Riverpoint Wealth Management Holdings, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Riverpoint Wealth Management Holdings, LLC reported 52 stock positions worth $383.3 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 18.9% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 10.9%) and Schwab Intl Equity ETF (SCHF, 10.3%). Compared with Q3 2024, it opened 1 new position, added to 33 and reduced 11. The biggest buy was Fidelity Total Bond ETF (FBND, shares +25%) and the biggest sale SS Health Care Select Sector (XLV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001682733
- Portfolio Value
- $383.3M (Q4 2024)
- SEC Filing
- 0001085146-25-000790 ↗ filed Feb 5, 2025
Holdings Value
Holdings 52 stocks · $383.3M
| GSLC Goldman Activebeta US LC ETF | 18.93% | 629,829 | $72.5M | Reduce -3.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.85% | 157,455 | $41.6M | Reduce -0.9% |
| SCHF Schwab Intl Equity ETF | 10.32% | 2,137,185 | $39.5M | Add +1.7% |
| VEA Vanguard Ftse Developed ETF | 10.19% | 816,667 | $39.1M | Add +1.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 8.06% | 1,040,669 | $30.9M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 6.08% | 39,618 | $23.3M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 5.29% | 37,661 | $20.3M | Add +1.2% |
| FBND Fidelity Total Bond ETF | 5.26% | 449,168 | $20.2M | Add +24.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.28% | 46,611 | $12.6M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 3.16% | 194,293 | $12.1M | Add +0.1% |
| FREL Fidelity MSCI RL Est Indx | 3.04% | 430,742 | $11.6M | Add +0.8% |
| VNQ Vanguard Real Estate ETF | 2.58% | 111,105 | $9.9M | Add +2.2% |
| XLV SS Health Care Select Sector | 1.24% | 34,678 | $4.8M | Reduce -1.7% |
| ACN Accenture PLC Class A | 1.13% | 12,353 | $4.3M | Reduce -7.7% |
| VIG Vanguard Dividend Apprec ETF | 0.97% | 18,941 | $3.7M | Add +0.1% |
| AAPL Apple Inc. | 0.83% | 12,756 | $3.2M | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.75% | 8,951 | $2.9M | Reduce -16.5% |
| MSFT Microsoft Corp. | 0.60% | 5,496 | $2.3M | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.60% | 51,897 | $2.3M | Add +27.1% |
| SCHX Schwab US Large-Cap ETF | 0.53% | 88,029 | $2.0M | No change |
| APOG Apogee Enterprises Inc. | 0.48% | 25,754 | $1.8M | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.44% | 32,880 | $1.7M | Add +0.6% |
| IWM iShares Russell 2000 ETF | 0.43% | 7,473 | $1.7M | Add +0.4% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.39% | 9,649 | $1.5M | Add +0.9% |
| ABBV Abbvie Inc. | 0.38% | 8,256 | $1.5M | Add +0.9% |
| THR Thermon Group Holdings Inc. | 0.36% | 47,862 | $1.4M | Add +1.7% |
| IWF iShares Russell 1000 Growth | 0.36% | 3,425 | $1.4M | Add +0.1% |
| VGT Vanguard Info Tech ETF | 0.31% | 1,927 | $1.2M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 8,259 | $952K | Reduce -1.2% |
| ITB iShares U.S. Home Constructi | 0.23% | 8,432 | $872K | Add +0.1% |
| HD Home Depot Inc. | 0.18% | 1,761 | $685K | Reduce -0.8% |
| GS Goldman Sachs Group Inc. | 0.18% | 1,185 | $678K | Reduce -4.8% |
| AMZN Amazon.com Inc. | 0.18% | 3,082 | $676K | Add +0.9% |
| INDA iShares MSCI India ETF | 0.17% | 12,208 | $643K | Add +0.8% |
| IAU iShares Gold Trust | 0.17% | 12,873 | $637K | Reduce -1.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 2,626 | $631K | Add +0.7% |
| BND Vanguard Total Bond Market | 0.16% | 8,737 | $628K | Add +0.4% |
| YUMC Yum China Holdings Inc. | 0.15% | 12,088 | $582K | No change |
| LPLA LPL Financial Holdings Inc. | 0.13% | 1,541 | $503K | Add +0.1% |
| JNJ Johnson & Johnson | 0.13% | 3,477 | $503K | Add +0.4% |
