Institutional Fund
Riverpoint Wealth Management Holdings, LLC
Chicago, ILCIK 16827335 filings on record
Portfolio Value
$470.00M
Q1 2026
Holdings
62
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+0.9%
from $465.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Goldman Sachs ETF Tr17.2%
- Schwab Strategic Tr12.3%
- Vanguard Tax-Managed Fds11.7%
- Vanguard Index Fds10.7%
- Schwab Strategic Tr8.0%
- Ishares Tr5.6%
- Other34.5%
Portfolio Holdings
62 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF Tr | 646.4K | $80.88M | 17.2% | +4.3K | Added |
| 2 | Schwab Strategic Tr | 2.33M | $57.62M | 12.3% | −2.4K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 859.1K | $55.05M | 11.7% | −1.1K | Reduced |
| 4 | Vanguard Index Fds | 174.8K | $50.19M | 10.7% | +2.5K | Added |
| 5 | Schwab Strategic Tr | 1.16M | $37.55M | 8.0% | +14.9K | Added |
| 6 | Ishares Tr | 40.4K | $26.38M | 5.6% | +634 | Added |
| 7 | Fidelity Merrimack Str Tr | 522.6K | $23.84M | 5.1% | +38.2K | Added |
| 8 | Vanguard Index Fds | 38.4K | $22.96M | 4.9% | +1.0K | Added |
| 9 | Vanguard Index Fds | 50.2K | $15.01M | 3.2% | −118 | Reduced |
| 10 | Fidelity Covington Trust | 555.9K | $14.96M | 3.2% | +30.1K | Added |
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