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Manager record

Riverpoint Wealth Management Holdings, LLC

Chicago, IL · CIK 1682733 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$544.30MReported 13F valueQ2 2026 · as filed
61Holdings listed
+15.8%vs prior quartervalue change includes market moves
5Quarters on record
Jul 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $425.1M$425.1MQ2 202554 holdingsQ3 2025: $455.0M$455.0MQ3 202558 holdingsQ4 2025: $465.6M$465.6MQ4 202559 holdingsQ1 2026: $470.0M$470.0MQ1 202662 holdingsQ2 2026: $544.3M$544.3MQ2 202661 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 27 2026 13F-HR · period Q2 2026

$544.30M · 61 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$470.00M · 62 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$465.63M · 59 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$455.00M · 58 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$425.08M · 54 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 27, 2026 · Change methodology