Riverpoint Wealth Management Holdings, LLC
CIK 1682733 · View on SEC EDGAR ↗
- Portfolio value
- $544.3M
- Positions
- 61
- As of
- June 30, 2026
#3,574 of 9,443 by 13F value · top 37.8%
Portfolio value QoQ: +15.8% 13F does not disclose cash
- Top 10 holdings weight
- 80.23%
- Top 25 holdings weight
- 95.48%
- Positions above 1%
- 14
- Effective number of positions
- 11.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.0% Est. buys $68,680,093 · sells $5,096,344
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 93.8% still held
- New positions
- 3
- Increased
- 35
- Decreased
- 13
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
1.4%
Industrials
0.6%
Healthcare
0.6%
Financial Services
0.3%
Retail
0.3%
Communication Services
0.2%
Financials
0.2%
Consumer Discretionary
0.1%
Real Estate
0.1%
Consumer products
0.1%
Other/Unmapped
96.3%
Full portfolio 61 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GSLC | $93,482,997 | 17.17% | 658,842 | $12,602,841 | Up ×2 | ||
| SCHF | $64,324,556 | 11.82% | 2,322,186 | $6,705,369 | Down ×2 | ||
| VEA | $61,376,258 | 11.28% | 861,421 | $6,324,625 | Up ×1 | ||
| VO | $56,895,314 | 10.45% | 706,160 | $6,705,697 | Up ×6 | ||
| FNDA | $44,696,955 | 8.21% | 1,174,381 | $7,150,424 | Up ×6 | ||
| IVV | $29,614,494 | 5.44% | 39,545 | $3,238,467 | Down ×1 | ||
| VOO | $26,794,967 | 4.92% | 39,014 | $3,835,429 | Up ×4 | ||
| FBND | $25,099,473 | 4.61% | 551,758 | $1,258,334 | Up ×4 | ||
| VV | $17,559,830 | 3.23% | 51,059 | $2,548,065 | Up ×1 | ||
| IJH | $16,825,381 | 3.09% | 218,200 | $3,040,082 | Up ×2 | ||
| FREL | $16,821,102 | 3.09% | 574,099 | $1,862,954 | Up ×6 | ||
| AVEM | $14,837,686 | 2.73% | 153,774 | $12,080,331 | Up ×1 | ||
| VNQ | $11,211,669 | 2.06% | 116,267 | $1,087,014 | Up ×1 | ||
| SCHP | $7,983,814 | 1.47% | 301,276 | $783,493 | Up ×4 | ||
| VIG | $4,544,233 | 0.83% | 19,205 | $426,201 | Up ×3 | ||
| XLV XLV | $4,222,303 | 0.78% | 26,612 | $302,056 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $3,467,995 | 0.64% | 11,985 | $377,914 | Down ×1 | ||
| CECO CECO Environmental Corp. - Common Stock | $3,267,094 | 0.60% | 36,005 | Up ×1 | |||
| IWB | $3,142,867 | 0.58% | 7,675 | $411,939 | Up ×3 | ||
| IWM | $2,935,760 | 0.54% | 9,771 | $517,948 | Up ×6 | ||
| SCHX | $2,349,761 | 0.43% | 79,842 | $303,188 | Up ×3 | ||
| ABBV AbbVie Inc. Common Stock | $2,191,493 | 0.40% | 8,709 | $312,658 | Up ×1 | ||
| VWO | $2,149,016 | 0.39% | 36,003 | $118,564 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2,050,126 | 0.38% | 5,496 | $-1,830 | Down ×1 | ||
| IWF | $1,878,736 | 0.35% | 15,130 | $397,415 | Up ×6 | ||
| VGT | $1,836,377 | 0.34% | 15,365 | $484,647 | Up ×6 | ||
| IJR | $1,792,946 | 0.33% | 12,089 | $385,093 | Up ×6 | ||
| EMGF | $1,738,712 | 0.32% | 23,733 | $311,778 | Up ×1 | ||
| QUS | $1,531,457 | 0.28% | 8,196 | $132,354 | Up ×1 | ||
| SPYV | $1,515,882 | 0.28% | 24,936 | $110,513 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,054,710 | 0.19% | 5,271 | $138,382 | Up ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,016,428 | 0.19% | 1,005 | $43,588 | Down ×1 | ||
| ITB | $899,559 | 0.17% | 8,610 | $121,208 | Up ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $887,340 | 0.16% | 3,723 | $111,950 | |||
| VB | $844,163 | 0.16% | 2,785 | $117,492 | Up ×6 | ||
| JNJ Johnson & Johnson Common Stock | $831,852 | 0.15% | 3,275 | $34,870 | Up ×1 | ||
| IAU | $813,885 | 0.15% | 10,779 | $-136,347 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $736,416 | 0.14% | 2,084 | $136,872 | Down ×5 | ||
