Riverpoint Wealth Management Holdings, LLC — 13F Holdings & Portfolio
CIK 1682733 · latest 13F-HR filed 2026-05-04
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$470.0M
Long-equity book
Holdings
62
Distinct positions
Period
2026-03-31
Filed 2026-05-04
Q/Q Activity
+4 / −1 / ↑6 / ↓24
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FIDELITY MERRIMACK STR TR$1.5M +6.9%
- FIDELITY COVINGTON TRUST$819.8K +5.8%
- SCHWAB STRATEGIC TR$805.5K +12.6%
- THERMON GROUP HLDGS INC$717.4K +37.6%
- JOHNSON & JOHNSON$118.9K +17.5%
Top Trims
- VANGUARD INDEX FDS-$838.5K -5.3%
- MICROSOFT CORP-$616.1K -23.1%
- ACCENTURE PLC IRELAND-$235.6K -26.2%
- APPLE INC-$218.4K -6.6%
- SELECT SECTOR SPDR TR-$207.4K -5.0%
New Positions
- AMERICAN CENTY ETF TR$2.8M
- ISHARES INC$1.4M
- EXXON MOBIL CORP$232.2K
- FEDEX CORP$215.3K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | GSLC | 381430503 | $80.9M | 17.21% | 646,369 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $57.6M | 12.26% | 2,328,048 | SH |
| 3 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $55.1M | 11.71% | 859,108 | SH |
| 4 | VANGUARD INDEX FDS | VO | 922908629 | $50.2M | 10.68% | 174,767 | SH |
| 5 | SCHWAB STRATEGIC TR | FNDA | 808524763 | $37.5M | 7.99% | 1,157,772 | SH |
| 6 | ISHARES TR | IVV | 464287200 | $26.4M | 5.61% | 40,379 | SH |
| 7 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $23.8M | 5.07% | 522,603 | SH |
| 8 | VANGUARD INDEX FDS | VOO | 922908363 | $23.0M | 4.88% | 38,423 | SH |
| 9 | VANGUARD INDEX FDS | VV | 922908637 | $15.0M | 3.19% | 50,232 | SH |
| 10 | FIDELITY COVINGTON TRUST | FREL | 316092857 | $15.0M | 3.18% | 555,858 | SH |
| 11 | ISHARES TR | IJH | 464287507 | $13.8M | 2.93% | 204,136 | SH |
| 12 | VANGUARD INDEX FDS | VNQ | 922908553 | $10.1M | 2.15% | 114,145 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $7.2M | 1.53% | 270,587 | SH |
| 14 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $4.1M | 0.88% | 19,148 | SH |
| 15 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $3.9M | 0.83% | 26,739 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $3.1M | 0.66% | 12,176 | SH |
| 17 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $2.8M | 0.59% | 34,219 | SH |
| 18 | ISHARES TR | IWB | 464287622 | $2.7M | 0.58% | 7,659 | SH |
| 19 | THERMON GROUP HLDGS INC | THR | 88362T103 | $2.6M | 0.56% | 52,108 | SH |
| 20 | ISHARES TR | IWM | 464287655 | $2.4M | 0.51% | 9,749 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $2.1M | 0.44% | 5,543 | SH |
| 22 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $2.0M | 0.44% | 79,820 | SH |
| 23 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.0M | 0.43% | 37,566 | SH |
| 24 | ABBVIE INC | ABBV | 00287Y109 | $1.9M | 0.40% | 8,639 | SH |
| 25 | ISHARES TR | IWF | 464287614 | $1.5M | 0.32% | 3,474 | SH |
| 26 | ISHARES INC | EMGF | 46434G889 | $1.4M | 0.30% | 23,613 | SH |
| 27 | ISHARES TR | IJR | 464287804 | $1.4M | 0.30% | 11,325 | SH |
| 28 | SPDR SERIES TRUST | SPYV | 78464A508 | $1.4M | 0.30% | 24,839 | SH |
| 29 | SPDR SERIES TRUST | QUS | 78468R812 | $1.4M | 0.30% | 8,151 | SH |
| 30 | VANGUARD WORLD FD | VGT | 92204A702 | $1.4M | 0.29% | 1,937 | SH |
| 31 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $972.8K | 0.21% | 1,150 | SH |
| 32 | ISHARES GOLD TR | IAU | 464285204 | $950.2K | 0.20% | 10,779 | SH |
| 33 | NVIDIA CORPORATION | NVDA | 67066G104 | $916.3K | 0.19% | 5,254 | SH |
| 34 | JOHNSON & JOHNSON | JNJ | 478160104 | $797.0K | 0.17% | 3,260 | SH |
| 35 | ISHARES TR | ITB | 464288752 | $778.4K | 0.17% | 8,596 | SH |
| 36 | YUM CHINA HLDGS INC | YUMC | 98850P109 | $776.8K | 0.17% | 15,925 | SH |
| 37 | AMAZON COM INC | AMZN | 023135106 | $775.4K | 0.16% | 3,723 | SH |
| 38 | VANGUARD INDEX FDS | VB | 922908751 | $726.7K | 0.15% | 2,774 | SH |
| 39 | APOGEE ENTERPRISES INC | APOG | 037598109 | $696.1K | 0.15% | 20,754 | SH |
| 40 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $663.3K | 0.14% | 3,345 | SH |
| 41 | VANGUARD BD INDEX FDS | BND | 921937835 | $661.6K | 0.14% | 8,984 | SH |
| 42 | ALPHABET INC | GOOG | 02079K107 | $599.5K | 0.13% | 2,090 | SH |
| 43 | HOME DEPOT INC | HD | 437076102 | $578.8K | 0.12% | 1,760 | SH |
| 44 | ISHARES TR | INDA | 46429B598 | $571.8K | 0.12% | 12,208 | SH |
| 45 | WILLIS TOWERS WATSON PLC LTD | WTW | G96629103 | $473.8K | 0.10% | 1,630 | SH |
| 46 | ISHARES TR | IHI | 464288810 | $454.1K | 0.10% | 8,511 | SH |
| 47 | INNOVATOR ETFS TRUST | UFEB | 45782C425 | $398.4K | 0.08% | 10,976 | SH |
| 48 | VENTAS INC | VTR | 92276F100 | $393.4K | 0.08% | 4,811 | SH |
| 49 | ISHARES TR | IWD | 464287598 | $391.7K | 0.08% | 1,833 | SH |
| 50 | LPL FINL HLDGS INC | LPLA | 50212V100 | $383.0K | 0.08% | 1,273 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $470.0M | 62 | 0001682733-26-000002 |
| 2025-12-31 | 2026-02-10 | $465.6M | 59 | 0001682733-26-000001 |