13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001682733
Total reported value
$544.3M
$544.3M
53 檔
40.0%
In Q1 2024, Riverpoint Wealth Management Holdings, LLC's U.S. equity holdings reached a combined market value of $544.3M, distributed across 53 disclosed stock positions.
During Q1 2024, Riverpoint Wealth Management Holdings, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 19.05% | -0.04% | -1.76% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.15% | -0.44% | -0.42% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.15% | -0.43% | +0.14% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.99% | -0.23% | +0.25% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 8.21% | +0.22% | +0.31% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.86% | -0.17% | -0.34% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.96% | +0.04% | +0.77% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.75% | -0.46% | +7.24% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.27% | +0.16% | +403.88% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 3.10% | +0.04% | +0.23% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.86% | -0.09% | -0.30% | |
| 12 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 2.61% | -0.09% | +2.50% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.47% | -0.05% | -2.59% | |
| 14 | ACN | Accenture plc | Stock-Tech | 1.29% | -0.06% | -28.75% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.02% | -0.05% | -0.06% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.85% | — | +0.30% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.73% | -0.02% | -0.20% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.06% | -0.29% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.60% | -0.02% | -0.38% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.51% | -0.01% | +0.03% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | -0.04% | -2.49% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.43% | +0.03% | +0.24% | |
| 23 | APOG | Apogee Enterprises Inc | Stock-Other | 0.42% | -0.15% | EXIT | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | — | +0.89% | |
| 25 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.41% | -0.02% | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | +0.03% | +0.06% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | +0.05% | -0.78% | |
| 28 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.27% | — | +0.13% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | +0.03% | +0.12% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | -0.01% | -0.73% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | -0.02% | +12.16% | |
| 32 | INDA | Ishares Msci India ETF | ETF-Other | 0.17% | -0.01% | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.17% | +0.01% | +0.27% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.15% | -0.05% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.02% | -3.31% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.14% | -0.02% | +0.65% | |
| 38 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.14% | -0.02% | +0.06% | |
| 39 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.12% | -0.02% | +0.06% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.12% | +0.02% | — | |
| 41 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.11% | -0.01% | +0.13% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.10% | -0.01% | +0.33% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.09% | -0.02% | +0.21% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | -0.01% | +0.46% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-Other | 0.07% | +0.04% | NEW | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.07% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | +0.01% | — | |
| 48 | HDV | Ishares Core High Dividend E | ETF-Other | 0.06% | — | -21.82% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.06% | — | +0.51% | |
| 50 | CVS | Cvs Health CORP | Stock-Healthcare | 0.06% | — | +0.90% |
According to official SEC Form 13F filings, Riverpoint Wealth Management Holdings, LLC reported a total U.S. public equity portfolio value of $544.3M across 53 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, SCHF, VEA) accounted for 40.0% of total reported equity market value during Q1 2024.
During Q1 2024, Riverpoint Wealth Management Holdings, LLC's top holdings by market value included GSLC (19.1%)、SCHF (11.2%)、VEA (11.2%). The largest single position, GSLC, represented 19.1% of total portfolio value.
In Q1 2024, Riverpoint Wealth Management Holdings, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.