13F Insight
DOSSIER · 13F-HR · Q1 2026

Riverpoint Wealth Management Holdings, LLC

$470M in tracked AUM across 62 positions as of Q1 2026.

RW
CIK 0001682733 · last filed Mar 31, 2026
Total AUM
$470M
as of Q1 2026
Holdings
62
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Riverpoint Wealth Management Holdings, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GSLC
GOLDMAN SACHS ETF TR
$81M646K17.2%02
SCHF
SCHWAB STRATEGIC TR
$58M2.3M12.3%03
VEA
VANGUARD TAX-MANAGED FDS
$55M859K11.7%04
VO
VANGUARD INDEX FDS
$50M175K10.7%05
FNDA
SCHWAB STRATEGIC TR
$38M1.2M8.0%06
IVV
ISHARES TR
$26M40K5.6%07
FBND
FIDELITY MERRIMACK STR TR
$24M523K5.1%08
VOO
VANGUARD INDEX FDS
$23M38K4.9%09
VV
VANGUARD INDEX FDS
$15M50K3.2%10
FREL
FIDELITY COVINGTON TRUST
$15M556K3.2%

Filing history

2026Q1Mar 31
$470M▲ 0.9%
62 positionsView →2025Q4Dec 31
$466M▲ 2.3%
59 positionsView →2025Q3Sep 30
$455M▲ 7.0%
58 positionsView →2025Q2Jun 30
$425M▲ 9.8%
54 positionsLocked2025Q1Mar 31
$387M▲ 1.0%
54 positionsLocked2024Q4Dec 31
$383M▼ 1.7%
52 positionsLocked2024Q3Sep 30
$390M▲ 8.3%
51 positionsLocked2024Q2Jun 30
$360M▲ 0.2%
50 positionsLocked2024Q1Mar 31
$360M▲ 5.9%
53 positionsLocked2023Q4Dec 31
$340M▲ 12.0%
53 positionsLocked2023Q3Sep 30
$303M▼ 3.9%
50 positionsLocked2023Q2Jun 30
$315M▲ 8.9%
49 positionsLocked
Showing 12 of 35