Riverpoint Wealth Management Holdings, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.7% | $7,349,094 |
| Healthcare | 16.4% | $3,376,848 |
| Industrials | 15.9% | $3,267,093 |
| Financial Services | 11.8% | $2,428,137 |
| Consumer Cyclical | 10.2% | $2,110,239 |
| Unclassified | 5.2% | $1,068,856 |
| Real Estate | 2.1% | $427,216 |
| Consumer Defensive | 1.4% | $295,772 |
| Communication Services | 1.3% | $270,886 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABBV | AbbVie Inc. | +70 | 8,709 | $2,191,532 | |
| 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 | |
| LPLA | LPL Financial Holdings Inc. | +2 | 1,275 | $359,142 | |
| PG | PROCTER & GAMBLE Co | +2 | 2,017 | $295,772 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −2,299 | 758 | $270,886 | |
| 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 | |
| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CECO | Ceco Environmental Corp | 36,005 | $3,267,093 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 859,108 | $55,051,640 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 1,157,772 | $37,546,545 | |
| VIG | Vanguard Dividend Appreciation ETF | 19,148 | $4,117,968 | |
| VB | Vanguard Morningstar Small-Cap ETF | 2,774 | $726,566 | |
| APOG | Apogee Enterprises, Inc. | 20,754 | $696,089 | |
| XOM | ExxonMobil Holdings Corp | 1,369 | $232,264 | |
| FDX | Fedex Corp | 604 | $215,132 | |
| THR | Thermon Group Holdings, Inc. | 52,108 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,985 | $3,467,979 | 16.84% | |
| CECO |
Ceco Environmental Corp
Industrials
|
NEW | 36,005 | $3,267,093 | 15.86% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 8,709 | $2,191,532 | 10.64% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,496 | $2,050,117 | 9.95% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,271 | $1,054,674 | 5.12% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,005 | $1,016,426 | 4.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 3,723 | $887,339 | 4.31% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,275 | $831,751 | 4.04% | |
| IAU |
Ishares Gold Trust
|
Held | 10,779 | $813,922 | 3.95% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
Held | 15,925 | $650,854 | 3.16% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,622 | $572,046 | 2.78% | |
| VTR |
Ventas, Inc.
Real Estate
|
Held | 4,811 | $427,216 | 2.07% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
Held | 1,630 | $426,033 | 2.07% | |
| ACN |
Accenture plc
Technology
|
Held | 3,345 | $416,251 | 2.02% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
Held | 2,075 | $366,652 | 1.78% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 2,457 | $360,073 | 1.75% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Added | 1,275 | $359,142 | 1.74% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 1,123 | $353,565 | 1.72% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,017 | $295,772 | 1.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 758 | $270,886 | 1.32% | |
| WTFC |
Wintrust Financial Corp
Financial Services
|
Added | 1,617 | $259,884 | 1.26% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 7,658 | $254,934 | 1.24% |
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.