Riverpoint Wealth Management Holdings, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Riverpoint Wealth Management Holdings, LLC reported 61 stock positions worth $544.3 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 17.2% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 11.8%) and Vanguard Ftse Developed ETF (VEA, 11.3%). Compared with Q1 2026, it opened 3 new positions, sold out of 4, added to 34 and reduced 14. The biggest buy was Avantis Emerging Markets Eq (AVEM, shares +349%) and the biggest sale an exit from Thermon (THR).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001682733
- Portfolio Value
- $544.3M (Q2 2026)
- SEC Filing
- 0001682733-26-000004 ↗ filed Jul 27, 2026
Holdings Value
Holdings 61 stocks · $544.3M
| GSLC Goldman Activebeta US LC ETF | 17.17% | 658,842 | $93.5M | Add +1.9% |
| SCHF Schwab Intl Equity ETF | 11.82% | 2,322,186 | $64.3M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 11.28% | 861,421 | $61.4M | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.45% | 706,160 | $56.9M | Add +1.0% |
| FNDA Schwab Fndmntl US SM Co. ETF | 8.21% | 1,174,381 | $44.7M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 5.44% | 39,545 | $29.6M | Reduce -2.1% |
| VOO Vanguard S&P 500 ETF | 4.92% | 39,014 | $26.8M | Add +1.5% |
| FBND Fidelity Total Bond ETF | 4.61% | 551,758 | $25.1M | Add +5.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.23% | 51,059 | $17.6M | Add +1.6% |
| IJH iShares Core S&P Midcap ETF | 3.09% | 218,200 | $16.8M | Add +6.9% |
| FREL Fidelity MSCI RL Est Indx | 3.09% | 574,099 | $16.8M | Add +3.3% |
| AVEM Avantis Emerging Markets Eq | 2.73% | 153,774 | $14.8M | Add +349.4% |
| VNQ Vanguard Real Estate ETF | 2.06% | 116,267 | $11.2M | Add +1.9% |
| SCHP Schwab U.S. Tips ETF | 1.47% | 301,276 | $8.0M | Add +11.3% |
| VIG Vanguard Dividend Apprec ETF | 0.83% | 19,205 | $4.5M | Add +0.3% |
| XLV SS Health Care Select Sector | 0.78% | 26,612 | $4.2M | Reduce -0.5% |
| AAPL Apple Inc. | 0.64% | 11,985 | $3.5M | Reduce -1.6% |
| CECO Ceco Environmental Corp. | 0.60% | 36,005 | $3.3M | New |
| IWB iShares Russell 1000 ETF | 0.58% | 7,675 | $3.1M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.54% | 9,771 | $2.9M | Add +0.2% |
| SCHX Schwab US Large-Cap ETF | 0.43% | 79,842 | $2.3M | Add +0.0% |
| ABBV Abbvie Inc. | 0.40% | 8,709 | $2.2M | Add +0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.39% | 36,003 | $2.1M | Reduce -4.2% |
| MSFT Microsoft Corp. | 0.38% | 5,496 | $2.1M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 0.35% | 15,130 | $1.9M | Add +8.9% |
| VGT Vanguard Info Tech ETF | 0.34% | 15,365 | $1.8M | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 12,089 | $1.8M | Add +6.8% |
| EMGF iShares Emerging Markets Equ | 0.32% | 23,733 | $1.7M | Add +0.5% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.28% | 8,196 | $1.5M | Add +0.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.28% | 24,936 | $1.5M | Add +0.4% |
| NVDA Nvidia Corp. | 0.19% | 5,271 | $1.1M | Add +0.3% |
| GS Goldman Sachs Group Inc. | 0.19% | 1,005 | $1.0M | Reduce -12.6% |
| ITB iShares U.S. Home Constructi | 0.17% | 8,610 | $900K | Add +0.2% |
| AMZN Amazon.com Inc. | 0.16% | 3,723 | $887K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 2,785 | $844K | Add +0.4% |
| JNJ Johnson & Johnson | 0.15% | 3,275 | $832K | Add +0.5% |
| IAU iShares Gold Trust | 0.15% | 10,779 | $814K | No change |
| GOOG Alphabet Inc. Class C | 0.14% | 2,084 | $736K | Reduce -0.3% |
| YUMC Yum China Holdings Inc. | 0.12% | 15,925 | $651K | No change |
| BND Vanguard Total Bond Market | 0.12% | 8,731 | $641K | Reduce -2.8% |
| INDA iShares MSCI India ETF | 0.11% | 12,208 | $603K | No change |
| HD Home Depot Inc. | 0.11% | 1,622 | $572K | Reduce -7.8% |
| IWD iShares Russell 1000 Value E | 0.10% | 2,240 | $543K | Add +22.2% |
| VTR Ventas Inc. | 0.08% | 4,811 | $427K | No change |
| WTW Willis Towers Watson PLC | 0.08% | 1,630 | $426K | No change |
| IHI iShares U.S. Medical Devices | 0.08% | 8,524 | $421K | Add +0.1% |
| ACN Accenture PLC Class A | 0.08% | 3,345 | $416K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 994 | $368K | Add +22.1% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.07% | 2,075 | $367K | No change |
| XLK SS Technology Select Sector | 0.07% | 1,918 | $365K | Add +0.2% |
| UFEB Innovator U.S. Equity Ultra | 0.07% | 9,397 | $363K | Reduce -14.4% |
| ORCL Oracle Corp. | 0.07% | 2,457 | $360K | Reduce -0.5% |
| LPLA LPL Financial Holdings Inc. | 0.07% | 1,275 | $359K | Add +0.2% |
