Riverpoint Wealth Management Holdings, LLC Portfolio Holdings

Riverpoint Wealth Management Holdings, LLC

  • $454 Million
  • Q3 2025

Riverpoint Wealth Management Holdings, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $454 Million distributed in 58 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 $84.3M, Schwab Strategic Tr Intl Eqty with a value of $53.1M, Vanguard Ftse Developed Market with a value of $51.2M, Vanguard Mid Cap ETF with a value of $49.5M, and Schwab Fundamental U S Small C with a value of $34.9M.

Examining the 13F form we can see an increase of $29.2M in the current position value, from $425M to 454M.

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

Portfolio value $454 Million
ETFs: $432 Million
Technology: $10.8 Million
Healthcare: $3.07 Million
Financial Services: $2.45 Million
Industrials: $2.25 Million
Consumer Cyclical: $2.2 Million
Communication Services: $787,000
Real Estate: $356,000
Other: $312,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.79B
$211,000 0.05% of portfolio
1,599
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $454 Million
  • Prior Value $425 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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