Riverpoint Wealth Management Holdings, LLC Top Holdings and 13F Report (2026) About Riverpoint Wealth Management Holdings, LLCInvestment ActivityRiverpoint Wealth Management Holdings, LLC has $546.49 million in total holdings as of September 30, 2026.Riverpoint Wealth Management Holdings, LLC owns shares of 63 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 0.17% of the portfolio was sold this quarter.This quarter, Riverpoint Wealth Management Holdings, LLC has purchased 61 new stocks and bought additional shares in 37 stocks.Riverpoint Wealth Management Holdings, LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $97,352,317Schwab International Equity ETF $64,530,867Vanguard FTSE Developed Markets ETF $60,828,374Vanguard Mid-Cap ETF $55,943,745Schwab Fundamental U.S. Small Company ETF $41,541,460 Largest New Holdings this Quarter 16140T806 - CARILLON SER TR $277,065 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $223,554 Holding Largest Purchases this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 12,369 shares (about $1.79M)Avantis Emerging Markets Equity ETF 15,481 shares (about $1.46M)Fidelity Total Bond ETF 28,156 shares (about $1.22M)iShares Core S&P Mid-Cap ETF 15,570 shares (about $1.12M)Schwab International Equity ETF 26,954 shares (about $740.43K) Largest Sales this Quarter Vanguard FTSE Emerging Markets ETF 4,853 shares (about $287.83K)iShares Russell 1000 Growth ETF 1,609 shares (about $201.54K)Yum China 3,000 shares (about $123.30K)Home Depot 274 shares (about $77.93K)Vanguard Large-Cap ETF 200 shares (about $70.37K) 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$97,352,317$1,793,997 ▲1.9%671,21117.8%ETFSCHFSchwab International Equity ETF$64,530,867$740,426 ▲1.2%2,349,14011.8%ETFVEAVanguard FTSE Developed Markets ETF$60,828,374$3,460 ▲0.0%861,47011.1%ETFVOVanguard Mid-Cap ETF$55,943,745$566,741 ▲1.0%713,38710.2%ETFFNDASchwab Fundamental U.S. Small Company ETF$41,541,460$438,130 ▲1.1%1,186,8997.6%ETFIVViShares Core S&P 500 ETF$30,321,634$35,995 ▲0.1%39,5925.5%ETFVOOVanguard S&P 500 ETF$27,869,037$525,646 ▲1.9%39,7645.1%ETFFBNDFidelity Total Bond ETF$25,110,255$1,219,154 ▲5.1%579,9144.6%ETFVVVanguard Large-Cap ETF$17,894,798$70,370 ▼-0.4%50,8593.3%ETFIJHiShares Core S&P Mid-Cap ETF$16,819,712$1,120,259 ▲7.1%233,7703.1%ETFFRELFidelity MSCI Real Estate Index ETF$16,293,468$689,474 ▲4.4%599,4663.0%ETFAVEMAvantis Emerging Markets Equity ETF$15,913,321$1,455,521 ▲10.1%169,2552.9%ETFVNQVanguard Real Estate ETF$10,457,405$36,390 ▲0.3%116,6731.9%ETFSCHPSchwab U.S. TIPS ETF$8,279,784$708,716 ▲9.4%329,4781.5%ETFXLVHealth Care Select Sector SPDR Fund$4,487,892$5,895 ▲0.1%26,6470.8%ETFVIGVanguard Dividend Appreciation ETF$4,482,336$1,633 ▲0.0%19,2120.8%ETFAAPLApple$3,986,965$4,329 ▼-0.1%11,9720.7%TechnologyIWBiShares Russell 1000 ETF$3,201,464$7,491 ▲0.2%7,6930.6%ETFMSFTMicrosoft$2,819,538$513 ▲0.0%5,4970.5%TechnologyIWMiShares Russell 2000 ETF$2,722,200$6,947 ▲0.3%9,7960.5%ETFCECO ENVIRONMENTAL CORP$2,507,3880.0%36,0050.5%COMSCHXSchwab US Large-Cap ETF$2,395,983$720 ▲0.0%79,8660.4%ETFABBVAbbVie$2,293,910$15,696 ▲0.7%8,7690.4%HealthcareVGTVanguard Information Technology ETF$1,933,008$2,136 ▲0.1%15,3820.