13F Insight
DOSSIER · 13F-HR · Q2 2026

Riverpoint Wealth Management Holdings, LLC

$544M in tracked AUM across 61 positions as of Q2 2026.

RW
CIK 0001682733 · last filed Jun 30, 2026
Total AUM
$544M
as of Q2 2026
Holdings
61
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Riverpoint Wealth Management Holdings, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GSLC
GOLDMAN SACHS ETF TR
$93M659K17.2%02
SCHF
SCHWAB STRATEGIC TR
$64M2.3M11.8%03
VEA
VANGUARD TAX-MANAGED FDS
$61M861K11.3%04
VO
VANGUARD INDEX FDS
$57M706K10.5%05
FNDA
SCHWAB STRATEGIC TR
$45M1.2M8.2%06
IVV
ISHARES TR
$30M40K5.4%07
VOO
VANGUARD INDEX FDS
$27M39K4.9%08
FBND
FIDELITY MERRIMACK STR TR
$25M552K4.6%09
VV
VANGUARD INDEX FDS
$18M51K3.2%10
IJH
ISHARES TR
$17M218K3.1%

Filing history

2026Q2Jun 30
$544M▲ 15.8%
61 positionsView →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 positionsLocked
Showing 12 of 36