Riverpoint Wealth Management Holdings, LLC

Est. AUM

$470.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$80.9M	646369	17.21%	SOLE
2	SCHWAB STRATEGIC TR	INTL EQTY ETF	$57.6M	2328048	12.26%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$55.1M	859108	11.71%	SOLE
4	VANGUARD INDEX FDS	MID CAP ETF	$50.2M	174767	10.68%	SOLE
5	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$37.5M	1157772	7.99%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$26.4M	40379	5.61%	SOLE
7	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$23.8M	522603	5.07%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$23.0M	38423	4.89%	SOLE
9	VANGUARD INDEX FDS	LARGE CAP ETF	$15.0M	50232	3.19%	SOLE
10	FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$15.0M	555858	3.18%	SOLE
11	ISHARES TR	CORE S&P MCP ETF	$13.8M	204136	2.93%	SOLE
12	VANGUARD INDEX FDS	REAL ESTATE ETF	$10.1M	114145	2.15%	SOLE
13	SCHWAB STRATEGIC TR	US TIPS ETF	$7.2M	270587	1.53%	SOLE
14	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.1M	19148	0.88%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET HEA	$3.9M	26739	0.83%	SOLE
16	APPLE INC	COM	$3.1M	12176	0.66%	SOLE
17	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.8M	34219	0.59%	SOLE
18	ISHARES TR	RUS 1000 ETF	$2.7M	7659	0.58%	SOLE
19	THERMON GROUP HLDGS INC	COM	$2.6M	52108	0.56%	SOLE
20	ISHARES TR	RUSSELL 2000 ETF	$2.4M	9749	0.51%	SOLE
21	MICROSOFT CORP	COM	$2.1M	5543	0.44%	SOLE
22	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.0M	79820	0.44%	SOLE
23	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.0M	37566	0.43%	SOLE
24	ABBVIE INC	COM	$1.9M	8639	0.40%	SOLE
25	ISHARES TR	RUS 1000 GRW ETF	$1.5M	3474	0.32%	SOLE
26	ISHARES INC	EMNG MKTS EQT	$1.4M	23613	0.30%	SOLE
27	ISHARES TR	CORE S&P SCP ETF	$1.4M	11325	0.30%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	24839	0.30%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	8151	0.30%	SOLE
30	VANGUARD WORLD FD	INF TECH ETF	$1.4M	1937	0.29%	SOLE
31	GOLDMAN SACHS GROUP INC	COM	$973K	1150	0.21%	SOLE
32	ISHARES GOLD TR	ISHARES NEW	$950K	10779	0.20%	SOLE
33	NVIDIA CORPORATION	COM	$916K	5254	0.19%	SOLE
34	JOHNSON & JOHNSON	COM	$797K	3260	0.17%	SOLE
35	ISHARES TR	US HOME CONS ETF	$778K	8596	0.17%	SOLE
36	YUM CHINA HLDGS INC	COM	$777K	15925	0.17%	SOLE
37	AMAZON COM INC	COM	$775K	3723	0.16%	SOLE
38	VANGUARD INDEX FDS	SMALL CP ETF	$727K	2774	0.15%	SOLE
39	APOGEE ENTERPRISES INC	COM	$696K	20754	0.15%	SOLE
40	ACCENTURE PLC IRELAND	SHS CLASS A	$663K	3345	0.14%	SOLE
41	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$662K	8984	0.14%	SOLE
42	ALPHABET INC	CAP STK CL C	$600K	2090	0.13%	SOLE
43	HOME DEPOT INC	COM	$579K	1760	0.12%	SOLE
44	ISHARES TR	MSCI INDIA ETF	$572K	12208	0.12%	SOLE
45	WILLIS TOWERS WATSON PLC LTD	SHS	$474K	1630	0.10%	SOLE
46	ISHARES TR	U.S. MED DVC ETF	$454K	8511	0.10%	SOLE
47	INNOVATOR ETFS TRUST	US EQT ULTRA BFR	$398K	10976	0.08%	SOLE
48	VENTAS INC	COM	$393K	4811	0.08%	SOLE
49	ISHARES TR	RUS 1000 VAL ETF	$392K	1833	0.08%	SOLE
50	LPL FINL HLDGS INC	COM	$383K	1273	0.08%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.