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
58 檔
50.2%
As reported in its official Q3 2025 Form 13F filing, Riverpoint Wealth Management Holdings, LLC's tracked investment portfolio stood at $544.3M with 58 total positions.
In Q3 2025, Riverpoint Wealth Management Holdings, LLC displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 18.53% | -0.04% | -0.65% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.68% | -0.44% | +0.19% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.25% | -0.43% | -0.18% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.88% | -0.23% | +0.84% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 7.67% | +0.22% | +1.23% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.97% | -0.17% | +0.81% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.02% | +0.04% | +0.21% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.56% | -0.46% | +3.00% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 3.41% | +0.04% | -0.40% | |
| 10 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 3.04% | -0.09% | +6.53% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.86% | +0.16% | -0.07% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.23% | -0.09% | +1.13% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.20% | -0.06% | +42.18% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.90% | -0.05% | -0.12% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 0.81% | -0.05% | -2.09% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.72% | -0.02% | +0.10% | |
| 17 | ACN | Accenture plc | Stock-Tech | 0.67% | -0.06% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.06% | -0.15% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.61% | — | -15.85% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | +0.03% | +0.27% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.04% | -2.46% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | -0.01% | -8.70% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | — | +0.29% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | +0.03% | +0.06% | |
| 25 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.33% | -0.02% | -7.74% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.32% | -0.02% | -10.28% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.32% | +0.05% | +0.16% | |
| 28 | 8TG | Thermon Group Holdings Inc | Stock-Other | 0.30% | -0.56% | EXIT | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | +0.03% | +4.51% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.01% | — | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.21% | -0.02% | +0.42% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.21% | -0.05% | — | |
| 33 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.20% | — | +0.12% | |
| 34 | APOG | Apogee Enterprises Inc | Stock-Other | 0.20% | -0.15% | EXIT | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | -0.01% | -1.19% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.15% | +0.01% | +0.33% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.15% | -0.01% | -12.29% | |
| 39 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.15% | -0.05% | — | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.02% | -4.36% | |
| 41 | INDA | Ishares Msci India ETF | ETF-Other | 0.14% | -0.01% | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.02% | -6.46% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | +0.01% | -0.99% | |
| 44 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.11% | -0.01% | +0.13% | |
| 45 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.11% | -0.02% | +0.11% | |
| 46 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.11% | -0.02% | — | |
| 47 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.11% | -0.01% | — | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.10% | -0.02% | +0.16% | |
| 49 | UFEB | Innovator U.s. Equity Ultra | ETF-Other | 0.09% | -0.01% | — | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | +0.02% | -21.67% |
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 58 disclosed positions in Q3 2025.
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 50.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCHP
市值: $5.5M
Top Position Liquidated / Trimmed
VHT
前期市值: $260.9K
During Q3 2025, Riverpoint Wealth Management Holdings, LLC's top holdings by market value included GSLC (18.5%)、SCHF (11.7%)、VEA (11.3%). The largest single position, GSLC, represented 18.5% of total portfolio value.
In Q3 2025, Riverpoint Wealth Management Holdings, LLC made 52 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 18 holdings, and fully liquidating 1 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.