Riverpoint Wealth Management Holdings, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Riverpoint Wealth Management Holdings, LLC reported 51 stock positions worth $390.1 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 18.8% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 11.1%) and Vanguard Ftse Developed ETF (VEA, 10.9%). Compared with Q2 2024, it opened 1 new position, added to 34 and reduced 8. The biggest buy was Fidelity MSCI RL Est Indx (FREL, shares +5%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001682733
- Portfolio Value
- $390.1M (Q3 2024)
- SEC Filing
- 0001085146-24-005354 ↗ filed Nov 4, 2024
Holdings Value
Holdings 51 stocks · $390.1M
| GSLC Goldman Activebeta US LC ETF | 18.84% | 650,592 | $73.5M | Add +0.1% |
| SCHF Schwab Intl Equity ETF | 11.07% | 1,050,670 | $43.2M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 10.92% | 806,488 | $42.6M | Add +0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.75% | 158,929 | $41.9M | Add +0.6% |
| FNDA Schwab Fndmntl US SM Co. ETF | 8.01% | 524,626 | $31.3M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 5.91% | 39,964 | $23.1M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 5.03% | 37,220 | $19.6M | Add +0.1% |
| FBND Fidelity Total Bond ETF | 4.32% | 360,348 | $16.8M | Add +7.7% |
| FREL Fidelity MSCI RL Est Indx | 3.23% | 427,240 | $12.6M | Add +4.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.14% | 46,567 | $12.3M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 3.10% | 194,018 | $12.1M | Add +1.8% |
| VNQ Vanguard Real Estate ETF | 2.71% | 108,706 | $10.6M | Reduce -0.2% |
| XLV SS Health Care Select Sector | 1.39% | 35,262 | $5.4M | Add +0.3% |
| ACN Accenture PLC Class A | 1.21% | 13,378 | $4.7M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.96% | 18,921 | $3.7M | Reduce -3.6% |
| IWB iShares Russell 1000 ETF | 0.86% | 10,720 | $3.4M | Add +0.3% |
| AAPL Apple Inc. | 0.76% | 12,719 | $3.0M | Add +0.1% |
| MSFT Microsoft Corp. | 0.61% | 5,486 | $2.4M | Add +0.2% |
| SCHX Schwab US Large-Cap ETF | 0.51% | 29,333 | $2.0M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.50% | 40,821 | $2.0M | Reduce -0.1% |
| APOG Apogee Enterprises Inc. | 0.46% | 25,754 | $1.8M | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.44% | 32,693 | $1.7M | Reduce -7.6% |
| IWM iShares Russell 2000 ETF | 0.42% | 7,446 | $1.6M | Add +0.3% |
| ABBV Abbvie Inc. | 0.41% | 8,181 | $1.6M | Add +0.8% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.39% | 9,567 | $1.5M | Reduce -5.3% |
| THR Thermon Group Holdings Inc. | 0.36% | 47,057 | $1.4M | Add +1.7% |
| IWF iShares Russell 1000 Growth | 0.33% | 3,423 | $1.3M | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 0.29% | 1,922 | $1.1M | Add +0.1% |
| ITB iShares U.S. Home Constructi | 0.27% | 8,423 | $1.1M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 8,360 | $978K | Add +0.5% |
| HD Home Depot Inc. | 0.18% | 1,776 | $720K | Add +0.5% |
| INDA iShares MSCI India ETF | 0.18% | 12,117 | $709K | No change |
| BND Vanguard Total Bond Market | 0.17% | 8,702 | $654K | Reduce -2.3% |
| IAU iShares Gold Trust | 0.17% | 13,073 | $650K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 2,609 | $619K | Add +0.4% |
| GS Goldman Sachs Group Inc. | 0.16% | 1,245 | $616K | Add +0.6% |
| AMZN Amazon.com Inc. | 0.15% | 3,053 | $569K | No change |
| JNJ Johnson & Johnson | 0.14% | 3,462 | $561K | Add +0.6% |
| YUMC Yum China Holdings Inc. | 0.14% | 12,088 | $544K | New |
| IHI iShares U.S. Medical Devices | 0.13% | 8,459 | $501K | Add +0.1% |
| ORCL Oracle Corp. | 0.12% | 2,778 | $473K | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.11% | 2,353 | $447K | Add +0.6% |
| WTW Willis Towers Watson PLC | 0.11% | 1,436 | $423K | No change |
| LPLA LPL Financial Holdings Inc. | 0.09% | 1,539 | $358K | Add +0.1% |
| SYK Stryker Corp. | 0.09% | 950 | $343K | Add +0.3% |
| PG The Procter & Gamble Co. | 0.09% | 1,970 | $341K | Add +0.6% |
| VTR Ventas Inc. | 0.08% | 5,096 | $327K | No change |
| VHT Vanguard Health Care ETF | 0.07% | 977 | $276K | Add +0.3% |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 2,035 | $269K | No change |
| GOOG Alphabet Inc. Class C | 0.06% | 1,489 | $249K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 774 | $219K | Add +0.4% |
Portfolio Sells Q2 2024 → Q3 2024
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 5.91% | −0.18 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -7.6% | 0.44% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.6% | 0.96% | −0.03 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -5.3% | 0.39% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -0.3% | 0.33% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -2.3% | 0.17% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.1% | 0.50% | +0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -0.2% | 2.71% | +0.18 |
Portfolio Buys Q2 2024 → Q3 2024
| FREL Fidelity MSCI RL Est Indx | Add +4.8% | 3.23% | +0.36 |
| FBND Fidelity Total Bond ETF | Add +7.7% | 4.32% | +0.15 |
| YUMC Yum China Holdings Inc. | New | 0.14% | +0.14 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.6% | 10.75% | +0.13 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +1.1% | 8.01% | +0.10 |
| ITB iShares U.S. Home Constructi | Add +0.1% | 0.27% | +0.04 |
| ABBV Abbvie Inc. | Add +0.8% | 0.41% | +0.03 |
| AAPL Apple Inc. | Add +0.1% | 0.76% | +0.02 |
| HD Home Depot Inc. | Add +0.5% | 0.18% | +0.02 |
| ORCL Oracle Corp. | Add +0.3% | 0.12% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +1.8% | 3.10% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.5% | 0.25% | +0.00 |
| JNJ Johnson & Johnson | Add +0.6% | 0.14% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 0.42% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.6% | 0.16% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.4% | 0.16% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +0.6% | 0.11% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 0.06% | −0.00 |
| VHT Vanguard Health Care ETF | Add +0.3% | 0.07% | −0.00 |
| SYK Stryker Corp. | Add +0.3% | 0.09% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.6% | 0.09% | −0.00 |
| IHI iShares U.S. Medical Devices | Add +0.1% | 0.13% | −0.00 |
| SCHF Schwab Intl Equity ETF | Add +1.1% | 11.07% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.06% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.1% | 0.51% | −0.01 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 0.29% | −0.02 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.86% | −0.02 |
| LPLA LPL Financial Holdings Inc. | Add +0.1% | 0.09% | −0.03 |
| XLV SS Health Care Select Sector | Add +0.3% | 1.39% | −0.03 |
| THR Thermon Group Holdings Inc. | Add +1.7% | 0.36% | −0.04 |
| MSFT Microsoft Corp. | Add +0.2% | 0.61% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Add +0.6% | 10.92% | −0.08 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.2% | 3.14% | −0.08 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 5.03% | −0.13 |
| GSLC Goldman Activebeta US LC ETF | Add +0.1% | 18.84% | −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 |