Riverpoint Wealth Management Holdings, LLC

CIK

1682733

Location

CHICAGO, IL

Portfolio Value

Micro $20,570,619

Diversification

Diversified

Filing Date

Global Rank

#7,707 / 8,592 ▲ 80

Top Industry

Consumer Electronics 16.0%

3Y Alpha vs SPY

-9.8%

Period ended 3 months ago

Filed May 4, 2026 · 46d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+37.0%

SPY

+76.8%

Annualised alpha

-9.8%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.0%

−0.7 pts

Top 5

51.6%

−0.1 pts

Top 10

72.1%

−0.9 pts

HHI

738

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.4%	$7,084,643	5
Industrials	17.2%	$3,537,464	3
Healthcare	14.8%	$3,043,790	3
Financial Services	11.3%	$2,334,347	5
Consumer Cyclical	10.4%	$2,131,056	3
Unclassified	6.0%	$1,244,496	2
Real Estate	1.9%	$393,443	1
Consumer Defensive	1.4%	$291,046	1
Communication Services	1.4%	$278,070	1
Energy	1.1%	$232,264	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
THR	Thermon Group Holdings, Inc.	+740	52,108	$2,626,243
WTW	Willis Towers Watson PLC	+194	1,630	$473,841
IBIT	iShares Bitcoin Trust ETF	+136	7,658	$294,220
NVDA	Nvidia Corp	+91	5,254	$916,297
MSFT	Microsoft Corp	+26	5,543	$2,051,852
HD	Home Depot, Inc.	+12	1,760	$578,846
ORCL	Oracle Corp	+7	2,468	$363,067
AAPL	Apple Inc.	+6	12,176	$3,090,147
WTFC	Wintrust Financial Corp	+6	1,611	$223,832
GS	Goldman Sachs Group Inc	+5	1,150	$972,888
PG	PROCTER & GAMBLE Co	+4	2,015	$291,046
SYK	Stryker Corp	+3	1,120	$368,020
LPLA	LPL Financial Holdings Inc.	+1	1,273	$382,956
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−2,094	10,779	$950,276
GOOGL	Alphabet Inc.	−55	967	$278,070
ABBV	AbbVie Inc.	−23	8,639	$1,878,896
JNJ	Johnson & Johnson	−16	3,260	$796,874
ACN	Accenture plc	−5	3,345	$663,280
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	1,369	$232,264
FDX	Fedex Corp	604	$215,132
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

25 positions · $20,570,619 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	12,176	+6	$3,090,147	−6.6%	15.02%
THR	Thermon Group Holdings, Inc. Industrials	Added	52,108	+740	$2,626,243	+37.6%	12.77%
MSFT	Microsoft Corp Technology	Added	5,543	+26	$2,051,852	−23.1%	9.97%
ABBV	AbbVie Inc. Healthcare	Reduced	8,639	-23	$1,878,896	−5.1%	9.13%
GS	Goldman Sachs Group Inc Financial Services	Added	1,150	+5	$972,888	−3.3%	4.73%
IAU	Ishares Gold Trust	Reduced	10,779	-2,094	$950,276	−9.1%	4.62%
NVDA	Nvidia Corp Technology	Added	5,254	+91	$916,297	−4.8%	4.45%
JNJ	Johnson & Johnson Healthcare	Reduced	3,260	-16	$796,874	+17.5%	3.87%
YUMC	Yum China Holdings, Inc. Consumer Cyclical	Held	15,925	0	$776,821	+2.2%	3.78%
AMZN	Amazon Com Inc Consumer Cyclical	Held	3,723	0	$775,389	−9.8%	3.77%
APOG	Apogee Enterprises, Inc. Industrials	Held	20,754	0	$696,089	−7.9%	3.38%
ACN	Accenture plc Technology	Reduced	3,345	-5	$663,280	−26.2%	3.22%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,760	+12	$578,846	−3.8%	2.81%
WTW	Willis Towers Watson PLC Financial Services	Added	1,630	+194	$473,841	+0.4%	2.30%
VTR	Ventas, Inc. Real Estate	Held	4,811	0	$393,443	+5.7%	1.91%
LPLA	LPL Financial Holdings Inc. Financial Services	Added	1,273	+1	$382,956	−15.7%	1.86%
SYK	Stryker Corp Healthcare	Added	1,120	+3	$368,020	−6.3%	1.79%
ORCL	Oracle Corp Technology	Added	2,468	+7	$363,067	−24.3%	1.76%
IBIT	iShares Bitcoin Trust ETF	Added	7,658	+136	$294,220	−21.2%	1.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,015	+4	$291,046	+1.0%	1.41%
BMO	Bank Of Montreal /Can/ Financial Services	Held	2,075	0	$280,830	+4.3%	1.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	967	-55	$278,070	−13.1%	1.35%
XOM	Exxon Mobil Corp Energy	NEW	1,369	NEW	$232,264	NEW	1.13%
WTFC	Wintrust Financial Corp Financial Services	Added	1,611	+6	$223,832	−0.3%	1.09%
FDX	Fedex Corp Industrials	NEW	604	NEW	$215,132	NEW	1.05%