Riverpoint Wealth Management Holdings, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Riverpoint Wealth Management Holdings, LLC reported 54 stock positions worth $387.1 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 18.0% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 11.6%) and Vanguard Ftse Developed ETF (VEA, 10.8%). Compared with Q4 2024, it opened 3 new positions, sold out of 1, added to 35 and reduced 7. The biggest buy was Schwab Intl Equity ETF (SCHF, shares +6%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001682733
- Portfolio Value
- $387.1M (Q1 2025)
- SEC Filing
- 0001085146-25-002621 ↗ filed May 6, 2025
Holdings Value
Holdings 54 stocks · $387.1M
| GSLC Goldman Activebeta US LC ETF | 17.98% | 632,094 | $69.6M | Add +0.4% |
| SCHF Schwab Intl Equity ETF | 11.57% | 2,263,728 | $44.8M | Add +5.9% |
| VEA Vanguard Ftse Developed ETF | 10.84% | 825,430 | $42.0M | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.80% | 161,637 | $41.8M | Add +2.7% |
| FNDA Schwab Fndmntl US SM Co. ETF | 7.56% | 1,068,884 | $29.3M | Add +2.7% |
| IVV iShares Core S&P 500 ETF | 5.83% | 40,180 | $22.6M | Add +1.4% |
| FBND Fidelity Total Bond ETF | 5.73% | 486,050 | $22.2M | Add +8.2% |
| VOO Vanguard S&P 500 ETF | 4.95% | 37,302 | $19.2M | Reduce -0.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.40% | 51,243 | $13.2M | Add +9.9% |
| FREL Fidelity MSCI RL Est Indx | 3.19% | 450,035 | $12.4M | Add +4.5% |
| IJH iShares Core S&P Midcap ETF | 2.99% | 198,562 | $11.6M | Add +2.2% |
| VNQ Vanguard Real Estate ETF | 2.61% | 111,498 | $10.1M | Add +0.3% |
| XLV SS Health Care Select Sector | 1.28% | 34,039 | $5.0M | Reduce -1.8% |
| ACN Accenture PLC Class A | 1.00% | 12,353 | $3.9M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.95% | 19,009 | $3.7M | Add +0.4% |
| AAPL Apple Inc. | 0.73% | 12,760 | $2.8M | Add +0.0% |
| IWB iShares Russell 1000 ETF | 0.71% | 8,976 | $2.8M | Add +0.3% |
| MSFT Microsoft Corp. | 0.53% | 5,505 | $2.1M | Add +0.2% |
| SCHX Schwab US Large-Cap ETF | 0.50% | 88,055 | $1.9M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.48% | 41,373 | $1.9M | Reduce -20.3% |
| ABBV Abbvie Inc. | 0.46% | 8,499 | $1.8M | Add +2.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.39% | 29,739 | $1.5M | Reduce -9.6% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.39% | 9,649 | $1.5M | No change |
| IWM iShares Russell 2000 ETF | 0.39% | 7,484 | $1.5M | Add +0.1% |
| THR Thermon Group Holdings Inc. | 0.35% | 48,687 | $1.4M | Add +1.7% |
| IWF iShares Russell 1000 Growth | 0.32% | 3,427 | $1.2M | Add +0.1% |
| APOG Apogee Enterprises Inc. | 0.31% | 25,754 | $1.2M | No change |
| VGT Vanguard Info Tech ETF | 0.27% | 1,930 | $1.0M | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 9,531 | $997K | Add +15.4% |
| ITB iShares U.S. Home Constructi | 0.21% | 8,491 | $808K | Add +0.7% |
| IAU iShares Gold Trust | 0.20% | 12,873 | $759K | No change |
| AMZN Amazon.com Inc. | 0.18% | 3,709 | $706K | Add +20.3% |
| BND Vanguard Total Bond Market | 0.17% | 9,210 | $676K | Add +5.4% |
| GS Goldman Sachs Group Inc. | 0.17% | 1,190 | $650K | Add +0.4% |
| HD Home Depot Inc. | 0.17% | 1,749 | $641K | Reduce -0.7% |
| YUMC Yum China Holdings Inc. | 0.16% | 12,088 | $629K | No change |
| INDA iShares MSCI India ETF | 0.16% | 12,208 | $628K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 2,646 | $587K | Add +0.8% |
| JNJ Johnson & Johnson | 0.15% | 3,457 | $573K | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.13% | 4,819 | $522K | New |
| IHI iShares U.S. Medical Devices | 0.13% | 8,479 | $510K | Add +0.1% |
| LPLA LPL Financial Holdings Inc. | 0.13% | 1,542 | $505K | Add +0.1% |
| WTW Willis Towers Watson PLC | 0.13% | 1,436 | $485K | No change |
