Riverpoint Wealth Management Holdings, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$470.0M
Q ending 2026-03-31
Prior quarter
$465.6M
Q ending 2025-12-31
Change
+0.9% QoQ · +21.4% YoY
Positions
62
reported holdings
Largest positions
All 62 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Goldman Sachs Etf Tr | GSLC | Shares | $80.9M | 646K |
| Schwab Strategic Tr | SCHF | Shares | $57.6M | 2.3M |
| Vanguard Tax-Managed Fds | VEA | Shares | $55.1M | 859K |
| Vanguard Index Fds | VO | Shares | $50.2M | 175K |
| Schwab Strategic Tr | FNDA | Shares | $37.5M | 1.2M |
| Ishares Tr | IVV | Shares | $26.4M | 40K |
| Fidelity Merrimack Str Tr | FBND | Shares | $23.8M | 523K |
| Vanguard Index Fds | VOO | Shares | $23.0M | 38K |
| Vanguard Index Fds | VV | Shares | $15.0M | 50K |
| Fidelity Covington Trust | FREL | Shares | $15.0M | 556K |
| Ishares Tr | IJH | Shares | $13.8M | 204K |
| Vanguard Index Fds | VNQ | Shares | $10.1M | 114K |
| Schwab Strategic Tr | SCHP | Shares | $7.2M | 271K |
| Vanguard Specialized Funds | VIG | Shares | $4.1M | 19K |
| Select Sector Spdr Tr | XLV | Shares | $3.9M | 27K |
| Apple Inc | AAPL | Shares | $3.1M | 12K |
| American Centy Etf Tr | AVEM | Shares | $2.8M | 34K |
| Ishares Tr | IWB | Shares | $2.7M | 8K |
| Thermon Group Hldgs Inc | 8TG | Shares | $2.6M | 52K |
| Ishares Tr | IWM | Shares | $2.4M | 10K |
| Microsoft Corp | MSFT | Shares | $2.1M | 6K |
| Schwab Strategic Tr | SCHX | Shares | $2.0M | 80K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.0M | 38K |
| Abbvie Inc | ABBV | Shares | $1.9M | 9K |
| Ishares Tr | IWF | Shares | $1.5M | 3K |
| Ishares Inc | EMGF | Shares | $1.4M | 24K |
| Ishares Tr | IJR | Shares | $1.4M | 11K |
| Spdr Series Trust | SPYV | Shares | $1.4M | 25K |
| Spdr Series Trust | QUS | Shares | $1.4M | 8K |
| Vanguard World Fd | VGT | Shares | $1.4M | 2K |
| Goldman Sachs Group Inc | GS | Shares | $973K | 1K |
| Ishares Gold Tr | IAU | Shares | $950K | 11K |
| Nvidia Corporation | NVDA | Shares | $916K | 5K |
| Johnson & Johnson | JNJ | Shares | $797K | 3K |
| Ishares Tr | ITB | Shares | $778K | 9K |
| Yum China Hldgs Inc | YUMC | Shares | $777K | 16K |
| Amazon Com Inc | AMZN | Shares | $775K | 4K |
| Vanguard Index Fds | VB | Shares | $727K | 3K |
| Apogee Enterprises Inc | APOG | Shares | $696K | 21K |
| Accenture Plc Ireland | Shares | $663K | 3K | |
| Vanguard Bd Index Fds | BND | Shares | $662K | 9K |
| Alphabet Inc | GOOG | Shares | $600K | 2K |
| Home Depot Inc | HD | Shares | $579K | 2K |
| Ishares Tr | INDA | Shares | $572K | 12K |
| Willis Towers Watson Plc Ltd | Shares | $474K | 2K | |
| Ishares Tr | IHI | Shares | $454K | 9K |
| Innovator Etfs Trust | UFEB | Shares | $398K | 11K |
| Ventas Inc | VTR | Shares | $393K | 5K |
| Ishares Tr | IWD | Shares | $392K | 2K |
| Lpl Finl Hldgs Inc | LPLA | Shares | $383K | 1K |
| Stryker Corporation | SYK | Shares | $368K | 1K |
| Oracle Corp | ORCL | Shares | $363K | 2K |
| Ishares Tr | IWS | Shares | $297K | 2K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $294K | 8K |
| Procter & Gamble Co | PG | Shares | $291K | 2K |
| Bank Montreal Medium | BMO | Shares | $281K | 2K |
| Alphabet Inc | GOOGL | Shares | $278K | 967 |
| Vanguard Index Fds | VTI | Shares | $261K | 814 |
| Select Sector Spdr Tr | XLK | Shares | $255K | 2K |
| Exxon Mobil Corp | XOM | Shares | $232K | 1K |
| Wintrust Finl Corp | WTFC | Shares | $224K | 2K |
| Fedex Corp | FDX | Shares | $215K | 604 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.