Titelia

Holdings of Riverpoint Wealth Management Holdings, LLC

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
56 in 1 countries
Top ten
85.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 646,36980.9M $
2Schwab International Equity ETF 2,328,04857.6M $
3Vanguard FTSE Developed Markets ETF 859,10855.1M $
4Vanguard Mid-Cap ETF 174,76750.2M $
5iShares Core S&P 500 ETF 40,37926.4M $
6Fidelity Total Bond ETF 522,60323.8M $
7Vanguard S&P 500 ETF 38,42323M $
8Vanguard Large-Cap ETF 50,23215M $
9iShares Core S&P Mid-Cap ETF 204,13613.8M $
10Vanguard Real Estate ETF 114,14510.1M $
11Schwab US TIPS ETF 270,5877.2M $
12VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 19,1484.1M $
13State Street Health Care Select Sector SPDR ETF 26,7393.9M $
14Apple Inc 12,1763.1M $
15Avantis Emerging Markets Equity ETF 34,2192.8M $
16iShares Trust 7,6592.7M $
17Thermon Group Holdings Inc 52,1082.6M $
18iShares Russell 2000 ETF 9,7492.4M $
19Microsoft Corp 5,5432.1M $
20Schwab U.S. Large-Cap ETF 79,8202M $
21Vanguard International Equity Index Funds 37,5662M $
22AbbVie Inc 8,6391.9M $
23iShares Russell 1000 Growth ETF 3,4741.5M $
24iShares Emerging Markets Equity Factor ETF 23,6131.4M $
25iShares Core S&P Small-Cap ETF 11,3251.4M $
26SPDR Series Trust 24,8391.4M $
27SPDR Series Trust 8,1511.4M $
28Vanguard Information Technology ETF 1,9371.4M $
29Goldman Sachs Group Inc/The 1,150972.8K $
30Ishares Gold Trust 10,779950.2K $
31NVIDIA Corp 5,254916.3K $
32Johnson & Johnson 3,260797K $
33ISHARES TRUST 8,596778.4K $
34Yum China Holdings Inc 15,925776.8K $
35Amazon.com Inc 3,723775.4K $
36Vanguard Small-Cap ETF 2,774726.7K $
37Apogee Enterprises Inc 20,754696.1K $
38Vanguard Total Bond Market ETF 8,984661.6K $
39Alphabet Inc 2,090599.5K $
40Home Depot Inc/The 1,760578.8K $
41iShares Trust 12,208571.8K $
42iShares Trust 8,511454.1K $
43Ventas Inc 4,811393.4K $
44iShares Trust 1,833391.7K $
45LPL Financial Holdings Inc 1,273383K $
46Stryker Corp 1,120367.9K $
47Oracle Corp 2,468363K $
48iShares Russell Mid-Cap Value 2,035296.6K $
49iShares Bitcoin Trust ETF 7,658294.2K $
50Procter & Gamble Co/The 2,015291.1K $
51Alphabet Inc 967278.2K $
52Vanguard Total Stock Market ETF 814261.1K $
53SELECT SECTOR SPDR TRUST (THE) 1,915254.5K $
54Exxon Mobil Corp 1,369232.2K $
55Wintrust Financial Corp 1,611223.8K $
56FedEx Corp 604215.3K $

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Sector breakdown

  • Funds 17.3 %
  • Technology 1.5 %
  • Health care 0.7 %
  • Financials 0.3 %
  • Consumer discretionary 0.3 %
  • Communication 0.2 %
  • Real estate 0.1 %
  • Consumer staples 0.1 %
  • Energy 0.1 %
  • Industrials 0.1 %
  • Unattributed 79.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States56415.7M $100.00 %
Cite this page

Titelia. "Holdings of Riverpoint Wealth Management Holdings, LLC". https://titelia.com/en/funds/US13F1682733