StockDriftsStockDriftsTop 50 Riverpoint Wealth Management Holdings, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSLC | GOLDMAN SACHS ETF TR | 17.17% | 658.8K | $93.5M | +1.93%(+12.47K) | $60.90(+144.23%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 11.82% | 2.32M | $64.3M | -0.25%(-5.86K) | $15.90(+80.25%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.28% | 861.4K | $61.4M | +0.27%(+2.31K) | $41.77(+77.19%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 10.45% | 706.2K | $56.9M | +1.01%(+7.09K) | $41.56(+102.91%) | 2026-06-30 | |
| FNDA | SCHWAB STRATEGIC TR | 8.21% | 1.17M | $44.7M | +1.43%(+16.61K) | $19.49(+96.69%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.44% | 39.5K | $29.6M | -2.07%(-834) | $112.84(+590.31%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.92% | 39.0K | $26.8M | +1.54%(+591) | $269.90(+164.05%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.61% | 551.8K | $25.1M | +5.58%(+29.16K) | $45.62(-1.65%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 3.23% | 51.1K | $17.6M | +1.65%(+827) | $133.83(+166.39%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.09% | 218.2K | $16.8M | +6.89%(+14.06K) | $41.06(+91.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.49% | +50.06% | +7.54% | +43.83% |
| Top 20 Holdings Unweighted | +13.59% | +46.58% | +7.58% | +44.13% |
Riverpoint Wealth Management Holdings, LLC reports $544.30M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are GSLC (17.2%), SCHF (11.8%) and VEA (11.3%). The top 20 holdings account for 93.54% of reported assets. Its disclosed equity book has returned +50.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Riverpoint Wealth Management Holdings, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1682733). View Riverpoint Wealth Management Holdings, LLC’s 13F filings on SEC