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The Analysis of Riverpoint Wealth Management Holdings, LLC's Holdings & P&L

Currently, Riverpoint Wealth Management Holdings, LLC holds 61 types of securities in its portfolio with a total value $544.3M. In the most recent quarter, they have increased their positions in VO (+531.4K shares, valued at $42.8M), AVEM (+119.6K shares, valued at $11.5M), CECO (+36.0K shares, valued at $3.3M); decreased their positions in N/A (-834 shares, valued at $624.6K), SCHF (-5.9K shares, valued at $162.4K), GS (-145 shares, valued at $146.6K); initiated new positions in CECO (+36.0K shares, valued at $3.3M), VHT (+736 shares, valued at $220.0K), BSV (+2.7K shares, valued at $207.8K).

1M P&L

+3.2M+0.61%

3M P&L

+22.3M+4.49%

HY P&L

-122.0M-18.99%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A494.1M

96.6%

2Consumer Electronics3.5M

0.7%

3Pollution & Treatment Controls3.3M

0.6%

Top Industries by Stock Count

1N/A38 stocks

67.9%

2Internet Content & Information2 stocks

3.6%

3Capital Markets2 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GSLC GOLDMAN SACHS ETF TR658.8K shares1.93%2026-06-302026-07-27

SCHF SCHWAB STRATEGIC TR2.3M shares-0.25%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS861.4K shares0.27%2026-06-302026-07-27

VO VANGUARD INDEX FDS706.2K shares304.06%2026-06-302026-07-27

FNDA SCHWAB STRATEGIC TR1.2M shares1.43%2026-06-302026-07-27

ISHARES TR ISHARES TR39.5K shares-2.07%2026-06-302026-07-27

VOO VANGUARD INDEX FDS39.0K shares1.54%2026-06-302026-07-27

FBND FIDELITY MERRIMACK STR TR551.8K shares5.58%2026-06-302026-07-27

Sponsored

VV VANGUARD INDEX FDS51.1K shares1.65%2026-06-302026-07-27

IJH ISHARES TR218.2K shares6.89%2026-06-302026-07-27

FREL FIDELITY COVINGTON TRUST574.1K shares3.28%2026-06-302026-07-27

AVEM AMERICAN CENTY ETF TR153.8K shares349.38%2026-06-302026-07-27

VNQ VANGUARD INDEX FDS116.3K shares1.86%2026-06-302026-07-27

SCHP SCHWAB STRATEGIC TR301.3K shares11.34%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS19.2K shares0.30%2026-06-302026-07-27

XLV SELECT SECTOR SPDR TR26.6K shares-0.47%2026-06-302026-07-27

Sponsored

AAPL APPLE INC12.0K shares-1.57%2026-06-302026-07-27

CECO CECO ENVIRONMENTAL CORP36.0K sharesnew addition2026-06-302026-07-27

IWB ISHARES TR7.7K shares0.21%2026-06-302026-07-27

IWM ISHARES TR9.8K shares0.23%2026-06-302026-07-27

SCHX SCHWAB STRATEGIC TR79.8K shares0.03%2026-06-302026-07-27

ABBVIE INC ABBVIE INC8.7K shares0.81%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F36.0K shares-4.16%2026-06-302026-07-27

MSFT MICROSOFT CORP5.5K shares-0.85%2026-06-302026-07-27

Sponsored

IWF ISHARES TR15.1K shares335.52%2026-06-302026-07-27

VGT VANGUARD WORLD FD15.4K shares693.24%2026-06-302026-07-27

IJR ISHARES TR12.1K shares6.75%2026-06-302026-07-27

EMGF ISHARES INC23.7K shares0.51%2026-06-302026-07-27

QUS SPDR SERIES TRUST8.2K shares0.55%2026-06-302026-07-27

SPYV SPDR SERIES TRUST24.9K shares0.39%2026-06-302026-07-27

NVDA NVIDIA CORPORATION5.3K shares0.32%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC1.0K shares-12.61%2026-06-302026-07-27

Sponsored

ITB ISHARES TR8.6K shares0.16%2026-06-302026-07-27

AMZN AMAZON COM INC3.7K shares0.00%2026-06-302026-07-27

VB VANGUARD INDEX FDS2.8K shares0.40%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON3.3K shares0.46%2026-06-302026-07-27

IAU ISHARES GOLD TR10.8K shares0.00%2026-06-302026-07-27

GOOG ALPHABET INC2.1K shares-0.29%2026-06-302026-07-27

YUMC YUM CHINA HLDGS INC15.9K shares0.00%2026-06-302026-07-27

BND VANGUARD BD INDEX FDS8.7K shares-2.82%2026-06-302026-07-27

Sponsored

INDA ISHARES TR12.2K shares0.00%2026-06-302026-07-27

HD HOME DEPOT INC1.6K shares-7.84%2026-06-302026-07-27

IWD ISHARES TR2.2K shares22.20%2026-06-302026-07-27

VTR VENTAS INC4.8K shares0.00%2026-06-302026-07-27

WTW WILLIS TOWERS WATSON PLC LTD1.6K shares0.00%2026-06-302026-07-27

IHI ISHARES TR8.5K shares0.15%2026-06-302026-07-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.3K shares0.00%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS994 shares22.11%2026-06-302026-07-27

Sponsored

BMO BANK MONTREAL MEDIUM2.1K shares0.00%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR1.9K shares0.16%2026-06-302026-07-27

