§ 13F · FUND PROFILE
Riverpoint Wealth Management Holdings, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $425.1T (13F)Positions · 54Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$210.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | 642K | $85.0T | 18.3% | −1% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 2.33M | $56.0T | 12.0% | +2% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 860K | $53.7T | 11.5% | +1% |
| 4 | VO | VANGUARD INDEX FDS | 172K | $50.0T | 10.7% | +2% |
| 5 | FNDA | SCHWAB STRATEGIC TR | 1.14M | $36.0T | 7.7% | +2% |
| 6 | IVV | ISHARES TR | 40K | $27.2T | 5.8% | −2% |
| 7 | VOO | VANGUARD INDEX FDS | 37K | $23.4T | 5.0% | ±0% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 484K | $22.3T | 4.8% | +8% |
| 9 | VV | VANGUARD INDEX FDS | 50K | $15.9T | 3.4% | ±0% |
| 10 | FREL | FIDELITY COVINGTON TRUST | 526K | $14.1T | 3.0% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIVERPOINT SIGNAL
AC read
Riverpoint Wealth Management Holdings, LLC is a Other fund managing $425081.0 trillion in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed