Riverpoint Wealth Management Holdings, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), Riverpoint Wealth Management Holdings, LLC reported 53 stock positions worth $359.7 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 19.1% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 11.2%) and Vanguard Ftse Developed ETF (VEA, 11.1%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 28 and reduced 15. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +1%) and the biggest sale Accenture Class A (ACN, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001682733
- Portfolio Value
- $359.7M (Q1 2024)
- SEC Filing
- 0001085146-24-002221 ↗ filed May 6, 2024
Holdings Value
Holdings 53 stocks · $359.7M
| GSLC Goldman Activebeta US LC ETF | 19.05% | 660,266 | $68.5M | Reduce -1.8% |
| SCHF Schwab Intl Equity ETF | 11.15% | 1,027,931 | $40.1M | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 11.15% | 799,054 | $40.1M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.99% | 158,139 | $39.5M | Add +0.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 8.21% | 517,693 | $29.5M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 5.86% | 40,116 | $21.1M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 4.96% | 37,112 | $17.8M | Add +0.8% |
| FBND Fidelity Total Bond ETF | 3.75% | 297,662 | $13.5M | Add +7.2% |
| IJH iShares Core S&P Midcap ETF | 3.27% | 193,369 | $11.7M | Add +0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.10% | 46,528 | $11.2M | Add +0.2% |
| VNQ Vanguard Real Estate ETF | 2.86% | 119,040 | $10.3M | Reduce -0.3% |
| FREL Fidelity MSCI RL Est Indx | 2.61% | 359,801 | $9.4M | Add +2.5% |
| XLV SS Health Care Select Sector | 1.47% | 35,802 | $5.3M | Reduce -2.6% |
| ACN Accenture PLC Class A | 1.29% | 13,378 | $4.6M | Reduce -28.8% |
| VIG Vanguard Dividend Apprec ETF | 1.02% | 20,081 | $3.7M | Reduce -0.1% |
| IWB iShares Russell 1000 ETF | 0.85% | 10,657 | $3.1M | Add +0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.73% | 52,269 | $2.6M | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.64% | 5,467 | $2.3M | Reduce -0.3% |
| AAPL Apple Inc. | 0.60% | 12,688 | $2.2M | Reduce -0.4% |
| SCHX Schwab US Large-Cap ETF | 0.51% | 29,316 | $1.8M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.50% | 42,879 | $1.8M | Reduce -2.5% |
| IWM iShares Russell 2000 ETF | 0.43% | 7,403 | $1.6M | Add +0.2% |
| APOG Apogee Enterprises Inc. | 0.42% | 25,754 | $1.5M | Add +0.5% |
| ABBV Abbvie Inc. | 0.41% | 8,039 | $1.5M | Add +0.9% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.41% | 10,032 | $1.5M | No change |
| IWF iShares Russell 1000 Growth | 0.32% | 3,430 | $1.2M | Add +0.1% |
| VGT Vanguard Info Tech ETF | 0.28% | 1,920 | $1.0M | Reduce -0.8% |
| ITB iShares U.S. Home Constructi | 0.27% | 8,407 | $973K | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 8,305 | $918K | Add +0.1% |
| HD Home Depot Inc. | 0.19% | 1,771 | $679K | Reduce -0.7% |
| BND Vanguard Total Bond Market | 0.17% | 8,664 | $629K | Add +12.2% |
| INDA iShares MSCI India ETF | 0.17% | 12,117 | $625K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 2,598 | $594K | Add +0.3% |
| AMZN Amazon.com Inc. | 0.15% | 3,053 | $551K | No change |
| IAU iShares Gold Trust | 0.15% | 13,073 | $549K | No change |
| JNJ Johnson & Johnson | 0.15% | 3,388 | $536K | Reduce -3.3% |
| GS Goldman Sachs Group Inc. | 0.14% | 1,232 | $514K | Add +0.7% |
| IHI iShares U.S. Medical Devices | 0.14% | 8,440 | $494K | Add +0.1% |
| WTW Willis Towers Watson PLC | 0.12% | 1,542 | $424K | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.12% | 2,340 | $419K | No change |
| LPLA LPL Financial Holdings Inc. | 0.11% | 1,536 | $406K | Add +0.1% |