| YUMC Yum China Holdings, Inc. Common Stock | $650,855 | 0.12% | 15,925 | $-125,967 | |||
| BND Vanguard Total Bond Market ETF | $640,964 | 0.12% | 8,731 | $-20,618 | Down ×1 | ||
| INDA | $602,956 | 0.11% | 12,208 | $31,130 | |||
| HD Home Depot, Inc. (The) Common Stock | $572,072 | 0.11% | 1,622 | $-6,697 | Down ×1 | ||
| IWD | $543,043 | 0.10% | 2,240 | $151,386 | Up ×1 | ||
| VTR Ventas, Inc. Common Stock | $427,217 | 0.08% | 4,811 | $33,773 | |||
| WTW Willis Towers Watson Public Limited Company - Ordinary Shares | $426,033 | 0.08% | 1,630 | $-47,808 | |||
| IHI | $421,173 | 0.08% | 8,524 | $-32,884 | Up ×6 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $416,252 | 0.08% | 3,345 | $-247,028 | |||
| VTI | $367,944 | 0.07% | 994 | $106,882 | Up ×1 | ||
| BMO Bank Of Montreal Common Stock | $366,653 | 0.07% | 2,075 | $85,822 | |||
| XLK XLK | $365,346 | 0.07% | 1,918 | $110,809 | Up ×4 | ||
| UFEB | $363,194 | 0.07% | 9,397 | $-35,234 | Down ×2 | ||
| ORCL Oracle Corporation Common Stock | $360,020 | 0.07% | 2,457 | $-3,008 | Down ×1 | ||
| LPLA LPL Financial Holdings Inc. - Common Stock | $359,041 | 0.07% | 1,275 | $-24,002 | Up ×2 | ||
| SYK Stryker Corporation Common Stock | $353,509 | 0.06% | 1,123 | $-14,409 | Up ×2 | ||
| IWS | $334,961 | 0.06% | 2,035 | $38,380 | |||
| PG Procter & Gamble Company (The) Common Stock | $295,706 | 0.05% | 2,017 | $4,626 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $270,757 | 0.05% | 758 | $-7,398 | Down ×3 | ||
| WTFC Wintrust Financial Corporation - Common Stock | $259,845 | 0.05% | 1,617 | $36,035 | Up ×3 | ||
| IBIT iShares Bitcoin Trust ETF | $254,935 | 0.05% | 7,658 | $-39,285 | |||
| VHT | $220,009 | 0.04% | 736 | ||||
| BSV | $207,802 | 0.04% | 2,667 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VO | $56,895,314 | 10.45% | up ×6 |
| FNDA | $44,696,955 | 8.21% | up ×6 |
| VOO | $26,794,967 | 4.92% | up ×4 |
| FBND | $25,099,473 | 4.61% | up ×4 |
| FREL | $16,821,102 | 3.09% | up ×6 |
| SCHP | $7,983,814 | 1.47% | up ×4 |
| VIG | $4,544,233 | 0.83% | up ×3 |
| IWB | $3,142,867 | 0.58% | up ×3 |
| IWM | $2,935,760 | 0.54% | up ×6 |
| SCHX | $2,349,761 | 0.43% | up ×3 |
| IWF | $1,878,736 | 0.35% | up ×6 |
| VGT | $1,836,377 | 0.34% | up ×6 |
| IJR | $1,792,946 | 0.33% | up ×6 |
| ITB | $899,559 | 0.17% | up ×6 |
| VB | $844,163 | 0.16% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| CECO | $3,267,094 | 36,005 | 0.60% |
| VHT | $220,009 | 736 | 0.04% |
| BSV | $207,802 | 2,667 | 0.04% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| GSLC | Bought more | +12K | +$12.6M |
| FNDA | Bought more | +17K | +$7.2M |
| VO | Bought more | +531K | +$6.7M |
| SCHF | Trimmed | -6K | +$6.7M |
| VEA | Bought more | +2K | +$6.3M |
| VOO | Bought more | +591 | +$3.8M |
| IVV | Trimmed | -834 | +$3.2M |
| IJH | Bought more | +14K | +$3.0M |
| VV | Bought more | +827 | +$2.5M |
| FREL | Bought more | +18K | +$1.9M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| THR | June 30, 2026 | 52,108 | $2,626,243 | No longer tracked |
| IAU | June 30, 2025 | 12,873 | $758,962 | No longer tracked |
| APOG | June 30, 2026 | 20,754 | $696,089 | -7.6% |
| UFEB | June 30, 2025 | 11,542 | $373,845 | No longer tracked |
| IBIT | June 30, 2025 | 6,401 | $299,631 | |
| VHT | Sept. 30, 2025 | 989 | $245,662 | No longer tracked |
| XOM | June 30, 2026 | 1,369 | $232,222 | 21.7% |
| FDX | June 30, 2026 | 604 | $215,291 | 5.2% |
| VHT | March 31, 2026 | 731 | $210,316 | No longer tracked |
| BMO | March 31, 2025 | 2,075 | $201,379 | 84.2% |