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
62 檔
51.7%
As reported in its official Q1 2026 Form 13F filing, Riverpoint Wealth Management Holdings, LLC's tracked investment portfolio stood at $544.3M with 62 total positions.
In Q1 2026, Riverpoint Wealth Management Holdings, LLC displayed an active expansion posture, initiating 4 new positions and adding to 36 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 | 17.21% | -0.04% | +0.67% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 12.26% | -0.44% | -0.10% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.71% | -0.43% | -0.13% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.68% | -0.23% | +1.46% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 7.99% | +0.22% | +1.31% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.61% | -0.17% | +1.60% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.07% | -0.46% | +7.89% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.88% | +0.04% | +2.78% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 3.19% | +0.04% | -0.23% | |
| 10 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 3.18% | -0.09% | +5.72% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.93% | +0.16% | +2.58% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.15% | -0.09% | -0.13% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.53% | -0.06% | +12.09% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.88% | -0.05% | +0.27% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 0.83% | -0.05% | +0.28% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.66% | -0.02% | +0.05% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.59% | +2.14% | — | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.58% | — | +0.24% | |
| 19 | 8TG | Thermon Group Holdings Inc | Stock-Other | 0.56% | -0.56% | EXIT | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | +0.03% | +0.16% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.06% | +0.47% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.44% | -0.01% | +0.03% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | -0.04% | -8.01% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | — | -0.27% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | +0.03% | +0.06% | |
| 26 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.30% | +0.02% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | +0.03% | +0.42% | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.30% | -0.02% | +0.33% | |
| 29 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.30% | -0.02% | -7.07% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | +0.05% | +0.10% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.21% | -0.02% | +0.44% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.20% | -0.05% | -16.27% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.01% | +1.76% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.02% | -0.49% | |
| 35 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.17% | — | +0.20% | |
| 36 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.17% | -0.05% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | — | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.15% | +0.01% | +0.73% | |
| 39 | APOG | Apogee Enterprises Inc | Stock-Other | 0.15% | -0.15% | EXIT | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.14% | -0.06% | -0.15% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.02% | +5.26% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | +0.01% | -3.51% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | -0.01% | +0.69% | |
| 44 | INDA | Ishares Msci India ETF | ETF-Other | 0.12% | -0.01% | — | |
| 45 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.10% | -0.02% | +13.51% | |
| 46 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.10% | -0.02% | +0.08% | |
| 47 | UFEB | Innovator U.s. Equity Ultra | ETF-Other | 0.08% | -0.01% | -4.90% | |
| 48 | VTR | Ventas Inc | Stock-Real Estate | 0.08% | — | — | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | +0.02% | — | |
| 50 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.08% | -0.01% | +0.08% |
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 62 disclosed positions in Q1 2026.
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 51.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVEM
市值: $2.8M
Top Position Liquidated / Trimmed
VHT
前期市值: $210.3K
During Q1 2026, Riverpoint Wealth Management Holdings, LLC's top holdings by market value included GSLC (17.2%)、SCHF (12.3%)、VEA (11.7%). The largest single position, GSLC, represented 17.2% of total portfolio value.
In Q1 2026, Riverpoint Wealth Management Holdings, LLC made 54 total portfolio adjustments, initiating 4 new buys, adding to 36 positions, trimming 13 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.