Riverpoint Wealth Management Holdings, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001682733 · Chicago, IL

As of Sep 30, 2025, Riverpoint Wealth Management Holdings, LLC reported 58 positions worth $455.0M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF	GSLC	—	647,292	$84.3M	18.53%
SCHWAB INTERNATIONAL EQUITY ETF	SCHF	—	2,282,884	$53.1M	11.68%
VANGUARD TAX-MANAGED FUNDS	VEA	—	854,251	$51.2M	11.25%
VANGUARD MID-CAP INDEX FUND	VO	—	168,468	$49.5M	10.88%
SCHWAB FUNDAMENTAL US SMALL COMPANY ETF	FNDA	—	1,120,479	$34.9M	7.67%
ISHARES CORE S&P 500 ETF	IVV	—	40,614	$27.2M	5.97%
VANGUARD 500 INDEX FUND	VOO	—	37,307	$22.8M	5.02%
FIDELITY TOTAL BOND ETF	FBND	—	449,171	$20.8M	4.56%
VANGUARD LARGE-CAP INDEX FUND	VV	—	50,374	5.5M	3.41%
FIDELITY MSCI REAL ESTATE INDEX ETF	FREL	—	497,905	3.8M	3.04%
ISHARES CORE S&P MID-CAP ETF	IJH	—	199,403	3.0M	2.86%
VANGUARD REAL ESTATE INDEX FUND	VNQ	—	110,877	0.1M	2.23%
SCHWAB US TIPS ETF	SCHP	—	202,842	$5.5M	1.20%
VANGUARD DIVIDEND APPREC ETF	VIG	—	18,946	$4.1M	0.90%
THE HEALTH CARE SELECT SECTOR SPDR FUND	XLV	Equity	26,641	$3.7M	0.81%
APPLE INC	AAPL	Technology	12,786	$3.3M	0.72%
ACCENTURE PLC	ACN	Technology	12,353	$3.0M	0.67%
MICROSOFT CORP	MSFT	Technology	5,506	$2.9M	0.63%
ISHARES RUSSELL 1000 ETF	IWB	—	7,572	$2.8M	0.61%
ISHARES RUSSELL 2000 ETF	IWM	—	9,702	$2.3M	0.52%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	39,817	$2.2M	0.47%
SCHWAB US LARGE-CAP ETF	SCHX	Equity	79,768	$2.1M	0.46%
ABBVIE INC	ABBV	Equity	8,602	$2.0M	0.44%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	3,431	.6M	0.35%
STATE STREET(R) SPDR(R) MSCI USA STRATEGICFACTORS(SM) ETF	QUS	—	8,700	.5M	0.33%