Latest Riverpoint Wealth Management Holdings, LLC Stock Portfolio

Riverpoint Wealth Management Holdings, LLC Performance:
2025 Q2: 1.1%YTD: 0.09%2024: 0.24%

Performance for 2025 Q2 is 1.1%, and YTD is 0.09%, and 2024 is 0.24%.

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 21-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $547 Millions. In it's latest 13F Holdings report, Riverpoint Wealth Management Holdings, LLC reported an equity portfolio of $425.1 Millions as of 30 Jun, 2025.

The top stock holdings of Riverpoint Wealth Management Holdings, LLC are GBIL, FNDA, VEA. The fund has invested 18.6% of it's portfolio in GOLDMAN SACHS ETF TR and 11.8% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off ISHARES GOLD TR (IAU), INNOVATOR ETFS TRUST (BAPR) and ISHARES BITCOIN TRUST ETF stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), APOGEE ENTERPRISES INC (APOG) and FIDELITY MERRIMACK STR TR (FBND). Riverpoint Wealth Management Holdings, LLC opened new stock positions in SCHWAB STRATEGIC TR (FNDA), SELECT SECTOR SPDR TR (XLB) and BANK MONTREAL QUE. The fund showed a lot of confidence in some stocks as they added substantially to YUM CHINA HLDGS INC (YUMC), ISHARES TR (IJR) and NVIDIA CORPORATION (NVDA).

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 1.1% in the last quarter. In trailing 12 months, it's portfolio return was 1.37%.
2019202020212022202320242025−2002040Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
schwab strategic tr3,806,260
select sector spdr tr241,532
bank montreal que229,557

New stocks bought by Riverpoint Wealth Management Holdings, LLC

Additions

Ticker% Inc.
yum china hldgs inc31.74
ishares tr29.29
nvidia corporation10.81
ishares tr10.28
stryker corporation4.82
fidelity covington trust3.85
vanguard tax-managed fds3.68
schwab strategic tr3.55

Additions to existing portfolio by Riverpoint Wealth Management Holdings, LLC

Reductions

Ticker% Reduced
select sector spdr tr-20.07
apogee enterprises inc-19.41
fidelity merrimack str tr-10.28
spdr series trust-2.27
vanguard bd index fds-1.72
vanguard index fds-1.66
spdr series trust-1.59
vanguard intl equity index f-1.33

Riverpoint Wealth Management Holdings, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares gold tr-758,962
innovator etfs trust-373,845
ishares bitcoin trust etf-299,631

Riverpoint Wealth Management Holdings, LLC got rid off the above stocks

Sector Distribution

Riverpoint Wealth Management Holdings, LLC has about 95% of it's holdings in Others sector.

97%
Sector%
Others95
Technology2.5

Market Cap. Distribution

Riverpoint Wealth Management Holdings, LLC has about 3.5% of it's portfolio invested in the large-cap and mega-cap stocks.

96%
Category%
UNALLOCATED95
MEGA-CAP3.5

Stocks belong to which Index?

About 4% of the stocks held by Riverpoint Wealth Management Holdings, LLC either belong to S&P 500 or RUSSELL 2000 index.

96%
Index%
Others95.3
S&P 5004
Top 5 Winners (%)%
ORCL
oracle corp
56.3 %
NVDA
nvidia corporation
42.8 %
MSFT
microsoft corp
32.5 %
GS
goldman sachs group inc
29.4 %
IJR
ishares tr
17.6 %
Top 5 Winners ($)$
IJR
ishares tr
2.4 M
IJR
ishares tr
0.7 M
MSFT
microsoft corp
0.7 M
IJR
ishares tr
0.3 M
NVDA
nvidia corporation
0.3 M
Top 5 Losers (%)%
APOG
apogee enterprises inc
-12.4 %
ABBV
abbvie inc
-11.3 %
YUMC
yum china hldgs inc
-10.8 %
WTW
willis towers watson plc ltd
-9.3 %
VTR
ventas inc
-8.2 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-0.3 M
AAPL
apple inc
-0.2 M
ABBV
abbvie inc
-0.2 M
ACN
accenture plc ireland
-0.2 M
APOG
apogee enterprises inc
-0.1 M

Riverpoint Wealth Management Holdings, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

GBILFNDAVEAVBFNDAIJRVBFBNDVBFBCGIJRVBVIGFNDAACNXLBIJRMS..AA..F..I..V..A..B..B..I..TH..VA..IJ..NV..A..G..A..A..Y..A..B..V..H..O..L..S..A..J..I..W..G..P..V..I..

Current Stock Holdings of Riverpoint Wealth Management Holdings, LLC

Riverpoint Wealth Management Holdings, LLC has 54 stocks in it's portfolio. About 82.3% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Riverpoint Wealth Management Holdings, LLC last quarter.

Last Reported on: 25 Jul, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of GOLDMAN SACHS ETF TR Position Held By Riverpoint Wealth Management Holdings, LLC

What % of Portfolio is GBIL?:

No data available

Number of GBIL shares held:

No data available

Change in No. of Shares Held:

No data available