| ORCL Oracle Corp. | 0.10% | 2,760 | $347K | Add +0.3% |
| SYK Stryker Corp. | 0.09% | 945 | $338K | Add +0.2% |
| PG The Procter & Gamble Co. | 0.09% | 1,946 | $316K | Add +0.5% |
| VHT Vanguard Health Care ETF | 0.07% | 974 | $264K | Add +0.2% |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 2,035 | $255K | No change |
| GOOG Alphabet Inc. Class C | 0.06% | 1,497 | $228K | No change |
| HDV iShares Core High Dividend E | 0.06% | 2,039 | $225K | Reduce -21.8% |
| ABT Abbott Laboratories | 0.06% | 1,964 | $223K | Add +0.5% |
| CVS CVS Health Corp. | 0.06% | 2,788 | $222K | Add +0.9% |
| VTR Ventas Inc. | 0.06% | 5,096 | $222K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.06% | 2,075 | $203K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 771 | $200K | New |
Portfolio Sells Q4 2023 → Q1 2024
| ACN Accenture PLC Class A | Reduce -28.8% | 1.29% | −0.65 |
| VNQ Vanguard Real Estate ETF | Reduce -0.3% | 2.86% | −0.24 |
| AAPL Apple Inc. | Reduce -0.4% | 0.60% | −0.12 |
| SCHF Schwab Intl Equity ETF | Reduce -0.4% | 11.15% | −0.08 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.07 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.5% | 0.50% | −0.03 |
| HDV iShares Core High Dividend E | Reduce -21.8% | 0.06% | −0.02 |
| JNJ Johnson & Johnson | Reduce -3.3% | 0.15% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -2.6% | 1.47% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -0.8% | 0.28% | +0.00 |
| HD Home Depot Inc. | Reduce -0.7% | 0.19% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.2% | 0.73% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 1.02% | +0.01 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.64% | +0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 5.86% | +0.20 |
| GSLC Goldman Activebeta US LC ETF | Reduce -1.8% | 19.05% | +0.49 |
Portfolio Buys Q4 2023 → Q1 2024
| VOO Vanguard S&P 500 ETF | Add +0.8% | 4.96% | +0.22 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.3% | 10.99% | +0.18 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 3.27% | +0.13 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.2% | 3.10% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.06% | +0.06 |
| ABBV Abbvie Inc. | Add +0.9% | 0.41% | +0.04 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.85% | +0.03 |
| APOG Apogee Enterprises Inc. | Add +0.5% | 0.42% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +0.0% | 0.51% | +0.02 |
| ITB iShares U.S. Home Constructi | Add +0.1% | 0.27% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.32% | +0.02 |
| ORCL Oracle Corp. | Add +0.3% | 0.10% | +0.01 |
| SYK Stryker Corp. | Add +0.2% | 0.09% | +0.01 |
| LPLA LPL Financial Holdings Inc. | Add +0.1% | 0.11% | +0.01 |
| WTW Willis Towers Watson PLC | Add +0.1% | 0.12% | +0.01 |
| BND Vanguard Total Bond Market | Add +12.2% | 0.17% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.09% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.7% | 0.14% | +0.00 |
| IHI iShares U.S. Medical Devices | Add +0.1% | 0.14% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.17% | +0.00 |
| VHT Vanguard Health Care ETF | Add +0.2% | 0.07% | +0.00 |
| ABT Abbott Laboratories | Add +0.5% | 0.06% | −0.00 |
| CVS CVS Health Corp. | Add +0.9% | 0.06% | −0.00 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 0.43% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.26% | −0.01 |
| FBND Fidelity Total Bond ETF | Add +7.2% | 3.75% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 11.15% | −0.11 |
| FREL Fidelity MSCI RL Est Indx | Add +2.5% | 2.61% | −0.14 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +0.3% | 8.21% | −0.20 |
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 |