The Analysis of Riverpoint Wealth Management Holdings, LLC's Holdings
Currently, Riverpoint Wealth Management Holdings, LLC holds 59 types of securities in its portfolio with a total value $465.6M. In the most recent quarter, they have increased their positions in FBND (+35.2K shares, valued at $1.6M), SCHF (+47.6K shares, valued at $1.1M), VO (+3.8K shares, valued at $1.1M); decreased their positions in N/A (-9.0K shares, valued at $2.4M), GSLC (-5.2K shares, valued at $692.3K), IVV (-869 shares, valued at $595.2K); initiated new positions in VHT (+731 shares, valued at $210.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GSLC GOLDMAN SACHS ETF TR642.1K shares-0.81%2025-12-312026-02-10
SCHF SCHWAB STRATEGIC TR2.3M shares2.09%2025-12-312026-02-10 VEA VANGUARD TAX-MANAGED FDS860.2K shares0.70%2025-12-312026-02-10 VO VANGUARD INDEX FDS172.3K shares2.25%2025-12-312026-02-10 FNDA SCHWAB STRATEGIC TR1.1M shares1.99%2025-12-312026-02-10 IVV ISHARES TR39.7K shares-2.14%2025-12-312026-02-10 FBND FIDELITY MERRIMACK STR TR484.4K shares7.84%2025-12-312026-02-10 VV VANGUARD INDEX FDS50.4K shares-0.05%2025-12-312026-02-10 FREL FIDELITY COVINGTON TRUST525.8K shares5.60%2025-12-312026-02-10 IJH ISHARES TR199.0K shares-0.20%2025-12-312026-02-10 VNQ VANGUARD INDEX FDS114.3K shares3.08%2025-12-312026-02-10 SCHP SCHWAB STRATEGIC TR241.4K shares19.01%2025-12-312026-02-10 VIG VANGUARD SPECIALIZED FUNDS19.1K shares0.79%2025-12-312026-02-10 XLV SELECT SECTOR SPDR TR26.7K shares0.09%2025-12-312026-02-10 AAPL APPLE INC12.2K shares-4.82%2025-12-312026-02-10 IWB ISHARES TR7.6K shares0.91%2025-12-312026-02-10 MSFT MICROSOFT CORP5.5K shares0.20%2025-12-312026-02-10 IWM ISHARES TR9.7K shares0.32%2025-12-312026-02-10 VWO VANGUARD INTL EQUITY INDEX F40.8K shares2.56%2025-12-312026-02-10 SCHX SCHWAB STRATEGIC TR79.8K shares0.03%2025-12-312026-02-10 ABBV ABBVIE INC8.7K shares0.70%2025-12-312026-02-10 THR THERMON GROUP HLDGS INC51.4K shares2.00%2025-12-312026-02-10 IWF ISHARES TR3.5K shares1.19%2025-12-312026-02-10 QUS SPDR SERIES TRUST8.8K shares0.82%2025-12-312026-02-10 VGT VANGUARD WORLD FD1.9K shares0.05%2025-12-312026-02-10 SPYV SPDR SERIES TRUST24.8K shares-5.71%2025-12-312026-02-10 IJR ISHARES TR11.3K shares2.67%2025-12-312026-02-10 GS GOLDMAN SACHS GROUP INC1.1K shares-4.58%2025-12-312026-02-10 NVDA NVIDIA CORPORATION5.2K shares-3.31%2025-12-312026-02-10 AMZN AMAZON COM INC3.7K shares0.00%2025-12-312026-02-10 ITB ISHARES TR8.6K shares0.18%2025-12-312026-02-10 YUMC YUM CHINA HLDGS INC15.9K shares0.00%2025-12-312026-02-10 APOG APOGEE ENTERPRISES INC20.8K shares0.00%2025-12-312026-02-10 VB VANGUARD INDEX FDS2.8K shares0.66%2025-12-312026-02-10 ALPHABET INC ALPHABET INC2.2K shares-1.90%2025-12-312026-02-10 JNJ JOHNSON & JOHNSON3.3K shares0.58%2025-12-312026-02-10 INDA ISHARES TR12.2K shares0.00%2025-12-312026-02-10 BND VANGUARD BD INDEX FDS8.5K shares-1.41%2025-12-312026-02-10 HD HOME DEPOT INC1.7K shares0.58%2025-12-312026-02-10 IHI ISHARES TR8.5K shares0.09%2025-12-312026-02-10 ORCL ORACLE CORP2.5K shares0.20%2025-12-312026-02-10 WTW WILLIS TOWERS WATSON PLC LTD1.4K shares0.00%2025-12-312026-02-10 LPLA LPL FINL HLDGS INC1.3K shares-17.67%2025-12-312026-02-10 UFEB INNOVATOR ETFS TRUST11.5K shares0.00%2025-12-312026-02-10 SYK STRYKER CORPORATION1.1K shares-13.07%2025-12-312026-02-10 IWD ISHARES TR1.8K shares0.00%2025-12-312026-02-10 IBIT ISHARES BITCOIN TRUST ETF7.5K shares0.70%2025-12-312026-02-10 VTR VENTAS INC4.8K shares-5.59%2025-12-312026-02-10 ALPHABET INC ALPHABET INC1.0K shares-0.97%2025-12-312026-02-10 PG PROCTER AND GAMBLE CO2.0K shares-0.98%2025-12-312026-02-10 IWS ISHARES TR2.0K shares0.00%2025-12-312026-02-10 XLK SELECT SECTOR SPDR TR1.9K shares100.31%2025-12-312026-02-10 VTI VANGUARD INDEX FDS814 shares0.62%2025-12-312026-02-10 BMO BANK MONTREAL QUE2.1K shares0.00%2025-12-312026-02-10 WTFC WINTRUST FINL CORP1.6K shares0.38%2025-12-312026-02-10 VHT VANGUARD WORLD FD731 sharesnew addition2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available