Riverpoint Wealth Management Holdings, LLC Top Holdings and 13F Report (2025) About Riverpoint Wealth Management Holdings, LLCInvestment ActivityRiverpoint Wealth Management Holdings, LLC has $387.09 million in total holdings as of March 31, 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 2.81% of the portfolio was purchased this quarter.About 0.29% of the portfolio was sold this quarter.This quarter, Riverpoint Wealth Management Holdings, LLC has purchased 52 new stocks and bought additional shares in 35 stocks.Riverpoint Wealth Management Holdings, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $69,580,875Schwab International Equity ETF $44,776,541Vanguard FTSE Developed Markets ETF $41,956,584Vanguard Mid-Cap ETF $41,802,392Schwab Fundamental U.S. Small Company Index ETF $29,276,730 Largest New Holdings this Quarter 67066G104 - NVIDIA $522,285 Holding45782C425 - Innovator U.S. Equity Ultra Buffer ETF - February $373,845 Holding46438F101 - ISHARES BITCOIN TRUST ETF $299,631 Holding Largest Purchases this Quarter Schwab International Equity ETF 126,543 shares (about $2.50M)Fidelity Total Bond ETF 36,882 shares (about $1.68M)Vanguard Large-Cap ETF 4,632 shares (about $1.19M)Vanguard Mid-Cap ETF 4,182 shares (about $1.08M)Schwab Fundamental U.S. Small Company Index ETF 28,215 shares (about $772.81K) Largest Sales this Quarter Vanguard FTSE Emerging Markets ETF 10,524 shares (about $476.31K)Vanguard S&P 500 ETF 359 shares (about $184.49K)SPDR Portfolio S&P 500 Value ETF 3,141 shares (about $160.41K)Health Care Select Sector SPDR Fund 639 shares (about $93.30K)Home Depot 12 shares (about $4.40K) 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$69,580,875$249,331 ▲0.4%632,09418.0%ETFSCHFSchwab International Equity ETF$44,776,541$2,503,021 ▲5.9%2,263,72811.6%ETFVEAVanguard FTSE Developed Markets ETF$41,956,584$445,423 ▲1.1%825,43010.8%ETFVOVanguard Mid-Cap ETF$41,802,392$1,081,544 ▲2.7%161,63710.8%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$29,276,730$772,809 ▲2.7%1,068,8847.6%ETFIVViShares Core S&P 500 ETF$22,577,076$315,787 ▲1.4%40,1805.8%ETFFBNDFidelity Total Bond ETF$22,188,176$1,683,663 ▲8.2%486,0505.7%ETFVOOVanguard S&P 500 ETF$19,169,657$184,492 ▼-1.0%37,3025.0%ETFVVVanguard Large-Cap ETF$13,171,086$1,190,572 ▲9.9%51,2433.4%ETFFRELFidelity MSCI Real Estate Index ETF$12,362,457$529,979 ▲4.5%450,0353.2%ETFIJHiShares Core S&P Mid-Cap ETF$11,586,109$249,097 ▲2.2%198,5623.0%ETFVNQVanguard Real Estate ETF$10,094,993$35,582 ▲0.4%111,4982.6%ETFXLVHealth Care Select Sector SPDR Fund$4,969,966$93,299 ▼-1.8%34,0391.3%ETFACNAccenture$3,854,7080.0%12,3531.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,687,520$13,191 ▲0.4%19,0091.0%ETFAAPLApple$2,834,343$889 ▲0.0%12,7600.7%Computer and TechnologyIWBiShares Russell 1000 ETF$2,753,159$7,668 ▲0.3%8,9760.7%ETFMSFTMicrosoft$2,066,440$3,378 ▲0.2%5,5050.5%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,944,256$574 ▲0.0%88,0550.5%ETFVWOVanguard FTSE Emerging Markets ETF$1,872,524$476,312 ▼-20.3%41,3730.5%ETFABBVAbbVie$1,780,644$50,911 ▲2.9%8,4990.5%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$1,518,751$160,409 ▼-9.6%29,7390.4%ETFQUSSPDR MSCI USA StrategicFactors ETF$1,511,9070.0%9,6490.4%ETFIWMiShares Russell 2000 ETF$1,492,957$2,194 ▲0.1%7,4840.4%FinanceTHRThermon Group$1,355,933$22,976 ▲1.7%48,6870.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,237,547$722 ▲0.1%3,4270.3%ETFAPOGApogee Enterprises$1,193,1820.0%25,7540.3%IndustrialsVGTVanguard Information Technology ETF$1,046,549$1,627 ▲0.2%1,9300.3%ETFIJRiShares Core S&P Small-Cap ETF$996,692$133,018 ▲15.4%9,5310.3%ETFITBiShares U.S. Home Construction ETF$808,429$5,617 ▲0.7%8,4910.2%ETFIAUiShares Gold Trust$758,9620.0%12,8730.2%FinanceAMZNAmazon.com$705,675$119,293 ▲20.3%3,7090.2%Retail/WholesaleBNDVanguard Total Bond Market ETF$676,483$34,742 ▲5.4%9,2100.2%ETFGSThe Goldman Sachs Group$650,219$2,732 ▲0.4%1,1900.2%FinanceHDHome Depot$640,983$4,398 ▼-0.7%1,7490.2%Retail/WholesaleYUMCYum China$629,3010.0%12,0880.2%Retail/WholesaleINDAiShares MSCI India ETF$628,4710.0%12,2080.2%ETFVBVanguard Small-Cap ETF$586,766$4,435 ▲0.8%2,6460.2%ETFJNJJohnson & Johnson$573,261$3,317 ▼-0.6%3,4570.1%MedicalNVDANVIDIA$522,285$522,285 ▲New Holding4,8190.1%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$510,374$241 ▲0.0%8,4790.1%ETFLPLALPL Financial$504,515$327 ▲0.1%1,5420.1%FinanceWTWWillis Towers Watson Public$485,2960.0%1,4360.1%FinanceSYKStryker$455,541$101,231 ▲28.6%1,2240.1%MedicalIWDiShares Russell 1000 Value ETF$440,294$2,446 ▼-0.6%2,3400.1%ETFORCLOracle$390,085$839 ▲0.2%2,7900.1%Computer and TechnologyUFEBInnovator U.S. Equity Ultra Buffer ETF - February$373,845$373,845 ▲New Holding11,5420.1%ETFGOOGAlphabet$351,799$113,725 ▲47.8%2,2520.1%Computer and TechnologyVTRVentas$350,4010.0%5,0960.1%FinancePGProcter & Gamble$349,485$11,757 ▲3.5%2,0510.1%Consumer StaplesISHARES BITCOIN TRUST ETF$299,631$299,631 ▲New Holding6,4010.1%SHS BEN INTVHTVanguard Health Care ETF$260,860$530 ▲0.2%9850.1%ETFIWSiShares Russell Mid-Cap Value ETF$256,3490.0%2,0350.1%ETFVTIVanguard Total Stock Market ETF$221,744$5,496 ▲2.5%8070.1%ETFBMOBank of Montreal$0$201,379 ▼-100.0%00.0%FinanceShowing 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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