| IHI iShares U.S. Medical Devices | 0.13% | 8,475 | $494K | Add +0.2% |
| ORCL Oracle Corp. | 0.12% | 2,784 | $464K | Add +0.2% |
| WTW Willis Towers Watson PLC | 0.12% | 1,436 | $450K | No change |
| IWD iShares Russell 1000 Value E | 0.11% | 2,353 | $436K | No change |
| SYK Stryker Corp. | 0.09% | 952 | $343K | Add +0.2% |
| PG The Procter & Gamble Co. | 0.09% | 1,982 | $332K | Add +0.6% |
| VTR Ventas Inc. | 0.08% | 5,096 | $300K | No change |
| GOOG Alphabet Inc. Class C | 0.08% | 1,524 | $290K | Add +2.4% |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 2,035 | $263K | No change |
| VHT Vanguard Health Care ETF | 0.07% | 983 | $249K | Add +0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 787 | $228K | Add +1.7% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.05% | 2,075 | $201K | New |
Portfolio Sells Q3 2024 → Q4 2024
| XLV SS Health Care Select Sector | Reduce -1.7% | 1.24% | −0.15 |
| IWB iShares Russell 1000 ETF | Reduce -16.5% | 0.75% | −0.11 |
| ACN Accenture PLC Class A | Reduce -7.7% | 1.13% | −0.08 |
| HD Home Depot Inc. | Reduce -0.8% | 0.18% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.2% | 0.25% | −0.00 |
| IAU iShares Gold Trust | Reduce -1.5% | 0.17% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -4.8% | 0.18% | +0.02 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -0.8% | 8.06% | +0.05 |
| GSLC Goldman Activebeta US LC ETF | Reduce -3.2% | 18.93% | +0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.9% | 10.85% | +0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 6.08% | +0.18 |
Portfolio Buys Q3 2024 → Q4 2024
| FBND Fidelity Total Bond ETF | Add +24.6% | 5.26% | +0.94 |
| VOO Vanguard S&P 500 ETF | Add +1.2% | 5.29% | +0.26 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.1% | 3.28% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +27.1% | 0.60% | +0.10 |
| AAPL Apple Inc. | Add +0.3% | 0.83% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 3.16% | +0.06 |
| BMO Bank of Montreal | New | 0.05% | +0.05 |
| LPLA LPL Financial Holdings Inc. | Add +0.1% | 0.13% | +0.04 |
| AMZN Amazon.com Inc. | Add +0.9% | 0.18% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.36% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +0.3% | 0.31% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +2.4% | 0.08% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.4% | 0.43% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.97% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.7% | 0.16% | +0.01 |
| QUS SS SPDR MSCI U Stratfact ETF | Add +0.9% | 0.39% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.7% | 0.06% | +0.00 |
| SYK Stryker Corp. | Add +0.2% | 0.09% | +0.00 |
| IHI iShares U.S. Medical Devices | Add +0.2% | 0.13% | +0.00 |
| ORCL Oracle Corp. | Add +0.2% | 0.12% | −0.00 |
| MSFT Microsoft Corp. | Add +0.2% | 0.60% | −0.00 |
| THR Thermon Group Holdings Inc. | Add +1.7% | 0.36% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.6% | 0.09% | −0.00 |
| BND Vanguard Total Bond Market | Add +0.4% | 0.16% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.6% | 0.44% | −0.00 |
| VHT Vanguard Health Care ETF | Add +0.6% | 0.07% | −0.01 |
| JNJ Johnson & Johnson | Add +0.4% | 0.13% | −0.01 |
| INDA iShares MSCI India ETF | Add +0.8% | 0.17% | −0.01 |
| ABBV Abbvie Inc. | Add +0.9% | 0.38% | −0.03 |
| ITB iShares U.S. Home Constructi | Add +0.1% | 0.23% | −0.05 |
| VNQ Vanguard Real Estate ETF | Add +2.2% | 2.58% | −0.13 |
| FREL Fidelity MSCI RL Est Indx | Add +0.8% | 3.04% | −0.19 |
| VEA Vanguard Ftse Developed ETF | Add +1.3% | 10.19% | −0.73 |
| SCHF Schwab Intl Equity ETF | Add +1.7% | 10.32% | −0.76 |
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 |