Riverpoint Wealth Management Holdings, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Riverpoint Wealth Management Holdings, LLC reported 59 stock positions worth $465.6 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 18.3% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 12.0%) and Vanguard Ftse Developed ETF (VEA, 11.5%). Compared with Q3 2025, it opened 1 new position, added to 32 and reduced 16. The biggest buy was Schwab Intl Equity ETF (SCHF, shares +2%) and the biggest sale Accenture Class A (ACN, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001682733
- Portfolio Value
- $465.6M (Q4 2025)
- SEC Filing
- 0001682733-26-000001 ↗ filed Feb 10, 2026
Holdings Value
Holdings 59 stocks · $465.6M
| GSLC Goldman Activebeta US LC ETF | 18.25% | 642,062 | $85.0M | Reduce -0.8% |
| SCHF Schwab Intl Equity ETF | 12.03% | 2,330,490 | $56.0M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 11.54% | 860,232 | $53.7M | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.74% | 172,259 | $50.0M | Add +2.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 7.73% | 1,142,826 | $36.0M | Add +2.0% |
| IVV iShares Core S&P 500 ETF | 5.85% | 39,745 | $27.2M | Reduce -2.1% |
| VOO Vanguard S&P 500 ETF | 5.03% | 37,382 | $23.4M | Add +0.2% |
| FBND Fidelity Total Bond ETF | 4.79% | 484,385 | $22.3M | Add +7.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.40% | 50,350 | $15.9M | Reduce -0.1% |
| FREL Fidelity MSCI RL Est Indx | 3.04% | 525,783 | $14.1M | Add +5.6% |
| IJH iShares Core S&P Midcap ETF | 2.82% | 198,997 | $13.1M | Reduce -0.2% |
| VNQ Vanguard Real Estate ETF | 2.17% | 114,296 | $10.1M | Add +3.1% |
| SCHP Schwab U.S. Tips ETF | 1.37% | 241,406 | $6.4M | Add +19.0% |
| VIG Vanguard Dividend Apprec ETF | 0.90% | 19,096 | $4.2M | Add +0.8% |
| XLV SS Health Care Select Sector | 0.89% | 26,665 | $4.1M | Add +0.1% |
| AAPL Apple Inc. | 0.71% | 12,170 | $3.3M | Reduce -4.8% |
| IWB iShares Russell 1000 ETF | 0.61% | 7,641 | $2.9M | Add +0.9% |
| MSFT Microsoft Corp. | 0.57% | 5,517 | $2.7M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.51% | 9,733 | $2.4M | Add +0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.47% | 40,836 | $2.2M | Add +2.6% |
| SCHX Schwab US Large-Cap ETF | 0.46% | 79,794 | $2.1M | Add +0.0% |
| ABBV Abbvie Inc. | 0.43% | 8,662 | $2.0M | Add +0.7% |
| THR Thermon Group Holdings Inc. | 0.41% | 51,368 | $1.9M | Add +2.0% |
| IWF iShares Russell 1000 Growth | 0.35% | 3,472 | $1.6M | Add +1.2% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.33% | 8,771 | $1.5M | Add +0.8% |
| VGT Vanguard Info Tech ETF | 0.31% | 1,935 | $1.5M | Add +0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.30% | 24,758 | $1.4M | Reduce -5.7% |
| IJR iShares Core S&P Small-Cap E | 0.29% | 11,278 | $1.4M | Add +2.7% |
| IAU iShares Gold Trust | 0.22% | 12,873 | $1.0M | No change |
| GS Goldman Sachs Group Inc. | 0.22% | 1,145 | $1.0M | Reduce -4.6% |
| NVDA Nvidia Corp. | 0.21% | 5,163 | $963K | Reduce -3.3% |
| ACN Accenture PLC Class A | 0.19% | 3,350 | $899K | Reduce -72.9% |
| AMZN Amazon.com Inc. | 0.18% | 3,723 | $859K | No change |
| ITB iShares U.S. Home Constructi | 0.18% | 8,579 | $826K | Add +0.2% |
| YUMC Yum China Holdings Inc. | 0.16% | 15,925 | $760K | No change |
| APOG Apogee Enterprises Inc. | 0.16% | 20,754 | $756K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 2,754 | $710K | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.15% | 2,166 | $680K | Reduce -1.9% |
| JNJ Johnson & Johnson | 0.15% | 3,276 | $678K | Add +0.6% |
| INDA iShares MSCI India ETF | 0.14% | 12,208 | $660K | No change |
| BND Vanguard Total Bond Market | 0.14% | 8,535 | $632K | Reduce -1.4% |
| HD Home Depot Inc. | 0.13% | 1,748 | $602K | Add +0.6% |
| IHI iShares U.S. Medical Devices | 0.11% | 8,504 | $529K | Add +0.1% |
| ORCL Oracle Corp. | 0.10% | 2,461 | $480K | Add +0.2% |
| WTW Willis Towers Watson PLC | 0.10% | 1,436 | $472K | No change |
| LPLA LPL Financial Holdings Inc. | 0.10% | 1,272 | $454K | Reduce -17.7% |
