Riverpoint Wealth Management Holdings, LLC holds a focused book of 61 stocks worth $544.3M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Ceco Environmental Corp and trimmed Schwab Intl Equity ETF. Their largest long position is Goldman Activebeta US LC ETF at 17% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+17.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1682733/holdings"
Use Arkolith to show Riverpoint Wealth Management Holdings, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning Riverpoint Wealth Management Holdings, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Riverpoint Wealth Management Holdings, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 65 / 61 | $435.2B |
| Creative Planning | 65 / 61 | $63.2B |
| OSAIC HOLDINGS, INC. | 65 / 61 | $15.2B |
| IFP Advisors, Inc | 65 / 61 | $1.0B |
| FMR LLC | 64 / 61 | $581.1B |
| JPMORGAN CHASE & CO | 64 / 61 | $404.8B |
| BANK OF AMERICA CORP /DE/ | 64 / 61 | $325.9B |
| WELLS FARGO & COMPANY/MN | 64 / 61 | $137.7B |
Ranked by how many of Riverpoint Wealth Management Holdings, LLC's top 61 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF TR ACTIVEBETA US LG | $93.5M | 658.8K | 17.2% | ▲+1.9% Added · +12K sh | |
| 2 | Schwab Strategic TR INTL EQTY ETF | $64.3M | 2.32M | 11.8% | ▼−0.3% Reduced · −6K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $61.4M | 861.4K | 11.3% | ▲+0.3% Added · +2K sh | |
| 4 | Vanguard Index FDS MID CAP ETF | $56.9M | 706.2K | 10.5% | ▲+304% Added · +531K sh | |
| 5 | Schwab Strategic TR FUNDAMENTAL US S | $44.7M | 1.17M | 8.2% | ▲+1.4% Added · +17K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $29.6M | 39.5K | 5.4% | ▼−2.1% Reduced · −834 sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $26.8M | 39.0K | 4.9% | ▲+1.5% Added · +591 sh | |
| 8 | Fidelity Merrimack STR TR TOTAL BD ETF | $25.1M | 551.8K | 4.6% | ▲+5.6% Added · +29K sh | |
| 9 | Vanguard Index FDS LARGE CAP ETF | $17.6M | 51.1K | 3.2% | ▲+1.6% Added · +827 sh | |
| 10 | Ishares TR CORE S&P MCP ETF | $16.8M | 218.2K | 3.1% | ▲+6.9% Added · +14K sh | |
| 11 | Fidelity Covington Trust MSCI RL EST ETF | $16.8M | 574.1K | 3.1% | ▲+3.3% Added · +18K sh | |
| 12 | American Centy ETF TR AVANTIS EMGMKT | $14.8M | 153.8K | 2.7% | ▲+349% Added · +120K sh | |
| 13 | Vanguard Index FDS REAL ESTATE ETF | $11.2M | 116.3K | 2.1% | ▲+1.9% Added · +2K sh | |
| 14 | Schwab Strategic TR US TIPS ETF | $8.0M | 301.3K | 1.5% | ▲+11% Added · +31K sh | |
| 15 | Vanguard Specialized Funds DIV APP ETF | $4.5M | 19.2K | 0.8% | ▲+0.3% Added · +57 sh | |
| 16 | Select Sector SPDR TR ST STR CARE ETF | $4.2M | 26.6K | 0.8% | ▼−0.5% Reduced · −127 sh | |
| 17 | Apple Inc COM | $3.5M | 12.0K | 0.6% | ▼−1.6% Reduced · −191 sh | |
