.2% | 1,005 | -13% | |||
| 33 | — | ISHARES TR - US HOME CONS ETF | — | $900K | 0.2% | 8,610 | +0.2% | |||
| 34 | $AMZN | AMAZON COM INC | Consumer Discretionary | $887K | 0.2% | 3,723 | — | |||
| 35 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $844K | 0.2% | 2,785 | +0.4% | |||
| 36 | $JNJ | JOHNSON & JOHNSON | Healthcare | $832K | 0.1% | 3,275 | +0.5% | |||
| 37 | $IAU | ISHARES GOLD TRUST | Financials | $814K | 0.1% | 11K | — | |||
| 38 | $GOOG | Alphabet Inc. | Technology | $736K | 0.1% | 2,084 | -0.3% | |||
| 39 | $YUMC | Yum China Holdings, Inc. | Consumer Discretionary | $651K | 0.1% | 16K | — | |||
| 40 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $641K | 0.1% | 8,731 | -3% | |||
| 41 | — | ISHARES TR - MSCI INDIA ETF | — | $603K | 0.1% | 12K | — | |||
| 42 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $572K | 0.1% | 1,622 | -8% | |||
| 43 | — | ISHARES TR - RUS 1000 VAL ETF | — | $543K | 0.1% | 2,240 | +22% | |||
| 44 | $VTR | Ventas, Inc. | Real Estate | $427K | 0.1% | 4,811 | — | |||
| 45 | $WTW | WILLIS TOWERS WATSON PLC | Financials | $426K | 0.1% | 1,630 | — | |||
| 46 | — | ISHARES TR - U.S. MED DVC ETF | — | $421K | 0.1% | 8,524 | +0.2% | |||
| 47 | $ACN | Accenture plc | Technology | $416K | 0.1% | 3,345 | — | |||
| 48 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $368K | 0.1% | 994 | +22% | |||
| 49 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $367K | 0.1% | 2,075 | — | |||
| 50 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $365K | 0.1% | 1,918 | +0.2% | |||
| 51 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BFR | — | $363K | 0.1% | 9,397 | -14% | |||
| 52 | $ORCL | ORACLE CORP | Technology | $360K | 0.1% | 2,457 | -0.4% | |||
| 53 | $LPLA | LPL Financial Holdings Inc. | Financials | $359K | 0.1% | 1,275 | +0.2% | |||
| 54 | $SYK | STRYKER CORP | Healthcare | $354K | 0.1% | 1,123 | +0.3% | |||
| 55 | — | ISHARES TR - RUS MDCP VAL ETF | — | $335K | 0.1% | 2,035 | — | |||
| 56 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $296K | 0.1% | 2,017 | +0.1% | |||
| 57 | $GOOGL | Alphabet Inc. | Technology | $271K | 0.1% | 758 | -22% | |||
| 58 | $WTFC | WINTRUST FINANCIAL CORP | Financials | $260K | 0.1% | 1,617 | +0.4% | |||
| 59 | $IBIT | iShares Bitcoin Trust ETF | Financials | $255K | 0.1% | 7,658 | — | |||
| 60 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $220K | 0.0% | 736 | New | |||
| 61 | $META | Meta Platforms, Inc. | Technology | $208K | 0.0% | 2,667 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 35 added to, 13 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (35)
- VANGUARD INDEX FDS - MID CAP ETF+304%
now $56.9M
- AMERICAN CENTY ETF TR - AVANTIS EMGMKT+349%
now $14.8M
- GOLDMAN SACHS ETF TR - ACTIVEBETA US LG+2%
now $93.5M
- VANGUARD WORLD FD - INF TECH ETF+693%
now $1.8M
- ISHARES TR - RUS 1000 GRW ETF+336%
now $1.9M
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+6%
now $25.1M
+29 more in the Excel export
Trimmed (13)
- ISHARES TR - CORE S&P500 ETF-2%
now $29.6M
- SCHWAB STRATEGIC TR - INTL EQTY ETF-0.3%
now $64.3M
$GSGOLDMAN SACHS GROUP INC-13%
now $1.0M · held 6+ qtrs
- VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF-4%
now $2.1M
$GOOGLAlphabet Inc.-22%
now $271K · held 4 qtrs, 2 trims in a row
- INNOVATOR ETFS TRUST - US EQT ULTRA BFR-14%
now $363K
+7 more in the Excel export
Sold out (4)
$THRThermon Group Holdings, Inc.was $2.6M
held 8+ qtrs
$APOGAPOGEE ENTERPRISES, INC.was $696K
held 9+ qtrs
$XOM.R34088EXXON MOBIL CORPwas $232K
held 1 qtr
$FDXFEDEX CORPwas $215K
held 1 qtr
Holdings by quarter
Every 13F Riverpoint Wealth Management Holdings, LLC has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow Riverpoint Wealth Management?
Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Riverpoint Wealth Management's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.5%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 3% over the last 4
Top 10 weight
80%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
84%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Riverpoint Wealth Management Holdings, LLC
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Every holding in Riverpoint Wealth Management Holdings, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.