| SYK Stryker Corp. | 0.06% | 1,123 | $354K | Add +0.3% |
| IWS iShares Russell Mid-Cap Valu | 0.06% | 2,035 | $335K | No change |
| PG The Procter & Gamble Co. | 0.05% | 2,017 | $296K | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.05% | 758 | $271K | Reduce -21.6% |
| WTFC Wintrust Financial Corp. | 0.05% | 1,617 | $260K | Add +0.4% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 7,658 | $255K | No change |
| VHT Vanguard Health Care ETF | 0.04% | 736 | $220K | New |
| BSV Vanguard Short-Term Bond ETF | 0.04% | 2,667 | $208K | New |
Portfolio Sells Q1 2026 → Q2 2026
| THR Thermon Group Holdings Inc. | Sold out | 0.00% | −0.56 |
| SCHF Schwab Intl Equity ETF | Reduce -0.3% | 11.82% | −0.44 |
| IVV iShares Core S&P 500 ETF | Reduce -2.1% | 5.44% | −0.17 |
| APOG Apogee Enterprises Inc. | Sold out | 0.00% | −0.15 |
| MSFT Microsoft Corp. | Reduce -0.8% | 0.38% | −0.06 |
| XLV SS Health Care Select Sector | Reduce -0.5% | 0.78% | −0.06 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.05 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.2% | 0.39% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -2.8% | 0.12% | −0.02 |
| AAPL Apple Inc. | Reduce -1.6% | 0.64% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -12.6% | 0.19% | −0.02 |
| HD Home Depot Inc. | Reduce -7.8% | 0.11% | −0.02 |
| UFEB Innovator U.S. Equity Ultra | Reduce -14.4% | 0.07% | −0.02 |
| ORCL Oracle Corp. | Reduce -0.5% | 0.07% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -21.6% | 0.05% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.14% | +0.01 |
| VGT Vanguard Info Tech ETF | Reduce -0.8% | 0.34% | +0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| AVEM Avantis Emerging Markets Eq | Add +349.4% | 2.73% | +2.14 |
| CECO Ceco Environmental Corp. | New | 0.60% | +0.60 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +1.4% | 8.21% | +0.22 |
| IJH iShares Core S&P Midcap ETF | Add +6.9% | 3.09% | +0.16 |
| VHT Vanguard Health Care ETF | New | 0.04% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | New | 0.04% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +1.5% | 4.92% | +0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.6% | 3.23% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +8.9% | 0.35% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +6.8% | 0.33% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 0.54% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +22.2% | 0.10% | +0.02 |
| EMGF iShares Emerging Markets Equ | Add +0.5% | 0.32% | +0.02 |
| XLK SS Technology Select Sector | Add +0.2% | 0.07% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +22.1% | 0.07% | +0.01 |
| ABBV Abbvie Inc. | Add +0.8% | 0.40% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.4% | 0.16% | +0.00 |
| WTFC Wintrust Financial Corp. | Add +0.4% | 0.05% | +0.00 |
| ITB iShares U.S. Home Constructi | Add +0.2% | 0.17% | −0.00 |
| NVDA Nvidia Corp. | Add +0.3% | 0.19% | −0.00 |
| IWB iShares Russell 1000 ETF | Add +0.2% | 0.58% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Add +0.0% | 0.43% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.05% | −0.01 |
| SYK Stryker Corp. | Add +0.3% | 0.06% | −0.01 |
| LPLA LPL Financial Holdings Inc. | Add +0.2% | 0.07% | −0.02 |
| QUS SS SPDR MSCI U Stratfact ETF | Add +0.6% | 0.28% | −0.02 |
| JNJ Johnson & Johnson | Add +0.5% | 0.15% | −0.02 |
| IHI iShares U.S. Medical Devices | Add +0.1% | 0.08% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.4% | 0.28% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Add +1.9% | 17.17% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.83% | −0.04 |
| SCHP Schwab U.S. Tips ETF | Add +11.3% | 1.47% | −0.07 |
| FREL Fidelity MSCI RL Est Indx | Add +3.3% | 3.09% | −0.09 |
| VNQ Vanguard Real Estate ETF | Add +1.9% | 2.06% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.0% | 10.45% | −0.23 |
| VEA Vanguard Ftse Developed ETF | Add +0.3% | 11.28% | −0.44 |
| FBND Fidelity Total Bond ETF | Add +5.6% | 4.61% | −0.46 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 61 | $544.3M | GSLC, SCHF, VEA, VO, FNDA |
| Q1 2026 | 62 | $470.0M | GSLC, SCHF, VEA, VO, FNDA |
| Q4 2025 | 59 | $465.6M | GSLC, SCHF, VEA, VO, FNDA |
| Q3 2025 | 58 | $455.0M | GSLC, SCHF, VEA, VO, FNDA |
| Q2 2025 | 54 | $425.1M | GSLC, SCHF, VEA, VO, FNDA |
| Q1 2025 | 54 | $387.1M | GSLC, SCHF, VEA, VO, FNDA |
| Q4 2024 | 52 | $383.3M | GSLC, VO, SCHF, VEA, FNDA |
| Q3 2024 | 51 | $390.1M | GSLC, SCHF, VEA, VO, FNDA |
| Q2 2024 | 50 | $360.2M | GSLC, SCHF, VEA, VO, FNDA |
| Q1 2024 | 53 | $359.7M | GSLC, SCHF, VEA, VO, FNDA |