Riverpoint Wealth Management Holdings, LLC
All holdings · as of Dec 31, 2025
| 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% |
| VANGUARD WORLD FD | $1.46M | 0.3% |
| SPDR SERIES TRUST | $1.41M | 0.3% |
| ISHARES TR | $1.36M | 0.3% |
| ISHARES GOLD TR | $1.04M | 0.2% |
| THE GOLDMAN SACHS GROUP, INC. | $1.01M | 0.2% |
| NVIDIA Corp | $962.9K | 0.2% |
| Accenture plc | $898.9K | 0.2% |
| Amazon.com Inc | $859.3K | 0.2% |
| ISHARES TR | $826.1K | 0.2% |
| Yum China Holdings, Inc.YUMC | $760.3K | 0.2% |
| APOGEE ENTERPRISES, INC. | $755.7K | 0.2% |
| VANGUARD INDEX FDS | $710.5K | 0.2% |
| Alphabet Inc. | $679.6K | 0.1% |
| JOHNSON & JOHNSON | $678.0K | 0.1% |
| iShares MSCI UAE ETF | $659.8K | 0.1% |
| VANGUARD BD INDEX FDS | $632.2K | 0.1% |
| HOME DEPOT, INC. | $601.6K | 0.1% |
| ISHARES TR | $528.5K | 0.1% |
| ORACLE CORP | $479.6K | 0.1% |
| Willis Towers Watson PLC | $471.9K | 0.1% |
| LPL Financial Holdings Inc. | $454.3K | 0.1% |
| INNOVATOR ETFS TRUST | $424.6K | 0.1% |
| STRYKER CORP | $392.6K | 0.1% |
| ISHARES TR | $385.6K | 0.1% |
| ISHARES BITCOIN TRUST ETF | $373.5K | 0.1% |