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CIK: 0001682733
Total reported value
$544.3M
$544.3M
59 檔
51.6%
At the close of Q4 2025, Riverpoint Wealth Management Holdings, LLC disclosed equity holdings valued at approximately $544.3M, spread across 59 reported holdings.
In Q4 2025, Riverpoint Wealth Management Holdings, LLC displayed an active expansion posture, initiating 1 new positions and adding to 32 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 | 18.25% | -0.04% | -0.81% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 12.03% | -0.44% | +2.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.54% | -0.43% | +0.70% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.74% | -0.23% | +2.25% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 7.73% | +0.22% | +1.99% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.85% | -0.17% | -2.14% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.03% | +0.04% | +0.20% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.79% | -0.46% | +7.84% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 3.40% | +0.04% | -0.05% | |
| 10 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 3.04% | -0.09% | +5.60% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.82% | +0.16% | -0.20% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.17% | -0.09% | +3.08% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.37% | -0.06% | +19.01% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.90% | -0.05% | +0.79% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 0.89% | -0.05% | +0.09% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.71% | -0.02% | -4.82% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.61% | — | +0.91% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.06% | +0.20% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | +0.03% | +0.32% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.04% | +2.56% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | -0.01% | +0.03% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | — | +0.70% | |
| 23 | 8TG | Thermon Group Holdings Inc | Stock-Other | 0.41% | -0.56% | EXIT | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | +0.03% | +1.20% | |
| 25 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.33% | -0.02% | +0.82% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.31% | +0.05% | +0.05% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.30% | -0.02% | -5.71% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | +0.03% | +2.67% | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.22% | -0.05% | — | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.22% | -0.02% | -4.58% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | -0.01% | -3.31% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.19% | -0.06% | -72.88% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | — | |
| 34 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.18% | — | +0.18% | |
| 35 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.16% | -0.05% | — | |
| 36 | APOG | Apogee Enterprises Inc | Stock-Other | 0.16% | -0.15% | EXIT | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.15% | +0.01% | +0.66% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.01% | -1.90% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.02% | +0.58% | |
| 40 | INDA | Ishares Msci India ETF | ETF-Other | 0.14% | -0.01% | — | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.02% | -1.41% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | -0.01% | +0.58% | |
| 43 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.11% | -0.02% | +0.09% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.10% | -0.01% | +0.20% | |
| 45 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.10% | -0.02% | — | |
| 46 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.10% | -0.01% | -17.67% | |
| 47 | UFEB | Innovator U.s. Equity Ultra | ETF-Other | 0.09% | -0.01% | — | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.08% | -0.02% | -13.07% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | +0.02% | — | |
| 50 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.08% | -0.01% | +0.70% |
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 59 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GSLC, SCHF, VEA) accounted for 51.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VHT
市值: $210.3K
Top Position Liquidated / Trimmed
GSLC
前期市值: $84.3M
During Q4 2025, Riverpoint Wealth Management Holdings, LLC's top holdings by market value included GSLC (18.3%)、SCHF (12.0%)、VEA (11.5%). The largest single position, GSLC, represented 18.3% of total portfolio value.
In Q4 2025, Riverpoint Wealth Management Holdings, LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 32 positions, trimming 16 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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