Q2 2026 13F · SEC CIK 1682733

Riverpoint Wealth Management Holdings, LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $544.3M
Reported positions: 61
Top holdings a year, 3 yrs: +15.7%
Assets under management: $906.2M

Riverpoint Wealth Management Holdings, LLC is a wealth manager that reported 61 positions worth $544.3M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Goldman Sachs ETF Tr (GSLC, 17.2%), Schwab Intl Equity (SCHF, 11.8%), Vanguard Tax-Managed Fds (VEA, 11.3%). A portfolio copying its top holdings returned 15.7% a year over the last 3 years, against 20.4% for the S&P 500.

Riverpoint Wealth Management Holdings, LLC holdings largest 50 of 61 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Riverpoint Wealth Management Holdings, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GSLCGoldman Sachs ETF Tr	17.2%	17.2%	658,842	+1.9%	$93.5M
SCHFSchwab Intl Equity	11.8%	12.3%	2,322,186	-0.3%	$64.3M
VEAVanguard Tax-Managed Fds	11.3%	11.7%	861,421	+0.3%	$61.4M
VOVanguard Index Fds	10.5%	10.7%	706,160	+304.1%	$56.9M
FNDASchwab Strategic Tr	8.2%	8.0%	1,174,381	+1.4%	$44.7M
IVVIshares Core S&p 500 ETF	5.4%	5.6%	39,545	-2.1%	$29.6M
VOOVanguard S&p 500 ETF	4.9%	4.9%	39,014	+1.5%	$26.8M
FBNDFidelity Merrimack Str Tr	4.6%	5.1%	551,758	+5.6%	$25.1M
VVVanguard Inx Lrg	3.2%	3.2%	51,059	+1.6%	$17.6M
IJHIshares Tr	3.1%	2.9%	218,200	+6.9%	$16.8M
FRELFidelity Covington Trust	3.1%	3.2%	574,099	+3.3%	$16.8M
AVEMAmerican Centy ETF Tr	2.7%	0.6%	153,774	+349.4%	$14.8M
VNQVanguard Real Estate ETF	2.1%	2.2%	116,267	+1.9%	$11.2M
SCHPSchwab Strategic Tr	1.5%	1.5%	301,276	+11.3%	$8.0M
VIGVanguard Dividend Appreciation ETF	0.8%	0.9%	19,205	+0.3%	$4.5M
XLVSelect Sector Spdr Tr	0.8%	0.8%	26,612	-0.5%	$4.2M
AAPLApple Inc	0.6%	0.7%	11,985	-1.6%	$3.5M
CECOCeco Environmental Corp	0.6%	—	36,005	—	$3.3M
IWBIshares Russell 1000 ETF	0.6%	0.6%	7,675	+0.2%	$3.1M
IWMIshares	0.5%	0.5%	9,771	+0.2%	$2.9M
SCHXSchwab Stratgc Tr	0.4%	0.4%	79,842	+0.0%	$2.3M
ABBVAbbvie Inc	0.4%	0.4%	8,709	+0.8%	$2.2M
VWOVanguard Intl Equity Index F	0.4%	0.4%	36,003	-4.2%	$2.1M
MSFTMicrosoft Corp	0.4%	0.4%	5,496	-0.8%	$2.1M
IWFIshares Russell 1000 Growth ETF	0.3%	0.3%	15,130	+335.5%	$1.9M
VGTVanguard Info Tech	0.3%	0.3%	15,365	+693.2%	$1.8M
IJRIshares Core S&p Small Cap ETF	0.3%	0.3%	12,089	+6.7%	$1.8M
EMGFIshares Inc	0.3%	0.3%	23,733	+0.5%	$1.7M
QUSSpdr Series Trust	0.3%	0.3%	8,196	+0.6%	$1.5M
SPYVSpdr Series Trust	0.3%	0.3%	24,936	+0.4%	$1.5M
NVDANvidia Corporation Com	0.2%	0.2%	5,271	+0.3%	$1.1M
GSGoldman Sachs Group Inc	0.2%	0.2%	1,005	-12.6%	$1.0M
ITBIshares Tr	0.2%	0.2%	8,610	+0.2%	$900K
AMZNAmazon Com Inc Com	0.2%	0.2%	3,723	+0.0%	$887K
VBVanguard Indx Fd	0.2%	0.2%	2,785	+0.4%	$844K
JNJJohnson & Johnson	0.2%	0.2%	3,275	+0.5%	$832K
IAUIshares Gold Trust	0.1%	0.2%	10,779	+0.0%	$814K
GOOGAlphabet Inc	0.1%	0.1%	2,084	-0.3%	$736K
YUMCYum China Hldgs Inc	0.1%	0.2%	15,925	+0.0%	$651K
BNDVanguard Total Bond Market ETF	0.1%	0.1%	8,731	-2.8%	$641K
INDAIshares Tr	0.1%	0.1%	12,208	+0.0%	$603K
HDHome Depot Inc Com	0.1%	0.1%	1,622	-7.8%	$572K
IWDIshares Russell 1000 Value ETF	0.1%	0.1%	2,240	+22.2%	$543K
VTRVentas Inc	0.1%	0.1%	4,811	+0.0%	$427K
WTWWillis Towers Watson PLC Ltd	0.1%	0.1%	1,630	+0.0%	$426K
IHIIshares Tr	0.1%	0.1%	8,524	+0.2%	$421K
ACNAccenture PLC Ireland Shs Class A	0.1%	0.1%	3,345	+0.0%	$416K
VTIVanguard Index Fds	0.1%	—	994	—	$368K
BMOBank of Montreal	0.1%	—	2,075	—	$367K
XLKState Street Technology Select Sector Sp	0.1%	—	1,918	—	$365K

What Riverpoint Wealth Management Holdings, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+693.2% shares
AVEM American Centy ETF Tr+349.4% shares
IWF Ishares Russell 1000 Growth ETF+335.5% shares
VO Vanguard Index Fds+304.1% shares
IWD Ishares Russell 1000 Value ETF+22.2% shares
SCHP Schwab Strategic Tr+11.3% shares
IJH Ishares Tr+6.9% shares
IJR Ishares Core S&p Small Cap ETF+6.7% shares

Reduced

GS Goldman Sachs Group Inc-12.6% shares
HD Home Depot Inc Com-7.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.7% /yr; S&P 500 +20.1%
3 years: +15.7% /yr; S&P 500 +20.4%
5 years: +7.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$544.3M	61
Q1 2026	$470.0M	62
Q4 2025	$465.6M	59
Q3 2025	$455.0M	58
Q2 2025	$425.1M	54
Q1 2025	$387.1M	54
Q4 2024	$383.3M	52
Q3 2024	$390.1M	51
Q2 2024	$360.2M	50
Q1 2024	$359.7M	53
Q4 2023	$339.6M	53
Q3 2023	$303.1M	50

Questions about Riverpoint Wealth Management Holdings, LLC's portfolio

What stocks does Riverpoint Wealth Management Holdings, LLC own?

Riverpoint Wealth Management Holdings, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 61 positions worth $544.3M. The largest are Goldman Sachs ETF Tr (GSLC) at 17.2%, Schwab Intl Equity (SCHF) at 11.8%, Vanguard Tax-Managed Fds (VEA) at 11.3%, Vanguard Index Fds (VO) at 10.5% and Schwab Strategic Tr (FNDA) at 8.2%.

What did Riverpoint Wealth Management Holdings, LLC buy last quarter?

In Q2 2026, Riverpoint Wealth Management Holdings, LLC added Vanguard Info Tech (VGT) (+693.2% shares), American Centy ETF Tr (AVEM) (+349.4% shares) and Ishares Russell 1000 Growth ETF (IWF) (+335.5% shares), compared with its Q1 2026 filing.

What did Riverpoint Wealth Management Holdings, LLC sell last quarter?

In Q2 2026, Riverpoint Wealth Management Holdings, LLC cut from its top 50 Thermon Group Hldgs Inc (THR), cut from its top 50 Apogee (APOG), cut from its top 50 Innovator Etfs Trust (UFEB), cut from its top 50 Lpl Financial Holdings Inc (LPLA), Goldman Sachs Group Inc (GS) (-12.6% shares) and Home Depot Inc Com (HD) (-7.8% shares), compared with its Q1 2026 filing.

How has Riverpoint Wealth Management Holdings, LLC's portfolio performed?

A portfolio copying Riverpoint Wealth Management Holdings, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.7% against +20.1%. Over 5 years: +7.5% a year against +11.6%.

When is Riverpoint Wealth Management Holdings, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Riverpoint Wealth Management Holdings, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Riverpoint Wealth Management Holdings, LLC manage?

Riverpoint Wealth Management Holdings, LLC reported $906.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $544.3M.