account_balance
Investment manager · 13F filer · SEC CIK 1682733
Riverpoint Wealth Management Holdings, LLC
Reported value$546Mas of Sep 30, 2026
Positions63 2 new, 0 sold out
Top 10 weight80.2%GSLC alone is 18%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GSLCGoldman Sachs ETF Tr
17.8%
SCHFSchwab Strategic Tr
11.8%
VEAVanguard Tax-Managed FDS
11.1%
VOVanguard Index FDS
10.2%
FNDASchwab Strategic Tr
7.6%
IVViShares Tr
5.5%
VOOVanguard Index FDS
5.1%
FBNDFidelity Merrimack STR Tr
4.6%Added +5%
VVVanguard Index FDS
3.3%
IJHiShares Tr
3.1%
FRELFidelity Covington Trust
3.0%
AVEMAmerican Centy ETF Tr
2.9%
GSLCGoldman Sachs ETF Tr
17.8%
SCHFSchwab Strategic Tr
11.8%
VEAVanguard Tax-Managed FDS
11.1%
VOVanguard Index FDS
10.2%
FNDASchwab Strategic Tr
7.6%
IVViShares Tr
5.5%
VOOVanguard Index FDS
5.1%
FBNDFidelity Merrimack STR Tr
4.6%
VV3.3%
IJH
FREL
AVEM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GSLC Goldman Sachs ETF Tr 17.8% Held
SCHF Schwab Strategic Tr 11.8% Held
VEA Vanguard Tax-Managed FDS 11.1% Held
VO Vanguard Index FDS 10.2% Held
FNDA Schwab Strategic Tr 7.6% Held
IVV iShares Tr 5.5% Held
VOO Vanguard Index FDS 5.1% Held
FBND Fidelity Merrimack STR Tr 4.6% Added +5%
VV Vanguard Index FDS 3.3% Held
IJH iShares Tr 3.1% Added +7%
FREL Fidelity Covington Trust 3.0% Added +4%
AVEM American Centy ETF Tr 2.9% Added +10%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- RJCA $277K
- XOM $224K
arrow_upwardAdded
- AVEM +10%
- SCHP +9%
- IJH +7%
- FBND +5%
arrow_downwardTrimmed
- VWO −13%
- IWF −11%
remove_circleSold out
None
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