Riverpoint Wealth Management Holdings, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 54Value: $387.1MLatest: 2025Q1

Riverpoint Wealth Management Holdings, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 54 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDA",
  "ACN",
  "ABBV",
  null,
  "APOG",
  null,
  "HD",
  null,
  null,
  "IJH",
  "IWS",
  "MSFT",
  "IJR",
  "IWD",
  "ORCL",
  null,
  "VHT",
  "IWF",
  "IVV",
  "AAPL",
  "NVDA",
  "GS",
  "PG",
  "LPLA",
  "SCHX",
  "SYK",
  "VNQ",
  "VO",
  "VV",
  "VWO",
  null,
  null,
  "VIG",
  "THR",
  null,
  "VTR",
  "GSLC",
  "AMZN",
  null,
  "VGT",
  "VEA",
  "BND",
  "VB",
  "VOO",
  "WTW",
  "YUMC",
  "SCHF",
  null,
  "SPYV",
  "IWB",
  "IWM",
  "GOOG",
  "JNJ",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 54
Total Value: 387090808
Accession Number: 0001085146-25-002621
Form Type: 13F-HR
CIK: riverpoint-wealth-management-holdings
Manager Name: Riverpoint-Wealth-Management-Holdings

Data Enrichment

81% identified

44 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

54 positions • $387.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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381430503

GSLC|381430503

Shares:632.1K

Value:$69.6M

% of Portfolio:18.0% ($69.6M/$387.1M)

808524805

SCHF|808524805

Shares:2.3M

Value:$44.8M

% of Portfolio:11.6% ($44.8M/$387.1M)

921943858

VEA|921943858

Shares:825.4K

Value:$42.0M

% of Portfolio:10.8% ($42.0M/$387.1M)

922908629

VO|922908629

Shares:161.6K

Value:$41.8M

% of Portfolio:10.8% ($41.8M/$387.1M)

808524763

FNDA|808524763

Shares:1.1M

Value:$29.3M

% of Portfolio:7.6% ($29.3M/$387.1M)

464287200

IVV|464287200

Shares:40.2K

Value:$22.6M

% of Portfolio:5.8% ($22.6M/$387.1M)

316188309

Shares:486.1K

Value:$22.2M

% of Portfolio:5.7% ($22.2M/$387.1M)

922908363

VOO|922908363

Shares:37.3K

Value:$19.2M

% of Portfolio:5.0% ($19.2M/$387.1M)

922908637

VV|922908637

Shares:51.2K

Value:$13.2M

% of Portfolio:3.4% ($13.2M/$387.1M)

316092857

Shares:450.0K

Value:$12.4M

% of Portfolio:3.2% ($12.4M/$387.1M)

464287507

IJH|464287507

Shares:198.6K

Value:$11.6M

% of Portfolio:3.0% ($11.6M/$387.1M)

922908553

VNQ|922908553

Shares:111.5K

Value:$10.1M

% of Portfolio:2.6% ($10.1M/$387.1M)

81369Y209

Shares:34.0K

Value:$5.0M

% of Portfolio:1.3% ($5.0M/$387.1M)

Accenture plc

ACN|G1151C101

Shares:12.4K

Value:$3.9M

% of Portfolio:1.0% ($3.9M/$387.1M)

921908844

VIG|921908844

Shares:19.0K

Value:$3.7M

% of Portfolio:1.0% ($3.7M/$387.1M)

Apple Inc.

AAPL|037833100

Shares:12.8K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$387.1M)

464287622

IWB|464287622

Shares:9.0K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$387.1M)

MICROSOFT CORP

MSFT|594918104

Shares:5.5K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$387.1M)

808524201

SCHX|808524201

Shares:88.1K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$387.1M)

