Riverpoint Wealth Management Holdings, LLC: 13F holdings
CIK 16827332026Q2
| Positions | 61 |
|---|---|
| Reported value | $544.3m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GSLC GOLDMAN SACHS ETF TR | 658,842 | $93.5m | 17.2% |
| SCHF SCHWAB STRATEGIC TR | 2,322,186 | $64.3m | 11.8% |
| VEA VANGUARD TAX-MANAGED FDS | 861,421 | $61.4m | 11.3% |
| VO VANGUARD INDEX FDS | 706,160 | $56.9m | 10.5% |
| FNDA SCHWAB STRATEGIC TR | 1,174,381 | $44.7m | 8.2% |
| IVV ISHARES TR | 39,545 | $29.6m | 5.4% |
| VOO VANGUARD INDEX FDS | 39,014 | $26.8m | 4.9% |
| FBND FIDELITY MERRIMACK STR TR | 551,758 | $25.1m | 4.6% |
| VV VANGUARD INDEX FDS | 51,059 | $17.6m | 3.2% |
| IJH ISHARES TR | 218,200 | $16.8m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1682733")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.