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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
VTR icon
51
Ventas
VTR
$47.5B
$372K 0.08%
4,811
-285
-6% -$21.5K
GOOGL icon
52
Alphabet (Google) Class A
GOOGL
$4.43T
$320K 0.07%
1,022
-10
-1% -$2.86K
PG icon
53
Procter & Gamble
PG
$341B
$288K 0.06%
2,011
-20
-1% -$2.95K
IWS icon
54
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$287K 0.06%
2,035
– –
XLK icon
55
State Street Technology Select Sector SPDR ETF
XLK
$122B
$275K 0.06%
1,913
+3
+0.2% +$433
VTI icon
56
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$273K 0.06%
814
+5
+0.6% +$1.66K
BMO icon
57
Bank of Montreal
BMO
$127B
$269K 0.06%
2,075
– –
WTFC icon
58
Wintrust Financial
WTFC
$10.9B
$224K 0.05%
1,605
+6
+0.4% +$798
VHT icon
59
Vanguard Health Care ETF
VHT
$18.4B
$210K 0.05%
+731
New +$204K
1 2
3

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MAM
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BCB
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V
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HIS
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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.