Riverpoint Wealth Management Holdings, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Riverpoint Wealth Management Holdings, LLC reported 54 stock positions worth $425.1 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 18.6% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 11.8%) and Vanguard Ftse Developed ETF (VEA, 11.5%). Compared with Q1 2025, it opened 3 new positions, sold out of 3, added to 31 and reduced 13. The biggest buy was a new position in Schwab U.S. Tips ETF (SCHP) and the biggest sale Fidelity Total Bond ETF (FBND, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001682733
- Portfolio Value
- $425.1M (Q2 2025)
- SEC Filing
- 0001085146-25-004176 ↗ filed Jul 25, 2025
Holdings Value
Holdings 54 stocks · $425.1M
| GSLC Goldman Activebeta US LC ETF | 18.60% | 651,531 | $79.1M | Add +3.1% |
| SCHF Schwab Intl Equity ETF | 11.85% | 2,278,495 | $50.4M | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 11.48% | 855,776 | $48.8M | Add +3.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 11.00% | 167,059 | $46.7M | Add +3.4% |
| FNDA Schwab Fndmntl US SM Co. ETF | 7.46% | 1,106,829 | $31.7M | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 5.88% | 40,288 | $25.0M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 4.97% | 37,230 | $21.1M | Reduce -0.2% |
| FBND Fidelity Total Bond ETF | 4.69% | 436,090 | $20.0M | Reduce -10.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.39% | 50,574 | $14.4M | Reduce -1.3% |
| FREL Fidelity MSCI RL Est Indx | 2.97% | 467,376 | $12.6M | Add +3.9% |
| IJH iShares Core S&P Midcap ETF | 2.91% | 199,542 | $12.4M | Add +0.5% |
| VNQ Vanguard Real Estate ETF | 2.30% | 109,643 | $9.8M | Reduce -1.7% |
| VIG Vanguard Dividend Apprec ETF | 0.91% | 18,968 | $3.9M | Reduce -0.2% |
| SCHP Schwab U.S. Tips ETF | 0.90% | 142,664 | $3.8M | New |
| ACN Accenture PLC Class A | 0.87% | 12,353 | $3.7M | No change |
| XLV SS Health Care Select Sector | 0.86% | 27,209 | $3.7M | Reduce -20.1% |
| IWB iShares Russell 1000 ETF | 0.72% | 8,998 | $3.1M | Add +0.3% |
| MSFT Microsoft Corp. | 0.65% | 5,514 | $2.7M | Add +0.2% |
| AAPL Apple Inc. | 0.62% | 12,773 | $2.6M | Add +0.1% |
| SCHX Schwab US Large-Cap ETF | 0.50% | 87,369 | $2.1M | Reduce -0.8% |
| IWM iShares Russell 2000 ETF | 0.49% | 9,676 | $2.1M | Add +29.3% |
| VWO Vanguard Ftse Emerging Marke | 0.47% | 40,822 | $2.0M | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.37% | 8,577 | $1.6M | Add +0.9% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.36% | 9,430 | $1.5M | Reduce -2.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.36% | 29,266 | $1.5M | Reduce -1.6% |
| IWF iShares Russell 1000 Growth | 0.34% | 3,429 | $1.5M | Add +0.1% |
| THR Thermon Group Holdings Inc. | 0.33% | 49,530 | $1.4M | Add +1.7% |
| VGT Vanguard Info Tech ETF | 0.30% | 1,931 | $1.3M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 10,511 | $1.1M | Add +10.3% |
| GS Goldman Sachs Group Inc. | 0.20% | 1,195 | $846K | Add +0.4% |
| NVDA Nvidia Corp. | 0.20% | 5,340 | $844K | Add +10.8% |
| APOG Apogee Enterprises Inc. | 0.20% | 20,754 | $843K | Reduce -19.4% |
| AMZN Amazon.com Inc. | 0.19% | 3,723 | $817K | Add +0.4% |
| ITB iShares U.S. Home Constructi | 0.19% | 8,554 | $797K | Add +0.7% |
| YUMC Yum China Holdings Inc. | 0.17% | 15,925 | $712K | Add +31.7% |
| INDA iShares MSCI India ETF | 0.16% | 12,208 | $680K | No change |
| BND Vanguard Total Bond Market | 0.16% | 9,052 | $666K | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 2,727 | $646K | Add +3.1% |
| HD Home Depot Inc. | 0.15% | 1,759 | $645K | Add +0.6% |
| ORCL Oracle Corp. | 0.14% | 2,800 | $612K | Add +0.4% |
| LPLA LPL Financial Holdings Inc. | 0.14% | 1,543 | $579K | Add +0.1% |
| JNJ Johnson & Johnson | 0.13% | 3,482 | $532K | Add +0.7% |
| IHI iShares U.S. Medical Devices | 0.13% | 8,487 | $532K | Add +0.1% |
