Riverpoint Wealth Management Holdings, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Riverpoint Wealth Management Holdings, Llc disclosed 61 stock positions valued at approximately $544.30M as of quarter-end June 30, 2026. The largest holdings include GOLDMAN SACHS ETF TR, SCHWAB STRATEGIC TR, and VANGUARD TAX-MANAGED FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 61
- Portfolio Value
- $544.30M
Holdings by Sector
Riverpoint Wealth Management Holdings, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | GSLC | Other | 17.17% | 658,842 | +12,473 | +1.93% | $93,482,997 |
| SCHWAB STRATEGIC TR | SCHF | Other | 11.82% | 2,322,186 | -5,862 | -0.25% | $64,324,556 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 11.28% | 861,421 | +2,313 | +0.27% | $61,376,258 |
| VANGUARD INDEX FDS | VO | Other | 10.45% | 706,160 | +531,393 | +304.06% | $56,895,314 |
| SCHWAB STRATEGIC TR | FNDA | Other | 8.21% | 1,174,381 | +16,609 | +1.43% | $44,696,955 |
| ISHARES TR | IVV | Other | 5.44% | 39,545 | -834 | -2.07% | $29,614,494 |
| VANGUARD INDEX FDS | VOO | Other | 4.92% | 39,014 | +591 | +1.54% | $26,794,967 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.61% | 551,758 | +29,155 | +5.58% | $25,099,473 |
| VANGUARD INDEX FDS | VV | Other | 3.23% | 51,059 | +827 | +1.65% | $17,559,830 |
| ISHARES TR | IJH | Other | 3.09% | 218,200 | +14,064 | +6.89% | $16,825,381 |
| FIDELITY COVINGTON TRUST | FREL | Other | 3.09% | 574,099 | +18,241 | +3.28% | $16,821,102 |
| AMERICAN CENTY ETF TR | AVEM | Other | 2.73% | 153,774 | +119,555 | +349.38% | $14,837,686 |
| VANGUARD INDEX FDS | VNQ | Other | 2.06% | 116,267 | +2,122 | +1.86% | $11,211,669 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.47% | 301,276 | +30,689 | +11.34% | $7,983,814 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.83% | 19,205 | +57 | +0.30% | $4,544,233 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.78% | 26,612 | -127 | -0.47% | $4,222,303 |
| APPLE INC | AAPL | Technology | 0.64% | 11,985 | -191 | -1.57% | $3,467,995 |
| CECO ENVIRONMENTAL CORP | CECO | Industrials | 0.60% | 36,005 | +36,005 | +100.00% | $3,267,094 |
| ISHARES TR | IWB | Other | 0.58% | 7,675 | +16 | +0.21% | $3,142,867 |
| ISHARES TR | IWM | Other | 0.54% | 9,771 | +22 | +0.23% | $2,935,760 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.43% | 79,842 | +22 | +0.03% | $2,349,761 |
| ABBVIE INC | ABBV | Healthcare | 0.40% | 8,709 | +70 | +0.81% | $2,191,493 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.39% | 36,003 | -1,563 | -4.16% | $2,149,016 |
| MICROSOFT CORP | MSFT | Technology | 0.38% | 5,496 | -47 | -0.85% | $2,050,126 |
| ISHARES TR | IWF | Other | 0.35% | 15,130 | +11,656 | +335.52% | $1,878,736 |
| VANGUARD WORLD FD | VGT | Other | 0.34% | 15,365 | +13,428 | +693.24% | $1,836,377 |
| ISHARES TR | IJR | Other | 0.33% | 12,089 | +764 | +6.75% | $1,792,946 |
| ISHARES INC | EMGF | Other | 0.32% | 23,733 | +120 | +0.51% | $1,738,712 |
| SPDR SERIES TRUST | QUS | Other | 0.28% | 8,196 | +45 | +0.55% | $1,531,457 |
| SPDR SERIES TRUST | SPYV | Other | 0.28% | 24,936 | +97 | +0.39% | $1,515,882 |
Showing 30 of 61 holdings in the latest reporting period.