Latest Riverpoint Wealth Management Holdings, LLC Stock Portfolio
Riverpoint Wealth Management Holdings, LLC Performance:
2025 Q4: 1.52%YTD: 14.09%2024: -9.67%
Performance for 2025 Q4 is 1.52%, and YTD is 14.09%, and 2024 is -9.67%.
About Riverpoint Wealth Management Holdings, LLC and 13F Hedge Fund Stock Holdings
Riverpoint Wealth Management Holdings, LLC is a hedge fund based in Chicago, IL. On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Riverpoint Wealth Management Holdings, LLC reported an equity portfolio of $465.6 Millions as of 31 Dec, 2025.
The top stock holdings of Riverpoint Wealth Management Holdings, LLC are GBIL, FNDA, VEA. The fund has invested 18.2% of it's portfolio in GOLDMAN SACHS ETF TR and 12% of portfolio in SCHWAB STRATEGIC TR.
They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN), LPL FINL HLDGS INC (LPLA) and STRYKER CORPORATION (SYK). Riverpoint Wealth Management Holdings, LLC opened new stock positions in VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), SCHWAB STRATEGIC TR (FNDA) and FIDELITY MERRIMACK STR TR (FBND).
The top stock holdings of Riverpoint Wealth Management Holdings, LLC are GBIL, FNDA, VEA. The fund has invested 18.2% of it's portfolio in GOLDMAN SACHS ETF TR and 12% of portfolio in SCHWAB STRATEGIC TR.
They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN), LPL FINL HLDGS INC (LPLA) and STRYKER CORPORATION (SYK). Riverpoint Wealth Management Holdings, LLC opened new stock positions in VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), SCHWAB STRATEGIC TR (FNDA) and FIDELITY MERRIMACK STR TR (FBND).
Riverpoint Wealth Management Holdings, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Riverpoint Wealth Management Holdings, LLC made a return of 1.52% in the last quarter. In trailing 12 months, it's portfolio return was 14.09%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard world fd | 210,316 |
New stocks bought by Riverpoint Wealth Management Holdings, LLC
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 100 |
| schwab strategic tr | 19.01 |
| fidelity merrimack str tr | 7.84 |
| fidelity covington trust | 5.6 |
| vanguard index fds | 3.08 |
| ishares tr | 2.67 |
| vanguard intl equity index f | 2.56 |
| vanguard index fds | 2.25 |
Additions to existing portfolio by Riverpoint Wealth Management Holdings, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| accenture plc ireland | -72.88 |
| lpl finl hldgs inc | -17.67 |
| stryker corporation | -13.07 |
| spdr series trust | -5.71 |
| ventas inc | -5.59 |
| apple inc | -4.82 |
| goldman sachs group inc | -4.58 |
| nvidia corporation | -3.31 |
Riverpoint Wealth Management Holdings, LLC reduced stake in above stock
Sold off
Sector Distribution
Riverpoint Wealth Management Holdings, LLC has about 95.5% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 95.5 |
| Technology | 1.8 |
Market Cap. Distribution
Riverpoint Wealth Management Holdings, LLC has about 2.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.5 |
| MEGA-CAP | 2.9 |
Stocks belong to which Index?
About 3.4% of the stocks held by Riverpoint Wealth Management Holdings, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 95.9 |
| S&P 500 | 3.4 |
Riverpoint Wealth Management Holdings, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Riverpoint Wealth Management Holdings, LLC
Riverpoint Wealth Management Holdings, LLC has 59 stocks in it's portfolio. About 82.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Riverpoint Wealth Management Holdings, LLC last quarter.
Last Reported on: 10 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.71 | 12,170 | 3,308,500 | reduced | -4.82 | ||
| AAXJ | ishares tr | 0.18 | 8,579 | 826,132 | added | 0.18 | ||
| AAXJ | ishares tr | 0.11 | 8,504 | 528,538 | added | 0.09 | ||
| ABBV | abbvie inc | 0.42 | 8,662 | 1,979,220 | added | 0.7 | ||
| ACN | accenture plc ireland | 0.19 | 3,350 | 898,897 | reduced | -72.88 | ||
| AMPS | ishares tr | 0.14 | 12,208 | 659,846 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.18 | 3,723 | 859,343 | unchanged | 0.00 | ||
| APOG | apogee enterprises inc | 0.16 | 20,754 | 755,652 | unchanged | 0.00 | ||
| BAPR | innovator etfs trust | 0.09 | 11,542 | 424,574 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.33 | 8,771 | 1,527,810 | added | 0.82 | ||
| BIL | spdr series trust | 0.30 | 24,758 | 1,406,480 | reduced | -5.71 | ||
| BIV | vanguard bd index fds | 0.14 | 8,535 | 632,195 | reduced | -1.41 | ||
| FBCG | fidelity covington trust | 3.04 | 525,783 | 14,138,300 | added | 5.6 | ||
| FBND | fidelity merrimack str tr | 4.79 | 484,385 | 22,301,100 | added | 7.84 | ||
| FNDA | schwab strategic tr | 12.03 | 2,330,490 | 56,025,000 | added | 2.09 | ||
| FNDA | schwab strategic tr | 7.73 | 1,142,830 | 36,010,400 | added | 1.99 | ||
| FNDA | schwab strategic tr | 1.37 | 241,406 | 6,394,840 | added | 19.01 | ||
| FNDA | schwab strategic tr | 0.46 | 79,794 | 2,147,270 | added | 0.03 | ||
| GBIL | goldman sachs etf tr | 18.25 | 642,062 | 84,989,800 | reduced | -0.81 | ||
| GOOG | alphabet inc | 0.15 | 2,166 | 679,578 | reduced | -1.9 | ||