Riverpoint Wealth Management Holdings
Riverpoint Wealth Management Holdings reported 61 stocks worth $544M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are GSLC (17.2%), SCHF (11.8%) and VEA (11.3%). Compared with Q1 2026, the fund opened new positions in CECO, VHT and BSV, added to GSLC, VEA and VO, trimmed SCHF, IVV and XLV and sold out of APOG, XOM and FDX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GSLC Goldman Sachs | $93.5M | 17.2% | 659K | +12K (+2%) | 8 of 8 | |
| 2 |  SCHF Schwab International | $64.3M | 11.8% | 2.3M | −5,862 (−0%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $61.4M | 11.3% | 861K | +2,313 (+0%) | 8 of 8 | |
| 4 |  VO Vanguard Index Fds | $56.9M | 10.4% | 706K | +531K (+304%) | 8 of 8 | |
| 5 |  FNDA Schwab Fundamental U.s. Small Company ETF | $44.7M | 8.2% | 1.2M | +17K (+1%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $29.6M | 5.4% | 40K | −834 (−2%) | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $26.8M | 4.9% | 39K | +591 (+2%) | 8 of 8 | |
| 8 |  FBND Fidelity Total Bond ETF | $25.1M | 4.6% | 552K | +29K (+6%) | 8 of 8 | |
| 9 |  VV Vanguard Large Cap ETF | $17.6M | 3.2% | 51K | +827 (+2%) | 8 of 8 | |
| 10 |  IJH Ishares TR | $16.8M | 3.1% | 218K | +14K (+7%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Riverpoint Wealth Management Holdings 13F FAQ
What does Riverpoint Wealth Management Holdings own?
Riverpoint Wealth Management Holdings reported 61 stocks worth $544M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are GSLC (17.2%), SCHF (11.8%) and VEA (11.3%). The table above lists every position in the filing (the top 10 without an account).
What did Riverpoint Wealth Management Holdings buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 33 added to, 13 trimmed and 4 sold out. New positions include CECO, VHT and BSV. It sold all of APOG, XOM and FDX.
When will Riverpoint Wealth Management Holdings file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Riverpoint Wealth Management Holdings's portfolio worth?
The Q2 2026 filing reports $544M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.