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RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $544M
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
+6.16%
1 Year Est. Return
+20.39%
3 Year Est. Return
+53.63%
5 Year Est. Return
+48.82%
10 Year Est. Return
–
AUM
$455M
AUM Growth
+$29.9M
Cap. Flow
+$4.27M
Cap. Flow %
0.94%
Top 10 Hldgs %
82.02%
Holding
59
New
5
Increased
24
Reduced
19
Closed
1

Top Buys

Rank Stock Value
1
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.61M
2
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$841K
3
IAU icon
iShares Gold Trust
IAU
+$840K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$601K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$486K

Top Sells

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$533K
2
IWB icon
iShares Russell 1000 ETF
IWB
+$502K
3
VHT icon
Vanguard Health Care ETF
VHT
+$246K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$193K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$162K

Sector Composition

Rank Sector Weight
1 Technology 2.38%
2 Healthcare 0.67%
3 Financials 0.54%
4 Industrials 0.49%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYV icon
26
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$1.45M 0.32%
26,258
-3,008
-10% -$162K
VGT icon
27
Vanguard Information Technology ETF
VGT
$147B
$1.44M 0.32%
15,472
+24
+0.2% +$2.1K
THR
28
DELISTED
Thermon Group Holdings
THR
$1.35M 0.3%
50,360
+830
+2% +$22.3K
IJR icon
29
iShares Core S&P Small-Cap ETF
IJR
$113B
$1.31M 0.29%
10,985
+474
+5% +$54.5K
NVDA icon
30
NVIDIA
NVDA
$5.13T
$996K 0.22%
5,340
– –
GS icon
31
Goldman Sachs
GS
$311B
$956K 0.21%
1,200
+5
+0.4% +$3.71K
IAU icon
32
iShares Gold Trust
IAU
$63.3B
$937K 0.21%
+12,873
New +$840K
ITB icon
33
iShares US Home Construction ETF
ITB
$2.31B
$918K 0.2%
8,564
+10
+0.1% +$1.05K
APOG icon
34
Apogee Enterprises
APOG
$888M
$904K 0.2%
20,754
– –
AMZN icon
35
Amazon
AMZN
$2.99T
$817K 0.18%
3,723
– –
HD icon
36
Home Depot
HD
$347B
$704K 0.15%
1,738
-21
-1% -$8.26K
VB icon
37
Vanguard Morningstar Small-Cap ETF
VB
$82.3B
$696K 0.15%
2,736
+9
+0.3% +$2.23K
ORCL icon
38
Oracle
ORCL
$420B
$691K 0.15%
2,456
-344
-12% -$87.6K
YUMC icon
39
Yum China
YUMC
$16.4B
$684K 0.15%
15,925
– –
BND icon
40
Vanguard Total Bond Market
BND
$158B
$644K 0.14%
8,657
-395
-4% -$29.1K
INDA icon
41
iShares MSCI India ETF
INDA
$6.65B
$636K 0.14%
12,208
– –
JNJ icon
42
Johnson & Johnson
JNJ
$614B
$604K 0.13%
3,257
-225
-6% -$38.5K
GOOG icon
43
Alphabet (Google) Class C
GOOG
$4.59T
$538K 0.12%
2,208
-22
-1% -$4.62K
LPLA icon
44
LPL Financial
LPLA
$27.9B
$514K 0.11%
1,545
+2
+0.1% +$725
IHI icon
45
iShares US Medical Devices ETF
IHI
$3.36B
$510K 0.11%
8,496
+9
+0.1% +$551
WTW icon
46
Willis Towers Watson
WTW
$31.5B
$496K 0.11%
1,436
– –
IBIT icon
47
iShares Bitcoin Trust
IBIT
$47.3B
$486K 0.11%
+7,470
New +$486K
SYK icon
48
Stryker
SYK
$129B
$475K 0.1%
1,285
+2
+0.2% +$773
UFEB icon
49
Innovator US Equity Ultra Buffer ETF February
UFEB
$240M
$413K 0.09%
+11,542
New +$404K
IWD icon
50
iShares Russell 1000 Value ETF
IWD
$83.4B
$373K 0.08%
1,833
-507
-22% -$101K
1
2
3

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MCM
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BCM
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MAM
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BCB
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Riverpoint Wealth Management Holdings's Q3 2025 Portfolio in Review

As of Q3 2025, Riverpoint Wealth Management Holdings held 59 positions worth $455M, up 7% from $425M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Riverpoint Wealth Management Holdings's Q3 2025 filing shows 5 new, 24 increased, 19 reduced and 1 closed positions. Its largest new stake was iShares Gold Trust: 12,873 shares worth $937K. The largest sale was Goldman Sachs ActiveBeta US Large Cap Equity ETF, an estimated $533K.

By sector, the portfolio is most concentrated in Technology at 2.4% of assets, down from 2.5% a quarter earlier, followed by Healthcare and Financials.

  • Riverpoint Wealth Management Holdings's largest Q3 2025 buy was iShares Gold Trust: 12,873 shares worth $937K.
  • Riverpoint Wealth Management Holdings added most to Schwab US TIPS ETF in Q3 2025, an estimated $1.61M increase.
  • Riverpoint Wealth Management Holdings's biggest Q3 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $533K.
  • Riverpoint Wealth Management Holdings fully exited Vanguard Health Care ETF in Q3 2025, selling an estimated $246K.
  • Riverpoint Wealth Management Holdings's ten largest holdings make up 82% of its $455M portfolio in Q3 2025.
  • Riverpoint Wealth Management Holdings opened 5 new positions and closed 1 in Q3 2025.
  • Riverpoint Wealth Management Holdings's portfolio value rose 7% quarter-over-quarter to $455M.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2025, filed 5 Nov 2025.