Riverpoint Wealth Management Holdings, LLC

RIA/Wealth

Riverpoint Wealth Management Holdings, LLC is a RIA/Wealth based in Chicago, IL led by Timothy Patrick Mcgrath, reporting $747.8M in AUM as of Q3 2025 with 94% ETF concentration, 82% concentrated in top 10 holdings, and 19% allocation to GSLC.

Managing PartnerTimothy Patrick Mcgrath

Portfolio Value: $455.0M
Positions: 58
Top Holding: GSLC at 18.53%
Last Reported: Q3 2025

Address200 South Wacker Drive, Suite 2330, Chicago, IL, 60606, United States

Top Holdings

Largest long holdings in Riverpoint Wealth Management Holdings, LLC's portfolio (82% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Goldman Sachs ActiveBeta U.S. Large Cap Equity GSLC	ETF ETF	$84.3M	18.53%	-$552.3K Sold	— 647.3K shares	Q4 2022 Held for 2y 11m
2 Schwab International Equity SCHF	ETF ETF	$53.1M	11.68%	+$102.2K Bought	— 2.3M shares	Q4 2016 Held for 8y 11m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$51.2M	11.25%	-$91.4K Sold	— 854.3K shares	Q4 2018 Held for 6y 11m
4 Vanguard Mid-Cap Fund VO	ETF ETF	$49.5M	10.88%	+$413.9K Bought	— 168.5K shares	Q4 2016 Held for 8y 11m
5 Schwab Fundamental U.S. Small Company FNDA	ETF ETF	$34.9M	7.67%	+$425.3K Bought	— 1.1M shares	Q4 2016 Held for 8y 11m
6 iShares Core S&P 500 ETF IVV	ETF ETF	$27.2M	5.97%	+$218.2K Bought	— 40.6K shares	Q4 2016 Held for 8y 11m
7 Vanguard S&P 500 ETF VOO	ETF ETF	$22.8M	5.02%	+$47.2K Bought	— 37.3K shares	Q4 2016 Held for 8y 11m
8 Fidelity Total Bond FBND	ETF ETF	$20.8M	4.56%	+$604.9K Bought	— 449.2K shares	Q2 2023 Held for 2y 5m
9 Vanguard Large-Cap VV	ETF ETF	$15.5M	3.41%	-$61.6K Sold	— 50.4K shares	Q4 2016 Held for 8y 11m
10 Fidelity MSCI Real Estate Index ETF FREL	ETF ETF	$13.8M	3.04%	+$849.0K Bought	— 497.9K shares	Q4 2018 Held for 6y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Riverpoint Wealth Management Holdings, LLC's latest filing

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GthenC

Market Value

$455.0M

Prior: $425.1M

Q/Q Change

+7.04%

+$29.9M

Net Flows % of MV

+0.461%

Turnover Ratio

1.01%

New Purchases

0 stocks

Added To

24 stocks

+$4.5M

Sold Out Of

1 stocks

$245.7K

Reduced Holdings

19 stocks

-$2.2M

Increased Positions

Position	Shares Δ	Change
1 Schwab U.S. TIPS SCHP	+42.18%	142.7K → 202.8K +$1.6M
2 Fidelity MSCI Real Estate Index ETF FREL	+6.53%	467.4K → 497.9K +$849.0K
3 iShares Core S&P Small-Cap ETF IJR	+4.51%	10.5K → 11.0K +$56.3K
4 Fidelity Total Bond FBND	+3.0%	436.1K → 449.2K +$604.9K
5 Thermon Group Holdings THR	+1.68%	49.5K → 50.4K +$22.2K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Health Care VHT	Sold	989.0 → 0 −$245.7K
2 iShares Russell 1000 Value IWD	-21.67%	2.3K → 1.8K −$103.2K
3 iShares Russell 1000 IWB	-15.85%	9.0K → 7.6K −$521.2K
4 Oracle ORCL	-12.29%	2.8K → 2.5K −$96.8K
5 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	-10.28%	29.3K → 26.3K −$166.4K