Riverpoint Wealth Management Holdings, LLC Top Holdings and 13F Report (2025) About Riverpoint Wealth Management Holdings, LLCInvestment ActivityRiverpoint Wealth Management Holdings, LLC has $425.08 million in total holdings as of June 30, 2025.Riverpoint Wealth Management Holdings, LLC owns shares of 54 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.02% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Riverpoint Wealth Management Holdings, LLC has purchased 54 new stocks and bought additional shares in 31 stocks.Riverpoint Wealth Management Holdings, LLC sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $79,082,765Schwab International Equity ETF $50,354,740Vanguard FTSE Developed Markets ETF $48,787,772Vanguard Mid-Cap ETF $46,748,130Schwab Fundamental U.S. Small Company ETF $31,710,633 Largest New Holdings this Quarter 808524870 - Schwab U.S. TIPS ETF $3,806,265 Holding81369Y803 - Technology Select Sector SPDR Fund $241,532 Holding063671101 - Bank Of Montreal $229,557 Holding Largest Purchases this Quarter Schwab U.S. TIPS ETF 142,664 shares (about $3.81M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 19,437 shares (about $2.36M)Vanguard FTSE Developed Markets ETF 30,346 shares (about $1.73M)Vanguard Mid-Cap ETF 5,422 shares (about $1.52M)Schwab Fundamental U.S. Small Company ETF 37,945 shares (about $1.09M) Largest Sales this Quarter Fidelity Total Bond ETF 49,960 shares (about $2.29M)Health Care Select Sector SPDR Fund 6,830 shares (about $920.60K)Apogee Enterprises 5,000 shares (about $203.00K)Vanguard Large-Cap ETF 669 shares (about $190.87K)Vanguard Real Estate ETF 1,855 shares (about $165.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiverpoint Wealth Management Holdings, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$79,082,765$2,359,261 ▲3.1%651,53118.6%ETFSCHFSchwab International Equity ETF$50,354,740$326,351 ▲0.7%2,278,49511.8%ETFVEAVanguard FTSE Developed Markets ETF$48,787,772$1,730,025 ▲3.7%855,77611.5%ETFVOVanguard Mid-Cap ETF$46,748,130$1,517,239 ▲3.4%167,05911.0%ETFFNDASchwab Fundamental U.S. Small Company ETF$31,710,633$1,087,124 ▲3.5%1,106,8297.5%ETFIVViShares Core S&P 500 ETF$25,014,932$67,058 ▲0.3%40,2885.9%ETFVOOVanguard S&P 500 ETF$21,147,853$40,898 ▼-0.2%37,2305.0%ETFFBNDFidelity Total Bond ETF$19,951,108$2,285,669 ▼-10.3%436,0904.7%ETFVVVanguard Large-Cap ETF$14,428,869$190,867 ▼-1.3%50,5743.4%ETFFRELFidelity MSCI Real Estate Index ETF$12,637,842$468,900 ▲3.9%467,3763.0%ETFIJHiShares Core S&P Mid-Cap ETF$12,375,594$60,780 ▲0.5%199,5422.9%ETFVNQVanguard Real Estate ETF$9,764,831$165,207 ▼-1.7%109,6432.3%ETFVIGVanguard Dividend Appreciation ETF$3,882,144$8,391 ▼-0.2%18,9680.9%ETFSCHPSchwab U.S. TIPS ETF$3,806,265$3,806,265 ▲New Holding142,6640.9%ETFACNAccenture$3,692,2700.0%12,3530.9%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$3,667,441$920,601 ▼-20.1%27,2090.9%ETFIWBiShares Russell 1000 ETF$3,055,588$7,471 ▲0.2%8,9980.7%ETFMSFTMicrosoft$2,742,881$4,477 ▲0.2%5,5140.6%Computer and TechnologyAAPLApple$2,620,700$2,667 ▲0.1%12,7730.6%Computer and TechnologySCHXSchwab US Large-Cap ETF$2,135,310$16,766 ▼-0.8%87,3690.5%ETFIWMiShares Russell 2000 ETF$2,088,001$473,016 ▲29.3%9,6760.5%FinanceVWOVanguard FTSE Emerging Markets ETF$2,019,038$27,252 ▼-1.3%40,8220.5%ETFABBVAbbVie$1,592,053$14,478 ▲0.9%8,5770.4%MedicalQUSSPDR MSCI USA StrategicFactors ETF$1,537,973$35,718 ▼-2.3%9,4300.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,531,760$24,756 ▼-1.6%29,2660.4%ETFIWFiShares Russell 1000 Growth ETF$1,455,865$849 ▲0.1%3,4290.3%ETFTHRThermon Group$1,390,802$23,671 ▲1.7%49,5300.3%Computer and TechnologyVGTVanguard Information Technology ETF$1,281,111$663 ▲0.1%1,9310.3%ETFIJRiShares Core S&P Small-Cap ETF$1,148,721$107,102 ▲10.3%10,5110.3%ETFGSThe Goldman Sachs Group$845,590$3,538 ▲0.4%1,1950.2%FinanceNVDANVIDIA$843,672$82,313 ▲10.8%5,3400.2%Computer and TechnologyAPOGApogee Enterprises$842,612$203,000 ▼-19.4%20,7540.2%IndustrialsAMZNAmazon.com$816,789$3,071 ▲0.4%3,7230.2%Retail/WholesaleITBiShares U.S. Home Construction ETF$796,940$5,869 ▲0.7%8,5540.2%ETFYUMCYum China$712,007$171,552 ▲31.7%15,9250.2%Retail/WholesaleINDAiShares MSCI India ETF$679,7450.0%12,2080.2%ETFBNDVanguard Total Bond Market ETF$666,495$11,633 ▼-1.7%9,0520.2%ETFVBVanguard Small-Cap ETF$646,264$19,196 ▲3.1%2,7270.2%ETFHDHome Depot$645,073$3,667 ▲0.6%1,7590.2%Retail/WholesaleORCLOracle$612,267$2,187 ▲0.4%2,8000.1%Computer and TechnologyLPLALPL Financial$578,742$375 ▲0.1%1,5430.1%FinanceJNJJohnson & Johnson$531,925$3,819 ▲0.7%3,4820.1%MedicalIHIiShares U.S. Medical Devices ETF$531,634$501 ▲0.1%8,4870.1%ETFSYKStryker$507,407$23,334 ▲4.8%1,2830.1%MedicalIWDiShares Russell 1000 Value ETF$454,4980.0%2,3400.1%ETFWTWWillis Towers Watson Public$440,1340.0%1,4360.1%FinanceGOOGAlphabet$395,664$3,903 ▼-1.0%2,2300.1%Computer and TechnologyPGProcter & Gamble$327,910$1,115 ▲0.3%2,0580.1%Consumer StaplesVTRVentas$321,8120.0%5,0960.1%FinanceIWSiShares Russell Mid-Cap Value ETF$268,9050.0%2,0350.1%ETFVHTVanguard Health Care ETF$245,662$994 ▲0.4%9890.1%ETFVTIVanguard Total Stock Market ETF$245,2160.0%8070.1%ETFXLKTechnology Select Sector SPDR Fund$241,532$241,532 ▲New Holding9540.1%ETFBMOBank Of Montreal$229,557$229,557 ▲New Holding2,0750.1%FinanceIAUiShares Gold Trust$0$758,962 ▼-100.0%00.0%FinanceUFEBInnovator U.S. Equity Ultra Buffer ETF - February$0$373,845 ▼-100.0%00.0%ETFISHARES BITCOIN TRUST ETF$0$299,631 ▼-100.0%00.0%SHS BEN INTShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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