Riverpoint Wealth Management Holdings, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Riverpoint Wealth Management Holdings, LLC reported 58 stock positions worth $455.0 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 18.5% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 11.7%) and Vanguard Ftse Developed ETF (VEA, 11.2%). Compared with Q2 2025, it opened 5 new positions, sold out of 1, added to 24 and reduced 19. The biggest buy was Schwab U.S. Tips ETF (SCHP, shares +42%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001682733
- Portfolio Value
- $455.0M (Q3 2025)
- SEC Filing
- 0001682733-25-000003 ↗ filed Nov 5, 2025
Holdings Value
Holdings 58 stocks · $455.0M
| GSLC Goldman Activebeta US LC ETF | 18.53% | 647,292 | $84.3M | Reduce -0.7% |
| SCHF Schwab Intl Equity ETF | 11.68% | 2,282,884 | $53.1M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 11.25% | 854,251 | $51.2M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.88% | 168,468 | $49.5M | Add +0.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 7.67% | 1,120,479 | $34.9M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 5.97% | 40,614 | $27.2M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 5.02% | 37,307 | $22.8M | Add +0.2% |
| FBND Fidelity Total Bond ETF | 4.56% | 449,171 | $20.8M | Add +3.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.41% | 50,374 | $15.5M | Reduce -0.4% |
| FREL Fidelity MSCI RL Est Indx | 3.04% | 497,905 | $13.8M | Add +6.5% |
| IJH iShares Core S&P Midcap ETF | 2.86% | 199,403 | $13.0M | Reduce -0.1% |
| VNQ Vanguard Real Estate ETF | 2.23% | 110,877 | $10.1M | Add +1.1% |
| SCHP Schwab U.S. Tips ETF | 1.20% | 202,842 | $5.5M | Add +42.2% |
| VIG Vanguard Dividend Apprec ETF | 0.90% | 18,946 | $4.1M | Reduce -0.1% |
| XLV SS Health Care Select Sector | 0.81% | 26,641 | $3.7M | Reduce -2.1% |
| AAPL Apple Inc. | 0.72% | 12,786 | $3.3M | Add +0.1% |
| ACN Accenture PLC Class A | 0.67% | 12,353 | $3.0M | No change |
| MSFT Microsoft Corp. | 0.63% | 5,506 | $2.9M | Reduce -0.1% |
| IWB iShares Russell 1000 ETF | 0.61% | 7,572 | $2.8M | Reduce -15.8% |
| IWM iShares Russell 2000 ETF | 0.52% | 9,702 | $2.3M | Add +0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.47% | 39,817 | $2.2M | Reduce -2.5% |
| SCHX Schwab US Large-Cap ETF | 0.46% | 79,768 | $2.1M | Reduce -8.7% |
| ABBV Abbvie Inc. | 0.44% | 8,602 | $2.0M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.35% | 3,431 | $1.6M | Add +0.1% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.33% | 8,700 | $1.5M | Reduce -7.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.32% | 26,258 | $1.5M | Reduce -10.3% |
| VGT Vanguard Info Tech ETF | 0.32% | 1,934 | $1.4M | Add +0.2% |
| THR Thermon Group Holdings Inc. | 0.30% | 50,360 | $1.3M | Add +1.7% |
| IJR iShares Core S&P Small-Cap E | 0.29% | 10,985 | $1.3M | Add +4.5% |
| NVDA Nvidia Corp. | 0.22% | 5,340 | $996K | No change |
| GS Goldman Sachs Group Inc. | 0.21% | 1,200 | $956K | Add +0.4% |
| IAU iShares Gold Trust | 0.21% | 12,873 | $937K | New |
| ITB iShares U.S. Home Constructi | 0.20% | 8,564 | $918K | Add +0.1% |
| APOG Apogee Enterprises Inc. | 0.20% | 20,754 | $904K | No change |
| AMZN Amazon.com Inc. | 0.18% | 3,723 | $817K | No change |
| HD Home Depot Inc. | 0.15% | 1,738 | $704K | Reduce -1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 2,736 | $696K | Add +0.3% |
| ORCL Oracle Corp. | 0.15% | 2,456 | $691K | Reduce -12.3% |
| YUMC Yum China Holdings Inc. | 0.15% | 15,925 | $684K | No change |
| BND Vanguard Total Bond Market | 0.14% | 8,657 | $644K | Reduce -4.4% |
| INDA iShares MSCI India ETF | 0.14% | 12,208 | $636K | No change |
| JNJ Johnson & Johnson | 0.13% | 3,257 | $604K | Reduce -6.5% |
| GOOG Alphabet Inc. Class C | 0.12% | 2,208 | $538K | Reduce -1.0% |
| LPLA LPL Financial Holdings Inc. | 0.11% | 1,545 | $514K | Add +0.1% |
| IHI iShares U.S. Medical Devices | 0.11% | 8,496 | $510K | Add +0.1% |