922042858

VWO|922042858

Shares:41.4K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$387.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(GSLCcusip381430503)	632.1K	QoQ +0.35% (-2.3K) YoY -4.26% (-28.2K)	All Managers (Combined)	$69.6M	18.0% ($69.6M/$387.1M)	QoQ -4.08% (-$3.0M) YoY +1.53% (-$1.1M)
(SCHFcusip808524805)	2.3M	QoQ +5.92% (+126.5K) YoY +120.22% (+1.2M)	All Managers (Combined)	$44.8M	11.6% ($44.8M/$387.1M)	QoQ +13.24% (+$5.2M) YoY +11.63% (+$4.7M)
(VEAcusip921943858)	825.4K	QoQ +1.07% (+8.8K) YoY +3.30% (+26.4K)	All Managers (Combined)	$42.0M	10.8% ($42.0M/$387.1M)	QoQ +7.43% (+$2.9M) YoY +4.65% (+$1.9M)
(VOcusip922908629)	161.6K	QoQ +2.65% (+4.2K) YoY +2.21% (+3.5K)	All Managers (Combined)	$41.8M	10.8% ($41.8M/$387.1M)	QoQ +0.51% (+$213.8K) YoY +5.79% (+$2.3M)
(FNDAcusip808524763)	1.1M	QoQ +2.71% (-28.2K) YoY +106.47% (-551.2K)	All Managers (Combined)	$29.3M	7.6% ($29.3M/$387.1M)	QoQ -5.27% (-$1.6M) YoY -0.83% (-$247.3K)
(IVVcusip464287200)	40.2K	QoQ +1.41% (-562) YoY +0.15% (+64)	All Managers (Combined)	$22.6M	5.8% ($22.6M/$387.1M)	QoQ -3.19% (-$745.5K) YoY +7.05% (+$1.5M)
(cusip316188309)✕	486.1K	QoQ +8.21% (+36.9K) YoY +63.28% (+188.4K)	All Managers (Combined)	$22.2M	5.7% ($22.2M/$387.1M)	QoQ +10.09% (+$2.0M) YoY +64.51% (+$8.7M)
(VOOcusip922908363)	37.3K	QoQ -0.95% (-359) YoY +0.51% (+190)	All Managers (Combined)	$19.2M	5.0% ($19.2M/$387.1M)	QoQ -5.53% (-$1.1M) YoY +7.45% (+$1.3M)
(VVcusip922908637)	51.2K	QoQ +9.93% (+4.6K) YoY +10.13% (+4.7K)	All Managers (Combined)	$13.2M	3.4% ($13.2M/$387.1M)	QoQ +4.77% (+$600.2K) YoY +18.06% (+$2.0M)
(cusip316092857)✕	450.0K	QoQ +4.47% (+19.3K) YoY +25.07% (+90.2K)	All Managers (Combined)	$12.4M	3.2% ($12.4M/$387.1M)	QoQ +6.21% (+$723.8K) YoY +31.69% (+$3.0M)
(IJHcusip464287507)	198.6K	QoQ +2.19% (-4.3K) YoY +2.68% (-5.2K)	All Managers (Combined)	$11.6M	3.0% ($11.6M/$387.1M)	QoQ -4.29% (-$520.3K) YoY -1.35% (-$159.1K)
(VNQcusip922908553)	111.5K	QoQ +0.35% (+393) YoY -6.33% (-7.5K)	All Managers (Combined)	$10.1M	2.6% ($10.1M/$387.1M)	QoQ +1.99% (+$197.8K) YoY -1.93% (-$199.6K)
(cusip81369Y209)✕	34.0K	QoQ -1.84% (-639) YoY -4.92% (-1.8K)	All Managers (Combined)	$5.0M	1.3% ($5.0M/$387.1M)	QoQ +4.17% (-$199.3K) YoY -6.03% (-$319.1K)
Accenture plc(ACNcusipG1151C101)	12.4K	QoQ 0.00% (-0) YoY -7.66% (-1.0K)	All Managers (Combined)	$3.9M	1.0% ($3.9M/$387.1M)	QoQ -11.29% (-$491.0K) YoY -16.87% (-$782.3K)
(VIGcusip921908844)	19.0K	QoQ +0.35% (-68) YoY -5.33% (-1.1K)	All Managers (Combined)	$3.7M	1.0% ($3.7M/$387.1M)	QoQ -0.58% (-$21.8K) YoY +0.56% (-$20.6K)
Apple Inc.(AAPLcusip037833100)	12.8K	QoQ +0.03% (-4) YoY +0.56% (+72)	All Managers (Combined)	$2.8M	0.7% ($2.8M/$387.1M)	QoQ -11.27% (-$360.1K) YoY +30.27% (+$658.6K)
(IWBcusip464287622)	9.0K	QoQ +0.27% (-25) YoY -15.77% (-1.7K)	All Managers (Combined)	$2.8M	0.7% ($2.8M/$387.1M)	QoQ -4.52% (-$130.6K) YoY -10.30% (-$316.4K)
MICROSOFT CORP(MSFTcusip594918104)	5.5K	QoQ +0.16% (-9) YoY +0.69% (-38)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$387.1M)	QoQ -10.79% (-$250.1K) YoY -10.15% (-$233.5K)
(SCHXcusip808524201)	88.1K	QoQ +0.02% (-26) YoY +200.36% (+58.7K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$387.1M)	QoQ -4.71% (-$96.2K) YoY +6.86% (+$124.9K)
(VWOcusip922042858)	41.4K	QoQ -20.27% (-10.5K) YoY -3.51% (-1.5K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$387.1M)	QoQ -18.07% (-$413.0K) YoY +4.54% (-$81.5K)