Holdings

Riverpoint Wealth Management Holdings, LLC

As of Jun 30, 2026, Riverpoint Wealth Management Holdings, LLC reported 18 positions worth US$19.4M. Largest: Apple Inc, Ceco Environmental Corp. and Abbvie Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc11,985US$3.47M−191Jun 30, 2026
Ceco Environmental Corp.36,005US$3.27MnewJun 30, 2026
Abbvie Inc.8,709US$2.19M+70Jun 30, 2026
Microsoft Corp.5,496US$2.05M−47Jun 30, 2026
Nvidia Corporation5,271US$1.05M+17Jun 30, 2026
Goldman Sachs Group, Inc. (the)1,005US$1.02M−145Jun 30, 2026
Alphabet Inc (google) Class C2,818US$1.01M−233Jun 30, 2026
Amazon.com, Inc.3,723US$887Kno changeJun 30, 2026
Johnson & Johnson3,275US$832K+15Jun 30, 2026
Yum China Holdings, Inc.15,925US$651Kno changeJun 30, 2026