The Analysis of Riverpoint Wealth Management Holdings, LLC's Holdings
Currently, Riverpoint Wealth Management Holdings, LLC holds 58 types of securities in its portfolio with a total value $455.0M. In the most recent quarter, they have increased their positions in SCHP (+60.2K shares, valued at $1.6M), IAU (+12.9K shares, valued at $936.7K), FREL (+30.5K shares, valued at $849.0K); decreased their positions in GSLC (-4.2K shares, valued at $552.3K), IWB (-1.4K shares, valued at $521.2K), SCHX (-7.6K shares, valued at $200.2K); initiated new positions in IAU (+12.9K shares, valued at $936.7K), IBIT (+7.5K shares, valued at $485.6K), UFEB (+11.5K shares, valued at $413.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GSLC GOLDMAN SACHS ETF TR647.3K shares-0.65%2025-09-302025-11-05
SCHF SCHWAB STRATEGIC TR2.3M shares0.19%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS854.3K shares-0.18%2025-09-302025-11-05 VO VANGUARD INDEX FDS168.5K shares0.84%2025-09-302025-11-05 FNDA SCHWAB STRATEGIC TR1.1M shares1.23%2025-09-302025-11-05 IVV ISHARES TR40.6K shares0.81%2025-09-302025-11-05 VOO VANGUARD INDEX FDS37.3K shares0.21%2025-09-302025-11-05 FBND FIDELITY MERRIMACK STR TR449.2K shares3.00%2025-09-302025-11-05 VV VANGUARD INDEX FDS50.4K shares-0.40%2025-09-302025-11-05 FREL FIDELITY COVINGTON TRUST497.9K shares6.53%2025-09-302025-11-05 IJH ISHARES TR199.4K shares-0.07%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS110.9K shares1.13%2025-09-302025-11-05 SCHP SCHWAB STRATEGIC TR202.8K shares42.18%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS18.9K shares-0.12%2025-09-302025-11-05 XLV SELECT SECTOR SPDR TR26.6K shares-2.09%2025-09-302025-11-05 AAPL APPLE INC12.8K shares0.10%2025-09-302025-11-05 ACN ACCENTURE PLC IRELAND12.4K shares0.00%2025-09-302025-11-05 MSFT MICROSOFT CORP5.5K shares-0.15%2025-09-302025-11-05 IWB ISHARES TR7.6K shares-15.85%2025-09-302025-11-05 IWM ISHARES TR9.7K shares0.27%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F39.8K shares-2.46%2025-09-302025-11-05 SCHX SCHWAB STRATEGIC TR79.8K shares-8.70%2025-09-302025-11-05 ABBV ABBVIE INC8.6K shares0.29%2025-09-302025-11-05 IWF ISHARES TR3.4K shares0.06%2025-09-302025-11-05 QUS SPDR SERIES TRUST8.7K shares-7.74%2025-09-302025-11-05 SPYV SPDR SERIES TRUST26.3K shares-10.28%2025-09-302025-11-05 VGT VANGUARD WORLD FD1.9K shares0.16%2025-09-302025-11-05 THR THERMON GROUP HLDGS INC50.4K shares1.68%2025-09-302025-11-05 IJR ISHARES TR11.0K shares4.51%2025-09-302025-11-05 NVDA NVIDIA CORPORATION5.3K shares0.00%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC1.2K shares0.42%2025-09-302025-11-05 IAU ISHARES GOLD TR12.9K sharesnew addition2025-09-302025-11-05 ITB ISHARES TR8.6K shares0.12%2025-09-302025-11-05 APOG APOGEE ENTERPRISES INC20.8K shares0.00%2025-09-302025-11-05 AMZN AMAZON COM INC3.7K shares0.00%2025-09-302025-11-05 HD HOME DEPOT INC1.7K shares-1.19%2025-09-302025-11-05 VB VANGUARD INDEX FDS2.7K shares0.33%2025-09-302025-11-05 ORCL ORACLE CORP2.5K shares-12.29%2025-09-302025-11-05 YUMC YUM CHINA HLDGS INC15.9K shares0.00%2025-09-302025-11-05 BND VANGUARD BD INDEX FDS8.7K shares-4.36%2025-09-302025-11-05 INDA ISHARES TR12.2K shares0.00%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON3.3K shares-6.46%2025-09-302025-11-05 GOOG ALPHABET INC2.2K shares-0.99%2025-09-302025-11-05 LPLA LPL FINL HLDGS INC1.5K shares0.13%2025-09-302025-11-05 IHI ISHARES TR8.5K shares0.11%2025-09-302025-11-05 WTW WILLIS TOWERS WATSON PLC LTD1.4K shares0.00%2025-09-302025-11-05 IBIT ISHARES BITCOIN TRUST ETF7.5K sharesnew addition2025-09-302025-11-05 SYK STRYKER CORPORATION1.3K shares0.16%2025-09-302025-11-05 UFEB INNOVATOR ETFS TRUST11.5K sharesnew addition2025-09-302025-11-05 IWD ISHARES TR1.8K shares-21.67%2025-09-302025-11-05 VTR VENTAS INC5.1K shares0.00%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO2.0K shares-1.31%2025-09-302025-11-05 IWS ISHARES TR2.0K shares0.00%2025-09-302025-11-05 BMO BANK MONTREAL QUE2.1K shares0.00%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR955 shares0.10%2025-09-302025-11-05 VTI VANGUARD INDEX FDS809 shares0.25%2025-09-302025-11-05 GOOGL ALPHABET INC1.0K sharesnew addition2025-09-302025-11-05 WTFC WINTRUST FINL CORP1.6K sharesnew addition2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available