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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
+1.71%
1 Year Est. Return
+20.39%
3 Year Est. Return
+53.63%
5 Year Est. Return
+48.82%
10 Year Est. Return
–
AUM
$466M
AUM Growth
+$10.6M
Cap. Flow
+$3.42M
Cap. Flow %
0.73%
Top 10 Hldgs %
82.41%
Holding
59
New
1
Increased
32
Reduced
16
Closed
–

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$1.63M
2
SCHF icon
Schwab International Equity ETF
SCHF
+$1.13M
3
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$1.1M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.03M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$761K

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$2.29M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$686K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$590K
4
AAPL icon
Apple
AAPL
+$165K
5
LPLA icon
LPL Financial
LPLA
+$96.6K

Sector Composition

Rank Sector Weight
1 Technology 1.79%
2 Healthcare 0.65%
3 Industrials 0.57%
4 Financials 0.52%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
26
Vanguard Information Technology ETF
VGT
$148B
$1.46M 0.31%
15,480
+8
+0.1% +$760
SPYV icon
27
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$1.41M 0.3%
24,758
-1,500
-6% -$84.3K
IJR icon
28
iShares Core S&P Small-Cap ETF
IJR
$113B
$1.36M 0.29%
11,278
+293
+3% +$35K
IAU icon
29
iShares Gold Trust
IAU
$63.3B
$1.04M 0.22%
12,873
– –
GS icon
30
Goldman Sachs
GS
$311B
$1.01M 0.22%
1,145
-55
-5% -$44.9K
NVDA icon
31
NVIDIA
NVDA
$5.15T
$963K 0.21%
5,163
-177
-3% -$32.9K
ACN icon
32
Accenture
ACN
$104B
$899K 0.19%
3,350
-9,003
-73% -$2.29M
AMZN icon
33
Amazon
AMZN
$2.99T
$859K 0.18%
3,723
– –
ITB icon
34
iShares US Home Construction ETF
ITB
$2.31B
$826K 0.18%
8,579
+15
+0.2% +$1.51K
YUMC icon
35
Yum China
YUMC
$16.4B
$760K 0.16%
15,925
– –
APOG icon
36
Apogee Enterprises
APOG
$890M
$756K 0.16%
20,754
– –
VB icon
37
Vanguard Morningstar Small-Cap ETF
VB
$82.2B
$710K 0.15%
2,754
+18
+0.7% +$4.61K
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.6T
$680K 0.15%
2,166
-42
-2% -$12K
JNJ icon
39
Johnson & Johnson
JNJ
$613B
$678K 0.15%
3,276
+19
+0.6% +$3.76K
INDA icon
40
iShares MSCI India ETF
INDA
$6.65B
$660K 0.14%
12,208
– –
BND icon
41
Vanguard Total Bond Market
BND
$158B
$632K 0.14%
8,535
-122
-1% -$9.08K
HD icon
42
Home Depot
HD
$348B
$602K 0.13%
1,748
+10
+0.6% +$3.66K
IHI icon
43
iShares US Medical Devices ETF
IHI
$3.35B
$529K 0.11%
8,504
+8
+0.1% +$494
ORCL icon
44
Oracle
ORCL
$421B
$480K 0.1%
2,461
+5
+0.2% +$1.19K
WTW icon
45
Willis Towers Watson
WTW
$31.5B
$472K 0.1%
1,436
– –
LPLA icon
46
LPL Financial
LPLA
$27.9B
$454K 0.1%
1,272
-273
-18% -$96.6K
UFEB icon
47
Innovator US Equity Ultra Buffer ETF February
UFEB
$241M
$425K 0.09%
11,542
– –
SYK icon
48
Stryker
SYK
$129B
$393K 0.08%
1,117
-168
-13% -$61.2K
IWD icon
49
iShares Russell 1000 Value ETF
IWD
$83.4B
$386K 0.08%
1,833
– –
IBIT icon
50
iShares Bitcoin Trust
IBIT
$47.3B
$373K 0.08%
7,522
+52
+0.7% +$2.95K
1
2
3

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MCM
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BCM
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WCA
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MAM
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BCB
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Riverpoint Wealth Management Holdings's Q4 2025 Portfolio in Review

As of Q4 2025, Riverpoint Wealth Management Holdings held 59 positions worth $466M, up 2.3% from $455M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 1.7%. Riverpoint Wealth Management Holdings opened 1 new position and made no exits, leaving the 59-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 1.8% of assets, down from 2.4% a quarter earlier, followed by Healthcare and Industrials.

  • Riverpoint Wealth Management Holdings's largest Q4 2025 buy was Vanguard Health Care ETF: 731 shares worth $210K.
  • Riverpoint Wealth Management Holdings added most to Fidelity Total Bond ETF in Q4 2025, an estimated $1.63M increase.
  • Riverpoint Wealth Management Holdings's biggest Q4 2025 reduction was Accenture, cutting an estimated $2.29M.
  • Riverpoint Wealth Management Holdings's ten largest holdings make up 82% of its $466M portfolio in Q4 2025.
  • Riverpoint Wealth Management Holdings opened 1 new position and closed 0 in Q4 2025.
  • Riverpoint Wealth Management Holdings's portfolio value rose 2.3% quarter-over-quarter to $466M.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q4 2025, filed 10 Feb 2026.