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CIK: 0001682733
Total reported value
$544.3M
$544.3M
51 檔
42.7%
At the close of Q3 2024, Riverpoint Wealth Management Holdings, LLC disclosed equity holdings valued at approximately $544.3M, spread across 51 reported holdings.
During Q3 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 | 18.84% | -0.04% | +0.09% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.07% | -0.44% | +1.10% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.92% | -0.43% | +0.64% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.75% | -0.23% | +0.56% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 8.01% | +0.22% | +1.09% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.91% | -0.17% | -0.26% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.03% | +0.04% | +0.13% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.32% | -0.46% | +7.74% | |
| 9 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 3.23% | -0.09% | +4.83% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 3.14% | +0.04% | +0.23% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.10% | +0.16% | +1.83% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.71% | -0.09% | -0.24% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.39% | -0.05% | +0.25% | |
| 14 | ACN | Accenture plc | Stock-Tech | 1.21% | -0.06% | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.96% | -0.05% | -3.61% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.86% | — | +0.34% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.76% | -0.02% | +0.09% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.06% | +0.18% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.51% | -0.01% | +0.06% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | -0.04% | -0.13% | |
| 21 | APOG | Apogee Enterprises Inc | Stock-Other | 0.46% | -0.15% | EXIT | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | -0.02% | -7.57% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.42% | +0.03% | +0.32% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | — | +0.80% | |
| 25 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.39% | -0.02% | -5.27% | |
| 26 | 8TG | Thermon Group Holdings Inc | Stock-Other | 0.36% | -0.56% | EXIT | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | +0.03% | -0.26% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | +0.05% | +0.10% | |
| 29 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.27% | — | +0.10% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.25% | +0.03% | +0.52% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.18% | -0.01% | +0.51% | |
| 32 | INDA | Ishares Msci India ETF | ETF-Other | 0.18% | -0.01% | — | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | -0.02% | -2.29% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.17% | -0.05% | — | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.16% | +0.01% | +0.42% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.16% | -0.02% | +0.57% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.02% | +0.64% | |
| 39 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.14% | -0.05% | — | |
| 40 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.13% | -0.02% | +0.13% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.12% | -0.01% | +0.29% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.11% | +0.02% | +0.56% | |
| 43 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.11% | -0.02% | — | |
| 44 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.09% | -0.01% | +0.13% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.09% | -0.02% | +0.32% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | -0.01% | +0.61% | |
| 47 | VTR | Ventas Inc | Stock-Real Estate | 0.08% | — | — | |
| 48 | VHT | Vanguard Health Care ETF | ETF-Other | 0.07% | +0.04% | NEW | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.07% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | +0.01% | +0.13% |
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 51 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GSLC, SCHF, VEA) accounted for 42.7% of total reported equity market value during Q3 2024.
During Q3 2024, Riverpoint Wealth Management Holdings, LLC's top holdings by market value included GSLC (18.8%)、SCHF (11.1%)、VEA (10.9%). The largest single position, GSLC, represented 18.8% of total portfolio value.
In Q3 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.
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