Riverpoint Wealth Management Holdings, LLC 13F Holdings · Q2 2026
Riverpoint Wealth Management Holdings, LLC reported 61 securities worth $544.30M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GSLC (17.17%), SCHF (11.82%), VEA (11.28%). Among its top 25 positions this quarter: 1 new, 18 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | $93.5M | 17.17% | 658,842 | Added |
| 2 | SCHF | SCHWAB STRATEGIC TR | $64.3M | 11.82% | 2.3M | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $61.4M | 11.28% | 861,421 | Added |
| 4 | VO | VANGUARD INDEX FDS | $56.9M | 10.45% | 706,160 | Added |
| 5 | FNDA | SCHWAB STRATEGIC TR | $44.7M | 8.21% | 1.2M | Added |
| 6 | IVV | ISHARES TR | $29.6M | 5.44% | 39,545 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $26.8M | 4.92% | 39,014 | Added |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $25.1M | 4.61% | 551,758 | Added |
| 9 | VV | VANGUARD INDEX FDS | $17.6M | 3.23% | 51,059 | Added |
| 10 | FREL | FIDELITY COVINGTON TRUST | $16.8M | 3.09% | 574,099 | Added |
| 11 | IJH | ISHARES TR | $16.8M | 3.09% | 218,200 | Added |
| 12 | AVEM | AMERICAN CENTY ETF TR | $14.8M | 2.73% | 153,774 | Added |
| 13 | VNQ | VANGUARD INDEX FDS | $11.2M | 2.06% | 116,267 | Added |
| 14 | SCHP | SCHWAB STRATEGIC TR | $8.0M | 1.47% | 301,276 | Added |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $4.5M | 0.83% | 19,205 | Added |
| 16 | XLV | SELECT SECTOR SPDR TR | $4.2M | 0.78% | 26,612 | Trimmed |
| 17 | AAPL | APPLE INC | $3.5M | 0.64% | 11,985 | Trimmed |
| 18 | CECO | CECO ENVIRONMENTAL CORP | $3.3M | 0.60% | 36,005 | New |
| 19 | IWB | ISHARES TR | $3.1M | 0.58% | 7,675 | Added |
| 20 | IWM | ISHARES TR | $2.9M | 0.54% | 9,771 | Added |
| 21 | SCHX | SCHWAB STRATEGIC TR | $2.3M | 0.43% | 79,842 | Added |
| 22 | ABBV | ABBVIE INC | $2.2M | 0.40% | 8,709 | Added |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $2.1M | 0.39% | 36,003 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $2.1M | 0.38% | 5,496 | Trimmed |
| 25 | IWF | ISHARES TR | $1.9M | 0.35% | 15,130 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR