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Riverpoint Wealth Management Holdings, LLC

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13F filer, CIK 1682733, CHICAGO, IL

Riverpoint Wealth Management Holdings, LLC reported $425,081,044 across 54 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-25. Its ten largest share positions make up 82.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004176

Period
2025-06-30
Reported value
$425M
Holdings
54
Top 10 weight
82.31%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHPnew+142,664$3.81M
GSLCadded+19,437$2.36M
VEAadded+30,346$1.73M
VOadded+5,422$1.52M
FNDAadded+37,945$1.09M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FBNDreduced-49,960-$2.29M
XLVreduced-6,830-$921K
IAUexited-12,873-$759K
UFEBexited-11,542-$374K
IBITexited-6,401-$300K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004176, largest first. % of portfolio is the value over $425,081,044, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,592 shares; 2024Q4: 629,829 shares; 2025Q1: 632,094 shares; 2025Q2: 651,531 shares 651,531$79.1M18.6%+19,437Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,670 shares; 2024Q4: 2,137,185 shares; 2025Q1: 2,263,728 shares; 2025Q2: 2,278,495 shares 2,278,495$50.4M11.85%+14,767Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806,488 shares; 2024Q4: 816,667 shares; 2025Q1: 825,430 shares; 2025Q2: 855,776 shares 855,776$48.8M11.48%+30,346Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,929 shares; 2024Q4: 157,455 shares; 2025Q1: 161,637 shares; 2025Q2: 167,059 shares 167,059$46.7M11%+5,422Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,626 shares; 2024Q4: 1,040,669 shares; 2025Q1: 1,068,884 shares; 2025Q2: 1,106,829 shares 1,106,829$31.7M7.46%+37,945Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,964 shares; 2024Q4: 39,618 shares; 2025Q1: 40,180 shares; 2025Q2: 40,288 shares 40,288$25M5.88%+108Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,220 shares; 2024Q4: 37,661 shares; 2025Q1: 37,302 shares; 2025Q2: 37,230 shares 37,230$21.1M4.98%-72Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,348 shares; 2024Q4: 449,168 shares; 2025Q1: 486,050 shares; 2025Q2: 436,090 shares 436,090$20M4.69%-49,960Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,567 shares; 2024Q4: 46,611 shares; 2025Q1: 51,243 shares; 2025Q2: 50,574 shares 50,574$14.4M3.39%-669Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,240 shares; 2024Q4: 430,742 shares; 2025Q1: 450,035 shares; 2025Q2: 467,376 shares 467,376$12.6M2.97%+17,341Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,018 shares; 2024Q4: 194,293 shares; 2025Q1: 198,562 shares; 2025Q2: 199,542 shares 199,542$12.4M2.91%+980Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,706 shares; 2024Q4: 111,105 shares; 2025Q1: 111,498 shares; 2025Q2: 109,643 shares 109,643$9.76M2.3%-1,855Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,921 shares; 2024Q4: 18,941 shares; 2025Q1: 19,009 shares; 2025Q2: 18,968 shares 18,968$3.88M0.91%-41Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,664 shares 142,664$3.81M0.9%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 12,353 shares; 2025Q1: 12,353 shares; 2025Q2: 12,353 shares 12,353$3.69M0.87%0Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,262 shares; 2024Q4: 34,678 shares; 2025Q1: 34,039 shares; 2025Q2: 27,209 shares 27,209$3.67M0.86%-6,830Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 8,951 shares; 2025Q1: 8,976 shares; 2025Q2: 8,998 shares 8,998$3.06M0.72%+22Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 5,496 shares; 2025Q1: 5,505 shares; 2025Q2: 5,514 shares 5,514$2.74M0.65%+9Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,719 shares; 2024Q4: 12,756 shares; 2025Q1: 12,760 shares; 2025Q2: 12,773 shares 12,773$2.62M0.62%+13Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,333 shares; 2024Q4: 88,029 shares; 2025Q1: 88,055 shares; 2025Q2: 87,369 shares 87,369$2.14M0.5%-686Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 7,473 shares; 2025Q1: 7,484 shares; 2025Q2: 9,676 shares 9,676$2.09M0.49%+2,192Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,821 shares; 2024Q4: 51,897 shares; 2025Q1: 41,373 shares; 2025Q2: 40,822 shares 40,822$2.02M0.47%-551Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,181 shares; 2024Q4: 8,256 shares; 2025Q1: 8,499 shares; 2025Q2: 8,577 shares 8,577$1.59M0.37%+78Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,567 shares; 2024Q4: 9,649 shares; 2025Q1: 9,649 shares; 2025Q2: 9,430 shares 9,430$1.54M0.36%-219Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,693 shares; 2024Q4: 32,880 shares; 2025Q1: 29,739 shares; 2025Q2: 29,266 shares 29,266$1.53M0.36%-473Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,425 shares; 2025Q1: 3,427 shares; 2025Q2: 3,429 shares 3,429$1.46M0.34%+2Timeline
THRTHERMON GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,057 shares; 2024Q4: 47,862 shares; 2025Q1: 48,687 shares; 2025Q2: 49,530 shares 49,530$1.39M0.33%+843Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,927 shares; 2025Q1: 1,930 shares; 2025Q2: 1,931 shares 1,931$1.28M0.3%+1Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,259 shares; 2025Q1: 9,531 shares; 2025Q2: 10,511 shares 10,511$1.15M0.27%+980Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,185 shares; 2025Q1: 1,190 shares; 2025Q2: 1,195 shares 1,195$846K0.2%+5Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,819 shares; 2025Q2: 5,340 shares 5,340$844K0.2%+521Timeline
APOGAPOGEE ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,754 shares; 2024Q4: 25,754 shares; 2025Q1: 25,754 shares; 2025Q2: 20,754 shares 20,754$843K0.2%-5,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 3,082 shares; 2025Q1: 3,709 shares; 2025Q2: 3,723 shares 3,723$817K0.19%+14Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 8,432 shares; 2025Q1: 8,491 shares; 2025Q2: 8,554 shares 8,554$797K0.19%+63Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 12,088 shares; 2025Q1: 12,088 shares; 2025Q2: 15,925 shares 15,925$712K0.17%+3,837Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,117 shares; 2024Q4: 12,208 shares; 2025Q1: 12,208 shares; 2025Q2: 12,208 shares 12,208$680K0.16%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,702 shares; 2024Q4: 8,737 shares; 2025Q1: 9,210 shares; 2025Q2: 9,052 shares 9,052$666K0.16%-158Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,626 shares; 2025Q1: 2,646 shares; 2025Q2: 2,727 shares 2,727$646K0.15%+81Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,761 shares; 2025Q1: 1,749 shares; 2025Q2: 1,759 shares 1,759$645K0.15%+10Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 2,784 shares; 2025Q1: 2,790 shares; 2025Q2: 2,800 shares 2,800$612K0.14%+10Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,541 shares; 2025Q1: 1,542 shares; 2025Q2: 1,543 shares 1,543$579K0.14%+1Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,477 shares; 2025Q1: 3,457 shares; 2025Q2: 3,482 shares 3,482$532K0.13%+25Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 8,475 shares; 2025Q1: 8,479 shares; 2025Q2: 8,487 shares 8,487$532K0.13%+8Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 952 shares; 2025Q1: 1,224 shares; 2025Q2: 1,283 shares 1,283$507K0.12%+59Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,353 shares; 2025Q1: 2,340 shares; 2025Q2: 2,340 shares 2,340$454K0.11%0Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,436 shares 1,436$440K0.1%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,524 shares; 2025Q1: 2,252 shares; 2025Q2: 2,230 shares 2,230$396K0.09%-22Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,982 shares; 2025Q1: 2,051 shares; 2025Q2: 2,058 shares 2,058$328K0.08%+7Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 5,096 shares; 2025Q1: 5,096 shares; 2025Q2: 5,096 shares 5,096$322K0.08%0Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,035 shares; 2025Q1: 2,035 shares; 2025Q2: 2,035 shares 2,035$269K0.06%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 983 shares; 2025Q1: 985 shares; 2025Q2: 989 shares 989$246K0.06%+4Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 787 shares; 2025Q1: 807 shares; 2025Q2: 807 shares 807$245K0.06%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares 954$242K0.06%newTimeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,075 shares; 2025Q1: not reported; 2025Q2: 2,075 shares 2,075$230K0.05%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IAUISHARES GOLD TR12,873$759Kshares
UFEBINNOVATOR ETFS TRUST11,542$374Kshares
IBITISHARES BITCOIN TRUST ETF6,401$300Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004176 base2025-07-25acceptance time not in the bulk data set