Riverpoint Wealth Management Holdings, LLC
Filing Date
Global Rank
#3,631
/ 8,794
▲ 275
· as of Jun 2026
Top Industry
Consumer Electronics
17.1%
Period ended 3 months ago
Filed Jul 27, 2026 · 2mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
39 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
21.9%
−5.7 pts
Top 5
80.0%
−3.5 pts
Top 10
94.2%
+0.3 pts
HHI
1,424
Diversified−270
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 96.3% | $524,042,954 |
| Technology | 1.4% | $7,349,094 |
| Healthcare | 0.6% | $3,376,848 |
| Industrials | 0.6% | $3,267,093 |
| Financial Services | 0.4% | $2,428,137 |
| Consumer Cyclical | 0.4% | $2,110,239 |
| Communication Services | 0.2% | $1,007,225 |
| Real Estate | 0.1% | $427,216 |
| Consumer Defensive | 0.1% | $295,772 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | +533,002 | 800,012 | $102,462,224 | |
| ACSG | American Century Small Cap Growth Insights ETF | +119,555 | 153,774 | $14,837,653 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +41,458 | 3,877,685 | $119,355,056 | |
| FAAA | Fidelity AAA CLO ETF | +29,155 | 551,758 | $25,099,471 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +26,122 | 336,027 | $58,992,175 | |
| FBCG | Fidelity Blue Chip Growth ETF | +18,241 | 574,099 | $16,821,100 | |
| EDV | Vanguard World Funds Extended Duration ETF | +14,164 | 16,101 | $2,056,495 | |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | +12,473 | 658,842 | $93,483,091 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +2,414 | 11,398 | $848,727 | |
| VEA | Vanguard FTSE Developed Markets ETF | +2,313 | 861,421 | $61,376,246 | |
| VIG | Vanguard Dividend Appreciation ETF | +2,179 | 135,472 | $15,755,913 | |
| BKF | iShares MSCI BIC ETF | +120 | 23,733 | $1,738,679 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +97 | 24,936 | $1,515,859 | |
| ABBV | AbbVie Inc. | +70 | 8,709 | $2,191,532 | |
| — | +45 | 8,196 | $1,531,520 | ||
| NVDA | Nvidia Corp | +17 | 5,271 | $1,054,674 | |
| JNJ | Johnson & Johnson | +15 | 3,275 | $831,751 | |
| WTFC | Wintrust Financial Corp | +6 | 1,617 | $259,884 | |
| SYK | Stryker Corp | +3 | 1,123 | $353,565 | |
| PG | PROCTER & GAMBLE Co | +2 | 2,017 | $295,772 | |
| LPLA | LPL Financial Holdings Inc. | +2 | 1,275 | $359,142 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPR | Innovator Equity Defined Protection ETF - 2 Yr to April 2028 | −1,579 | 9,397 | $363,194 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | −1,563 | 36,003 | $2,149,019 | |
| GOOGL | Alphabet Inc. | −215 | 2,842 | $1,007,225 | |
| AAPL | Apple Inc. | −191 | 11,985 | $3,467,979 | |
| GS | Goldman Sachs Group Inc | −145 | 1,005 | $1,016,426 | |
| HD | Home Depot, Inc. | −138 | 1,622 | $572,046 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | −124 | 28,530 | $4,587,676 | |
| MSFT | Microsoft Corp | −47 | 5,496 | $2,050,117 | |
| ORCL | Oracle Corp | −11 | 2,457 | $360,073 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CECO | Ceco Environmental Corp | 36,005 | $3,267,093 | |
| No positions match the current search. | ||||
39 tracked positions ·
$544,304,578 total
· filing declares
61 positions · $544,303,894
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 3,877,685 | $119,355,056 | 21.93% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 800,012 | $102,462,224 | 18.82% | |
| GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
|
Added | 658,842 | $93,483,091 | 17.17% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 861,421 | $61,376,246 | 11.28% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 336,027 | $58,992,175 | 10.84% | |
| FAAA |
Fidelity AAA CLO ETF
|
Added | 551,758 | $25,099,471 | 4.61% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
Added | 574,099 | $16,821,100 | 3.09% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 135,472 | $15,755,913 | 2.89% | |
| ACSG |
American Century Small Cap Growth Insights ETF
|
Added | 153,774 | $14,837,653 | 2.73% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Reduced | 28,530 | $4,587,676 | 0.84% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,985 | $3,467,979 | 0.64% | |
| CECO |
Ceco Environmental Corp
Industrials
|
NEW | 36,005 | $3,267,093 | 0.60% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 8,709 | $2,191,532 | 0.40% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Reduced | 36,003 | $2,149,019 | 0.39% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 16,101 | $2,056,495 | 0.38% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,496 | $2,050,117 | 0.38% | |
| BKF |
iShares MSCI BIC ETF
|
Added | 23,733 | $1,738,679 | 0.32% | |
|
|
Added | 8,196 | $1,531,520 | 0.28% | ||
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 24,936 | $1,515,859 | 0.28% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,271 | $1,054,674 | 0.19% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,005 | $1,016,426 | 0.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,842 | $1,007,225 | 0.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 3,723 | $887,339 | 0.16% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 11,398 | $848,727 | 0.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,275 | $831,751 | 0.15% | |
| IAU |
Ishares Gold Trust
|
Held | 10,779 | $813,922 | 0.15% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
Held | 15,925 | $650,854 | 0.12% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,622 | $572,046 | 0.11% | |
| VTR |
Ventas, Inc.
Real Estate
|
Held | 4,811 | $427,216 | 0.08% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
Held | 1,630 | $426,033 | 0.08% | |
| ACN |
Accenture plc
Technology
|
Held | 3,345 | $416,251 | 0.08% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
Held | 2,075 | $366,652 | 0.07% | |
| AAPR |
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
|
Reduced | 9,397 | $363,194 | 0.07% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 2,457 | $360,073 | 0.07% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Added | 1,275 | $359,142 | 0.07% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 1,123 | $353,565 | 0.06% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,017 | $295,772 | 0.05% | |
| WTFC |
Wintrust Financial Corp
Financial Services
|
Added | 1,617 | $259,884 | 0.05% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 7,658 | $254,934 | 0.05% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.