Riverpoint Wealth Management Holdings, LLC Portfolio Holdings

Riverpoint Wealth Management Holdings, LLC

  • $425 Million
  • Q2 2025

Riverpoint Wealth Management Holdings, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $425 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $79.1M, Schwab Strategic Tr Intl Eqty with a value of $50.4M, Vanguard Ftse Developed Market with a value of $48.8M, Vanguard Mid Cap ETF with a value of $46.7M, and Schwab Fundamental U S Small C with a value of $31.7M.

Examining the 13F form we can see an increase of $38.1M in the current position value, from $387M to 425M.

Below you can find more details about Riverpoint Wealth Management Holdings, LLC portfolio as well as his latest detailed transactions.

Portfolio value $425 Million
ETFs: $404 Million
Technology: $10.5 Million
Healthcare: $2.63 Million
Industrials: $2.23 Million
Consumer Cyclical: $2.17 Million
Financial Services: $2.09 Million
Communication Services: $395,000
Consumer Defensive: $327,000
Other: $321,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $425 Million
  • Prior Value $387 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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