Riverpoint Wealth Management Holdings, LLC Top Holdings and 13F Report (2026) About Riverpoint Wealth Management Holdings, LLCInvestment ActivityRiverpoint Wealth Management Holdings, LLC has $544.30 million in total holdings as of June 30, 2026.Riverpoint Wealth Management Holdings, LLC owns shares of 61 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 12.62% of the portfolio was purchased this quarter.About 0.94% of the portfolio was sold this quarter.This quarter, Riverpoint Wealth Management Holdings, LLC has purchased 62 new stocks and bought additional shares in 35 stocks.Riverpoint Wealth Management Holdings, LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $93,482,997Schwab International Equity ETF $64,324,556Vanguard FTSE Developed Markets ETF $61,376,258Vanguard Mid-Cap ETF $56,895,314Schwab Fundamental U.S. Small Company ETF $44,696,955 Largest New Holdings this Quarter 125141101 - CECO Environmental $3,267,094 Holding92204A504 - Vanguard Health Care ETF $220,009 Holding921937827 - Vanguard Short-Term Bond ETF $207,802 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 531,393 shares (about $42.81M)Avantis Emerging Markets Equity ETF 119,555 shares (about $11.54M)CECO Environmental 36,005 shares (about $3.27M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 12,473 shares (about $1.77M)Vanguard Information Technology ETF 13,428 shares (about $1.60M) Largest Sales this Quarter iShares Core S&P 500 ETF 834 shares (about $624.57K)Schwab International Equity ETF 5,862 shares (about $162.38K)The Goldman Sachs Group 145 shares (about $146.65K)Vanguard FTSE Emerging Markets ETF 1,563 shares (about $93.30K)Alphabet 209 shares (about $74.65K) 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$93,482,997$1,769,792 â–²1.9%658,84217.2%ETFSCHFSchwab International Equity ETF$64,324,556$162,377 â–¼-0.3%2,322,18611.8%ETFVEAVanguard FTSE Developed Markets ETF$61,376,258$164,801 â–²0.3%861,42111.3%ETFVOVanguard Mid-Cap ETF$56,895,314$42,814,336 â–²304.1%706,16010.5%ETFFNDASchwab Fundamental U.S. Small Company ETF$44,696,955$632,139 â–²1.4%1,174,3818.2%ETFIVViShares Core S&P 500 ETF$29,614,494$624,567 â–¼-2.1%39,5455.4%ETFVOOVanguard S&P 500 ETF$26,794,967$405,901 â–²1.5%39,0144.9%ETFFBNDFidelity Total Bond ETF$25,099,473$1,326,261 â–²5.6%551,7584.6%ETFVVVanguard Large-Cap ETF$17,559,830$284,416 â–²1.6%51,0593.2%ETFIJHiShares Core S&P Mid-Cap ETF$16,825,381$1,084,474 â–²6.9%218,2003.1%ETFFRELFidelity MSCI Real Estate Index ETF$16,821,102$534,461 â–²3.3%574,0993.1%ETFAVEMAvantis Emerging Markets Equity ETF$14,837,686$11,535,887 â–²349.4%153,7742.7%ETFVNQVanguard Real Estate ETF$11,211,669$204,625 â–²1.9%116,2672.1%ETFSCHPSchwab U.S. TIPS ETF$7,983,814$813,259 â–²11.3%301,2761.5%ETFVIGVanguard Dividend Appreciation ETF$4,544,233$13,487 â–²0.3%19,2050.8%ETFXLVHealth Care Select Sector SPDR Fund$4,222,303$20,150 â–¼-0.5%26,6120.8%ETFAAPLApple$3,467,995$55,268 â–¼-1.6%11,9850.6%Computer and TechnologyCECOCECO Environmental$3,267,094$3,267,094 â–²New Holding36,0050.6%IndustrialsIWBiShares Russell 1000 ETF$3,142,867$6,552 â–²0.2%7,6750.6%ETFIWMiShares Russell 2000 ETF$2,935,760$6,610 â–²0.2%9,7710.5%FinanceSCHXSchwab US Large-Cap ETF$2,349,761$647 â–²0.0%79,8420.4%ETFABBVAbbVie$2,191,493$17,614 â–²0.8%8,7090.4%MedicalVWOVanguard FTSE Emerging Markets ETF$2,149,016$93,295 â–¼-4.2%36,0030.4%ETFMSFTMicrosoft$2,050,126$17,532 â–¼-0.8%5,4960.