UFEB INNOVATOR ETFS TRUST9.4K shares-14.39%2026-06-302026-07-27

ORACLE CORP ORACLE CORP2.5K shares-0.45%2026-06-302026-07-27

LPLA LPL FINL HLDGS INC1.3K shares0.16%2026-06-302026-07-27

SYK STRYKER CORPORATION1.1K shares0.27%2026-06-302026-07-27

IWS ISHARES TR2.0K shares0.00%2026-06-302026-07-27

PG PROCTER & GAMBLE CO2.0K shares0.10%2026-06-302026-07-27

Sponsored

GOOGL ALPHABET INC758 shares-21.61%2026-06-302026-07-27

WTFC WINTRUST FINL CORP1.6K shares0.37%2026-06-302026-07-27

IBIT ISHARES BITCOIN TRUST ETF7.7K shares0.00%2026-06-302026-07-27

VHT VANGUARD WORLD FD736 sharesnew addition2026-06-302026-07-27

BSV VANGUARD BD INDEX FDS2.7K sharesnew addition2026-06-302026-07-27

GSLC

GOLDMAN SACHS ETF TR

1.93%

Shares658.8K

Event2026-06-30

Filed2026-07-27

SCHF

SCHWAB STRATEGIC TR

-0.25%

Shares2.3M

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

0.27%

Shares861.4K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

304.06%

Shares706.2K

Event2026-06-30

Filed2026-07-27

FNDA

SCHWAB STRATEGIC TR

1.43%

Shares1.2M

Event2026-06-30

Filed2026-07-27

ISHARES TR

-2.07%

Shares39.5K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

1.54%

Shares39.0K

Event2026-06-30

Filed2026-07-27

FBND

FIDELITY MERRIMACK STR TR

5.58%

Shares551.8K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

1.65%

Shares51.1K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

6.89%

Shares218.2K

Event2026-06-30

Filed2026-07-27

FREL

FIDELITY COVINGTON TRUST

3.28%

Shares574.1K

Event2026-06-30

Filed2026-07-27

AVEM

AMERICAN CENTY ETF TR

349.38%

Shares153.8K

Event2026-06-30

Filed2026-07-27

VNQ

VANGUARD INDEX FDS

1.86%

Shares116.3K

Event2026-06-30

Filed2026-07-27

SCHP

SCHWAB STRATEGIC TR

11.34%

Shares301.3K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

0.30%

Shares19.2K

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR

-0.47%

Shares26.6K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

-1.57%

Shares12.0K

Event2026-06-30

Filed2026-07-27

CECO

CECO ENVIRONMENTAL CORP

New

Shares36.0K

Event2026-06-30

Filed2026-07-27

IWB

ISHARES TR

0.21%

Shares7.7K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

0.23%

Shares9.8K

Event2026-06-30

Filed2026-07-27

SCHX

SCHWAB STRATEGIC TR

0.03%

Shares79.8K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

0.81%

Shares8.7K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

-4.16%

Shares36.0K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

-0.85%

Shares5.5K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

335.52%

Shares15.1K

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

693.24%

Shares15.4K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

6.75%

Shares12.1K

Event2026-06-30

Filed2026-07-27

EMGF

ISHARES INC

0.51%

Shares23.7K

Event2026-06-30

Filed2026-07-27

QUS

SPDR SERIES TRUST

0.55%

Shares8.2K

Event2026-06-30

Filed2026-07-27

SPYV

SPDR SERIES TRUST

0.39%

Shares24.9K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

0.32%

Shares5.3K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

-12.61%

Shares1.0K

Event2026-06-30

Filed2026-07-27

ITB

ISHARES TR

0.16%

Shares8.6K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.40%

Shares2.8K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

0.46%

Shares3.3K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

-0.29%

Shares2.1K

Event2026-06-30

Filed2026-07-27

YUMC

YUM CHINA HLDGS INC

0.00%

Shares15.9K

Event2026-06-30

Filed2026-07-27

BND

VANGUARD BD INDEX FDS

-2.82%

Shares8.7K

Event2026-06-30

Filed2026-07-27

INDA

ISHARES TR

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

-7.84%

Shares1.6K

Event2026-06-30

Filed2026-07-27

IWD

ISHARES TR

22.20%

Shares2.2K

Event2026-06-30

Filed2026-07-27

VTR

VENTAS INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-27

WTW

WILLIS TOWERS WATSON PLC LTD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

IHI

ISHARES TR

0.15%

Shares8.5K

Event2026-06-30

Filed2026-07-27

ACCENTURE PLC IRELAND

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

22.11%

Shares994

Event2026-06-30

Filed2026-07-27

BMO

BANK MONTREAL MEDIUM

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-27

UFEB

INNOVATOR ETFS TRUST

-14.39%

Shares9.4K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

-0.45%

Shares2.5K

Event2026-06-30

Filed2026-07-27

LPLA

LPL FINL HLDGS INC

0.16%

Shares1.3K

Event2026-06-30

Filed2026-07-27

SYK

STRYKER CORPORATION

0.27%

Shares1.1K

Event2026-06-30

Filed2026-07-27

IWS

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

-21.61%

Shares758

Event2026-06-30

Filed2026-07-27

WTFC

WINTRUST FINL CORP

0.37%

Shares1.6K

Event2026-06-30

Filed2026-07-27

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-27

VHT

VANGUARD WORLD FD

New

Shares736

Event2026-06-30

Filed2026-07-27

BSV

VANGUARD BD INDEX FDS

New

Shares2.7K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available