Riverpoint Wealth Management Holdings, LLC

Institutional manager (13F) · CIK 1682733

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $467M

#	Issuer	Value	Shares
1	GOLDMAN SACHS ETF TR	$81M	646,369
2	SCHWAB STRATEGIC TR	$58M	2,328,048
3	VANGUARD TAX-MANAGED FDS	$55M	859,108
4	VANGUARD INDEX FDS	$50M	174,767
5	SCHWAB STRATEGIC TR	$38M	1,157,772
6	ISHARES TR	$26M	40,379
7	FIDELITY MERRIMACK STR TR	$24M	522,603
8	VANGUARD INDEX FDS	$23M	38,423
9	VANGUARD INDEX FDS	$15M	50,232
10	FIDELITY COVINGTON TRUST	$15M	555,858
11	ISHARES TR	$14M	204,136
12	VANGUARD INDEX FDS	$10M	114,145
13	SCHWAB STRATEGIC TR	$7M	270,587
14	VANGUARD SPECIALIZED FUNDS	$4M	19,148
15	SELECT SECTOR SPDR TR	$4M	26,739
16	APPLE INC	$3M	12,176
17	AMERICAN CENTY ETF TR	$3M	34,219
18	ISHARES TR	$3M	7,659
19	THERMON GROUP HLDGS INC	$3M	52,108
20	ISHARES TR	$2M	9,749
21	MICROSOFT CORP	$2M	5,543
22	SCHWAB STRATEGIC TR	$2M	79,820
23	VANGUARD INTL EQUITY INDEX F	$2M	37,566
24	ABBVIE INC	$2M	8,639
25	ISHARES TR	$1M	3,474
26	ISHARES INC	$1M	23,613
27	ISHARES TR	$1M	11,325
28	SPDR SERIES TRUST	$1M	24,839
29	SPDR SERIES TRUST	$1M	8,151
30	VANGUARD WORLD FD	$1M	1,937
31	GOLDMAN SACHS GROUP INC	$973k	1,150
32	ISHARES GOLD TR	$950k	10,779
33	NVIDIA CORPORATION	$916k	5,254
34	JOHNSON & JOHNSON	$797k	3,260
35	ISHARES TR	$778k	8,596
36	YUM CHINA HLDGS INC	$777k	15,925
37	AMAZON COM INC	$775k	3,723
38	VANGUARD INDEX FDS	$727k	2,774
39	APOGEE ENTERPRISES INC	$696k	20,754
40	ACCENTURE PLC IRELAND	$663k	3,345
41	VANGUARD BD INDEX FDS	$662k	8,984
42	ALPHABET INC	$600k	2,090
43	HOME DEPOT INC	$579k	1,760
44	ISHARES TR	$572k	12,208
45	WILLIS TOWERS WATSON PLC LTD	$474k	1,630
46	ISHARES TR	$454k	8,511
47	INNOVATOR ETFS TRUST	$398k	10,976
48	VENTAS INC	$393k	4,811
49	ISHARES TR	$392k	1,833
50	LPL FINL HLDGS INC	$383k	1,273

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.