Riverpoint Wealth Management Holdings, LLC — 13F Holdings

2026 Q1  ·  63 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Riverpoint Wealth Management Holdings, LLC maintained a portfolio of 63 distinct positions. The most significant new addition was AMERICAN CENTY ETF TR, now representing 0.59% of the total fund value. They heavily accumulated shares in FIDELITY MERRIMACK STR TR, increasing the position by 7.9%.
Position History hover any row below to update
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Riverpoint Wealth Management Holdings, LLC Cincinnati, OH RIA AUM $470M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
63
Quarter
2026 Q1
Top Holding
GSLC (17.2%)
Top 10 Concentration
81.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 63
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GSLC
GOLDMAN SACHS E...
ETF 17.21% 18.25% #1
Prev: #1
6.5
—
4,307 0.7%
P
S
646,369 $80,880,156 2016 Q4 13F Filing 2026-03-31 2026-05-04
SCHF
SCHWAB STRATEGI...
Bond/Debt 12.26% 12.03% #2
Prev: #2
6.0
—
-2,442 -0.1%
P
S
2,328,048 $57,619,187 2016 Q4 13F Filing 2026-03-31 2026-05-04
VEA
VANGUARD TAX-MA...
ETF 11.71% 11.54% #3
Prev: #3
5.5
—
-1,124 -0.1%
P
S
859,108 $55,051,633 2018 Q4 13F Filing 2026-03-31 2026-05-04
VO
VANGUARD INDEX ...
ETF 10.68% 10.74% #4
Prev: #4
5.0
—
2,508 1.5%
P
S
174,767 $50,189,617 2016 Q4 13F Filing 2026-03-31 2026-05-04
FNDA
SCHWAB STRATEGI...
Bond/Debt 7.99% 7.73% #5
Prev: #5
4.2
—
14,946 1.3%
P
S
1,157,772 $37,546,531 2016 Q4 13F Filing 2026-03-31 2026-05-04
IVV
ISHARES TR
ETF 5.61% 5.85% #6
Prev: #6
2.7
—
634 1.6%
P
S
40,379 $26,376,027 2016 Q4 13F Filing 2026-03-31 2026-05-04
FBND
FIDELITY MERRIM...
ETF 5.07% 4.79% #7 1
Prev: #8
4.0
—
38,218 7.9%
P
S
522,603 $23,841,139 2023 Q2 13F Filing 2026-03-31 2026-05-04
VOO
VANGUARD INDEX ...
ETF 4.88% 5.03% #8 1
Prev: #7
2.5
—
1,041 2.8%
P
S
38,423 $22,959,538 2016 Q4 13F Filing 2026-03-31 2026-05-04
VV
VANGUARD INDEX ...
ETF 3.19% 3.40% #9
Prev: #9
1.8
—
-118 -0.2%
P
S
50,232 $15,011,765 2016 Q4 13F Filing 2026-03-31 2026-05-04
FREL
FIDELITY COVING...
ETF 3.18% 3.04% #10
Prev: #10
3.3
—
30,075 5.7%
P
S
555,858 $14,958,148 2018 Q4 13F Filing 2026-03-31 2026-05-04
IJH
ISHARES TR
ETF 2.93% 2.82% #11
Prev: #11
1.7
—
5,139 2.6%
P
S
204,136 $13,785,299 2016 Q4 13F Filing 2026-03-31 2026-05-04
VNQ
VANGUARD INDEX ...
ETF 2.15% 2.17% #12
Prev: #12
1.4
—
-151 -0.1%
P
S
114,145 $10,124,655 2016 Q4 13F Filing 2026-03-31 2026-05-04
SCHP
SCHWAB STRATEGI...
ETF 1.53% 1.37% #13
Prev: #13
2.6
—
29,181 12.1%
P
S
270,587 $7,200,321 2025 Q2 13F Filing 2026-03-31 2026-05-04
VIG
VANGUARD SPECIA...
ETF 0.88% 0.90% #14
Prev: #14
0.9
—
52 0.3%
P
S
19,148 $4,118,032 2016 Q4 13F Filing 2026-03-31 2026-05-04
XLV
SELECT SECTOR S...
