Riverpoint Wealth Management Holdings, LLC Top Holdings and 13F Report (2026) About Riverpoint Wealth Management Holdings, LLCInvestment ActivityRiverpoint Wealth Management Holdings, LLC has $470.00 million in total holdings as of March 31, 2026.Riverpoint Wealth Management Holdings, LLC owns shares of 62 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.41% of the portfolio was purchased this quarter.About 0.20% of the portfolio was sold this quarter.This quarter, Riverpoint Wealth Management Holdings, LLC has purchased 59 new stocks and bought additional shares in 36 stocks.Riverpoint Wealth Management Holdings, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $80,880,156Schwab International Equity ETF $57,619,187Vanguard FTSE Developed Markets ETF $55,051,633Vanguard Mid-Cap ETF $50,189,617Schwab Fundamental U.S. Small Company ETF $37,546,531 Largest New Holdings this Quarter 025072604 - Avantis Emerging Markets Equity ETF $2,757,355 Holding46434G889 - iShares Emerging Markets Equity Factor ETF $1,426,934 Holding30231G102 - ExxonMobil $232,222 Holding31428X106 - FedEx $215,291 Holding Largest Purchases this Quarter Avantis Emerging Markets Equity ETF 34,219 shares (about $2.76M)Fidelity Total Bond ETF 38,218 shares (about $1.74M)iShares Emerging Markets Equity Factor ETF 23,613 shares (about $1.43M)Fidelity MSCI Real Estate Index ETF 30,075 shares (about $809.32K)Schwab U.S. TIPS ETF 29,181 shares (about $776.51K) Largest Sales this Quarter iShares Gold Trust 2,094 shares (about $184.60K)Vanguard FTSE Emerging Markets ETF 3,270 shares (about $176.74K)SPDR MSCI USA StrategicFactors ETF 620 shares (about $106.42K)Vanguard FTSE Developed Markets ETF 1,124 shares (about $72.03K)Schwab International Equity ETF 2,442 shares (about $60.44K) 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$80,880,156$538,935 ▲0.7%646,36917.2%ETFSCHFSchwab International Equity ETF$57,619,187$60,439 ▼-0.1%2,328,04812.3%ETFVEAVanguard FTSE Developed Markets ETF$55,051,633$72,026 ▼-0.1%859,10811.7%ETFVOVanguard Mid-Cap ETF$50,189,617$720,248 ▲1.5%174,76710.7%ETFFNDASchwab Fundamental U.S. Small Company ETF$37,546,531$484,699 ▲1.3%1,157,7728.0%ETFIVViShares Core S&P 500 ETF$26,376,027$414,136 ▲1.6%40,3795.6%ETFFBNDFidelity Total Bond ETF$23,841,139$1,743,504 ▲7.9%522,6035.1%ETFVOOVanguard S&P 500 ETF$22,959,538$622,046 ▲2.8%38,4234.9%ETFVVVanguard Large-Cap ETF$15,011,765$35,264 ▼-0.2%50,2323.2%ETFFRELFidelity MSCI Real Estate Index ETF$14,958,148$809,319 ▲5.7%555,8583.2%ETFIJHiShares Core S&P Mid-Cap ETF$13,785,299$347,037 ▲2.6%204,1362.9%ETFVNQVanguard Real Estate ETF$10,124,655$13,394 ▼-0.1%114,1452.2%ETFSCHPSchwab U.S. TIPS ETF$7,200,321$776,507 ▲12.1%270,5871.5%ETFVIGVanguard Dividend Appreciation ETF$4,118,032$11,183 ▲0.3%19,1480.9%ETFXLVHealth Care Select Sector SPDR Fund$3,920,247$10,849 ▲0.3%26,7390.8%ETFAAPLApple$3,090,081$1,523 ▲0.0%12,1760.7%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$2,757,355$2,757,355 ▲New Holding34,2190.6%ETFIWBiShares Russell 1000 ETF$2,730,928$6,418 ▲0.2%7,6590.6%ETFTHRThermon Group$2,626,243$37,296 ▲1.4%52,1080.6%Computer and TechnologyIWMiShares Russell 2000 ETF$2,417,812$3,968 ▲0.2%9,7490.5%FinanceMSFTMicrosoft$2,051,956$9,625 ▲0.5%5,5430.4%Computer and TechnologySCHXSchwab US Large-Cap ETF$2,046,573$667 ▲0.0%79,8200.4%ETFVWOVanguard FTSE Emerging Markets ETF$2,030,452$176,744 ▼-8.0%37,5660.4%ETFABBVAbbVie$1,878,835$5,002 ▼-0.3%8,6390.4%MedicalIWFiShares Russell 1000 Growth ETF$1,481,321$853 ▲0.1%3,4740.3%ETFEMGFiShares Emerging Markets Equity Factor ETF$1,426,934$1,426,934 ▲New Holding23,6130.3%ETFIJRiShares Core S&P Small-Cap ETF$1,407,853$5,843 ▲0.4%11,3250.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,405,369$4,583 ▲0.3%24,8390.3%ETFQUSSPDR MSCI USA StrategicFactors ETF$1,399,103$106,422 ▼-7.1%8,1510.3%ETFVGTVanguard Information Technology ETF$1,351,730$1,396 ▲0.1%1,9370.3%ETFGSThe Goldman Sachs Group$972,840$4,230 ▲0.4%1,1500.2%FinanceIAUiShares Gold Trust$950,232$184,598 ▼-16.3%10,7790.2%FinanceNVDANVIDIA$916,328$15,871 ▲1.8%5,2540.2%Computer and TechnologyJNJJohnson & Johnson$796,982$3,912 ▼-0.5%3,2600.2%MedicalITBiShares U.S. Home Construction ETF$778,351$1,539 ▲0.2%8,5960.2%ETFYUMCYum China$776,8220.0%15,9250.2%Retail/WholesaleAMZNAmazon.com$775,3900.0%3,7230.2%Retail/WholesaleVBVanguard Small-Cap ETF$726,671$5,239 ▲0.7%2,7740.2%ETFAPOGApogee Enterprises$696,0890.0%20,7540.1%IndustrialsACNAccenture$663,280$991 ▼-0.1%3,3450.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$661,582$33,064 ▲5.3%8,9840.1%ETFGOOGAlphabet$599,544$21,802 ▼-3.5%2,0900.1%Computer and TechnologyHDHome Depot$578,769$3,946 ▲0.7%1,7600.1%Retail/WholesaleINDAiShares MSCI India ETF$571,8260.0%12,2080.1%ETFWTWWillis Towers Watson Public$473,841$56,396 ▲13.5%1,6300.1%FinanceIHIiShares U.S. Medical Devices ETF$454,057$373 ▲0.1%8,5110.1%ETFUFEBInnovator U.S. Equity Ultra Buffer ETF - February$398,428$20,546 ▼-4.9%10,9760.1%ETFVTRVentas$393,4440.0%4,8110.1%FinanceIWDiShares Russell 1000 Value ETF$391,6570.0%1,8330.1%ETFLPLALPL Financial$383,043$301 ▲0.1%1,2730.1%FinanceSYKStryker$367,918$985 ▲0.3%1,1200.1%MedicalORCLOracle$363,028$1,030 ▲0.3%2,4680.1%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$296,5810.0%2,0350.1%ETFISHARES BITCOIN TRUST ETF$294,220$5,225 ▲1.8%7,6580.1%SHS BEN INTPGProcter & Gamble$291,080$578 ▲0.2%2,0150.1%Consumer StaplesBMOBank Of Montreal$280,8310.0%2,0750.1%FinanceGOOGLAlphabet$278,155$15,821 ▼-5.4%9670.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$261,0620.0%8140.1%ETFXLKTechnology Select Sector SPDR Fund$254,537$266 ▲0.1%1,9150.1%ETFXOMExxonMobil$232,222$232,222 ▲New Holding1,3690.0%EnergyWTFCWintrust Financial$223,810$834 ▲0.4%1,6110.0%FinanceFDXFedEx$215,291$215,291 ▲New Holding6040.0%TransportationVHTVanguard Health Care ETF$0$210,316 ▼-100.0%00.0%ETFShowing 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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