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,847,493$287,829 ▼-13.5%31,1500.3%ETFEMGFiShares Emerging Markets Equity Factor ETF$1,697,8900.0%23,7330.3%ETFIWFiShares Russell 1000 Growth ETF$1,693,623$201,541 ▼-10.6%13,5210.3%ETFIJRiShares Core S&P Small-Cap ETF$1,637,583$6,938 ▼-0.4%12,0380.3%ETFQUSSPDR MSCI USA StrategicFactors ETF$1,558,0780.0%8,1960.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,530,194$5,868 ▲0.4%25,0320.3%ETFNVDANVIDIA$1,206,106$2,284 ▲0.2%5,2810.2%TechnologyAMZNAmazon.com$917,120$10,464 ▼-1.1%3,6810.2%Consumer DiscretionaryGSThe Goldman Sachs Group$905,837$900 ▲0.1%1,0060.2%FinanceJNJJohnson & Johnson$870,035$2,912 ▲0.3%3,2860.2%HealthcareIAUiShares Gold Trust$841,8020.0%10,7790.2%ETFVBVanguard Small-Cap ETF$793,267$854 ▲0.1%2,7880.1%ETFITBiShares U.S. Home Construction ETF$755,659$6,439 ▲0.9%8,6840.1%ETFGOOGAlphabet$708,565$1,363 ▼-0.2%2,0800.1%Communication ServicesACNAccenture$613,3730.0%3,3450.1%TechnologyBNDVanguard Total Bond Market ETF$611,272$1,193 ▼-0.2%8,7140.1%ETFINDAiShares MSCI India ETF$569,8720.0%12,2080.1%ETFIWDiShares Russell 1000 Value ETF$556,018$744 ▲0.1%2,2430.1%ETFYUMCYum China$531,218$123,300 ▼-18.8%12,9250.1%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$438,251$66,243 ▲17.8%1,1710.1%ETFIHIiShares U.S. Medical Devices ETF$436,690$665 ▲0.2%8,5370.1%ETFWTWWillis Towers Watson Public$416,204$53,611 ▼-11.4%1,4440.1%FinanceVTRVentas$409,0310.0%4,8110.1%Real EstateLPLALPL Financial$390,109$306 ▲0.1%1,2760.1%FinanceHDHome Depot$383,416$77,935 ▼-16.9%1,3480.1%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$375,797$391 ▲0.1%1,9200.1%ETFUFEBInnovator U.S. Equity Ultra Buffer ETF - February$371,2750.0%9,3970.1%ETFISHARES BITCOIN TRUST ETF$362,5290.0%7,6580.1%SHS BEN INTBMOBank Of Montreal$347,0440.0%2,0750.1%FinanceORCLOracle$337,030$275 ▼-0.1%2,4550.1%TechnologySYKStryker$310,052$826 ▲0.3%1,1260.1%HealthcareBSVVanguard Short-Term Bond ETF$303,567$99,788 ▲49.0%3,9730.1%ETFPGProcter & Gamble$295,189$2,179 ▲0.7%2,0320.1%Consumer StaplesCARILLON SER TR$277,065$277,065 ▲New Holding3,7290.1%RJ CLARIVEST CAPIWSiShares Russell Mid-Cap Value ETF$261,042$66,064 ▼-20.2%1,6240.0%ETFGOOGLAlphabet$260,8130.0%7580.0%Communication ServicesVHTVanguard Health Care ETF$233,275$632 ▲0.3%7380.0%ETFWTFCWintrust Financial$230,112$851 ▲0.4%1,6230.0%FinanceEXXONMOBIL HOLDINGS CORP$223,554$223,554 ▲New Holding1,3740.0%COM SHSShowing largest 100 holdings. 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