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CIK: 0001682733
Total reported value
$544.3M
$544.3M
54 檔
47.2%
The Q2 2025 SEC filing reveals that Riverpoint Wealth Management Holdings, LLC held a total portfolio value of $544.3M, covering 54 public equity positions.
During Q2 2025, 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 | 18.60% | -0.04% | +3.08% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.85% | -0.44% | +0.65% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.48% | -0.43% | +3.68% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 11.00% | -0.23% | +3.35% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 7.46% | +0.22% | +3.55% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.88% | -0.17% | +0.27% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.98% | +0.04% | -0.19% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.69% | -0.46% | -10.28% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 3.39% | +0.04% | -1.31% | |
| 10 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 2.97% | -0.09% | +3.85% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.91% | +0.16% | +0.49% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.30% | -0.09% | -1.66% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.91% | -0.05% | -0.22% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.90% | -0.06% | — | |
| 15 | ACN | Accenture plc | Stock-Tech | 0.87% | -0.06% | — | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 0.86% | -0.05% | -20.07% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.72% | — | +0.25% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.06% | +0.16% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.62% | -0.02% | +0.10% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.50% | -0.01% | -0.78% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | +0.03% | +29.29% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.04% | -1.33% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | — | +0.92% | |
| 24 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.36% | -0.02% | -2.27% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | -0.02% | -1.59% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | +0.03% | +0.06% | |
| 27 | 8TG | Thermon Group Holdings Inc | Stock-Other | 0.33% | -0.56% | EXIT | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | +0.05% | +0.05% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.27% | +0.03% | +10.28% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.20% | -0.02% | +0.42% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.01% | +10.81% | |
| 32 | APOG | Apogee Enterprises Inc | Stock-Other | 0.20% | -0.15% | EXIT | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | — | +0.38% | |
| 34 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.19% | — | +0.74% | |
| 35 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.17% | -0.05% | +31.74% | |
| 36 | INDA | Ishares Msci India ETF | ETF-Other | 0.16% | -0.01% | — | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.16% | -0.02% | -1.72% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.15% | +0.01% | +3.06% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | -0.01% | +0.57% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.14% | -0.01% | +0.36% | |
| 41 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.14% | -0.01% | +0.06% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.02% | +0.72% | |
| 43 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.13% | -0.02% | +0.09% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.12% | -0.02% | +4.82% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.11% | +0.02% | — | |
| 46 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.10% | -0.02% | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.01% | -0.98% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | -0.01% | +0.34% | |
| 49 | VTR | Ventas Inc | Stock-Real Estate | 0.08% | — | — | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.06% | — | — |
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 54 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GSLC, SCHF, VEA) accounted for 47.2% of total reported equity market value during Q2 2025.
During Q2 2025, Riverpoint Wealth Management Holdings, LLC's top holdings by market value included GSLC (18.6%)、SCHF (11.8%)、VEA (11.5%). The largest single position, GSLC, represented 18.6% of total portfolio value.
In Q2 2025, 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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