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Riverpoint Wealth Management Holdings, LLC

13F
Riverpoint Wealth Management Holdings, LLC
Last update 2025-05-06 54 Stocks (3 new)
Value $387.00 Mil Turnover 3 %
Countries:
Top Holdings: GSLC(17.98%)SCHF(11.57%)VEA(10.84%)VO(10.80%)FNDA(7.56%)
Summary Stock Picks Current Portfolio
Riverpoint Wealth Management H... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
632,094
69,580.9
+0.36%
17.980
+0.06%
0.550
+4.58%
+2.72%
13,430.1
 
SCHF 		Schwab International Equity ETF
2,263,728
44,776.5
+5.92%
11.570
+0.65%
0.100
+7.31%
+18.22%
48,201.5
 
VEA 		Vanguard FTSE Developed Markets ETF
825,430
41,956.6
+1.07%
10.840
+0.12%
0.030
+7.57%
+18.28%
152,719.2
 
VO 		Vanguard Mid-Cap ETF
161,637
41,802.4
+2.66%
10.800
+0.28%
0.060
+4.48%
+3.98%
75,823.3
 
FNDA 		Schwab Fundamental U.S. Small Company ETF
1,068,884
29,276.7
+2.71%
7.560
+0.20%
0.360
+1.14%
-4.24%
8,267.2
 
IVV 		iShares Core S&P 500 ETF
40,180
22,577.1
+1.42%
5.830
+0.08%
0.000
+4.48%
+2.68%
591,878.9
 
FBND 		Fidelity Total Bond ETF
486,050
22,188.2
+8.21%
5.730
+0.43%
0.120
+0.19%
+2.43%
18,566.2
 
VOO 		Vanguard S&P 500 ETF
37,302
19,169.7
-0.95%
4.950
-0.05%
0.000
+4.47%
+2.66%
617,915.4
 
VV 		Vanguard Large Cap ETF
51,243
13,171.1
+9.94%
3.400
+0.31%
0.030
+4.75%
+2.88%
38,861.2
 
FREL 		Fidelity MSCI Real Estate Index ETF
450,035
12,362.5
+4.48%
3.190
+0.14%
1.170
-1.63%
+1.91%
1,053.1
 

Riverpoint Wealth Management Holdings, LLC's Historical Top Holdings Breakdowns

Riverpoint Wealth Management Holdings, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHF 		Schwab International Equity ETF2025-03-31Add
+0.65%
●
18.36 ($19.62) 20.51
$21.87
11.47%
Add 5.92%
2,263,728
126,543
FBND 		Fidelity Total Bond ETF2025-03-31Add
+0.43%
●
44.41 ($45.29) 45.98
$45.10
-0.42%
Add 8.21%
486,050
36,882
VV 		Vanguard Large Cap ETF2025-03-31Add
+0.31%
●
253.32 ($270.87) 282.66
$276.52
2.09%
Add 9.94%
51,243
4,632
VO 		Vanguard Mid-Cap ETF2025-03-31Add
+0.28%
●
251.87 ($268.43) 277.95
$273.42
1.86%
Add 2.66%
161,637
4,182
FNDA 		Schwab Fundamental U.S. Small Company ETF2025-03-31Add
+0.20%
●
26.85 ($29.26) 30.99
$28.39
-2.97%
Add 2.71%
1,068,884
28,215
FREL 		Fidelity MSCI Real Estate Index ETF2025-03-31Add
+0.14%
●
25.98 ($27.5) 28.59
$27.28
-0.80%
Add 4.48%
450,035
19,293
NVDA 		NVIDIA Corp2025-03-31New Buy
+0.13%
●
106.98 ($126.74) 149.43
$142.63
12.54%
New holding
4,819
4,819
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Reduce
-0.12%
●
42.5 ($45.01) 46.71
$48.59
7.95%
Reduce -20.28%
41,373
-10,524
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+0.12%
●
47.4 ($50.6) 52.99
$56.30
11.26%
Add 1.07%
825,430
8,763
UFEB 		Innovator U.S. Equity Ultra Buffer ETF - February2025-03-31New Buy
+0.10%
●
32.13 ($33.17) 33.84
$33.70
1.60%
New holding
11,542
11,542

Riverpoint Wealth Management Holdings, LLC Total Holding History ($B)

To

Riverpoint Wealth Management Holdings, LLC's Asset Allocation

To

Riverpoint Wealth Management Holdings, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Riverpoint Wealth Management Holdings, LLC's Hypothetical Growth since 2025-03-31

Riverpoint Wealth Management Holdings, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Riverpoint Wealth Management Holdings, LLC's Holdings Heat Map

Size field:

Riverpoint Wealth Management Holdings, LLC's Holdings Bubble Chart

Riverpoint Wealth Management Holdings, LLC News

  • 1

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