Riverpoint Wealth Management Holdings, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Riverpoint Wealth Management Holdings, LLC reported 62 stock positions worth $470.0 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 17.2% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 12.3%) and Vanguard Ftse Developed ETF (VEA, 11.7%). Compared with Q4 2025, it opened 4 new positions, sold out of 1, added to 36 and reduced 13. The biggest buy was a new position in Avantis Emerging Markets Eq (AVEM) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001682733
- Portfolio Value
- $470.0M (Q1 2026)
- SEC Filing
- 0001682733-26-000002 ↗ filed May 4, 2026
Holdings Value
Holdings 62 stocks · $470.0M
| GSLC Goldman Activebeta US LC ETF | 17.21% | 646,369 | $80.9M | Add +0.7% |
| SCHF Schwab Intl Equity ETF | 12.26% | 2,328,048 | $57.6M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 11.71% | 859,108 | $55.1M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.68% | 174,767 | $50.2M | Add +1.5% |
| FNDA Schwab Fndmntl US SM Co. ETF | 7.99% | 1,157,772 | $37.5M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 5.61% | 40,379 | $26.4M | Add +1.6% |
| FBND Fidelity Total Bond ETF | 5.07% | 522,603 | $23.8M | Add +7.9% |
| VOO Vanguard S&P 500 ETF | 4.88% | 38,423 | $23.0M | Add +2.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.19% | 50,232 | $15.0M | Reduce -0.2% |
| FREL Fidelity MSCI RL Est Indx | 3.18% | 555,858 | $15.0M | Add +5.7% |
| IJH iShares Core S&P Midcap ETF | 2.93% | 204,136 | $13.8M | Add +2.6% |
| VNQ Vanguard Real Estate ETF | 2.15% | 114,145 | $10.1M | Reduce -0.1% |
| SCHP Schwab U.S. Tips ETF | 1.53% | 270,587 | $7.2M | Add +12.1% |
| VIG Vanguard Dividend Apprec ETF | 0.88% | 19,148 | $4.1M | Add +0.3% |
| XLV SS Health Care Select Sector | 0.83% | 26,739 | $3.9M | Add +0.3% |
| AAPL Apple Inc. | 0.66% | 12,176 | $3.1M | Add +0.1% |
| AVEM Avantis Emerging Markets Eq | 0.59% | 34,219 | $2.8M | New |
| IWB iShares Russell 1000 ETF | 0.58% | 7,659 | $2.7M | Add +0.2% |
| THR Thermon Group Holdings Inc. | 0.56% | 52,108 | $2.6M | Add +1.4% |
| IWM iShares Russell 2000 ETF | 0.51% | 9,749 | $2.4M | Add +0.2% |
| MSFT Microsoft Corp. | 0.44% | 5,543 | $2.1M | Add +0.5% |
| SCHX Schwab US Large-Cap ETF | 0.44% | 79,820 | $2.0M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.43% | 37,566 | $2.0M | Reduce -8.0% |
| ABBV Abbvie Inc. | 0.40% | 8,639 | $1.9M | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.32% | 3,474 | $1.5M | Add +0.1% |
| EMGF iShares Emerging Markets Equ | 0.30% | 23,613 | $1.4M | New |
| IJR iShares Core S&P Small-Cap E | 0.30% | 11,325 | $1.4M | Add +0.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.30% | 24,839 | $1.4M | Add +0.3% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.30% | 8,151 | $1.4M | Reduce -7.1% |
| VGT Vanguard Info Tech ETF | 0.29% | 1,937 | $1.4M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.21% | 1,150 | $973K | Add +0.4% |
| IAU iShares Gold Trust | 0.20% | 10,779 | $950K | Reduce -16.3% |
| NVDA Nvidia Corp. | 0.20% | 5,254 | $916K | Add +1.8% |
| JNJ Johnson & Johnson | 0.17% | 3,260 | $797K | Reduce -0.5% |
| ITB iShares U.S. Home Constructi | 0.17% | 8,596 | $778K | Add +0.2% |
| YUMC Yum China Holdings Inc. | 0.17% | 15,925 | $777K | No change |
| AMZN Amazon.com Inc. | 0.17% | 3,723 | $775K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 2,774 | $727K | Add +0.7% |
| APOG Apogee Enterprises Inc. | 0.15% | 20,754 | $696K | No change |
| ACN Accenture PLC Class A | 0.14% | 3,345 | $663K | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.14% | 8,984 | $662K | Add +5.3% |
| GOOG Alphabet Inc. Class C | 0.13% | 2,090 | $600K | Reduce -3.5% |
| HD Home Depot Inc. | 0.12% | 1,760 | $579K | Add +0.7% |
| INDA iShares MSCI India ETF | 0.12% | 12,208 | $572K | No change |
| WTW Willis Towers Watson PLC | 0.10% | 1,630 | $474K | Add +13.5% |
| IHI iShares U.S. Medical Devices | 0.10% | 8,511 | $454K | Add +0.1% |
| UFEB Innovator U.S. Equity Ultra | 0.08% | 10,976 | $398K | Reduce -4.9% |
| VTR Ventas Inc. | 0.08% | 4,811 | $393K | No change |
| IWD iShares Russell 1000 Value E | 0.08% | 1,833 | $392K | No change |
| LPLA LPL Financial Holdings Inc. | 0.08% | 1,273 | $383K | Add +0.1% |
