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Riverpoint Wealth Management Holdings, LLC
Riverpoint Wealth Management Holdings, LLC is a Chicago-based registered investment adviser founded in 2011. The firm specializes in proprietary discretionary asset management, providing tailored investment solutions and asset management services for high-net-worth individuals. With approximately 4 employees, Riverpoint serves individual and institutional clients with a focus on personalized financial planning and investment management strategies.
Investment Strategy
Riverpoint Wealth Management Holdings employs a proprietary, discretionary investment approach focused on diversified, long-term growth for clients. The firm specializes in strategic asset allocation and portfolio management across equities, ETFs, and fixed income, with a core emphasis on meeting the financial planning goals of high-net-worth individuals. Their strategies include customized portfolio construction, periodic rebalancing, and an emphasis on tax efficiency and risk-adjusted returns. The firm frequently manages Section 529 plans and provides asset management for retirement accounts.
Latest 13F Filing Activity
Riverpoint Wealth Management Holdings, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 54 equity positions with a total 13F market value of $425M. The fund increased holdings in Goldman Sachs Etf TR, Vanguard Tax-managed FDS, Schwab Strategic TR among other positions. Riverpoint Wealth Management Holdings, LLC reduced exposure to Fidelity Merrimack STR TR, Select Sector SPDR TR, Ishares Gold TR among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GSLC | GOLDMAN SACHS ETF TR | 18.60% | $79.1M | 651,531 | $59.31 | $121.38 | +$9.5M |
S SCHF | SCHWAB STRATEGIC TR | 11.85% | $50.4M | 2,278,495 | $15.67 | $22.10 | +$5.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 11.48% | $48.8M | 855,776 | $39.45 | $57.01 | +$6.8M |
V VO | VANGUARD INDEX FDS | 11.00% | $46.7M | 167,059 | $161.67 | $279.83 | +$4.9M |
F FNDA | SCHWAB STRATEGIC TR | 7.46% | $31.7M | 1,106,829 | $19.28 | $28.65 | +$2.4M |
Industry Allocation
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