Riverpoint Wealth Management Holdings, LLC
Top Portfolio Positions
25 positions ·
$20,570,619 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,176 | $3,090,147 | 15.02% | |
| THR |
Thermon Group Holdings, Inc.
Industrials
|
52,108 | $2,626,243 | 12.77% | |
| MSFT |
Microsoft Corp
Technology
|
5,543 | $2,051,852 | 9.97% | |
| ABBV |
AbbVie Inc.
Healthcare
|
8,639 | $1,878,896 | 9.13% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
1,150 | $972,888 | 4.73% | |
| IAU |
Ishares Gold Trust
|
10,779 | $950,276 | 4.62% | |
| NVDA |
Nvidia Corp
Technology
|
5,254 | $916,297 | 4.45% | |
| JNJ |
Johnson & Johnson
Healthcare
|
3,260 | $796,874 | 3.87% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
15,925 | $776,821 | 3.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,723 | $775,389 | 3.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in THR
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,626,243 | 52,108 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,908,834 | 51,368 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,345,619 | 50,360 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,390,802 | 49,530 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,355,932 | 48,687 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,376,989 | 47,862 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,404,180 | 47,057 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,422,926 | 46,259 | Shares | Sole | 2024-08-01 | |
| No 13F history on record for this holder in this stock. | ||||||