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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
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$84.3M 18.53%
647,292
-4,239
-0.7% -$533K
SCHF icon
2
Schwab International Equity ETF
SCHF
$64.9B
$53.1M 11.68%
2,282,884
+4,389
+0.2% +$99.1K
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$223B
$51.2M 11.25%
854,251
-1,525
-0.2% -$88.9K
VO icon
4
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$49.5M 10.88%
673,872
+5,636
+0.8% +$405K
FNDA icon
5
Schwab Fundamental US Small Company Index ETF
FNDA
$9.1B
$34.9M 7.67%
1,120,479
+13,650
+1% +$415K
IVV icon
6
iShares Core S&P 500 ETF
IVV
$858B
$27.2M 5.97%
40,614
+326
+0.8% +$210K
VOO icon
7
Vanguard S&P 500 ETF
VOO
$956B
$22.8M 5.02%
37,307
+77
+0.2% +$45.4K
FBND icon
8
Fidelity Total Bond ETF
FBND
$27.1B
$20.8M 4.56%
449,171
+13,081
+3% +$601K
VV icon
9
Vanguard Morningstar Large-Cap ETF
VV
$51.2B
$15.5M 3.41%
50,374
-200
-0.4% -$59.2K
FREL icon
10
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$13.8M 3.04%
497,905
+30,529
+7% +$841K
IJH icon
11
iShares Core S&P Mid-Cap ETF
IJH
$121B
$13M 2.86%
199,403
-139
-0.1% -$8.93K
VNQ icon
12
Vanguard Real Estate ETF
VNQ
$39.9B
$10.1M 2.23%
110,877
+1,234
+1% +$112K
SCHP icon
13
Schwab US TIPS ETF
SCHP
$16.4B
$5.47M 1.2%
202,842
+60,178
+42% +$1.61M
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$111B
$4.09M 0.9%
18,946
-22
-0.1% -$4.62K
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$3.71M 0.81%
26,641
-568
-2% -$76.9K
AAPL icon
16
Apple
AAPL
$4.97T
$3.26M 0.72%
12,786
+13
+0.1% +$2.94K
ACN icon
17
Accenture
ACN
$106B
$3.05M 0.67%
12,353
– –
MSFT icon
18
Microsoft
MSFT
$2.9T
$2.85M 0.63%
5,506
-8
-0.1% -$4.08K
IWB icon
19
iShares Russell 1000 ETF
IWB
$47.1B
$2.77M 0.61%
7,572
-1,426
-16% -$502K
IWM icon
20
iShares Russell 2000 ETF
IWM
$79.1B
$2.35M 0.52%
9,702
+26
+0.3% +$5.97K
VWO icon
21
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$2.16M 0.47%
39,817
-1,005
-2% -$51.8K
SCHX icon
22
Schwab US Large- Cap ETF
SCHX
$70.3B
$2.1M 0.46%
79,768
-7,601
-9% -$193K
ABBV icon
23
AbbVie
ABBV
$465B
$1.99M 0.44%
8,602
+25
+0.3% +$5.09K
IWF icon
24
iShares Russell 1000 Growth ETF
IWF
$117B
$1.61M 0.35%
13,724
+8
+0.1% +$891
QUS icon
25
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$1.49M 0.33%
8,700
-730
-8% -$121K
1
2 3

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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.