Riverpoint Wealth Management Holdings, LLC

Riverpoint Wealth Management Holdings, LLC reported 61 holdings worth US$544M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 27, 2026

Riverpoint Wealth Management Holdings, LLC reported 61 holdings worth US$544M as of Jun 30, 2026. Largest: Apple Inc, Ceco Environmental Corp. and Abbvie Inc. Filed Jul 27, 2026 (Form 13F).

Holdings
61
Value as reported
US$544M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc11,985US$3.47M0.64%
Ceco Environmental Corp.36,005US$3.27M0.60%
Abbvie Inc.8,709US$2.19M0.40%
Microsoft Corp.5,496US$2.05M0.38%
Nvidia Corporation5,271US$1.05M0.19%
Goldman Sachs Group, Inc. (the)1,005US$1.02M0.19%
Alphabet Inc (google) Class C2,818US$1.01M0.19%
Amazon.com, Inc.3,723US$887K0.16%
Johnson & Johnson3,275US$832K0.15%
Yum China Holdings, Inc.15,925US$651K0.12%
Home Depot, Inc. (the)1,622US$572K0.11%
Ventas, Inc.4,811US$427K0.08%
Bank Of Montreal2,075US$367K0.07%
Oracle Corporation2,457US$360K0.07%
Lpl Financial Holdings Inc.1,275US$359K0.07%
Stryker Corporation1,123US$354K0.06%
Procter & Gamble Company (the)2,017US$296K0.05%
Wintrust Financial Corporation1,617US$260K0.05%
Apogee Enterprises, Inc.0US$00.00%
Exxon Mobil Corporation0US$00.00%
Fedex Corporation0US$00.00%
Thermon Group Holdings, Inc.0US$00.00%

Source

View original at SEC

Related