Riverpoint Wealth Management Holdings, LLC

CIK 0001682733 · Q1 2026

13F Equity AUM

$470.0M

+0.9% QoQ

Positions

+3 QoQ

AUM Rank

#4,472

Top 36%

Skill Alpha (FF)

-2.3%/yr^ns

No Clear Edge

Rank #5,542 · Top 67%

vs S&P -5.7%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 59.9%Top 10: 81.8%Top 20: 93.0%

GSLC17.2%

SCHF12.3%

VEA11.7%

VO10.7%

FNDA8.0%

IVV5.6%

FBND5.1%

VOO4.9%

VV3.2%

FREL3.2%

Others (52)18.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services96.1%

Other3.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 62Median: 0.20%Avg: 1.61%

0–0.5%

42(7.0%)

0.5–1%

7(4.6%)

1–3%

3(6.6%)

3–5%

3(11.3%)

5%+

7(70.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 61Unique: 1vs 20 funds

0.8%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.2%

BANK OF AMERICA CORP /DE/

1.3%

1.2%

1.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.8%

GEODE CAPITAL MANAGEMENT, LLC

0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased36Decreased13Exited1

New Positions

AVEM0.6%

+34K

EMGF0.3%

+24K

FDX0.1%

+604

XOM0.1%

+1K

Increased

FBND5.1%

+38K(+8%)

FREL3.2%

+30K(+6%)

SCHP1.5%

+29K(+12%)

FNDA8.0%

+15K(+1%)

IJH2.9%

+5K(+3%)

GSLC17.2%

+4K(+1%)

VO10.7%

+3K(+1%)

VOO4.9%

+1K(+3%)

THR0.6%

+740(+1%)

IVV5.6%

+634(+2%)

Decreased

VWO0.4%

-3,270(-8%)

SCHF12.3%

-2,442(-0%)

IAU*0.2%

-2,094(-16%)

VEA11.7%

-1,124(-0%)

QUS0.3%

-620(-7%)

UFEB0.1%

-566(-5%)

VNQ2.1%

-151(-0%)

VV3.2%

-118(-0%)

GOOG0.1%

-76(-4%)

GOOGL0.1%

-55(-5%)

Exited

VHT

-731

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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