Riverpoint Wealth Management Holdings, LLC
Net seller this quarter
$544M
25
-$873K
3.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $3.47M | 0.64% | 0.00% | -1.6% | Q4 2016 |
 CECO | $3.27M | 0.60% | 0.06% | New | Q2 2026 |
 ABBV | $2.19M | 0.40% | 0.00% | +0.8% | Q2 2020 |
 MSFT | $2.05M | 0.38% | 0.00% | -0.9% | Q1 2018 |
 NVDA | $1.05M | 0.19% | 0.00% | +0.3% | Q1 2025 |
 GS | $1.02M | 0.19% | 0.00% | -12.6% | Q1 2018 |
 AMZN | $887K | 0.16% | 0.00% | Not reported | Q1 2018 |
 JNJ | $832K | 0.15% | 0.00% | +0.5% | Q4 2016 |
 IAU | $814K | 0.15% | 0.00% | Not reported | Q4 2016 |
 GOOG | $736K | 0.14% | Not reported | -0.3% | Q2 2018 |
 YUMC | $651K | 0.12% | 0.00% | Not reported | Q3 2024 |
 HD | $572K | 0.11% | 0.00% | -7.8% | Q4 2016 |
 VTR | $427K | 0.08% | 0.00% | Not reported | Q4 2019 |
 WTW | $426K | 0.08% | 0.00% | Not reported | Q1 2020 |
 ACN | $416K | 0.08% | 0.00% | Not reported | Q2 2018 |
 BMO | $367K | 0.07% | 0.00% | Not reported | Q4 2023 |
 ORCL | $360K | 0.07% | 0.00% | -0.5% | Q4 2016 |
 LPLA | $359K | 0.07% | 0.00% | +0.2% | Q3 2021 |
 SYK | $354K | 0.06% | 0.00% | +0.3% | Q1 2020 |
| IWS | $335K | 0.06% | Not reported | Not reported | Q4 2022 |
 PG | $296K | 0.05% | 0.00% | +0.1% | Q4 2016 |
| GOOGL | $271K | 0.05% | 0.00% | -21.6% | Q2 2017 |
 WTFC | $260K | 0.05% | 0.00% | +0.4% | Q2 2017 |
| IBIT | $255K | 0.05% | 0.00% | Not reported | Q1 2025 |
 BSVN | $208K | 0.04% | 0.03% | Not reported | Q4 2022 |
| Q1 2026 | |||||
| AAPL | $3.09M | 0.66% | 0.00% | +0.1% | Q4 2016 |
| THR | $2.63M | 0.56% | 0.16% | +1.4% | Q2 2024 |
| MSFT | $2.05M | 0.44% | 0.00% | +0.5% | Q1 2018 |
| ABBV | $1.88M | 0.40% | 0.00% | -0.3% | Q2 2020 |
| GS | $973K | 0.21% | 0.00% | +0.4% | Q1 2018 |
| IAU | $950K | 0.20% | 0.00% | -16.3% | Q4 2016 |
| NVDA | $916K | 0.19% | 0.00% | +1.8% | Q1 2025 |
| JNJ | $797K | 0.17% | 0.00% | -0.5% | Q4 2016 |
| YUMC | $777K | 0.17% | 0.00% | Not reported | Q3 2024 |
| AMZN | $775K | 0.16% | 0.00% | Not reported | Q1 2018 |
 APOG | $696K | 0.15% | 0.10% | Not reported | Q3 2023 |
| ACN | $663K | 0.14% | 0.00% | -0.2% | Q2 2018 |
| GOOG | $600K | 0.13% | Not reported | -3.5% | Q2 2018 |
| HD | $579K | 0.12% | 0.00% | +0.7% | Q4 2016 |
| WTW | $474K | 0.10% | 0.00% | +13.5% | Q1 2020 |
| VTR | $393K | 0.08% | 0.00% | Not reported | Q4 2019 |
| LPLA | $383K | 0.08% | 0.00% | +0.1% | Q3 2021 |
| SYK | $368K | 0.08% | 0.00% | +0.3% | Q1 2020 |
| ORCL | $363K | 0.08% | 0.00% | +0.3% | Q4 2016 |
| IWS | $297K | 0.06% | Not reported | Not reported | Q4 2022 |
| IBIT | $294K | 0.06% | 0.00% | +1.8% | Q1 2025 |
| PG | $291K | 0.06% | 0.00% | +0.2% | Q4 2016 |
| BMO | $281K | 0.06% | 0.00% | Not reported | Q4 2023 |
| GOOGL | $278K | 0.06% | 0.00% | -5.4% | Q2 2017 |
 XOM | $232K | 0.05% | 0.00% | Not reported | Q4 2016 |
