Data as of Q4 2025 (Dec 31, 2025)

Riverpoint Wealth Management Holdings, LLC

•CIK: 1682733•Filing: Q4 2025

**Riverpoint Wealth Management Holdings, LLC** manages $466M across a diversified portfolio of 59 positions. The fund exhibits significant allocations to core market indices and sector ETFs, notably holding GSLC at $85.0M and SCHF at $56.0M. Further concentration is visible in international exposure via VEA ($53.7M) and VO ($50.0M). This structure suggests a disciplined, multi-asset approach targeting broad market capture.

Total AUM
$465.6M
QoQ Performance
+2.3%
Positions
37
Top 10 Concentration
82.4%
Latest Filing
Q4 2025

Top Holdings Allocation

GSLC
SCHF
VEA
VO
FNDA
IVV
VOO
GSLC18.3%
SCHF12.0%
VEA11.5%
VO10.7%
FNDA7.7%
IVV5.8%
VOO5.0%
FBND4.8%

📈 Biggest Buys

FBND
FIDELITY MERRIMACK STR TR
+7.8%
4.8% of portfolio
SCHF
SCHWAB STRATEGIC TR
+2.1%
12.0% of portfolio
VO
VANGUARD INDEX FDS
+2.3%
10.7% of portfolio
SCHP
SCHWAB STRATEGIC TR
+19.0%
1.4% of portfolio
FREL
FIDELITY COVINGTON TRUST
+5.6%
3.0% of portfolio

📉 Biggest Sells

ACN
ACCENTURE PLC IRELAND
-72.9%
0.2% of portfolio
GSLC
GOLDMAN SACHS ETF TR
-0.8%
18.3% of portfolio
IVV
ISHARES TR
-2.1%
5.8% of portfolio
AAPL
APPLE INC
-4.8%
0.7% of portfolio
LPLA
LPL FINL HLDGS INC
-17.7%
0.1% of portfolio

Sector Breakdown

Other86.0%
ETF10.9%
Technology2.0%
Healthcare0.6%
Consumer0.3%
Financial0.2%

Changes from Q3 2025

NEW1 new position
↑32 increased
↓16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

GSLC18.3%
GOLDMAN SACHS ETF TR
$85.0M
SCHF12.0%
SCHWAB STRATEGIC TR
$56.0M
VEA11.5%
VANGUARD TAX-MANAGED FDS
$53.7M
VO10.7%
VANGUARD INDEX FDS
$50.0M
FNDA7.7%
SCHWAB STRATEGIC TR
$36.0M

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