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Livermore
Livermore
ZHEN

Riverpoint Wealth Management Holdings, LLC

SEC CIK
0001682733
Latest filing
Jul 27, 2026

The latest 13F from Riverpoint Wealth Management Holdings, LLC covers Q2 2026 (filed Jul 27, 2026): 61 long positions worth $544.3M. The top 10 holdings make up 80.2% of the portfolio, and the largest is Goldman Sachs ETF Tr at 17.2%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$3.69M
Added
34
Est. +$19.8M
Reduced
14
Est. −$1.34M
Sold out
4
Est. −$3.77M

Top 5 holdings

Share of this quarter's portfolio value

  1. Goldman Sachs ETF Tr381430503
    17.2%$93.5M
  2. Schwab International Equity ETF808524805
    11.8%$64.3M
  3. Vanguard Ftse Developed Markets ETF921943858
    11.3%$61.4M
  4. Vanguard Morningstar Mid-Cap ETF922908629
    10.5%$56.9M
  5. Schwab Fundamental U.S. Small Company ETF808524763
    8.2%$44.7M

Share of portfolio

Top 5 holdings and the other 56 positions, by share of portfolio value

  1. Goldman Sachs ETF Tr17.2%
  2. Schwab International Equity ETF11.8%
  3. Vanguard Ftse Developed Markets ETF11.3%
  4. Vanguard Morningstar Mid-Cap ETF10.5%
  5. Schwab Fundamental U.S. Small Company ETF8.2%
  6. Other 56 positions41.1%

Biggest buys

New and added positions, by estimated amount bought

  1. American Centy ETF Tr025072604
    +$11.5MAdded
  2. CECOCeco Environmental Corp
    +$3.27MNewHistory
  3. Goldman Sachs ETF Tr381430503
    +$1.77MAdded
  4. Fidelity Merrimack STR Tr316188309
    +$1.33MAdded
  5. iShares Core S&P Mid-Cap ETF464287507
    +$1.08MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. American Centy ETF Tr025072604
    +2.14 pp0.6% → 2.7%
  2. CECOCeco Environmental Corp
    +0.60 pp0.0% → 0.6%History
  3. Schwab Fundamental U.S. Small Company ETF808524763
    +0.22 pp8.0% → 8.2%
  4. iShares Core S&P Mid-Cap ETF464287507
    +0.16 pp2.9% → 3.1%
  5. Vanguard Health Care ETF92204A504
    +0.04 pp0.0% → <0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. THRThermon Group Holdings, Inc.
    −$2.63MSold outHistory
  2. APOGApogee Enterprises, Inc.
    −$696.1KSold outHistory
  3. iShares Core S&P 500 ETF464287200
    −$624.6KReduced
  4. XOMExxonMobil Holdings Corp
    −$232.2KSold outHistory
  5. FDXFedEx Corp
    −$215.3KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. THRThermon Group Holdings, Inc.
    −0.56 pp0.6% → 0.0%History
  2. Schwab International Equity ETF808524805
    −0.44 pp12.3% → 11.8%
  3. iShares Core S&P 500 ETF464287200
    −0.17 pp5.6% → 5.4%
  4. APOGApogee Enterprises, Inc.
    −0.15 pp0.1% → 0.0%History
  5. MSFTMicrosoft Corp
    −0.06 pp0.4% → 0.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$544.3M
+$74.3M (+15.8%) vs. prior quarter
Positions
61
−1 vs. prior quarter
Top 10 concentration
80.2%
Top 10 as share of value
Turnover
1.0%
Q2 2026, one quarter
Average holding period
20.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $544.3M (Q2 2026)

Q1 2021: $330.8MQ2 2021: $361.7MQ3 2021: $284.9MQ4 2021: $294.6MQ1 2022: $288.8MQ2 2022: $248.4MQ3 2022: $235.1MQ4 2022: $270.7MQ1 2023: $289.6MQ2 2023: $315.3MQ3 2023: $303.1MQ4 2023: $339.6MQ1 2024: $359.7MQ2 2024: $360.2MQ3 2024: $390.1MQ4 2024: $383.3MQ1 2025: $387.1MQ2 2025: $425.1MQ3 2025: $455.0MQ4 2025: $465.6MQ1 2026: $470.0MQ2 2026: $544.3M
Q1 2021Q2 2026
13F filings of Riverpoint Wealth Management Holdings, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 27, 202661$544.3MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q1 2026SEC
Q1 2026May 4, 202662$470.0MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q4 2025SEC
Q4 2025Feb 10, 202659$465.6MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q3 2025SEC
Q3 2025Nov 5, 202558$455.0MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q2 2025SEC
Q2 2025Jul 25, 202554$425.1MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q1 2025SEC
Q1 2025May 6, 202554$387.1MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q4 2024SEC
Q4 2024Feb 5, 202552$383.3MGoldman Sachs ETF TrVanguard Morningstar Mid-Cap ETFSchwab International Equity ETFvs. Q3 2024SEC
Q3 2024Nov 4, 202451$390.1MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q2 2024SEC
Q2 2024Aug 1, 202450$360.2MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q1 2024SEC
Q1 2024May 6, 202453$359.7MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q4 2023SEC
Q4 2023Feb 6, 202453$339.6MGoldman Sachs ETF TrVanguard Ftse Developed Markets ETFSchwab International Equity ETFvs. Q3 2023SEC
Q3 2023Nov 7, 202350$303.1MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q2 2023SEC
Q2 2023Aug 8, 202349$315.3MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q1 2023SEC
Q1 2023May 8, 202349$289.6MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q4 2022SEC
Q4 2022Feb 8, 2023123$270.7MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Ftse Developed Markets ETFvs. Q3 2022SEC
Q3 2022Nov 3, 202245$235.1MGoldman Sachs ETF TrSchwab International Equity ETFVanguard Morningstar Mid-Cap ETFvs. Q2 2022SEC
Q2 2022Aug 3, 202244$248.4MGoldman Sachs ETF TrVanguard Ftse Developed Markets ETFVanguard Morningstar Mid-Cap ETFvs. Q1 2022SEC
Q1 2022May 4, 202246$288.8MGoldman Sachs ETF TrVanguard Ftse Developed Markets ETFVanguard Morningstar Mid-Cap ETFvs. Q4 2021SEC
Q4 2021Feb 11, 202245$294.6MGoldman Sachs ETF TrVanguard Morningstar Mid-Cap ETFVanguard Ftse Developed Markets ETFvs. Q3 2021SEC
Q3 2021Nov 15, 2021Amended61$284.9MGoldman Sachs ETF TrVanguard Morningstar Mid-Cap ETFVanguard Ftse Developed Markets ETFvs. Q2 2021SEC
Q2 2021Aug 10, 202182$361.7MGoldman Sachs ETF TrVanguard Morningstar Mid-Cap ETFVanguard Ftse Developed Markets ETFvs. Q1 2021SEC
Q1 2021May 4, 202178$330.8MGoldman Sachs ETF TrVanguard Morningstar Mid-Cap ETFVanguard Ftse Developed Markets ETF–SEC