| UFEB Innovator U.S. Equity Ultra | 0.09% | 11,542 | $425K | No change |
| SYK Stryker Corp. | 0.08% | 1,117 | $393K | Reduce -13.1% |
| IWD iShares Russell 1000 Value E | 0.08% | 1,833 | $386K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.08% | 7,522 | $373K | Add +0.7% |
| VTR Ventas Inc. | 0.08% | 4,811 | $372K | Reduce -5.6% |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,022 | $320K | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.06% | 2,011 | $288K | Reduce -1.0% |
| IWS iShares Russell Mid-Cap Valu | 0.06% | 2,035 | $287K | No change |
| XLK SS Technology Select Sector | 0.06% | 1,913 | $275K | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 814 | $273K | Add +0.6% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.06% | 2,075 | $269K | No change |
| WTFC Wintrust Financial Corp. | 0.05% | 1,605 | $224K | Add +0.4% |
| VHT Vanguard Health Care ETF | 0.05% | 731 | $210K | New |
Portfolio Sells Q3 2025 → Q4 2025
| ACN Accenture PLC Class A | Reduce -72.9% | 0.19% | −0.48 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.8% | 18.25% | −0.28 |
| IVV iShares Core S&P 500 ETF | Reduce -2.1% | 5.85% | −0.13 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.2% | 2.82% | −0.04 |
| SYK Stryker Corp. | Reduce -13.1% | 0.08% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -5.7% | 0.30% | −0.02 |
| LPLA LPL Financial Holdings Inc. | Reduce -17.7% | 0.10% | −0.02 |
| NVDA Nvidia Corp. | Reduce -3.3% | 0.21% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.06% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -1.4% | 0.14% | −0.01 |
| AAPL Apple Inc. | Reduce -4.8% | 0.71% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.1% | 3.40% | −0.00 |
| VTR Ventas Inc. | Reduce -5.6% | 0.08% | +0.00 |
| GS Goldman Sachs Group Inc. | Reduce -4.6% | 0.22% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 0.07% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 0.15% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| SCHF Schwab Intl Equity ETF | Add +2.1% | 12.03% | +0.35 |
| VEA Vanguard Ftse Developed ETF | Add +0.7% | 11.54% | +0.29 |
| FBND Fidelity Total Bond ETF | Add +7.8% | 4.79% | +0.22 |
| SCHP Schwab U.S. Tips ETF | Add +19.0% | 1.37% | +0.17 |
| THR Thermon Group Holdings Inc. | Add +2.0% | 0.41% | +0.11 |
| XLV SS Health Care Select Sector | Add +0.1% | 0.89% | +0.07 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +2.0% | 7.73% | +0.06 |
| VHT Vanguard Health Care ETF | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 5.03% | +0.01 |
| JNJ Johnson & Johnson | Add +0.6% | 0.15% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +0.9% | 0.61% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +2.7% | 0.29% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.8% | 0.90% | +0.00 |
| WTFC Wintrust Financial Corp. | Add +0.4% | 0.05% | +0.00 |
| IHI iShares U.S. Medical Devices | Add +0.1% | 0.11% | +0.00 |
| QUS SS SPDR MSCI U Stratfact ETF | Add +0.8% | 0.33% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 0.06% | +0.00 |
| XLK SS Technology Select Sector | Add +0.2% | 0.06% | 0.00 |
| IWF iShares Russell 1000 Growth | Add +1.2% | 0.35% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.7% | 0.15% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Add +0.0% | 0.46% | −0.00 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 0.51% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +2.6% | 0.47% | −0.00 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 0.31% | −0.00 |
| FREL Fidelity MSCI RL Est Indx | Add +5.6% | 3.04% | −0.01 |
| ABBV Abbvie Inc. | Add +0.7% | 0.43% | −0.01 |
| ITB iShares U.S. Home Constructi | Add +0.2% | 0.18% | −0.02 |
| HD Home Depot Inc. | Add +0.6% | 0.13% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +0.7% | 0.08% | −0.03 |
| ORCL Oracle Corp. | Add +0.2% | 0.10% | −0.05 |
| MSFT Microsoft Corp. | Add +0.2% | 0.57% | −0.05 |
| VNQ Vanguard Real Estate ETF | Add +3.1% | 2.17% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.3% | 10.74% | −0.14 |
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 |