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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
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$85M 18.25%
642,062
-5,230
-0.8% -$686K
SCHF icon
2
Schwab International Equity ETF
SCHF
$64.9B
$56M 12.03%
2,330,490
+47,606
+2% +$1.13M
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$223B
$53.7M 11.54%
860,232
+5,981
+0.7% +$366K
VO icon
4
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$50M 10.74%
689,036
+15,164
+2% +$1.1M
FNDA icon
5
Schwab Fundamental US Small Company Index ETF
FNDA
$9.1B
$36M 7.73%
1,142,826
+22,347
+2% +$697K
IVV icon
6
iShares Core S&P 500 ETF
IVV
$858B
$27.2M 5.85%
39,745
-869
-2% -$590K
VOO icon
7
Vanguard S&P 500 ETF
VOO
$956B
$23.4M 5.03%
37,382
+75
+0.2% +$46.6K
FBND icon
8
Fidelity Total Bond ETF
FBND
$27.1B
$22.3M 4.79%
484,385
+35,214
+8% +$1.63M
VV icon
9
Vanguard Morningstar Large-Cap ETF
VV
$51.2B
$15.9M 3.4%
50,350
-24
-0% -$7.5K
FREL icon
10
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$14.1M 3.04%
525,783
+27,878
+6% +$761K
IJH icon
11
iShares Core S&P Mid-Cap ETF
IJH
$121B
$13.1M 2.82%
198,997
-406
-0.2% -$26.6K
VNQ icon
12
Vanguard Real Estate ETF
VNQ
$39.9B
$10.1M 2.17%
114,296
+3,419
+3% +$307K
SCHP icon
13
Schwab US TIPS ETF
SCHP
$16.4B
$6.39M 1.37%
241,406
+38,564
+19% +$1.03M
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$111B
$4.2M 0.9%
19,096
+150
+0.8% +$32.8K
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$4.13M 0.89%
26,665
+24
+0.1% +$3.59K
AAPL icon
16
Apple
AAPL
$4.97T
$3.31M 0.71%
12,170
-616
-5% -$165K
IWB icon
17
iShares Russell 1000 ETF
IWB
$47.1B
$2.85M 0.61%
7,641
+69
+0.9% +$25.6K
MSFT icon
18
Microsoft
MSFT
$2.9T
$2.67M 0.57%
5,517
+11
+0.2% +$5.51K
IWM icon
19
iShares Russell 2000 ETF
IWM
$79.1B
$2.4M 0.51%
9,733
+31
+0.3% +$7.62K
VWO icon
20
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$2.2M 0.47%
40,836
+1,019
+3% +$55.4K
SCHX icon
21
Schwab US Large- Cap ETF
SCHX
$70.3B
$2.15M 0.46%
79,794
+26
+0% +$694
ABBV icon
22
AbbVie
ABBV
$465B
$1.98M 0.43%
8,662
+60
+0.7% +$13.7K
THR
23
DELISTED
Thermon Group Holdings
THR
$1.91M 0.41%
51,368
+1,008
+2% +$33.1K
IWF icon
24
iShares Russell 1000 Growth ETF
IWF
$117B
$1.64M 0.35%
13,888
+164
+1% +$19.4K
QUS icon
25
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$1.53M 0.33%
8,771
+71
+0.8% +$12.2K
1
2 3

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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.