Riverpoint Wealth Management Holdings, Llc Portfolio Stock Holdings
Riverpoint Wealth Management Holdings, Llc disclosed 61 stock positions valued at approximately $544.3 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 June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 61
- Portfolio Value
- $544.3M
Holdings by Sector
Riverpoint Wealth Management Holdings, Llc Portfolio Holdings in Q2 2026
61 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 | 17.17% | 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 |
| NVIDIA CORPORATION | NVDA | Technology | 0.19% | 5,271 | +17 | +0.32% | $1,054,710 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.19% | 1,005 | -145 | -12.61% | $1,016,428 |
| ISHARES TR | ITB | Other | 0.17% | 8,610 | +14 | +0.16% | $899,559 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.16% | 3,723 | - | - | $887,340 |
| VANGUARD INDEX FDS | VB | Other | 0.16% | 2,785 | +11 | +0.40% | $844,163 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.15% | 3,275 | +15 | +0.46% | $831,852 |
| ISHARES GOLD TR | IAU | Other | 0.15% | 10,779 | - | - | $813,885 |
| ALPHABET INC | GOOG | Communication Services | 0.14% | 2,084 | -6 | -0.29% | $736,416 |
| YUM CHINA HLDGS INC | YUMC | Consumer Cyclical | 0.12% | 15,925 | - | - | $650,855 |
| VANGUARD BD INDEX FDS | BND | Other | 0.12% | 8,731 | -253 | -2.82% | $640,964 |
| ISHARES TR | INDA | Other | 0.11% | 12,208 | - | - | $602,956 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.11% | 1,622 | -138 | -7.84% | $572,072 |
| ISHARES TR | IWD | Other | 0.10% | 2,240 | +407 | +22.20% | $543,043 |
| VENTAS INC | VTR | Real Estate | 0.08% | 4,811 | - | - | $427,217 |
| WILLIS TOWERS WATSON PLC LTD | WTW | Other | 0.08% | 1,630 | - | - | $426,033 |
| ISHARES TR | IHI | Other | 0.08% | 8,524 | +13 | +0.15% | $421,173 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.08% | 3,345 | - | - | $416,252 |
| VANGUARD INDEX FDS | VTI | Other | 0.07% | 994 | +180 | +22.11% | $367,944 |
| BANK MONTREAL MEDIUM | BMO | Financial Services | 0.07% | 2,075 | - | - | $366,653 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.07% | 1,918 | +3 | +0.16% | $365,346 |
| INNOVATOR ETFS TRUST | UFEB | Other | 0.07% | 9,397 | -1,579 | -14.39% | $363,194 |
| ORACLE CORP | ORCL | Technology | 0.07% | 2,457 | -11 | -0.45% | $360,020 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 0.07% | 1,275 | +2 | +0.16% | $359,041 |
| STRYKER CORPORATION | SYK | Healthcare | 0.06% | 1,123 | +3 | +0.27% | $353,509 |
| ISHARES TR | IWS | Other | 0.06% | 2,035 | - | - | $334,961 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.05% | 2,017 | +2 | +0.10% | $295,706 |
| ALPHABET INC | GOOGL | Communication Services | 0.05% | 758 | -209 | -21.61% | $270,757 |
| WINTRUST FINL CORP | WTFC | Financial Services | 0.05% | 1,617 | +6 | +0.37% | $259,845 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.05% | 7,658 | - | - | $254,935 |
| VANGUARD WORLD FD | VHT | Other | 0.04% | 736 | +5 | +0.68% | $220,009 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.04% | 2,667 | +2,667 | +100.00% | $207,802 |