| SYK Stryker Corp. | 0.08% | 1,120 | $368K | Add +0.3% |
| ORCL Oracle Corp. | 0.08% | 2,468 | $363K | Add +0.3% |
| IWS iShares Russell Mid-Cap Valu | 0.06% | 2,035 | $297K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 7,658 | $294K | Add +1.8% |
| PG The Procter & Gamble Co. | 0.06% | 2,015 | $291K | Add +0.2% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.06% | 2,075 | $281K | No change |
| GOOGL Alphabet Inc. Class A | 0.06% | 967 | $278K | Reduce -5.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 814 | $261K | No change |
| XLK SS Technology Select Sector | 0.05% | 1,915 | $255K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.05% | 1,369 | $232K | New |
| WTFC Wintrust Financial Corp. | 0.05% | 1,611 | $224K | Add +0.4% |
| FDX FedEx Corp. | 0.05% | 604 | $215K | New |
Portfolio Sells Q4 2025 → Q1 2026
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.2% | 3.19% | −0.21 |
| ACN Accenture PLC Class A | Reduce -0.1% | 0.14% | −0.05 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -8.0% | 0.43% | −0.04 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -7.1% | 0.30% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.3% | 0.40% | −0.03 |
| IAU iShares Gold Trust | Reduce -16.3% | 0.20% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -3.5% | 0.13% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -0.1% | 2.15% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -5.4% | 0.06% | −0.01 |
| UFEB Innovator U.S. Equity Ultra | Reduce -4.9% | 0.08% | −0.01 |
| JNJ Johnson & Johnson | Reduce -0.5% | 0.17% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.1% | 11.71% | +0.17 |
| SCHF Schwab Intl Equity ETF | Reduce -0.1% | 12.26% | +0.23 |
Portfolio Buys Q4 2025 → Q1 2026
| AVEM Avantis Emerging Markets Eq | New | 0.59% | +0.59 |
| EMGF iShares Emerging Markets Equ | New | 0.30% | +0.30 |
| FBND Fidelity Total Bond ETF | Add +7.9% | 5.07% | +0.28 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +1.3% | 7.99% | +0.25 |
| SCHP Schwab U.S. Tips ETF | Add +12.1% | 1.53% | +0.16 |
| THR Thermon Group Holdings Inc. | Add +1.4% | 0.56% | +0.15 |
| FREL Fidelity MSCI RL Est Indx | Add +5.7% | 3.18% | +0.15 |
| IJH iShares Core S&P Midcap ETF | Add +2.6% | 2.93% | +0.11 |
| XOM Exxon Mobil Corp. | New | 0.05% | +0.05 |
| FDX FedEx Corp. | New | 0.05% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +0.4% | 0.30% | +0.01 |
| BND Vanguard Total Bond Market | Add +5.3% | 0.14% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.7% | 0.15% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.2% | 0.06% | 0.00 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 0.51% | −0.00 |
| WTW Willis Towers Watson PLC | Add +13.5% | 0.10% | −0.00 |
| WTFC Wintrust Financial Corp. | Add +0.4% | 0.05% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.3% | 0.30% | −0.00 |
| XLK SS Technology Select Sector | Add +0.1% | 0.05% | −0.01 |
| SYK Stryker Corp. | Add +0.3% | 0.08% | −0.01 |
| HD Home Depot Inc. | Add +0.7% | 0.12% | −0.01 |
| GS Goldman Sachs Group Inc. | Add +0.4% | 0.21% | −0.01 |
| ITB iShares U.S. Home Constructi | Add +0.2% | 0.17% | −0.01 |
| NVDA Nvidia Corp. | Add +1.8% | 0.20% | −0.01 |
| LPLA LPL Financial Holdings Inc. | Add +0.1% | 0.08% | −0.02 |
| IHI iShares U.S. Medical Devices | Add +0.1% | 0.10% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +1.8% | 0.06% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.88% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Add +0.0% | 0.44% | −0.03 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 0.29% | −0.03 |
| ORCL Oracle Corp. | Add +0.3% | 0.08% | −0.03 |
| IWB iShares Russell 1000 ETF | Add +0.2% | 0.58% | −0.03 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.32% | −0.04 |
| XLV SS Health Care Select Sector | Add +0.3% | 0.83% | −0.05 |
| AAPL Apple Inc. | Add +0.1% | 0.66% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.5% | 10.68% | −0.06 |
| MSFT Microsoft Corp. | Add +0.5% | 0.44% | −0.14 |
| VOO Vanguard S&P 500 ETF | Add +2.8% | 4.88% | −0.15 |
| IVV iShares Core S&P 500 ETF | Add +1.6% | 5.61% | −0.23 |
| GSLC Goldman Activebeta US LC ETF | Add +0.7% | 17.21% | −1.04 |
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 |