| SYK Stryker Corp. | 0.12% | 1,224 | $456K | Add +28.6% |
| IWD iShares Russell 1000 Value E | 0.11% | 2,340 | $440K | Reduce -0.6% |
| ORCL Oracle Corp. | 0.10% | 2,790 | $390K | Add +0.2% |
| UFEB Innovator U.S. Equity Ultra | 0.10% | 11,542 | $374K | New |
| GOOG Alphabet Inc. Class C | 0.09% | 2,252 | $352K | Add +47.8% |
| VTR Ventas Inc. | 0.09% | 5,096 | $350K | No change |
| PG The Procter & Gamble Co. | 0.09% | 2,051 | $349K | Add +3.5% |
| IBIT iShares Bitcoin Trust ETF | 0.08% | 6,401 | $300K | New |
| VHT Vanguard Health Care ETF | 0.07% | 985 | $261K | Add +0.2% |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 2,035 | $256K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 807 | $222K | Add +2.5% |
Portfolio Sells Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Reduce -0.9% | 4.95% | −0.34 |
| VWO Vanguard Ftse Emerging Marke | Reduce -20.3% | 0.48% | −0.11 |
| BMO Bank of Montreal | Sold out | 0.00% | −0.05 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -9.6% | 0.39% | −0.05 |
| HD Home Depot Inc. | Reduce -0.7% | 0.17% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.6% | 0.11% | +0.00 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.15% | +0.02 |
| XLV SS Health Care Select Sector | Reduce -1.8% | 1.28% | +0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHF Schwab Intl Equity ETF | Add +5.9% | 11.57% | +1.25 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 10.84% | +0.65 |
| FBND Fidelity Total Bond ETF | Add +8.2% | 5.73% | +0.47 |
| FREL Fidelity MSCI RL Est Indx | Add +4.5% | 3.19% | +0.16 |
| NVDA Nvidia Corp. | New | 0.13% | +0.13 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +9.9% | 3.40% | +0.12 |
| UFEB Innovator U.S. Equity Ultra | New | 0.10% | +0.10 |
| IBIT iShares Bitcoin Trust ETF | New | 0.08% | +0.08 |
| ABBV Abbvie Inc. | Add +2.9% | 0.46% | +0.08 |
| SYK Stryker Corp. | Add +28.6% | 0.12% | +0.03 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 2.61% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +47.8% | 0.09% | +0.02 |
| BND Vanguard Total Bond Market | Add +5.4% | 0.17% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +15.4% | 0.26% | +0.01 |
| AMZN Amazon.com Inc. | Add +20.3% | 0.18% | +0.01 |
| PG The Procter & Gamble Co. | Add +3.5% | 0.09% | +0.00 |
| IHI iShares U.S. Medical Devices | Add +0.1% | 0.13% | +0.00 |
| VHT Vanguard Health Care ETF | Add +0.2% | 0.07% | +0.00 |
| LPLA LPL Financial Holdings Inc. | Add +0.1% | 0.13% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.5% | 0.06% | −0.00 |
| GS Goldman Sachs Group Inc. | Add +0.4% | 0.17% | −0.01 |
| THR Thermon Group Holdings Inc. | Add +1.7% | 0.35% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.8% | 0.15% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.4% | 0.95% | −0.02 |
| ITB iShares U.S. Home Constructi | Add +0.7% | 0.21% | −0.02 |
| ORCL Oracle Corp. | Add +0.2% | 0.10% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Add +0.0% | 0.50% | −0.03 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.32% | −0.04 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.71% | −0.04 |
| VGT Vanguard Info Tech ETF | Add +0.2% | 0.27% | −0.04 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.39% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.7% | 10.80% | −0.05 |
| MSFT Microsoft Corp. | Add +0.2% | 0.53% | −0.07 |
| AAPL Apple Inc. | Add +0.0% | 0.73% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Add +2.2% | 2.99% | −0.17 |
| IVV iShares Core S&P 500 ETF | Add +1.4% | 5.83% | −0.25 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +2.7% | 7.56% | −0.50 |
| GSLC Goldman Activebeta US LC ETF | Add +0.4% | 17.98% | −0.95 |
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 |