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Riverpoint Wealth Management Holdings, LLC - Portfolio Stock Holdings

Riverpoint Wealth Management Holdings, LLC disclosed 63 stock positions in a recent SEC 13F filing. $546,494,257 of stock holdings were filed, with the largest holdings including GSLC, SCHF, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 6, 2026.

We estimate the fund has a total AUM of $906,237,138 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

63

Est. Stock Holding Value:

$546,494,257

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Riverpoint Wealth Management Holdings, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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