$303 Million is the total value of Riverpoint Wealth Management Holdings, LLC's 50 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $5,998,510 | -0.5% | 19,532 | 0.0% | 1.98% | +3.6% | |
| IWB | ISHARES TRrus 1000 etf | $2,476,067 | -3.6% | 10,541 | 0.0% | 0.82% | +0.2% | |
| IWM | ISHARES TRrussell 2000 etf | $1,295,112 | -5.6% | 7,328 | 0.0% | 0.43% | -1.8% | |
| IWF | ISHARES TRrus 1000 grw etf | $909,858 | -3.3% | 3,421 | 0.0% | 0.30% | +0.3% | |
| ITB | ISHARES TRus home cons etf | $657,118 | -8.1% | 8,372 | 0.0% | 0.22% | -4.4% | |
| INDA | ISHARES TRmsci india etf | $535,814 | +1.2% | 12,117 | 0.0% | 0.18% | +5.4% | |
| IAU | ISHARES GOLD TRishares new | $457,407 | -3.8% | 13,073 | 0.0% | 0.15% | 0.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $407,400 | -14.1% | 8,400 | 0.0% | 0.13% | -10.7% | |
| GS | GOLDMAN SACHS GROUP INC | $396,167 | +0.3% | 1,224 | 0.0% | 0.13% | +4.8% | |
| AMZN | AMAZON COM INC | $388,097 | -2.5% | 3,053 | 0.0% | 0.13% | +1.6% | |
| LPLA | LPL FINL HLDGS INC | $364,080 | +9.3% | 1,532 | 0.0% | 0.12% | +13.2% | |
| IWD | ISHARES TRrus 1000 val etf | $355,259 | -3.8% | 2,340 | 0.0% | 0.12% | 0.0% | |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $321,990 | -11.2% | 1,541 | 0.0% | 0.11% | -7.8% | |
| HDV | ISHARES TRcore high dv etf | $257,905 | -1.9% | 2,608 | 0.0% | 0.08% | +2.4% | |
| VTR | VENTAS INC | $214,694 | -10.9% | 5,096 | 0.0% | 0.07% | -6.6% | |
| IWS | ISHARES TRrus mdcp val etf | $212,332 | -5.0% | 2,035 | 0.0% | 0.07% | -1.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | 28 | Q3 2023 | 19.6% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 23.9% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 13.7% |
| ISHARES TR | 28 | Q3 2023 | 8.9% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 8.6% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 3.4% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 2.7% |
| ISHARES TR | 28 | Q3 2023 | 3.5% |
| VANGUARD SPECIALIZED PORTFOL | 28 | Q3 2023 | 1.5% |
View Riverpoint Wealth Management Holdings, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-11 |
| 13F-HR/A | 2021-11-15 |
View Riverpoint Wealth Management Holdings, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.