Riverpoint Wealth Management Holdings, LLC

CIK 0001682733 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Riverpoint Wealth Management Holdings, LLC reported 61 positions worth $544.3M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: GSLC (17.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$544.3M
2026 Q2
Positions
61
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.2%
Est. Net Flow (Q)
2026 Q2
10 / 61 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GSLCGOLDMAN SACHS ETF TRSH$93.5M17.17%658,842
2SCHFSCHWAB STRATEGIC TRSH$64.3M11.82%2,322,186
3VEAVANGUARD TAX-MANAGED FDSSH$61.4M11.28%861,421
4VOVANGUARD INDEX FDSSH$56.9M10.45%706,160
5FNDASCHWAB STRATEGIC TRSH$44.7M8.21%1,174,381
6IVVISHARES TRSH$29.6M5.44%39,545
7VOOVANGUARD INDEX FDSSH$26.8M4.92%39,014
8FBNDFIDELITY MERRIMACK STR TRSH$25.1M4.61%551,758
9VVVANGUARD INDEX FDSSH$17.6M3.23%51,059
10IJHISHARES TRSH$16.8M3.09%218,200

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Riverpoint Wealth Management Holdings, LLC hold as of Q2 2026?

Riverpoint Wealth Management Holdings, LLC reported 61 positions worth $544.3M in its Q2 2026 13F filing. Largest positions: GSLC (17.2%), SCHF (11.8%), VEA (11.3%), VO (10.5%) and FNDA (8.2%).

What did Riverpoint Wealth Management Holdings, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Riverpoint Wealth Management Holdings, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.