Unknown 0.83% 0.89% #15
Prev: #15
0.8
—
74 0.3%
P
S
26,739 $3,920,247 2016 Q4 13F Filing 2026-03-31 2026-05-04
AAPL
APPLE INC
Technology 0.66% 0.71% #16
Prev: #16
0.8
—
6 0.0%
P
S
12,176 $3,090,081 2016 Q4 13F Filing 2026-03-31 2026-05-04
AVEM
AMERICAN CENTY ...
Bond/Debt 0.59% — #17
Prev: #—
3.7
—
34,219 —
NEW
 34,219 $2,757,355 2026 Q1 13F Filing 2026-03-31 2026-05-04
IWB
ISHARES TR
ETF 0.58% 0.61% #18 1
Prev: #17
0.7
—
18 0.2%
P
S
7,659 $2,730,928 2016 Q4 13F Filing 2026-03-31 2026-05-04
THR
THERMON GROUP H...
Industrials 0.56% 0.41% #19 4
Prev: #23
0.7
—
740 1.4%
P
S
52,108 $2,626,243 2024 Q2 13F Filing 2026-03-31 2026-05-04
IWM
ISHARES TR
ETF 0.51% 0.51% #20 1
Prev: #19
0.7
—
16 0.2%
P
S
9,749 $2,417,812 2016 Q4 13F Filing 2026-03-31 2026-05-04
MSFT
MICROSOFT CORP
Technology 0.44% 0.57% #21 3
Prev: #18
0.7
—
26 0.5%
P
S
5,543 $2,051,956 2018 Q1 13F Filing 2026-03-31 2026-05-04
SCHX
SCHWAB STRATEGI...
ETF 0.44% 0.46% #22 1
Prev: #21
0.7
—
26 0.0%
P
S
79,820 $2,046,573 2020 Q1 13F Filing 2026-03-31 2026-05-04
VWO
VANGUARD INTL E...
ETF 0.43% 0.47% #23 3
Prev: #20
0.7
—
-3,270 -8.0%
P
S
37,566 $2,030,452 2016 Q4 13F Filing 2026-03-31 2026-05-04
ABBV
ABBVIE INC
Healthcare 0.40% 0.43% #24 2
Prev: #22
0.7
—
-23 -0.3%
P
S
8,639 $1,878,835 2020 Q2 13F Filing 2026-03-31 2026-05-04
IWF
ISHARES TR
ETF 0.32% 0.35% #25 1
Prev: #24
0.6
—
2 0.1%
P
S
3,474 $1,481,321 2017 Q2 13F Filing 2026-03-31 2026-05-04
EMGF
ISHARES INC
ETF 0.30% — #26
Prev: #—
3.6
—
23,613 —
NEW
 23,613 $1,426,934 2026 Q1 13F Filing 2026-03-31 2026-05-04
IJR
ISHARES TR
ETF 0.30% 0.29% #27 1
Prev: #28
0.6
—
47 0.4%
P
S
11,325 $1,407,853 2018 Q1 13F Filing 2026-03-31 2026-05-04
SPYV
SPDR SERIES TRU...
Unknown 0.30% 0.30% #28 1
Prev: #27
0.6
—
81 0.3%
P
S
24,839 $1,405,369 2019 Q4 13F Filing 2026-03-31 2026-05-04
QUS
SPDR SERIES TRU...
ETF 0.30% 0.33% #29 4
Prev: #25
0.6
—
-620 -7.1%
P
S
8,151 $1,399,103 2022 Q1 13F Filing 2026-03-31 2026-05-04
VGT
VANGUARD WORLD ...
ETF 0.29% 0.31% #30 4
Prev: #26
0.6
—
2 0.1%
P
S
1,937 $1,351,730 2016 Q4 13F Filing 2026-03-31 2026-05-04
GS
GOLDMAN SACHS G...
Financial Services 0.21% 0.22% #31 1
Prev: #30
0.6
—
5 0.4%
P
S
1,150 $972,840 2018 Q1 13F Filing 2026-03-31 2026-05-04
IAU
ISHARES GOLD TR
ETF 0.20% 0.22% #32 3
Prev: #29
0.6
—
-2,094 -16.3%
P
S
10,779 $950,232 2016 Q4 13F Filing 2026-03-31 2026-05-04
NVDA
NVIDIA CORPORAT...