| WTW Willis Towers Watson PLC | 0.11% | 1,436 | $496K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.11% | 7,470 | $486K | New |
| SYK Stryker Corp. | 0.10% | 1,285 | $475K | Add +0.2% |
| UFEB Innovator U.S. Equity Ultra | 0.09% | 11,542 | $413K | New |
| IWD iShares Russell 1000 Value E | 0.08% | 1,833 | $373K | Reduce -21.7% |
| VTR Ventas Inc. | 0.08% | 5,096 | $357K | No change |
| PG The Procter & Gamble Co. | 0.07% | 2,031 | $312K | Reduce -1.3% |
| IWS iShares Russell Mid-Cap Valu | 0.06% | 2,035 | $284K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.06% | 2,075 | $270K | No change |
| XLK SS Technology Select Sector | 0.06% | 955 | $269K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 809 | $266K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.06% | 1,032 | $251K | New |
| WTFC Wintrust Financial Corp. | 0.05% | 1,599 | $212K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 11.25% | −0.23 |
| IWB iShares Russell 1000 ETF | Reduce -15.8% | 0.61% | −0.11 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.7% | 18.53% | −0.07 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 2.86% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -2.1% | 0.81% | −0.05 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -10.3% | 0.32% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -8.7% | 0.46% | −0.04 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -7.7% | 0.33% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -21.7% | 0.08% | −0.02 |
| MSFT Microsoft Corp. | Reduce -0.1% | 0.63% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -4.4% | 0.14% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 0.90% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.07% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.5% | 0.47% | −0.00 |
| HD Home Depot Inc. | Reduce -1.2% | 0.15% | +0.00 |
| JNJ Johnson & Johnson | Reduce -6.5% | 0.13% | +0.01 |
| ORCL Oracle Corp. | Reduce -12.3% | 0.15% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.4% | 3.41% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 0.12% | +0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| SCHP Schwab U.S. Tips ETF | Add +42.2% | 1.20% | +0.31 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +1.2% | 7.67% | +0.21 |
| IAU iShares Gold Trust | New | 0.21% | +0.21 |
| IBIT iShares Bitcoin Trust ETF | New | 0.11% | +0.11 |
| AAPL Apple Inc. | Add +0.1% | 0.72% | +0.10 |
| UFEB Innovator U.S. Equity Ultra | New | 0.09% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 5.97% | +0.09 |
| FREL Fidelity MSCI RL Est Indx | Add +6.5% | 3.04% | +0.07 |
| ABBV Abbvie Inc. | Add +0.3% | 0.44% | +0.06 |
| GOOGL Alphabet Inc. Class A | New | 0.06% | +0.06 |
| WTFC Wintrust Financial Corp. | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 5.02% | +0.05 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 0.52% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +4.5% | 0.29% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +0.2% | 0.32% | +0.02 |
| ITB iShares U.S. Home Constructi | Add +0.1% | 0.20% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.4% | 0.21% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.35% | +0.01 |
| XLK SS Technology Select Sector | Add +0.1% | 0.06% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.15% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.06% | +0.00 |
| IHI iShares U.S. Medical Devices | Add +0.1% | 0.11% | −0.01 |
| SYK Stryker Corp. | Add +0.2% | 0.10% | −0.01 |
| LPLA LPL Financial Holdings Inc. | Add +0.1% | 0.11% | −0.02 |
| THR Thermon Group Holdings Inc. | Add +1.7% | 0.30% | −0.03 |
| VNQ Vanguard Real Estate ETF | Add +1.1% | 2.23% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.8% | 10.88% | −0.12 |
| FBND Fidelity Total Bond ETF | Add +3.0% | 4.56% | −0.13 |
| SCHF Schwab Intl Equity ETF | Add +0.2% | 11.68% | −0.17 |
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 |