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Riverpoint Wealth Management Holdings

Latest statistics and disclosures from Riverpoint Wealth Management Holdings's latest quarterly 13F-HR filing:

Top 5 stock holdings are GSLC, SCHF, VEA, VO, FNDA, and represent 60.55% of Riverpoint Wealth Management Holdings's stock portfolio.
Added to shares of these 10 stocks: IJH (+$9.4M), FBND, FREL, VTI, VOO, VO, FNDA, BND, VEA, VV.
Started 1 new stock position in VTI.
Reduced shares in these 10 stocks: ACN, GSLC, , SCHF, XLV, IVV, HDV, VWO, VNQ, JNJ.
Sold out of its position in CSCO.
Riverpoint Wealth Management Holdings was a net buyer of stock by $7.4M.
Riverpoint Wealth Management Holdings has $360M in assets under management (AUM), dropping by 5.89%.
Central Index Key (CIK): 0001682733

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Positions held by Riverpoint Wealth Management Holdings consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 53 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	19.1	$69M		660k	103.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	11.2	$40M		1.0M	39.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.1	$40M		799k	50.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	11.0	$40M		158k	249.86	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	8.2	$30M		518k	57.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.9	$21M		40k	525.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.0	$18M		37k	480.69	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.8	$14M	+7%	298k	45.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.3	$12M	+403%	193k	60.74	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.1	$11M		47k	239.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.9	$10M		119k	86.48	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	2.6	$9.4M	+2%	360k	26.09	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.5	$5.3M	-2%	36k	147.73	View chart
Accenture Plc Ireland Shs Class A (ACN)	1.3	$4.6M	-28%	13k	346.61	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$3.7M		20k	182.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$3.1M		11k	288.03	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$2.6M		52k	50.10	View chart
Microsoft Corporation (MSFT)	0.6	$2.3M		5.5k	420.70	View chart
Apple (AAPL)	0.6	$2.2M		13k	171.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$1.8M		29k	62.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.8M	-2%	43k	41.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.6M		7.4k	210.29	View chart
Apogee Enterprises (APOG)	0.4	$1.5M		26k	59.20	View chart
Abbvie (ABBV)	0.4	$1.5M		8.0k	182.11	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.4	$1.5M		10k	145.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.2M		3.4k	337.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.0M		1.9k	524.26	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.3	$973k		8.4k	115.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$918k		8.3k	110.51	View chart
Home Depot (HD)	0.2	$680k		1.8k	383.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$629k	+12%	8.7k	72.63	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$625k		12k	51.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$594k		2.6k	228.62	View chart
Amazon (AMZN)	0.2	$551k		3.1k	180.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$549k		13k	42.01	View chart
Johnson & Johnson (JNJ)	0.1	$536k	-3%	3.4k	158.19	View chart
Goldman Sachs (GS)	0.1	$514k		1.2k	417.53	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$495k		8.4k	58.59	View chart
Willis Towers Watson SHS (WTW)	0.1	$424k		1.5k	274.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$419k		2.3k	179.11	View chart
Lpl Financial Holdings (LPLA)	0.1	$406k		1.5k	264.16	View chart
Oracle Corporation (ORCL)	0.1	$347k		2.8k	125.61	View chart
Stryker Corporation (SYK)	0.1	$338k		945.00	357.89	View chart
Procter & Gamble Company (PG)	0.1	$316k		1.9k	162.27	View chart
Vanguard World Health Car Etf (VHT)	0.1	$264k		974.00	270.57	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$255k		2.0k	125.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$228k		1.5k	152.26	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$225k	-21%	2.0k	110.21	View chart
Abbott Laboratories (ABT)	0.1	$223k		2.0k	113.65	View chart
CVS Caremark Corporation (CVS)	0.1	$222k		2.8k	79.76	View chart
Ventas (VTR)	0.1	$222k		5.1k	43.54	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$203k		2.1k	97.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$201k	NEW	771.00	260.00	View chart

Past Filings by Riverpoint Wealth Management Holdings

SEC 13F filings are viewable for Riverpoint Wealth Management Holdings going back to 2016

Riverpoint Wealth Management Holdings 2024 Q1 filed May 6, 2024
Riverpoint Wealth Management Holdings 2023 Q4 filed Feb. 6, 2024
Riverpoint Wealth Management Holdings 2023 Q3 filed Nov. 7, 2023
Riverpoint Wealth Management Holdings 2023 Q2 filed Aug. 8, 2023
Riverpoint Wealth Management Holdings 2023 Q1 filed May 8, 2023
Riverpoint Wealth Management Holdings 2022 Q4 filed Feb. 8, 2023
Riverpoint Wealth Management Holdings 2022 Q3 filed Nov. 3, 2022
Riverpoint Wealth Management Holdings 2022 Q2 filed Aug. 3, 2022
Riverpoint Wealth Management Holdings 2022 Q1 filed May 4, 2022
Riverpoint Wealth Management Holdings 2021 Q4 filed Feb. 11, 2022
Riverpoint Wealth Management Holdings 2021 Q3 restated filed Nov. 15, 2021
Riverpoint Wealth Management Holdings 2021 Q3 filed Nov. 5, 2021
Riverpoint Wealth Management Holdings 2021 Q2 filed Aug. 10, 2021
Riverpoint Wealth Management Holdings 2021 Q1 filed May 4, 2021
Riverpoint Wealth Management Holdings 2020 Q4 filed Feb. 23, 2021
Riverpoint Wealth Management Holdings 2020 Q3 filed Nov. 10, 2020

View all past filings

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