Portfolio (Quarterly)
Guide ↗
Riverpoint Wealth Management Holdings, LLC
· CIK 0001682733| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | INDA | ISHARES TR | — | 12,208.0 | $603K | 0.11% | NEW | — | $49.39 | -0.1% |
| 42 | HD | HOME DEPOT INC | Consumer Cyclical | 1,622.0 | $572K | 0.10% | NEW | — | $352.70 | -4.7% |
| 43 | IWD | ISHARES TR | — | 2,240.0 | $543K | 0.10% | NEW | — | $242.43 | +6.4% |
| 44 | VTR | VENTAS INC | Real Estate | 4,811.0 | $427K | 0.08% | NEW | — | $88.80 | +4.9% |
| 45 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 1,630.0 | $426K | 0.08% | NEW | — | $261.37 | +33.3% |
| 46 | IHI | ISHARES TR | — | 8,524.0 | $421K | 0.08% | NEW | — | $49.41 | +13.2% |
| 47 | ACN | ACCENTURE PLC IRELAND | Technology | 3,345.0 | $416K | 0.08% | NEW | — | $124.44 | +49.7% |
| 48 | VTI | VANGUARD INDEX FDS | — | 994.0 | $368K | 0.07% | NEW | — | $370.17 | +1.9% |
| 49 | BMO | BANK MONTREAL MEDIUM | Financial Services | 2,075.0 | $367K | 0.07% | NEW | — | $176.70 | -2.4% |
| 50 | XLK | SELECT SECTOR SPDR TR | — | 1,918.0 | $365K | 0.07% | NEW | — | $190.48 | -5.1% |
| 51 | UFEB | INNOVATOR ETFS TRUST | — | 9,397.0 | $363K | 0.07% | NEW | — | $38.65 | +1.7% |
| 52 | ORCL | ORACLE CORP | Technology | 2,457.0 | $360K | 0.07% | NEW | — | $146.53 | -2.1% |
| 53 | LPLA | LPL FINL HLDGS INC | Financial Services | 1,275.0 | $359K | 0.07% | NEW | — | $281.60 | +29.9% |
| 54 | SYK | STRYKER CORPORATION | Healthcare | 1,123.0 | $354K | 0.07% | NEW | — | $314.79 | +4.7% |
| 55 | IWS | ISHARES TR | — | 2,035.0 | $335K | 0.06% | NEW | — | $164.60 | +4.2% |
| 56 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,017.0 | $296K | 0.05% | NEW | — | $146.61 | -0.6% |
| 57 | GOOGL | ALPHABET INC | Communication Services | 758.0 | $271K | 0.05% | NEW | — | $357.20 | -1.7% |
| 58 | WTFC | WINTRUST FINL CORP | Financial Services | 1,617.0 | $260K | 0.05% | NEW | — | $160.70 | -5.3% |
| 59 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 7,658.0 | $255K | 0.05% | NEW | — | $33.29 | +35.1% |
| 60 | VHT | VANGUARD WORLD FD | — | 736.0 | $220K | 0.04% | NEW | — | $298.93 | +9.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
35.7%
Financial Services
17.0%
Healthcare
16.4%
Industrials
15.9%
Consumer Cyclical
10.2%
Real Estate
2.1%
Consumer Defensive
1.4%
Communication Services
1.3%