Riverpoint Wealth Management Holdings, LLC
CIK 1682733
13F filing for Q2 2026・No. 3,694
- Holdings
- US$544.3M
- Quarter change
- +US$74.3M
- Entries
- 61
- Net bought (estimate)
- +US$18.43M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 4
- Cut 14
- Added 34
- Corporate actions 0
- Unchanged 10
Largest holdings
61 stocks worth US$544.3M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOLDMAN SACHS ETF TRACTIVEBETA US LG | Added | 658,842 | US$93.48M | 17.17% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Cut | 2,322,186 | US$64.32M | 11.82% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 861,421 | US$61.38M | 11.28% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 706,160 | US$56.9M | 10.45% |
| SCHWAB STRATEGIC TRFUNDAMENTAL US S | Added | 1,174,381 | US$44.7M | 8.21% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 39,545 | US$29.61M | 5.44% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 39,014 | US$26.79M | 4.92% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 551,758 | US$25.1M | 4.61% |
| VANGUARD INDEX FDSLARGE CAP ETF | Added | 51,059 | US$17.56M | 3.23% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 218,200 | US$16.83M | 3.09% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.