Riverpoint Wealth Management Holdings, Llc Portfolio Stock Holdings
Riverpoint Wealth Management Holdings, Llc disclosed 62 stock positions valued at approximately $470.0 million in its latest SEC 13F filing. The largest holdings include GOLDMAN SACHS ETF TR, SCHWAB STRATEGIC TR, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 62
- Portfolio Value
- $470.0M
Holdings by Sector
Riverpoint Wealth Management Holdings, Llc Portfolio Holdings in Q1 2026
62 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | GSLC | Other | 17.21% | 646,369 | +4,307 | +0.67% | $80,880,156 |
| SCHWAB STRATEGIC TR | SCHF | Other | 12.26% | 2,328,048 | -2,442 | -0.10% | $57,619,187 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 11.71% | 859,108 | -1,124 | -0.13% | $55,051,633 |
| VANGUARD INDEX FDS | VO | Other | 10.68% | 174,767 | +2,508 | +1.46% | $50,189,617 |
| SCHWAB STRATEGIC TR | FNDA | Other | 7.99% | 1,157,772 | +14,946 | +1.31% | $37,546,531 |
| ISHARES TR | IVV | Other | 5.61% | 40,379 | +634 | +1.60% | $26,376,027 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 5.07% | 522,603 | +38,218 | +7.89% | $23,841,139 |
| VANGUARD INDEX FDS | VOO | Other | 4.88% | 38,423 | +1,041 | +2.78% | $22,959,538 |
| VANGUARD INDEX FDS | VV | Other | 3.19% | 50,232 | -118 | -0.23% | $15,011,765 |
| FIDELITY COVINGTON TRUST | FREL | Other | 3.18% | 555,858 | +30,075 | +5.72% | $14,958,148 |
| ISHARES TR | IJH | Other | 2.93% | 204,136 | +5,139 | +2.58% | $13,785,299 |
| VANGUARD INDEX FDS | VNQ | Other | 2.15% | 114,145 | -151 | -0.13% | $10,124,655 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.53% | 270,587 | +29,181 | +12.09% | $7,200,321 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.88% | 19,148 | +52 | +0.27% | $4,118,032 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.83% | 26,739 | +74 | +0.28% | $3,920,247 |
| APPLE INC | AAPL | Technology | 0.66% | 12,176 | +6 | +0.05% | $3,090,081 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.59% | 34,219 | +34,219 | +100.00% | $2,757,355 |
| ISHARES TR | IWB | Other | 0.58% | 7,659 | +18 | +0.24% | $2,730,928 |
| THERMON GROUP HLDGS INC | THR | Industrials | 0.56% | 52,108 | +740 | +1.44% | $2,626,243 |
| ISHARES TR | IWM | Other | 0.51% | 9,749 | +16 | +0.16% | $2,417,812 |
| MICROSOFT CORP | MSFT | Technology | 0.44% | 5,543 | +26 | +0.47% | $2,051,956 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.44% | 79,820 | +26 | +0.03% | $2,046,573 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.43% | 37,566 | -3,270 | -8.01% | $2,030,452 |
| ABBVIE INC | ABBV | Healthcare | 0.40% | 8,639 | -23 | -0.27% | $1,878,835 |
| ISHARES TR | IWF | Other | 0.32% | 3,474 | +2 | +0.06% | $1,481,321 |
| ISHARES INC | EMGF | Other | 0.30% | 23,613 | +23,613 | +100.00% | $1,426,934 |
| ISHARES TR | IJR | Other | 0.30% | 11,325 | +47 | +0.42% | $1,407,853 |
| SPDR SERIES TRUST | SPYV | Other | 0.30% | 24,839 | +81 | +0.33% | $1,405,369 |
| SPDR SERIES TRUST | QUS | Other | 0.30% | 8,151 | -620 | -7.07% | $1,399,103 |
| VANGUARD WORLD FD | VGT | Other | 0.29% | 1,937 | +2 | +0.10% | $1,351,730 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.21% | 1,150 | +5 | +0.44% | $972,840 |
| ISHARES GOLD TR | IAU | Other | 0.20% | 10,779 | -2,094 | -16.27% | $950,232 |
| NVIDIA CORPORATION | NVDA | Technology | 0.19% | 5,254 | +91 | +1.76% | $916,328 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.17% | 3,260 | -16 | -0.49% | $796,982 |
| ISHARES TR | ITB | Other | 0.17% | 8,596 | +17 | +0.20% | $778,351 |
| YUM CHINA HLDGS INC | YUMC | Consumer Cyclical | 0.17% | 15,925 | - | - | $776,822 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.16% | 3,723 | - | - | $775,390 |
| VANGUARD INDEX FDS | VB | Other | 0.15% | 2,774 | +20 | +0.73% | $726,671 |
| APOGEE ENTERPRISES INC | APOG | Industrials | 0.15% | 20,754 | - | - | $696,089 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.14% | 3,345 | -5 | -0.15% | $663,280 |
| VANGUARD BD INDEX FDS | BND | Other | 0.14% | 8,984 | +449 | +5.26% | $661,582 |
| ALPHABET INC | GOOG | Communication Services | 0.13% | 2,090 | -76 | -3.51% | $599,544 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.12% | 1,760 | +12 | +0.69% | $578,769 |
| ISHARES TR | INDA | Other | 0.12% | 12,208 | - | - | $571,826 |
| WILLIS TOWERS WATSON PLC LTD | WTW | Other | 0.10% | 1,630 | +194 | +13.51% | $473,841 |
| ISHARES TR | IHI | Other | 0.10% | 8,511 | +7 | +0.08% | $454,057 |
| INNOVATOR ETFS TRUST | UFEB | Other | 0.08% | 10,976 | -566 | -4.90% | $398,428 |
| VENTAS INC | VTR | Real Estate | 0.08% | 4,811 | - | - | $393,444 |
| ISHARES TR | IWD | Other | 0.08% | 1,833 | - | - | $391,657 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 0.08% | 1,273 | +1 | +0.08% | $383,043 |
| STRYKER CORPORATION | SYK | Healthcare | 0.08% | 1,120 | +3 | +0.27% | $367,918 |
| ORACLE CORP | ORCL | Technology | 0.08% | 2,468 | +7 | +0.28% | $363,028 |
| ISHARES TR | IWS | Other | 0.06% | 2,035 | - | - | $296,581 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.06% | 7,658 | +136 | +1.81% | $294,220 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.06% | 2,015 | +4 | +0.20% | $291,080 |
| BANK MONTREAL MEDIUM | BMO | Financial Services | 0.06% | 2,075 | - | - | $280,831 |
| ALPHABET INC | GOOGL | Communication Services | 0.06% | 967 | -55 | -5.38% | $278,155 |
| VANGUARD INDEX FDS | VTI | Other | 0.06% | 814 | - | - | $261,062 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.05% | 1,915 | +2 | +0.10% | $254,537 |
| EXXON MOBIL CORP | XOM | Energy | 0.05% | 1,369 | +1,369 | +100.00% | $232,222 |
| WINTRUST FINL CORP | WTFC | Financial Services | 0.05% | 1,611 | +6 | +0.37% | $223,810 |
| FEDEX CORP | FDX | Industrials | 0.05% | 604 | +604 | +100.00% | $215,291 |