Riverpoint Wealth Management Holdings, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$425.1B
Holdings
54
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSLCGOLDMAN SACHS ETF TR | 651,531 | $79.1B | 18.60% | |
| 2 | SCHFSCHWAB STRATEGIC TR | 2,278,495 | $50.4B | 11.85% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 855,776 | $48.8B | 11.48% | |
| 4 | VOVANGUARD INDEX FDS | 167,059 | $46.7B | 11.00% | |
| 5 | FNDASCHWAB STRATEGIC TR | 1,106,829 | $31.7B | 7.46% | |
| 6 | IVVISHARES TR | 40,288 | $25.0B | 5.88% | |
| 7 | VOOVANGUARD INDEX FDS | 37,230 | $21.1B | 4.98% | |
| 8 | FBNDFIDELITY MERRIMACK STR TR | 436,090 | $20.0B | 4.69% | |
| 9 | VVVANGUARD INDEX FDS | 50,574 | $14.4B | 3.39% | |
| 10 | FRELFIDELITY COVINGTON TRUST | 467,376 | $12.6B | 2.97% | |
| 11 | IJHISHARES TR | 199,542 | $12.4B | 2.91% | |
| 12 | VNQVANGUARD INDEX FDS | 109,643 | $9.8B | 2.30% | |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 18,968 | $3.9B | 0.91% | |
| 14 | SCHPSCHWAB STRATEGIC TR | 142,664 | $3.8B | 0.90% | |
| 15 | ACNACCENTURE PLC IRELAND | 12,353 | $3.7B | 0.87% | |
| 16 | XLVSELECT SECTOR SPDR TR | 27,209 | $3.7B | 0.86% | |
| 17 | IWBISHARES TR | 8,998 | $3.1B | 0.72% | |
| 18 | MSFTMICROSOFT CORP | 5,514 | $2.7B | 0.65% | |
| 19 | AAPLAPPLE INC | 12,773 | $2.6B | 0.62% | |
| 20 | SCHXSCHWAB STRATEGIC TR | 87,369 | $2.1B | 0.50% | |
| 21 | IWMISHARES TR | 9,676 | $2.1B | 0.49% | |
| 22 | VWOVANGUARD INTL EQUITY INDEX F | 40,822 | $2.0B | 0.47% | |
| 23 | ABBVABBVIE INC | 8,577 | $1.6B | 0.37% | |
| 24 | QUSSPDR SERIES TRUST | 9,430 | $1.5B | 0.36% | |
| 25 | SPYVSPDR SERIES TRUST | 29,266 | $1.5B | 0.36% | |
| 26 | IWFISHARES TR | 3,429 | $1.5B | 0.34% | |
| 27 | THRTHERMON GROUP HLDGS INC | 49,530 | $1.4B | 0.33% | |
| 28 | VGTVANGUARD WORLD FD | 1,931 | $1.3B | 0.30% | |
| 29 | IJRISHARES TR | 10,511 | $1.1B | 0.27% | |
| 30 | GSGOLDMAN SACHS GROUP INC | 1,195 | $845.6M | 0.20% | |
| 31 | NVDANVIDIA CORPORATION | 5,340 | $843.7M | 0.20% | |
| 32 | APOGAPOGEE ENTERPRISES INC | 20,754 | $842.6M | 0.20% | |
| 33 | AMZNAMAZON COM INC | 3,723 | $816.8M | 0.19% | |
| 34 | ITBISHARES TR | 8,554 | $796.9M | 0.19% | |
| 35 | YUMCYUM CHINA HLDGS INC | 15,925 | $712.0M | 0.17% | |
| 36 | INDAISHARES TR | 12,208 | $679.7M | 0.16% | |
| 37 | BNDVANGUARD BD INDEX FDS | 9,052 | $666.5M | 0.16% | |
| 38 | VBVANGUARD INDEX FDS | 2,727 | $646.3M | 0.15% | |
| 39 | HDHOME DEPOT INC | 1,759 | $645.1M | 0.15% | |
| 40 | ORCLORACLE CORP | 2,800 | $612.3M | 0.14% | |
| 41 | LPLALPL FINL HLDGS INC | 1,543 | $578.7M | 0.14% | |
| 42 | JNJJOHNSON & JOHNSON | 3,482 | $531.9M | 0.13% | |
| 43 | IHIISHARES TR | 8,487 | $531.6M | 0.13% | |
| 44 | SYKSTRYKER CORPORATION | 1,283 | $507.4M | 0.12% | |
| 45 | IWDISHARES TR | 2,340 | $454.5M | 0.11% | |
| 46 | WTWWILLIS TOWERS WATSON PLC LTD | 1,436 | $440.1M | 0.10% | |
| 47 | GOOGALPHABET INC | 2,230 | $395.7M | 0.09% | |
| 48 | PGPROCTER AND GAMBLE CO | 2,058 | $327.9M | 0.08% | |
| 49 | VENVENTAS INC | 5,096 | $321.8M | 0.08% | |
| 50 | IWSISHARES TR | 2,035 | $268.9M | 0.06% | |
| 51 | VHTVANGUARD WORLD FD | 989 | $245.7M | 0.06% | |
| 52 | VTIVANGUARD INDEX FDS | 807 | $245.2M | 0.06% | |
| 53 | XLKSELECT SECTOR SPDR TR | 954 | $241.5M | 0.06% | |
| 54 | BMOBANK MONTREAL QUE | 2,075 | $229.6M | 0.05% |