Riverpoint Wealth Management Holdings, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Riverpoint Wealth Management Holdings, LLC held in its portfolio 58 assets valued at $465,634,581 (i.e. $465.64M).
The most valuable assets in the portfolio included: GOLDMAN SACHS ETF TR ($84.99M), SCHWAB STRATEGIC TR ($56.03M), and VANGUARD TAX-MANAGED FDS ($53.74M).
The chart below shows the top 10 valuable assets, and the table below shows the top 58 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Riverpoint Wealth Management Holdings, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | 642062 | 84989788 | ACTIVEBETA US LG |
| SCHWAB STRATEGIC TR | 2330490 | 56024965 | INTL EQTY ETF |
| VANGUARD TAX-MANAGED FDS | 860232 | 53738691 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 172259 | 49992854 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 1142826 | 36010446 | FUNDAMENTAL US S |
| ISHARES TR | 39745 | 27222874 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 37382 | 23443400 | S&P 500 ETF SHS |
| FIDELITY MERRIMACK STR TR | 484385 | 22301083 | TOTAL BD ETF |
| VANGUARD INDEX FDS | 50350 | 15850243 | LARGE CAP ETF |
| FIDELITY COVINGTON TRUST | 525783 | 14138300 | MSCI RL EST ETF |
| ISHARES TR | 198997 | 13133809 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 114296 | 10114066 | REAL ESTATE ETF |
| SCHWAB STRATEGIC TR | 241406 | 6394840 | US TIPS ETF |
| VANGUARD SPECIALIZED FUNDS | 19096 | 4196967 | DIV APP ETF |
| SELECT SECTOR SPDR TR | 26665 | 4127665 | STATE STREET HEA |
| APPLE INC | 12170 | 3308503 | COM |
| SPDR SERIES TRUST | 33529 | 2934294 | STATE STREET SPD |
| ISHARES TR | 7641 | 2853352 | RUS 1000 ETF |
| MICROSOFT CORP | 5517 | 2668075 | COM |
| ISHARES TR | 9733 | 2395780 | RUSSELL 2000 ETF |
| VANGUARD INTL EQUITY INDEX F | 40836 | 2195345 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 79794 | 2147266 | US LRG CAP ETF |
| ABBVIE INC | 8662 | 1979217 | COM |
| THERMON GROUP HLDGS INC | 51368 | 1908835 | COM |
| ISHARES TR | 3472 | 1643484 | RUS 1000 GRW ETF |
| VANGUARD WORLD FD | 1935 | 1458897 | INF TECH ETF |
| ISHARES TR | 11278 | 1355340 | CORE S&P SCP ETF |
| ISHARES GOLD TR | 12873 | 1044861 | ISHARES NEW |
| GOLDMAN SACHS GROUP INC | 1145 | 1006136 | COM |
| NVIDIA CORPORATION | 5163 | 962932 | COM |
| ACCENTURE PLC IRELAND | 3350 | 898897 | SHS CLASS A |
| AMAZON COM INC | 3723 | 859343 | COM |
| ISHARES TR | 8579 | 826132 | US HOME CONS ETF |
| YUM CHINA HLDGS INC | 15925 | 760260 | COM |
| APOGEE ENTERPRISES INC | 20754 | 755652 | COM |
| VANGUARD INDEX FDS | 2754 | 710495 | SMALL CP ETF |
| ALPHABET INC | 2166 | 679578 | CAP STK CL C |
| JOHNSON & JOHNSON | 3276 | 678050 | COM |
| ISHARES TR | 12208 | 659846 | MSCI INDIA ETF |
| VANGUARD BD INDEX FDS | 8535 | 632195 | TOTAL BND MRKT |
| HOME DEPOT INC | 1748 | 601619 | COM |
| ISHARES TR | 8504 | 528538 | U.S. MED DVC ETF |
| ORACLE CORP | 2461 | 479623 | COM |
| WILLIS TOWERS WATSON PLC LTD | 1436 | 471870 | SHS |
| LPL FINL HLDGS INC | 1272 | 454326 | COM |
| INNOVATOR ETFS TRUST | 11542 | 424574 | US EQT ULTRA BFR |
| STRYKER CORPORATION | 1117 | 392603 | COM |
| ISHARES TR | 1833 | 385553 | RUS 1000 VAL ETF |
| ISHARES BITCOIN TRUST ETF | 7522 | 373469 | SHS BEN INT |
| VENTAS INC | 4811 | 372275 | COM |
| ALPHABET INC | 1022 | 319854 | CAP STK CL A |
| PROCTER AND GAMBLE CO | 2011 | 288190 | COM |
| ISHARES TR | 2035 | 287037 | RUS MDCP VAL ETF |
| SELECT SECTOR SPDR TR | 1913 | 275404 | STATE STREET TEC |
| VANGUARD INDEX FDS | 814 | 272829 | TOTAL STK MKT |
| BANK MONTREAL QUE | 2075 | 269314 | COM |
| WINTRUST FINL CORP | 1605 | 224431 | COM |
| VANGUARD WORLD FD | 731 | 210316 | HEALTH CAR ETF |
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