Riverpoint Wealth Management Holdings, LLC Top Holdings and 13F Report (2025) About Riverpoint Wealth Management Holdings, LLCInvestment ActivityRiverpoint Wealth Management Holdings, LLC has $383.28 million in total holdings as of December 31, 2024.Riverpoint Wealth Management Holdings, LLC owns shares of 52 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 11.13% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Riverpoint Wealth Management Holdings, LLC has purchased 51 new stocks and bought additional shares in 35 stocks.Riverpoint Wealth Management Holdings, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $72,543,693Vanguard Mid-Cap ETF $41,588,606Schwab International Equity ETF $39,537,929Vanguard FTSE Developed Markets ETF $39,052,993Schwab Fundamental U.S. Small Company Index ETF $30,907,850 Largest New Holdings this Quarter Bank of Montreal $201,379 Holding Largest Purchases this Quarter Schwab International Equity ETF 1,086,515 shares (about $20.10M)Schwab Fundamental U.S. Small Company Index ETF 516,043 shares (about $15.33M)Fidelity Total Bond ETF 88,820 shares (about $3.99M)Schwab US Large-Cap ETF 58,696 shares (about $1.36M)Vanguard FTSE Emerging Markets ETF 11,076 shares (about $487.79K) Largest Sales this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 20,763 shares (about $2.39M)iShares Russell 1000 ETF 1,769 shares (about $569.93K)Vanguard Mid-Cap ETF 1,474 shares (about $389.33K)Accenture 1,025 shares (about $360.59K)iShares Core S&P 500 ETF 346 shares (about $203.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiverpoint Wealth Management Holdings, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$72,543,693$2,391,482 ▼-3.2%629,82918.9%ETFVOVanguard Mid-Cap ETF$41,588,606$389,328 ▼-0.9%157,45510.9%ETFSCHFSchwab International Equity ETF$39,537,929$20,100,531 ▲103.4%2,137,18510.3%ETFVEAVanguard FTSE Developed Markets ETF$39,052,993$486,759 ▲1.3%816,66710.2%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$30,907,850$15,326,468 ▲98.4%1,040,6698.1%ETFIVViShares Core S&P 500 ETF$23,322,555$203,685 ▼-0.9%39,6186.1%ETFVOOVanguard S&P 500 ETF$20,292,124$237,615 ▲1.2%37,6615.3%ETFFBNDFidelity Total Bond ETF$20,154,168$3,985,353 ▲24.6%449,1685.3%ETFVVVanguard Large-Cap ETF$12,570,922$11,867 ▲0.1%46,6113.3%ETFIJHiShares Core S&P Mid-Cap ETF$12,106,405$17,135 ▲0.1%194,2933.2%ETFFRELFidelity MSCI Real Estate Index ETF$11,638,634$94,624 ▲0.8%430,7423.0%ETFVNQVanguard Real Estate ETF$9,897,208$213,702 ▲2.2%111,1052.6%ETFXLVHealth Care Select Sector SPDR Fund$4,770,648$80,341 ▼-1.7%34,6781.2%ETFACNAccenture$4,345,743$360,591 ▼-7.7%12,3531.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,709,280$3,917 ▲0.1%18,9411.0%ETFAAPLApple$3,194,445$9,266 ▲0.3%12,7560.8%Computer and TechnologyIWBiShares Russell 1000 ETF$2,883,780$569,926 ▼-16.5%8,9510.8%ETFMSFTMicrosoft$2,316,526$4,215 ▲0.2%5,4960.6%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,285,560$487,790 ▲27.1%51,8970.6%ETFSCHXSchwab US Large-Cap ETF$2,040,504$1,360,568 ▲200.1%88,0290.5%ETFAPOGApogee Enterprises$1,839,0920.0%25,7540.5%IndustrialsSPYVSPDR Portfolio S&P 500 Value ETF$1,681,488$9,563 ▲0.6%32,8800.4%ETFIWMiShares Russell 2000 ETF$1,651,219$5,966 ▲0.4%7,4730.4%FinanceQUSSPDR MSCI USA StrategicFactors ETF$1,494,145$12,698 ▲0.9%9,6490.4%ETFABBVAbbVie$1,467,089$13,327 ▲0.9%8,2560.4%MedicalTHRThermon Group$1,376,990$23,160 ▲1.7%47,8620.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,375,549$803 ▲0.1%3,4250.4%ETFVGTVanguard Information Technology ETF$1,198,326$3,109 ▲0.3%1,9270.3%ETFIJRiShares Core S&P Small-Cap ETF$951,594$11,637 ▼-1.2%8,2590.2%ETFITBiShares U.S. Home Construction ETF$871,811$931 ▲0.1%8,4320.2%ETFHDHome Depot$684,991$5,835 ▼-0.8%1,7610.2%Retail/WholesaleGSThe Goldman Sachs Group$678,358$34,347 ▼-4.8%1,1850.2%FinanceAMZNAmazon.com$676,161$6,362 ▲0.9%3,0820.2%Retail/WholesaleINDAiShares MSCI India ETF$642,632$4,790 ▲0.8%12,2080.2%ETFIAUiShares Gold Trust$637,316$9,902 ▼-1.5%12,8730.2%FinanceVBVanguard Small-Cap ETF$630,982$4,085 ▲0.7%2,6260.2%ETFBNDVanguard Total Bond Market ETF$628,274$2,517 ▲0.4%8,7370.2%ETFYUMCYum China$582,2790.0%12,0880.2%Retail/WholesaleLPLALPL Financial$503,104$653 ▲0.1%1,5410.1%FinanceJNJJohnson & Johnson$502,884$2,169 ▲0.4%3,4770.1%MedicalIHIiShares U.S. Medical Devices ETF$494,498$934 ▲0.2%8,4750.1%ETFORCLOracle$463,922$1,000 ▲0.2%2,7840.1%Computer and TechnologyWTWWillis Towers Watson Public$449,8130.0%1,4360.1%FinanceIWDiShares Russell 1000 Value ETF$435,6360.0%2,3530.1%ETFSYKStryker$342,661$720 ▲0.2%9520.1%MedicalPGProcter & Gamble$332,216$2,011 ▲0.6%1,9820.1%Consumer StaplesVTRVentas$300,1030.0%5,0960.1%FinanceGOOGAlphabet$290,255$6,666 ▲2.4%1,5240.1%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$263,2070.0%2,0350.1%ETFVHTVanguard Health Care ETF$249,303$1,522 ▲0.6%9830.1%ETFVTIVanguard Total Stock Market ETF$228,054$3,767 ▲1.7%7870.1%ETFBMOBank of Montreal$201,379$201,379 ▲New Holding2,0750.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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