Riverpoint Wealth Management Holdings, LLC Portfolio Holdings by Sector

Riverpoint Wealth Management Holdings, LLC

$425 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GSLC SCHF VEA VO FNDA IVV VOO FBND 33 stocks	$403,698 95.07% of portfolio	19	11	2	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$3,692 0.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$3,354 0.79% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,620 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ 2 stocks	$2,123 0.5% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS LPLA 2 stocks	$1,423 0.34% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials THR 1 stocks	$1,390 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$843 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials APOG 1 stocks	$842 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$816 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$712 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$644 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$507 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$440 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$395 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$327 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate VTR 1 stocks	$321 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$245 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BMO 1 stocks	$229 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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