| SYK Stryker Corp. | 0.12% | 1,283 | $507K | Add +4.8% |
| IWD iShares Russell 1000 Value E | 0.11% | 2,340 | $454K | No change |
| WTW Willis Towers Watson PLC | 0.10% | 1,436 | $440K | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 2,230 | $396K | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.08% | 2,058 | $328K | Add +0.3% |
| VTR Ventas Inc. | 0.08% | 5,096 | $322K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.06% | 2,035 | $269K | No change |
| VHT Vanguard Health Care ETF | 0.06% | 989 | $246K | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 807 | $245K | No change |
| XLK SS Technology Select Sector | 0.06% | 954 | $242K | New |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.05% | 2,075 | $230K | New |
Portfolio Sells Q1 2025 → Q2 2025
| FBND Fidelity Total Bond ETF | Reduce -10.3% | 4.69% | −1.04 |
| XLV SS Health Care Select Sector | Reduce -20.1% | 0.86% | −0.42 |
| VNQ Vanguard Real Estate ETF | Reduce -1.7% | 2.30% | −0.31 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.20 |
| APOG Apogee Enterprises Inc. | Reduce -19.4% | 0.20% | −0.11 |
| UFEB Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.10 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 0.91% | −0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.6% | 0.36% | −0.03 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -2.3% | 0.36% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -1.7% | 0.16% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.3% | 0.47% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.3% | 3.39% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.8% | 0.50% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 0.09% | +0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 4.97% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHP Schwab U.S. Tips ETF | New | 0.90% | +0.90 |
| VEA Vanguard Ftse Developed ETF | Add +3.7% | 11.48% | +0.64 |
| GSLC Goldman Activebeta US LC ETF | Add +3.1% | 18.60% | +0.63 |
| SCHF Schwab Intl Equity ETF | Add +0.7% | 11.85% | +0.28 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.4% | 11.00% | +0.20 |
| MSFT Microsoft Corp. | Add +0.2% | 0.65% | +0.11 |
| IWM iShares Russell 2000 ETF | Add +29.3% | 0.49% | +0.11 |
| NVDA Nvidia Corp. | Add +10.8% | 0.20% | +0.06 |
| XLK SS Technology Select Sector | New | 0.06% | +0.06 |
| BMO Bank of Montreal | New | 0.05% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 5.88% | +0.05 |
| ORCL Oracle Corp. | Add +0.4% | 0.14% | +0.04 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 0.30% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +0.4% | 0.20% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.34% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +10.3% | 0.27% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.4% | 0.19% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.72% | +0.01 |
| LPLA LPL Financial Holdings Inc. | Add +0.1% | 0.14% | +0.01 |
| YUMC Yum China Holdings Inc. | Add +31.7% | 0.17% | +0.00 |
| SYK Stryker Corp. | Add +4.8% | 0.12% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.1% | 0.15% | +0.00 |
| IHI iShares U.S. Medical Devices | Add +0.1% | 0.13% | −0.01 |
| VHT Vanguard Health Care ETF | Add +0.4% | 0.06% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.3% | 0.08% | −0.01 |
| HD Home Depot Inc. | Add +0.6% | 0.15% | −0.01 |
| ITB iShares U.S. Home Constructi | Add +0.7% | 0.19% | −0.02 |
| JNJ Johnson & Johnson | Add +0.7% | 0.13% | −0.02 |
| THR Thermon Group Holdings Inc. | Add +1.7% | 0.33% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Add +0.5% | 2.91% | −0.08 |
| ABBV Abbvie Inc. | Add +0.9% | 0.37% | −0.09 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +3.5% | 7.46% | −0.10 |
| AAPL Apple Inc. | Add +0.1% | 0.62% | −0.12 |
| FREL Fidelity MSCI RL Est Indx | Add +3.9% | 2.97% | −0.22 |
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 |