Riverpoint Wealth Management Holdings, LLC
CIK: 0001682733SEC EDGAR →
Portfolio Value
$466K
Holdings
59
As of
Q4 2025
New Positions
59
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | 642,062 | $85K | 18.25% |
| 2 | SCHWAB STRATEGIC TR | 2,330,490 | $56K | 12.03% |
| 3 | VANGUARD TAX-MANAGED FDS | 860,232 | $54K | 11.54% |
| 4 | VANGUARD INDEX FDS | 172,259 | $50K | 10.74% |
| 5 | SCHWAB STRATEGIC TR | 1,142,826 | $36K | 7.73% |
| 6 | ISHARES TR | 39,745 | $27K | 5.85% |
| 7 | VANGUARD INDEX FDS | 37,382 | $23K | 5.03% |
| 8 | FIDELITY MERRIMACK STR TR | 484,385 | $22K | 4.79% |
| 9 | VANGUARD INDEX FDS | 50,350 | $16K | 3.40% |
| 10 | FIDELITY COVINGTON TRUST | 525,783 | $14K | 3.04% |
Quarterly Changes
New Positions (59)
$85K · 642K shares
$56K · 2.3M shares
$54K · 860K shares
$50K · 172K shares
$36K · 1.1M shares
$27K · 40K shares
$23K · 37K shares
$22K · 484K shares
$16K · 50K shares
$14K · 526K shares
$13K · 199K shares
$10K · 114K shares
$6K · 241K shares
$4K · 19K shares
$4K · 27K shares
$3K · 12K shares
$3K · 8K shares
$3K · 6K shares
$2K · 10K shares
$2K · 41K shares
$2K · 80K shares
$2K · 9K shares
$2K · 51K shares
$2K · 3K shares
$2K · 9K shares
$1K · 2K shares
$1K · 25K shares
$1K · 11K shares
$1K · 13K shares
$1K · 1K shares
$962 · 5K shares
$898 · 3K shares
$859 · 4K shares
$826 · 9K shares
$760 · 16K shares
$755 · 21K shares
$710 · 3K shares
$679 · 2K shares
$678 · 3K shares
$659 · 12K shares
$632 · 9K shares
$601 · 2K shares
$528 · 9K shares
$479 · 2K shares
$471 · 1K shares
$454 · 1K shares
$424 · 12K shares
$392 · 1K shares
$385 · 2K shares
$373 · 8K shares
$372 · 5K shares
$319 · 1K shares
$288 · 2K shares
$287 · 2K shares
$275 · 2K shares
$272 · 814 shares
$269 · 2K shares
$224 · 2K shares
$210 · 731 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $446K | 95.9% |
| Technology | 5 | $8K | 1.8% |
| Healthcare | 3 | $3K | 0.7% |
| Industrials | 2 | $3K | 0.6% |
| Consumer Cyclical | 3 | $2K | 0.5% |
| Unknown | 3 | $2K | 0.4% |
| Communication Services | 2 | $998 | 0.2% |
| Consumer Defensive | 1 | $288 | 0.1% |