§ 13F · FUND PROFILE
Riverpoint Wealth Management Holdings, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $455M (13F)Positions · 58Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | 646K | $81M | 17.2% | +1% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 2.33M | $58M | 12.3% | ±0% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 859K | $55M | 11.7% | ±0% |
| 4 | VO | VANGUARD INDEX FDS | 175K | $50M | 10.7% | +1% |
| 5 | FNDA | SCHWAB STRATEGIC TR | 1.16M | $38M | 8.0% | +1% |
| 6 | IVV | ISHARES TR | 40K | $26M | 5.6% | +2% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 523K | $24M | 5.1% | +8% |
| 8 | VOO | VANGUARD INDEX FDS | 38K | $23M | 4.9% | +3% |
| 9 | VV | VANGUARD INDEX FDS | 50K | $15M | 3.2% | ±0% |
| 10 | FREL | FIDELITY COVINGTON TRUST | 556K | $15M | 3.2% | +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 $455 million in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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