Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Riverpoint Wealth Management Holdings, LLC (CIK 1682733) reported $470.0M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GSLC ($80.9M, 17.21%), SCHF ($57.6M, 12.26%), VEA ($55.1M, 11.71%), VO ($50.2M, 10.68%), FNDA ($37.5M, 7.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | $80.9M | 17.21% | 646,369 | Added |
| 2 | SCHF | SCHWAB STRATEGIC TR | $57.6M | 12.26% | 2.3M | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $55.1M | 11.71% | 859,108 | Trimmed |
| 4 | VO | VANGUARD INDEX FDS | $50.2M | 10.68% | 174,767 | Added |
| 5 | FNDA | SCHWAB STRATEGIC TR | $37.5M | 7.99% | 1.2M | Added |
| 6 | IVV | ISHARES TR | $26.4M | 5.61% | 40,379 | Added |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $23.8M | 5.07% | 522,603 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $23.0M | 4.88% | 38,423 | Added |
| 9 | VV | VANGUARD INDEX FDS | $15.0M | 3.19% | 50,232 | Trimmed |
| 10 | FREL | FIDELITY COVINGTON TRUST | $15.0M | 3.18% | 555,858 | Added |
| 11 | IJH | ISHARES TR | $13.8M | 2.93% | 204,136 | Added |
| 12 | VNQ | VANGUARD INDEX FDS | $10.1M | 2.15% | 114,145 | Trimmed |
| 13 | SCHP | SCHWAB STRATEGIC TR | $7.2M | 1.53% | 270,587 | Added |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $4.1M | 0.88% | 19,148 | Added |
| 15 | XLV | SELECT SECTOR SPDR TR | $3.9M | 0.83% | 26,739 | Added |
| 16 | AAPL | APPLE INC | $3.1M | 0.66% | 12,176 | Added |
| 17 | AVEM | AMERICAN CENTY ETF TR | $2.8M | 0.59% | 34,219 | New |
| 18 | IWB | ISHARES TR | $2.7M | 0.58% | 7,659 | Added |
| 19 | THR | THERMON GROUP HLDGS INC | $2.6M | 0.56% | 52,108 | Added |
| 20 | IWM | ISHARES TR | $2.4M | 0.51% | 9,749 | Added |
| 21 | SCHX | SCHWAB STRATEGIC TR | $2.0M | 0.44% | 79,820 | Added |
| 22 | MSFT | MICROSOFT CORP | $2.1M | 0.44% | 5,543 | Added |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $2.0M | 0.43% | 37,566 | Trimmed |
| 24 | ABBV | ABBVIE INC | $1.9M | 0.40% | 8,639 | Trimmed |
| 25 | IWF | ISHARES TR | $1.5M | 0.32% | 3,474 | Added |
Source: SEC Form 13F filings · as of 2026-03-31