Institutions / Riverpoint Wealth Management Holdings, LLC
Riverpoint Wealth Management Holdings, LLC
CIK 1682733 · Institution · as of Dec 31, 2025
Portfolio value
$465.63M
Positions
59
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 59 →
| Company | Value | % of portfolio |
|---|---|---|
| Goldman Sachs ETF Tr | $84.99M | 18.3% |
| Schwab Strategic Tr | $56.02M | 12.0% |
| Vanguard Tax-Managed Fds | $53.74M | 11.5% |
| Vanguard Index Fds | $49.99M | 10.7% |
| Schwab Strategic Tr | $36.01M | 7.7% |
| iShares Tr | $27.22M | 5.8% |
| Vanguard Index Fds | $23.44M | 5.0% |
| Fidelity Merrimack Str Tr | $22.30M | 4.8% |
| Vanguard Index Fds | $15.85M | 3.4% |
| Fidelity Covington Trust | $14.14M | 3.0% |
| iShares Tr | $13.13M | 2.8% |
| Vanguard Index Fds | $10.11M | 2.2% |
| Schwab Strategic Tr | $6.39M | 1.4% |
| Vanguard Specialized Funds | $4.20M | 0.9% |
| Select Sector SPDR Tr | $4.13M | 0.9% |
| Apple Inc. | $3.31M | 0.7% |
| iShares Tr | $2.85M | 0.6% |
| Microsoft Corp | $2.67M | 0.6% |
| iShares Tr | $2.40M | 0.5% |
| Vanguard Intl Equity Index F | $2.20M | 0.5% |
| Schwab Strategic Tr | $2.15M | 0.5% |
| AbbVie Inc. | $1.98M | 0.4% |
| Thermon Group Holdings, Inc. | $1.91M | 0.4% |
| iShares Tr | $1.64M | 0.4% |
| SPDR Series Trust | $1.53M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.