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

Currently, Riverpoint Wealth Management Holdings, LLC holds 62 types of securities in its portfolio with a total value $470.0M. In the most recent quarter, they have increased their positions in AVEM (+34.2K shares, valued at $2.8M), FBND (+38.2K shares, valued at $1.7M), EMGF (+23.6K shares, valued at $1.4M); decreased their positions in N/A (-2.1K shares, valued at $184.6K), VWO (-3.3K shares, valued at $176.7K), QUS (-620 shares, valued at $106.4K); initiated new positions in AVEM (+34.2K shares, valued at $2.8M), EMGF (+23.6K shares, valued at $1.4M), XOM (+1.4K shares, valued at $232.2K).

1M P&L

+10.2M+2.13%

3M P&L

-157.9M-24.36%

HY P&L

-112.9M-18.72%

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/A426.2M

95.9%

2Consumer Electronics3.1M

0.7%

3Drug Manufacturers - General2.7M

0.6%

Top Industries by Stock Count

1N/A36 stocks

63.2%

2Drug Manufacturers - General2 stocks

3.5%

3Capital Markets2 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GSLC GOLDMAN SACHS ETF TR646.4K shares0.67%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR2.3M shares-0.10%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS859.1K shares-0.13%2026-03-312026-05-04

VO VANGUARD INDEX FDS174.8K shares1.46%2026-03-312026-05-04

FNDA SCHWAB STRATEGIC TR1.2M shares1.31%2026-03-312026-05-04

IVV ISHARES TR40.4K shares1.60%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR522.6K shares7.89%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS38.4K shares2.78%2026-03-312026-05-04

Sponsored

VV VANGUARD INDEX FDS50.2K shares-0.23%2026-03-312026-05-04

FREL FIDELITY COVINGTON TRUST555.9K shares5.72%2026-03-312026-05-04

IJH ISHARES TR204.1K shares2.58%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS114.1K shares-0.13%2026-03-312026-05-04

SCHP SCHWAB STRATEGIC TR270.6K shares12.09%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS19.1K shares0.27%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR26.7K shares0.28%2026-03-312026-05-04

AAPL APPLE INC12.2K shares0.05%2026-03-312026-05-04

Sponsored

AVEM AMERICAN CENTY ETF TR34.2K sharesnew addition2026-03-312026-05-04

IWB ISHARES TR7.7K shares0.24%2026-03-312026-05-04

THR THERMON GROUP HLDGS INC52.1K shares1.44%2026-03-312026-05-04

IWM ISHARES TR9.7K shares0.16%2026-03-312026-05-04

MSFT MICROSOFT CORP5.5K shares0.47%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR79.8K shares0.03%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F37.6K shares-8.01%2026-03-312026-05-04

ABBV ABBVIE INC8.6K shares-0.27%2026-03-312026-05-04

Sponsored

IWF ISHARES TR3.5K shares0.06%2026-03-312026-05-04

EMGF ISHARES INC23.6K sharesnew addition2026-03-312026-05-04

IJR ISHARES TR11.3K shares0.42%2026-03-312026-05-04

SPYV SPDR SERIES TRUST24.8K shares0.33%2026-03-312026-05-04

QUS SPDR SERIES TRUST8.2K shares-7.07%2026-03-312026-05-04

VGT VANGUARD WORLD FD1.9K shares0.10%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC1.1K shares0.44%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR10.8K shares-16.27%2026-03-312026-05-04

Sponsored

NVDA NVIDIA CORPORATION5.3K shares1.76%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON3.3K shares-0.49%2026-03-312026-05-04

ITB ISHARES TR8.6K shares0.20%2026-03-312026-05-04

YUMC YUM CHINA HLDGS INC15.9K shares0.00%2026-03-312026-05-04

AMZN AMAZON COM INC3.7K shares0.00%2026-03-312026-05-04

VB VANGUARD INDEX FDS2.8K shares0.73%2026-03-312026-05-04

APOG APOGEE ENTERPRISES INC20.8K shares0.00%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.3K shares-0.15%2026-03-312026-05-04

Sponsored

BND VANGUARD BD INDEX FDS9.0K shares5.26%2026-03-312026-05-04

ALPHABET INC ALPHABET INC2.1K shares-3.51%2026-03-312026-05-04

HD HOME DEPOT INC1.8K shares0.69%2026-03-312026-05-04

INDA ISHARES TR12.2K shares0.00%2026-03-312026-05-04

WTW WILLIS TOWERS WATSON PLC LTD1.6K shares13.51%2026-03-312026-05-04

IHI ISHARES TR8.5K shares0.08%2026-03-312026-05-04

UFEB INNOVATOR ETFS TRUST11.0K shares-4.90%2026-03-312026-05-04

VTR VENTAS INC4.8K shares0.00%2026-03-312026-05-04

Sponsored

IWD ISHARES TR1.8K shares0.00%2026-03-312026-05-04

LPLA LPL FINL HLDGS INC1.3K shares0.08%2026-03-312026-05-04

SYK STRYKER CORPORATION1.1K shares0.27%2026-03-312026-05-04

ORCL ORACLE CORP2.5K shares0.28%2026-03-312026-05-04

IWS ISHARES TR2.0K shares0.00%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF7.7K shares1.81%2026-03-312026-05-04

