Riverpoint Wealth Management Holdings, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 544,304
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 61 | 544,304 | 13F-HR | Riverpoint Wealth Management Holdings, LLC |
| Q1 2026 | 5/4/2026 | 62 | 470,003 | 13F-HR | Riverpoint Wealth Management Holdings, LLC |
| Q4 2025 | 2/10/2026 | 59 | 465,635 | 13F-HR | Riverpoint Wealth Management Holdings, LLC |
| Q3 2025 | 11/5/2025 | 58 | 455,002 | 13F-HR | Riverpoint Wealth Management Holdings, LLC |
| Q2 2025 | 7/25/2025 | 54 | 425,081 | 13F-HR | Riverpoint Wealth Management Holdings, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.62 K | 3.8% | 301 | 0 | 301 |
| ETFs | 523.5 K | 96.2% | 73.79 K | 0 | 73.79 K |
| Debt | 208 | 0.0% | 208 | 0 | 208 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
544,304
Holdings
61
QoQ value change ($000)
74,301
(15.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.