| WTFC | $224K | 0.05% | 0.00% | +0.4% | Q2 2017 |
 FDX | $215K | 0.05% | 0.00% | Not reported | Q4 2016 |
| Q4 2025 | |||||
| AAPL | $3.31M | 0.71% | 0.00% | -4.8% | Q4 2016 |
| MSFT | $2.67M | 0.57% | 0.00% | +0.2% | Q1 2018 |
| ABBV | $1.98M | 0.43% | 0.00% | +0.7% | Q2 2020 |
| THR | $1.91M | 0.41% | 0.16% | +2.0% | Q2 2024 |
| IAU | $1.04M | 0.22% | 0.00% | Not reported | Q4 2016 |
| GS | $1.01M | 0.22% | 0.00% | -4.6% | Q1 2018 |
| NVDA | $963K | 0.21% | 0.00% | -3.3% | Q1 2025 |
| ACN | $899K | 0.19% | 0.00% | -72.9% | Q2 2018 |
| AMZN | $859K | 0.18% | 0.00% | Not reported | Q1 2018 |
| YUMC | $760K | 0.16% | 0.00% | Not reported | Q3 2024 |
| APOG | $756K | 0.16% | 0.10% | Not reported | Q3 2023 |
| GOOG | $680K | 0.15% | Not reported | -1.9% | Q2 2018 |
| JNJ | $678K | 0.15% | 0.00% | +0.6% | Q4 2016 |
| HD | $602K | 0.13% | 0.00% | +0.6% | Q4 2016 |
| ORCL | $480K | 0.10% | 0.00% | +0.2% | Q4 2016 |
| WTW | $472K | 0.10% | 0.00% | Not reported | Q1 2020 |
| LPLA | $454K | 0.10% | 0.00% | -17.7% | Q3 2021 |
| SYK | $393K | 0.08% | 0.00% | -13.1% | Q1 2020 |
| IBIT | $373K | 0.08% | 0.00% | +0.7% | Q1 2025 |
| VTR | $372K | 0.08% | 0.00% | -5.6% | Q4 2019 |
| GOOGL | $320K | 0.07% | 0.00% | -1.0% | Q2 2017 |
| PG | $288K | 0.06% | 0.00% | -1.0% | Q4 2016 |
| IWS | $287K | 0.06% | Not reported | Not reported | Q4 2022 |
| BMO | $269K | 0.06% | 0.00% | Not reported | Q4 2023 |
| WTFC | $224K | 0.05% | 0.00% | +0.4% | Q2 2017 |
| Q3 2025 | |||||
| AAPL | $3.26M | 0.72% | 0.00% | +0.1% | Q4 2016 |
| ACN | $3.05M | 0.67% | 0.00% | Not reported | Q2 2018 |
| MSFT | $2.85M | 0.63% | 0.00% | -0.2% | Q1 2018 |
| ABBV | $1.99M | 0.44% | 0.00% | +0.3% | Q2 2020 |
| THR | $1.35M | 0.30% | 0.15% | +1.7% | Q2 2024 |
| NVDA | $996K | 0.22% | 0.00% | Not reported | Q1 2025 |
| GS | $956K | 0.21% | 0.00% | +0.4% | Q1 2018 |
| IAU | $937K | 0.21% | 0.00% | Not reported | Q4 2016 |
| APOG | $904K | 0.20% | 0.10% | Not reported | Q3 2023 |
| AMZN | $817K | 0.18% | 0.00% | Not reported | Q1 2018 |
| HD | $704K | 0.15% | 0.00% | -1.2% | Q4 2016 |
| ORCL | $691K | 0.15% | 0.00% | -12.3% | Q4 2016 |
| YUMC | $684K | 0.15% | 0.00% | Not reported | Q3 2024 |
| JNJ | $604K | 0.13% | 0.00% | -6.5% | Q4 2016 |
| GOOG | $538K | 0.12% | Not reported | -1.0% | Q2 2018 |
| LPLA | $514K | 0.11% | 0.00% | +0.1% | Q3 2021 |
| WTW | $496K | 0.11% | 0.00% | Not reported | Q1 2020 |
| IBIT | $486K | 0.11% | 0.00% | Not reported | Q1 2025 |
| SYK | $475K | 0.10% | 0.00% | +0.2% | Q1 2020 |
| VTR | $357K | 0.08% | 0.00% | Not reported | Q4 2019 |
| PG | $312K | 0.07% | 0.00% | -1.3% | Q4 2016 |
| IWS | $284K | 0.06% | Not reported | Not reported | Q4 2022 |
| BMO | $270K | 0.06% | 0.00% | Not reported | Q4 2023 |
| GOOGL | $251K | 0.06% | 0.00% | Not reported | Q2 2017 |
| WTFC | $212K | 0.05% | 0.00% | Not reported | Q2 2017 |