SEC Form 13F

Riverpoint Wealth Management Holdings, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$544,303,894
Positions61

Largest disclosed positions

IssuerTickerClassReported valueReported amount
GOLDMAN SACHS ETF TRGSLCACTIVEBETA US LG$93,482,997658,842
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$64,324,5562,322,186
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$61,376,258861,421
VANGUARD INDEX FDSVOMID CAP ETF$56,895,314706,160
SCHWAB STRATEGIC TRFNDAFUNDAMENTAL US S$44,696,9551,174,381
ISHARES TRIVVCORE S&P500 ETF$29,614,49439,545
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$26,794,96739,014
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$25,099,473551,758
VANGUARD INDEX FDSVVLARGE CAP ETF$17,559,83051,059
ISHARES TRIJHCORE S&P MCP ETF$16,825,381218,200

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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