Holders — by stockHoldings — by fund
Riverpoint Wealth Management Holdings, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001682733
$544.3M
disclosed book value
61
positions
17.2%
largest position share
Positions, as of 2026-06-30
top 61 of 61 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GSLCGOLDMAN SACHS ETF TR | 658,842 | $93.5M | 17.2% |
| 2 | SCHFSCHWAB STRATEGIC TR | 2.3M | $64.3M | 11.8% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 861,421 | $61.4M | 11.3% |
| 4 | VOVANGUARD INDEX FDS | 706,160 | $56.9M | 10.5% |
| 5 | FNDASCHWAB STRATEGIC TR | 1.2M | $44.7M | 8.2% |
| 6 | IVVISHARES TR | 39,545 | $29.6M | 5.4% |
| 7 | VOOVANGUARD INDEX FDS | 39,014 | $26.8M | 4.9% |
| 8 | FBNDFIDELITY MERRIMACK STR TR | 551,758 | $25.1M | 4.6% |
| 9 | VVVANGUARD INDEX FDS | 51,059 | $17.6M | 3.2% |
| 10 | IJHISHARES TR | 218,200 | $16.8M | 3.1% |
| 11 | FRELFIDELITY COVINGTON TRUST | 574,099 | $16.8M | 3.1% |
| 12 | AVEMAMERICAN CENTY ETF TR | 153,774 | $14.8M | 2.7% |
| 13 | VNQVANGUARD INDEX FDS | 116,267 | $11.2M | 2.1% |
| 14 | SCHPSCHWAB STRATEGIC TR | 301,276 | $8.0M | 1.5% |
| 15 | VIGVANGUARD SPECIALIZED FUNDS | 19,205 | $4.5M | 0.8% |
| 16 | XLVSELECT SECTOR SPDR TR | 26,612 | $4.2M | 0.8% |
| 17 | AAPLAPPLE INC | 11,985 | $3.5M | 0.6% |
| 18 | CECOCECO ENVIRONMENTAL CORP | 36,005 | $3.3M | 0.6% |
| 19 | IWBISHARES TR | 7,675 | $3.1M | 0.6% |
| 20 | IWMISHARES TR | 9,771 | $2.9M | 0.5% |
| 21 | SCHXSCHWAB STRATEGIC TR | 79,842 | $2.3M | 0.4% |
| 22 | ABBVABBVIE INC | 8,709 | $2.2M | 0.4% |
| 23 | VWOVANGUARD INTL EQUITY INDEX F | 36,003 | $2.1M | 0.4% |
| 24 | MSFTMICROSOFT CORP | 5,496 | $2.1M | 0.4% |
| 25 | IWFISHARES TR | 15,130 | $1.9M | 0.3% |
| 26 | VGTVANGUARD WORLD FD | 15,365 | $1.8M | 0.3% |
| 27 | IJRISHARES TR | 12,089 | $1.8M | 0.3% |
| 28 | EMGFISHARES INC | 23,733 | $1.7M | 0.3% |
| 29 | QUSSPDR SERIES TRUST | 8,196 | $1.5M | 0.3% |
| 30 | SPYVSPDR SERIES TRUST | 24,936 | $1.5M | 0.3% |
| 31 | NVDANVIDIA CORPORATION | 5,271 | $1.1M | 0.2% |
| 32 | GSGOLDMAN SACHS GROUP INC | 1,005 | $1.0M | 0.2% |
| 33 | ITBISHARES TR | 8,610 | $899,559 | 0.2% |
| 34 | AMZNAMAZON COM INC | 3,723 | $887,340 | 0.2% |
| 35 | VBVANGUARD INDEX FDS | 2,785 | $844,163 | 0.2% |
| 36 | JNJJOHNSON & JOHNSON | 3,275 | $831,852 | 0.2% |
| 37 | IAUISHARES GOLD TR | 10,779 | $813,885 | 0.1% |
| 38 | GOOGALPHABET INC | 2,084 | $736,416 | 0.1% |
| 39 | YUMCYUM CHINA HLDGS INC | 15,925 | $650,855 | 0.1% |
| 40 | BNDVANGUARD BD INDEX FDS | 8,731 | $640,964 | 0.1% |
| 41 | INDAISHARES TR | 12,208 | $602,956 | 0.1% |
| 42 | HDHOME DEPOT INC | 1,622 | $572,072 | 0.1% |
| 43 | IWDISHARES TR | 2,240 | $543,043 | 0.1% |
| 44 | VTRVENTAS INC | 4,811 | $427,217 | 0.1% |
| 45 | WTWWILLIS TOWERS WATSON PLC LTD | 1,630 | $426,033 | 0.1% |
| 46 | IHIISHARES TR | 8,524 | $421,173 | 0.1% |
| 47 | ACNACCENTURE PLC IRELAND | 3,345 | $416,252 | 0.1% |
| 48 | VTIVANGUARD INDEX FDS | 994 | $367,944 | 0.1% |
| 49 | BMOBANK MONTREAL MEDIUM | 2,075 | $366,653 | 0.1% |
| 50 | XLKSELECT SECTOR SPDR TR | 1,918 | $365,346 | 0.1% |
| 51 | UFEBINNOVATOR ETFS TRUST | 9,397 | $363,194 | 0.1% |
| 52 | ORCLORACLE CORP | 2,457 | $360,020 | 0.1% |
| 53 | LPLALPL FINL HLDGS INC | 1,275 | $359,041 | 0.1% |
| 54 | SYKSTRYKER CORPORATION | 1,123 | $353,509 | 0.1% |
| 55 | IWSISHARES TR | 2,035 | $334,961 | 0.1% |
| 56 | PGPROCTER & GAMBLE CO | 2,017 | $295,706 | 0.1% |
| 57 | GOOGLALPHABET INC | 758 | $270,757 | 0% |
| 58 | WTFCWINTRUST FINL CORP | 1,617 | $259,845 | 0% |
| 59 | IBITISHARES BITCOIN TRUST ETF | 7,658 | $254,935 | 0% |
| 60 | VHTVANGUARD WORLD FD | 736 | $220,009 | 0% |
| 61 | BSVVANGUARD BD INDEX FDS | 2,667 | $207,802 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.