§ 13F · FUND PROFILE
Riverpoint Wealth Management Holdings, LLC.
AUM · $544M (13F)Positions · 61Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | 659K | $93M | 17.2% | +2% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 2.32M | $64M | 11.8% | ±0% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 861K | $61M | 11.3% | ±0% |
| 4 | VO | VANGUARD INDEX FDS | 706K | $57M | 10.5% | +304% |
| 5 | FNDA | SCHWAB STRATEGIC TR | 1.17M | $45M | 8.2% | +1% |
| 6 | IVV | ISHARES TR | 40K | $30M | 5.4% | −2% |
| 7 | VOO | VANGUARD INDEX FDS | 39K | $27M | 4.9% | +2% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 552K | $25M | 4.6% | +6% |
| 9 | VV | VANGUARD INDEX FDS | 51K | $18M | 3.2% | +2% |
| 10 | IJH | ISHARES TR | 218K | $17M | 3.1% | +7% |
§ 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 $544 million in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →