Riverpoint Wealth Management Holdings, LLC Top Holdings and 13F Report (2024) About Riverpoint Wealth Management Holdings, LLCInvestment ActivityRiverpoint Wealth Management Holdings, LLC has $390.10 million in total holdings as of September 30, 2024.Riverpoint Wealth Management Holdings, LLC owns shares of 51 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.05% of the portfolio was purchased this quarter.About 0.12% of the portfolio was sold this quarter.This quarter, Riverpoint Wealth Management Holdings, LLC has purchased 50 new stocks and bought additional shares in 34 stocks.Riverpoint Wealth Management Holdings, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $73,477,878Schwab International Equity ETF $43,203,556Vanguard FTSE Developed Markets ETF $42,590,609Vanguard Mid-Cap ETF $41,930,091Schwab Fundamental U.S. Small Company Index ETF $31,251,975 Largest New Holdings this Quarter Yum China $544,202 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 25,892 shares (about $1.21M)Fidelity MSCI Real Estate Index ETF 19,698 shares (about $580.70K)Yum China 12,088 shares (about $544.20K)Schwab International Equity ETF 11,476 shares (about $471.89K)Schwab Fundamental U.S. Small Company Index ETF 5,666 shares (about $337.52K) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 2,676 shares (about $141.45K)Vanguard Dividend Appreciation ETF 709 shares (about $140.43K)SPDR MSCI USA StrategicFactors ETF 532 shares (about $83.82K)iShares Core S&P 500 ETF 105 shares (about $60.57K)Vanguard Real Estate ETF 266 shares (about $25.91K) 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$73,477,878$62,456 ▲0.1%650,59218.8%ETFSCHFSchwab International Equity ETF$43,203,556$471,893 ▲1.1%1,050,67011.1%ETFVEAVanguard FTSE Developed Markets ETF$42,590,609$272,922 ▲0.6%806,48810.9%ETFVOVanguard Mid-Cap ETF$41,930,091$232,961 ▲0.6%158,92910.7%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$31,251,975$337,524 ▲1.1%524,6268.0%ETFIVViShares Core S&P 500 ETF$23,051,745$60,565 ▼-0.3%39,9645.9%ETFVOOVanguard S&P 500 ETF$19,639,903$25,856 ▲0.1%37,2205.0%ETFFBNDFidelity Total Bond ETF$16,842,641$1,210,190 ▲7.7%360,3484.3%ETFFRELFidelity MSCI Real Estate Index ETF$12,595,030$580,697 ▲4.8%427,2403.2%ETFVVVanguard Large-Cap ETF$12,260,610$27,909 ▲0.2%46,5673.1%ETFIJHiShares Core S&P Mid-Cap ETF$12,091,218$217,435 ▲1.8%194,0183.1%ETFVNQVanguard Real Estate ETF$10,590,160$25,914 ▼-0.2%108,7062.7%ETFXLVHealth Care Select Sector SPDR Fund$5,431,016$13,708 ▲0.3%35,2621.4%ETFACNAccenture$4,728,9290.0%13,3781.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,747,515$140,425 ▼-3.6%18,9211.0%ETFIWBiShares Russell 1000 ETF$3,370,284$11,318 ▲0.3%10,7200.9%ETFAAPLApple$2,963,582$2,796 ▲0.1%12,7190.8%Computer and TechnologyMSFTMicrosoft$2,360,539$4,303 ▲0.2%5,4860.6%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,990,275$1,153 ▲0.1%29,3330.5%ETFVWOVanguard FTSE Emerging Markets ETF$1,953,261$2,584 ▼-0.1%40,8210.5%ETFAPOGApogee Enterprises$1,803,1650.0%25,7540.5%Industrial ProductsSPYVSPDR Portfolio S&P 500 Value ETF$1,728,144$141,453 ▼-7.6%32,6930.4%ETFIWMiShares Russell 2000 ETF$1,644,796$5,302 ▲0.3%7,4460.4%FinanceABBVAbbVie$1,615,555$12,836 ▲0.8%8,1810.4%MedicalQUSSPDR MSCI USA StrategicFactors ETF$1,507,257$83,815 ▼-5.3%9,5670.4%ETFTHRThermon Group$1,404,181$23,812 ▲1.7%47,0570.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,285,103$3,379 ▼-0.3%3,4230.3%ETFVGTVanguard Information Technology ETF$1,127,334$1,173 ▲0.1%1,9220.3%ETFITBiShares U.S. Home Construction ETF$1,070,513$1,017 ▲0.1%8,4230.3%ETFIJRiShares Core S&P Small-Cap ETF$977,745$5,029 ▲0.5%8,3600.3%ETFHDHome Depot$719,816$3,648 ▲0.5%1,7760.2%Retail/WholesaleINDAiShares MSCI India ETF$709,2080.0%12,1170.2%ETFBNDVanguard Total Bond Market ETF$653,624$15,323 ▼-2.3%8,7020.2%ETFIAUiShares Gold Trust$649,7050.0%13,0730.2%FinanceVBVanguard Small-Cap ETF$618,770$2,609 ▲0.4%2,6090.2%ETFGSThe Goldman Sachs Group$616,321$3,465 ▲0.6%1,2450.2%FinanceAMZNAmazon.com$568,8650.0%3,0530.1%Retail/WholesaleJNJJohnson & Johnson$561,113$3,566 ▲0.6%3,4620.1%MedicalYUMCYum China$544,202$544,202 ▲New Holding12,0880.1%Retail/WholesaleIHIiShares U.S. Medical Devices ETF$500,959$651 ▲0.1%8,4590.1%ETFORCLOracle$473,297$1,363 ▲0.3%2,7780.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$446,612$2,467 ▲0.6%2,3530.1%ETFWTWWillis Towers Watson Public$422,9450.0%1,4360.1%FinanceLPLALPL Financial$358,120$465 ▲0.1%1,5390.1%FinanceSYKStryker$343,052$1,083 ▲0.3%9500.1%MedicalPGProcter & Gamble$341,170$2,078 ▲0.6%1,9700.1%Consumer StaplesVTRVentas$326,8060.0%5,0960.1%FinanceVHTVanguard Health Care ETF$275,683$847 ▲0.3%9770.1%ETFIWSiShares Russell Mid-Cap Value ETF$269,1290.0%2,0350.1%ETFGOOGAlphabet$248,874$334 ▲0.1%1,4890.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$219,176$850 ▲0.4%7740.1%ETFShowing 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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