| 18 | Ceco Environmental Corp COM | $3.3M | 36.0K | 0.6% | ▲New New position | |
| 19 | Ishares TR RUS 1000 ETF | $3.1M | 7.7K | 0.6% | ▲+0.2% Added · +16 sh | |
| 20 | Ishares TR RUSSELL 2000 ETF | $2.9M | 9.8K | 0.5% | ▲+0.2% Added · +22 sh | |
| 21 | Schwab Strategic TR US LRG CAP ETF | $2.3M | 79.8K | 0.4% | ▲~0% Added · +22 sh | |
| 22 | Abbvie Inc COM | $2.2M | 8.7K | 0.4% | ▲+0.8% Added · +70 sh | |
| 23 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.1M | 36.0K | 0.4% | ▼−4.2% Reduced · −2K sh | |
| 24 | Microsoft Corp COM | $2.1M | 5.5K | 0.4% | ▼−0.8% Reduced · −47 sh | |
| 25 | Ishares TR RUS 1000 GRW ETF | $1.9M | 15.1K | 0.3% | ▲+336% Added · +12K sh | |
| 26 | Vanguard World FD INF TECH ETF | $1.8M | 15.4K | 0.3% | ▲+693% Added · +13K sh | |
| 27 | Ishares TR CORE S&P SCP ETF | $1.8M | 12.1K | 0.3% | ▲+6.7% Added · +764 sh | |
| 28 | Ishares Inc EMNG MKTS EQT | $1.7M | 23.7K | 0.3% | ▲+0.5% Added · +120 sh | |
| 29 | SPDR Series Trust ST STR MSCI USAQ | $1.5M | 8.2K | 0.3% | ▲+0.6% Added · +45 sh | |
| 30 | SPDR Series Trust ST STR P500VAL | $1.5M | 24.9K | 0.3% | ▲+0.4% Added · +97 sh | |
| 31 | Nvidia Corporation COM | $1.1M | 5.3K | 0.2% | ▲+0.3% Added · +17 sh | |
| 32 | Goldman Sachs Group Inc COM | $1.0M | 1.0K | 0.2% | ▼−13% Reduced · −145 sh | |
| 33 | Ishares TR US HOME CONS ETF | $900K | 8.6K | 0.2% | ▲+0.2% Added · +14 sh | |
| 34 | Amazon Com Inc COM | $887K | 3.7K | 0.2% | —Held | |
| 35 | Vanguard Index FDS SMALL CP ETF | $844K | 2.8K | 0.2% | ▲+0.4% Added · +11 sh | |
| 36 | Johnson & Johnson COM | $832K | 3.3K | 0.2% | ▲+0.5% Added · +15 sh | |
| 37 | Ishares Gold TR ISHARES NEW | $814K | 10.8K | 0.1% | —Held | |
| 38 | Alphabet Inc CAP STK CL C | $736K | 2.1K | 0.1% | ▼−0.3% Reduced · −6 sh | |
| 39 | Yum China Hldgs Inc COM | $651K | 15.9K | 0.1% | —Held | |
| 40 | Vanguard BD Index FDS TOTAL BND MRKT | $641K | 8.7K | 0.1% | ▼−2.8% Reduced · −253 sh | |
| 41 | Ishares TR MSCI INDIA ETF | $603K | 12.2K | 0.1% | —Held | |
| 42 | Home Depot Inc COM | $572K | 1.6K | 0.1% | ▼−7.8% Reduced · −138 sh | |
| 43 | Ishares TR RUS 1000 VAL ETF | $543K | 2.2K | 0.1% | ▲+22% Added · +407 sh | |
| 44 | Ventas Inc COM | $427K | 4.8K | 0.1% | —Held | |
| 45 | Willis Towers Watson PLC Ltd SHS | $426K | 1.6K | 0.1% | —Held | |
| 46 | Ishares TR U.S. MED DVC ETF | $421K | 8.5K | 0.1% | ▲+0.1% Added · +13 sh | |
| 47 | Accenture PLC Ireland SHS CLASS A | $416K | 3.3K | 0.1% | —Held | |
| 48 | Vanguard Index FDS TOTAL STK MKT | $368K | 994 | 0.1% | ▲+22% Added · +180 sh | |
| 49 | Bank Montreal Medium COM | $367K | 2.1K | 0.1% | —Held | |
| 50 | Select Sector SPDR TR ST STR TECHN ETF | $365K | 1.9K | 0.1% | ▲+0.1% Added · +3 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.