Riverpoint Wealth Management Holdings, LLC - Portfolio overview

Riverpoint Wealth Management Holdings, LLC has 62 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. GSLC - GOLDMAN SACHS ETF TR, 17.21%
2. SCHF - SCHWAB STRATEGIC TR, 12.26%
3. VEA - VANGUARD TAX-MANAGED FDS, 11.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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