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,878,736$1,447,359 â–²335.5%15,1300.3%ETFVGTVanguard Information Technology ETF$1,836,377$1,604,873 â–²693.2%15,3650.3%ETFIJRiShares Core S&P Small-Cap ETF$1,792,946$113,311 â–²6.7%12,0890.3%ETFEMGFiShares Emerging Markets Equity Factor ETF$1,738,712$8,791 â–²0.5%23,7330.3%ETFQUSSPDR MSCI USA StrategicFactors ETF$1,531,457$8,408 â–²0.6%8,1960.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,515,882$5,897 â–²0.4%24,9360.3%ETFNVDANVIDIA$1,054,710$3,402 â–²0.3%5,2710.2%Computer and TechnologyGSThe Goldman Sachs Group$1,016,428$146,649 â–¼-12.6%1,0050.2%FinanceITBiShares U.S. Home Construction ETF$899,559$1,463 â–²0.2%8,6100.2%ETFAMZNAmazon.com$887,3400.0%3,7230.2%Retail/WholesaleVBVanguard Small-Cap ETF$844,163$3,334 â–²0.4%2,7850.2%ETFJNJJohnson & Johnson$831,852$3,810 â–²0.5%3,2750.2%MedicalIAUiShares Gold Trust$813,8850.0%10,7790.1%FinanceGOOGAlphabet$736,416$2,120 â–¼-0.3%2,0840.1%Computer and TechnologyYUMCYum China$650,8550.0%15,9250.1%Retail/WholesaleBNDVanguard Total Bond Market ETF$640,964$18,573 â–¼-2.8%8,7310.1%ETFINDAiShares MSCI India ETF$602,9560.0%12,2080.1%ETFHDHome Depot$572,072$48,672 â–¼-7.8%1,6220.1%Retail/WholesaleIWDiShares Russell 1000 Value ETF$543,043$98,669 â–²22.2%2,2400.1%ETFVTRVentas$427,2170.0%4,8110.1%FinanceWTWWillis Towers Watson Public$426,0330.0%1,6300.1%FinanceIHIiShares U.S. Medical Devices ETF$421,173$642 â–²0.2%8,5240.1%ETFACNAccenture$416,2520.0%3,3450.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$367,944$66,630 â–²22.1%9940.1%ETFBMOBank Of Montreal$366,6530.0%2,0750.1%FinanceXLKTechnology Select Sector SPDR Fund$365,346$571 â–²0.2%1,9180.1%ETFUFEBInnovator U.S. Equity Ultra Buffer ETF - February$363,194$61,028 â–¼-14.4%9,3970.1%ETFORCLOracle$360,020$1,612 â–¼-0.4%2,4570.1%Computer and TechnologyLPLALPL Financial$359,041$563 â–²0.2%1,2750.1%FinanceSYKStryker$353,509$944 â–²0.3%1,1230.1%MedicalIWSiShares Russell Mid-Cap Value ETF$334,9610.0%2,0350.1%ETFPGProcter & Gamble$295,706$293 â–²0.1%2,0170.1%Consumer StaplesGOOGLAlphabet$270,757$74,655 â–¼-21.6%7580.0%Computer and TechnologyWTFCWintrust Financial$259,845$964 â–²0.4%1,6170.0%FinanceISHARES BITCOIN TRUST ETF$254,9350.0%7,6580.0%SHS BEN INTVHTVanguard Health Care ETF$220,009$220,009 â–²New Holding7360.0%ETFBSVVanguard Short-Term Bond ETF$207,802$207,802 â–²New Holding2,6670.0%ETFTHRThermon Group$0$2,626,243 â–¼-100.0%00.0%Computer and TechnologyAPOGApogee Enterprises$0$696,089 â–¼-100.0%00.0%IndustrialsXOMExxonMobil$0$232,222 â–¼-100.0%00.0%EnergyFDXFedEx$0$215,291 â–¼-100.0%00.0%TransportationShowing largest 100 holdings. 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