Riverpoint Wealth Management Holdings, LLC Top Holdings and 13F Report (2024)

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About Riverpoint Wealth Management Holdings, LLC

Investment Activity

Riverpoint Wealth Management Holdings, LLC has $359.65 million in total holdings as of March 31, 2024.
Riverpoint Wealth Management Holdings, LLC owns shares of 53 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 3.14% of the portfolio was purchased this quarter.
About 1.09% of the portfolio was sold this quarter.
This quarter, Riverpoint Wealth Management Holdings, LLC has purchased 53 new stocks and bought additional shares in 28 stocks.
Riverpoint Wealth Management Holdings, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF: $68,529,026
Schwab International Equity ETF: $40,109,869
Vanguard FTSE Developed Markets ETF: $40,088,513
Vanguard Mid-Cap ETF: $39,512,552
Schwab Fundamental U.S. Small Company Index ETF: $29,524,044

Largest New Holdings this Quarter

Vanguard Total Stock Market ETF: $200,459 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 154,993 shares (about $9.41M)
Fidelity Total Bond ETF: 20,099 shares (about $910.68K)
Fidelity MSCI Real Estate Index ETF: 8,772 shares (about $228.86K)
Vanguard Total Stock Market ETF: 771 shares (about $200.46K)
Vanguard S&P 500 ETF: 284 shares (about $136.52K)