PG PROCTER & GAMBLE CO2.0K shares0.20%2026-03-312026-05-04

BMO BANK MONTREAL MEDIUM2.1K shares0.00%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC967 shares-5.38%2026-03-312026-05-04

VTI VANGUARD INDEX FDS814 shares0.00%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR1.9K shares0.10%2026-03-312026-05-04

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-05-04

WTFC WINTRUST FINL CORP1.6K shares0.37%2026-03-312026-05-04

FDX FEDEX CORP604 sharesnew addition2026-03-312026-05-04

GSLC

GOLDMAN SACHS ETF TR

0.67%

Shares646.4K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

-0.10%

Shares2.3M

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-0.13%

Shares859.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

1.46%

Shares174.8K

Event2026-03-31

Filed2026-05-04

FNDA

SCHWAB STRATEGIC TR

1.31%

Shares1.2M

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

1.60%

Shares40.4K

Event2026-03-31

Filed2026-05-04

FBND

FIDELITY MERRIMACK STR TR

7.89%

Shares522.6K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

2.78%

Shares38.4K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-0.23%

Shares50.2K

Event2026-03-31

Filed2026-05-04

FREL

FIDELITY COVINGTON TRUST

5.72%

Shares555.9K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

2.58%

Shares204.1K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

-0.13%

Shares114.1K

Event2026-03-31

Filed2026-05-04

SCHP

SCHWAB STRATEGIC TR

12.09%

Shares270.6K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

0.27%

Shares19.1K

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

0.28%

Shares26.7K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

0.05%

Shares12.2K

Event2026-03-31

Filed2026-05-04

AVEM

AMERICAN CENTY ETF TR

New

Shares34.2K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

0.24%

Shares7.7K

Event2026-03-31

Filed2026-05-04

THR

THERMON GROUP HLDGS INC

1.44%

Shares52.1K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

0.16%

Shares9.7K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

0.47%

Shares5.5K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

0.03%

Shares79.8K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

-8.01%

Shares37.6K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

-0.27%

Shares8.6K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

0.06%

Shares3.5K

Event2026-03-31

Filed2026-05-04

EMGF

ISHARES INC

New

Shares23.6K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

0.42%

Shares11.3K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

0.33%

Shares24.8K

Event2026-03-31

Filed2026-05-04

QUS

SPDR SERIES TRUST

-7.07%

Shares8.2K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

0.10%

Shares1.9K

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

0.44%

Shares1.1K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

-16.27%

Shares10.8K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

1.76%

Shares5.3K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-0.49%

Shares3.3K

Event2026-03-31

Filed2026-05-04

ITB

ISHARES TR

0.20%

Shares8.6K

Event2026-03-31

Filed2026-05-04

YUMC

YUM CHINA HLDGS INC

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.73%

Shares2.8K

Event2026-03-31

Filed2026-05-04

APOG

APOGEE ENTERPRISES INC

0.00%

Shares20.8K

Event2026-03-31

Filed2026-05-04

ACCENTURE PLC IRELAND

-0.15%

Shares3.3K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

5.26%

Shares9.0K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-3.51%

Shares2.1K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

0.69%

Shares1.8K

Event2026-03-31

Filed2026-05-04

INDA

ISHARES TR

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-04

WTW

WILLIS TOWERS WATSON PLC LTD

13.51%

Shares1.6K

Event2026-03-31

Filed2026-05-04

IHI

ISHARES TR

0.08%

Shares8.5K

Event2026-03-31

Filed2026-05-04

UFEB

INNOVATOR ETFS TRUST

-4.90%

Shares11.0K

Event2026-03-31

Filed2026-05-04

VTR

VENTAS INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

LPLA

LPL FINL HLDGS INC

0.08%

Shares1.3K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

0.27%

Shares1.1K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

0.28%

Shares2.5K

Event2026-03-31

Filed2026-05-04

IWS

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

1.81%

Shares7.7K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

0.20%

Shares2.0K

Event2026-03-31

Filed2026-05-04

BMO

BANK MONTREAL MEDIUM

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-5.38%

Shares967

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

0.00%

Shares814

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

0.10%

Shares1.9K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

New

Shares1.4K

Event2026-03-31

Filed2026-05-04

WTFC

WINTRUST FINL CORP

0.37%

Shares1.6K

Event2026-03-31

Filed2026-05-04

FDX

FEDEX CORP

New

Shares604

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available