Riverpoint Wealth Management Holdings, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$390M
Signature - Title
Gerardo Martinez - Regulatory Consultant
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Riverpoint Wealth Management Holdings, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Riverpoint Wealth Management Holdings, LLC reported 51 stock holdings with total value $390M as of Q3 2024. Top holdings included GSLC, SCHF, VEA, VO, and FNDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 51 $390M +$4.09M -$473K +$3.62M GSLC, SCHF, VEA, VO, FNDA 13F-HR 11/4/2024, 04:38 PM
Q2 2024 50 $360M +$5.01M -$4.16M +$850K GSLC, SCHF, VEA, VO, FNDA 13F-HR 7/31/2024, 07:44 PM
Q1 2024 53 $360M +$11.3M -$3.91M +$7.37M GSLC, SCHF, VEA, VO, FNDA 13F-HR 5/3/2024, 08:00 PM
Q4 2023 53 $340M +$16.2M -$13.6M +$2.59M GSLC, VEA, SCHF, VO, FNDA 13F-HR 2/5/2024, 05:32 PM
Q3 2023 50 $303M +$2.67M -$501K +$2.17M GSLC, SCHF, VEA, VO, FNDA 13F-HR 11/6/2023, 06:06 PM
Q2 2023 49 $315M +$13.9M -$2.65M +$11.2M GSLC, SCHF, VEA, VO, FNDA 13F-HR 8/7/2023, 09:45 PM
Q1 2023 49 $290M +$8.11M -$4M +$4.11M GSLC, SCHF, VEA, VO, FNDA 13F-HR 5/5/2023, 05:54 PM
Q4 2022 123 $271M +$14.9M -$1.22M +$13.7M GSLC, SCHF, VEA, VO, FNDA 13F-HR 2/7/2023, 08:05 PM
Q3 2022 45 $235M +$5.34M -$1.57M +$3.77M GSLC, SCHF, VO, VEA, FNDA 13F-HR 11/2/2022, 08:30 PM
Q2 2022 44 $248M +$6.36M -$1.46M +$4.9M GSLC, VEA, VO, SCHF, FNDA 13F-HR 8/2/2022, 09:02 PM
Q1 2022 46 $289M +$13.3M -$574K +$12.7M GSLC, VEA, VO, SCHF, FNDA 13F-HR 5/3/2022, 09:02 PM
Q4 2021 45 $295M +$3.11M -$15.5M -$12.4M GSLC, VO, VEA, SCHF, FNDA 13F-HR 2/11/2022, 04:38 PM
Q3 2021 61 $285M +$3.09M -$77.3M -$74.2M GSLC, VO, VEA, SCHF, FNDA Restatement 11/15/2021, 02:53 PM
Q2 2021 82 $362M +$11.9M -$4.1M +$7.84M GSLC, VO, VEA, SCHF, FNDA 13F-HR 8/10/2021, 04:54 PM
Q1 2021 78 $331M +$7.76M -$13M -$5.19M GSLC, VO, VEA, SCHF, FNDA 13F-HR 5/3/2021, 08:45 PM
Q4 2020 81 $317M +$10M -$4.17M +$5.86M GSLC, VO, VEA, SCHF, FNDA 13F-HR 2/23/2021, 12:56 PM
Q3 2020 76 $275M +$7.43M -$4.76M +$2.66M GSLC, VO, VEA, SCHF, FNDA 13F-HR 11/9/2020, 08:45 PM
Q2 2020 71 $256M +$28.2M -$16M +$12.2M GSLC, VO, VEA, SCHF, FNDA 13F-HR 8/3/2020, 05:05 PM
Q1 2020 65 $205M +$29M -$20M +$9.06M GSLC, SCHF, VO, VEA, IVV 13F-HR 5/11/2020, 12:01 PM
Q4 2019 73 $252M +$13.3M -$3.66M +$9.67M GSLC, SCHF, VO, IVV, VOO 13F-HR 2/18/2020, 04:42 PM
Q3 2019 68 $226M +$7.77M -$2.07M +$5.7M GSLC, SCHF, VO, IVV, VOO 13F-HR 10/30/2019, 09:34 AM
Q2 2019 64 $219M +$8.06M -$2M +$6.06M SCHF, GSLC, VO, IVV, VOO 13F-HR 8/12/2019, 05:12 PM
Q1 2019 63 $207M +$10.9M -$6.36M +$4.5M SCHF, GSLC, VO, IVV, VOO 13F-HR 5/14/2019, 02:24 PM
Q4 2018 65 $180M +$31.6M -$18.5M +$13M SCHF, GSLC, VO, IVV, VOO 13F-HR 2/13/2019, 01:35 PM
Q3 2018 66 $196M +$7.85M -$641K +$7.21M SCHF, GSLC, VO, IVV, FNDA 13F-HR 11/1/2018, 04:27 PM
Q2 2018 56 $180M +$17.7M -$5.5M +$12.2M SCHF, GSLC, VO, IVV, FNDA 13F-HR 7/27/2018, 04:22 PM
Q1 2018 49 $165M +$6.82M -$488K +$6.33M SCHF, GSLC, VO, IVV, FNDA 13F-HR 4/27/2018, 03:52 PM
Q4 2017 47 $160M +$5.02M -$3.31M +$1.71M SCHF, GSLC, VO, IVV, FTA 13F-HR 2/13/2018, 08:19 AM
Q3 2017 50 $152M +$6.67M -$3.39M +$3.28M SCHF, GSLC, VO, IVV, FTA 13F-HR 11/13/2017, 11:15 AM
Q2 2017 47 $142M +$8.96M -$4.26M +$4.7M SCHF, GSLC, VO, IVV, FTA 13F-HR 8/7/2017, 04:22 PM
Q1 2017 41 $132M +$5.23M -$578K +$4.65M SCHF, GSLC, VO, IVV, FTC 13F-HR 5/10/2017, 04:19 PM
Q4 2016 41 $123M $0 $0 SCHF, VO, GSLC, IVV, FTC 13F-HR 2/10/2017, 04:04 PM