Largest Sales this Quarter

Accenture: 5,397 shares (about $1.87M)
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF: 11,854 shares (about $1.23M)
Schwab International Equity ETF: 4,321 shares (about $168.61K)
Health Care Select Sector SPDR Fund: 952 shares (about $140.64K)
iShares Core S&P 500 ETF: 137 shares (about $72.03K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$68,529,026	$1,230,327 ▼	-1.8%	660,266	19.1%	ETF
SCHF Schwab International Equity ETF	$40,109,869	$168,605 ▼	-0.4%	1,027,931	11.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$40,088,513	$55,287 ▲	0.1%	799,054	11.1%	ETF
VO Vanguard Mid-Cap ETF	$39,512,552	$99,194 ▲	0.3%	158,139	11.0%	ETF
FNDA Schwab Fundamental U.S. Small Company Index ETF	$29,524,044	$89,822 ▲	0.3%	517,693	8.2%	ETF
IVV iShares Core S&P 500 ETF	$21,090,214	$72,025 ▼	-0.3%	40,116	5.9%	ETF
VOO Vanguard S&P 500 ETF	$17,839,545	$136,517 ▲	0.8%	37,112	5.0%	ETF
FBND Fidelity Total Bond ETF	$13,487,050	$910,685 ▲	7.2%	297,662	3.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$11,745,214	$9,414,260 ▲	403.9%	193,369	3.3%	ETF
VV Vanguard Large-Cap ETF	$11,155,582	$25,415 ▲	0.2%	46,528	3.1%	ETF
VNQ Vanguard Real Estate ETF	$10,294,613	$31,219 ▼	-0.3%	119,040	2.9%	ETF
FREL Fidelity MSCI Real Estate Index ETF	$9,387,194	$228,861 ▲	2.5%	359,801	2.6%	ETF
XLV Health Care Select Sector SPDR Fund	$5,289,030	$140,639 ▼	-2.6%	35,802	1.5%	ETF
ACN Accenture	$4,637,006	$1,870,677 ▼	-28.7%	13,378	1.3%	Business Services
VIG Vanguard Dividend Appreciation ETF	$3,666,966	$2,191 ▼	-0.1%	20,081	1.0%	ETF
IWB iShares Russell 1000 ETF	$3,069,582	$9,217 ▲	0.3%	10,657	0.9%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$2,618,659	$5,210 ▼	-0.2%	52,269	0.7%	ETF
MSFT Microsoft	$2,299,988	$6,731 ▼	-0.3%	5,467	0.6%	Computer and Technology
AAPL Apple	$2,175,717	$8,402 ▼	-0.4%	12,688	0.6%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$1,819,333	$559 ▲	0.0%	29,316	0.5%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,791,074	$45,780 ▼	-2.5%	42,879	0.5%	ETF
IWM iShares Russell 2000 ETF	$1,556,748	$3,785 ▲	0.2%	7,403	0.4%	Finance
APOG Apogee Enterprises	$1,524,636	$6,986 ▲	0.5%	25,754	0.4%	Industrial Products
ABBV AbbVie	$1,463,977	$12,930 ▲	0.9%	8,039	0.4%	Medical
QUS SPDR MSCI USA StrategicFactors ETF	$1,460,958		0.0%	10,032	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$1,156,030	$674 ▲	0.1%	3,430	0.3%	ETF
VGT Vanguard Information Technology ETF	$1,006,574	$7,864 ▼	-0.8%	1,920	0.3%	ETF
ITB iShares U.S. Home Construction ETF	$973,280	$1,273 ▲	0.1%	8,407	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$917,819	$1,105 ▲	0.1%	8,305	0.3%	ETF
HD Home Depot	$679,488	$4,988 ▼	-0.7%	1,771	0.2%	Retail/Wholesale
BND Vanguard Total Bond Market ETF	$629,232	$68,196 ▲	12.2%	8,664	0.2%	ETF
INDA iShares MSCI India ETF	$625,116		0.0%	12,117	0.2%	ETF
VB Vanguard Small-Cap ETF	$593,963	$1,600 ▲	0.3%	2,598	0.2%	ETF
AMZN Amazon.com	$550,701		0.0%	3,053	0.2%	Retail/Wholesale
IAU iShares Gold Trust	$549,175		0.0%	13,073	0.2%	Finance
JNJ Johnson & Johnson	$535,937	$18,350 ▼	-3.3%	3,388	0.1%	Medical
GS The Goldman Sachs Group	$514,395	$3,340 ▲	0.7%	1,232	0.1%	Finance
IHI iShares U.S. Medical Devices ETF	$494,489	$293 ▲	0.1%	8,440	0.1%	ETF
WTW Willis Towers Watson Public	$423,963	$275 ▲	0.1%	1,542	0.1%	Finance
IWD iShares Russell 1000 Value ETF	$419,117		0.0%	2,340	0.1%	ETF
LPLA LPL Financial	$405,748	$528 ▲	0.1%	1,536	0.1%	Finance
ORCL Oracle	$346,694	$1,131 ▲	0.3%	2,760	0.1%	Computer and Technology
SYK Stryker	$338,210	$716 ▲	0.2%	945	0.1%	Medical
PG Procter & Gamble	$315,787	$1,460 ▲	0.5%	1,946	0.1%	Consumer Staples
VHT Vanguard Health Care ETF	$263,540	$541 ▲	0.2%	974	0.1%	ETF
IWS iShares Russell Mid-Cap Value ETF	$255,047		0.0%	2,035	0.1%	ETF
GOOG Alphabet	$227,932		0.0%	1,497	0.1%	Computer and Technology
HDV iShares Core High Dividend ETF	$224,718	$62,709 ▼	-21.8%	2,039	0.1%	ETF
ABT Abbott Laboratories	$223,211	$1,137 ▲	0.5%	1,964	0.1%	Medical
CVS CVS Health	$222,367	$1,994 ▲	0.9%	2,788	0.1%	Retail/Wholesale
VTR Ventas	$221,880		0.0%	5,096	0.1%	Finance
BMO Bank of Montreal	$202,686		0.0%	2,075	0.1%	Finance
VTI Vanguard Total Stock Market ETF	$200,459	$200,459 ▲	New Holding	771	0.1%	ETF
CSCO Cisco Systems	$0	$234,182 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

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Riverpoint Wealth Management Holdings, LLC Top Holdings and 13F Report (2024)

About Riverpoint Wealth Management Holdings, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Riverpoint Wealth Management Holdings, LLC Top Holdings and 13F Report (2024)

About Riverpoint Wealth Management Holdings, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverpoint Wealth Management Holdings, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information