Technology 0.19% 0.21% #33 2
Prev: #31
0.6
—
91 1.8%
P
S
5,254 $916,328 2025 Q1 13F Filing 2026-03-31 2026-05-04
JNJ
JOHNSON & JOHNS...
Healthcare 0.17% 0.15% #34 5
Prev: #39
0.6
—
-16 -0.5%
P
S
3,260 $796,982 2016 Q4 13F Filing 2026-03-31 2026-05-04
ITB
ISHARES TR
ETF 0.17% 0.18% #35 1
Prev: #34
0.6
—
17 0.2%
P
S
8,596 $778,351 2016 Q4 13F Filing 2026-03-31 2026-05-04
YUMC
YUM CHINA HLDGS...
Consumer Cyclical 0.17% 0.16% #36 1
Prev: #35
1.1
—
no change no change
P
S
15,925 $776,822 2024 Q3 13F Filing 2026-03-31 2026-05-04
AMZN
AMAZON COM INC
Consumer Cyclical 0.16% 0.18% #37 4
Prev: #33
1.1
—
no change no change
P
S
3,723 $775,390 2018 Q1 13F Filing 2026-03-31 2026-05-04
VB
VANGUARD INDEX ...
ETF 0.15% 0.15% #38 1
Prev: #37
0.6
—
20 0.7%
P
S
2,774 $726,671 2017 Q3 13F Filing 2026-03-31 2026-05-04
APOG
APOGEE ENTERPRI...
Industrials 0.15% 0.16% #39 3
Prev: #36
1.1
—
no change no change
P
S
20,754 $696,089 2023 Q3 13F Filing 2026-03-31 2026-05-04
ACN
ACCENTURE PLC I...
Technology 0.14% 0.19% #40 8
Prev: #32
0.6
—
-5 -0.1%
P
S
3,345 $663,280 2018 Q2 13F Filing 2026-03-31 2026-05-04
BND
VANGUARD BD IND...
ETF 0.14% 0.14% #41
Prev: #41
2.1
—
449 5.3%
P
S
8,984 $661,582 2023 Q1 13F Filing 2026-03-31 2026-05-04
GOOG
ALPHABET INC
Communication Services 0.13% 0.15% #42 4
Prev: #38
0.6
—
-76 -3.5%
P
S
2,090 $599,544 2018 Q2 13F Filing 2026-03-31 2026-05-04
HD
HOME DEPOT INC
Consumer Cyclical 0.12% 0.13% #43 1
Prev: #42
0.5
—
12 0.7%
P
S
1,760 $578,769 2016 Q4 13F Filing 2026-03-31 2026-05-04
INDA
ISHARES TR
ETF 0.12% 0.14% #44 4
Prev: #40
1.0
—
no change no change
P
S
12,208 $571,826 2017 Q2 13F Filing 2026-03-31 2026-05-04
WTW
WILLIS TOWERS W...
Financial Services 0.10% 0.10% #45
Prev: #45
2.0
—
194 13.5%
P
S
1,630 $473,841 2020 Q1 13F Filing 2026-03-31 2026-05-04
IHI
ISHARES TR
ETF 0.10% 0.11% #46 3
Prev: #43
0.5
—
7 0.1%
P
S
8,511 $454,057 2017 Q1 13F Filing 2026-03-31 2026-05-04
UFEB
INNOVATOR ETFS ...
ETF 0.08% 0.09% #47
Prev: #47
0.5
—
-566 -4.9%
P
S
10,976 $398,428 2025 Q1 13F Filing 2026-03-31 2026-05-04
VTR
VENTAS INC
Real Estate 0.08% 0.08% #48 3
Prev: #51
1.0
—
no change no change
P
S
4,811 $393,444 2019 Q4 13F Filing 2026-03-31 2026-05-04
IWD
ISHARES TR
ETF 0.08% 0.08% #49
Prev: #49
1.0
—
no change no change
P
S
1,833 $391,657 2022 Q3 13F Filing 2026-03-31 2026-05-04
LPLA
LPL FINL HLDGS ...
Financial Services 0.08% 0.10% #50 4
Prev: #46
0.5
—
1 0.1%
P
S
1,273 $383,043 2021 Q4 13F Filing 2026-03-31 2026-05-04
Showing 1-50 of 63 holdings

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