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Gerardo Martinez

Riverpoint Wealth Management Holdings, Llc

Assets Managed
$470.003M
Holdings
62
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
0.94%(2Q avg: 1.64%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Riverpoint Wealth Management Holdings, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Riverpoint Wealth Management Holdings, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 470.003M in assets, with a quarterly growth rate of 0.94% and a 2-quarter average growth rate of 1.64%. The portfolio is managed by Gerardo Martinez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 0.68%
17.21%
$80.88M
646,369 shares@ $125.14 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -0.1%
12.26%
$57.619M
2.328M shares@ $24.75 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.13%
11.72%
$55.052M
859,108 shares@ $64.08 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 1.46%
10.68%
$50.19M
174,767 shares@ $287.19 avg price
FNDA
Schwab Fndmntl Us Sm Co Etf
Recent Activity
Increased 1.31%
7.99%
$37.547M
1.158M shares@ $32.43 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.6%
5.62%
$26.376M
40,379 shares@ $653.22 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 7.9%
5.08%
$23.841M
522,603 shares@ $45.62 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.79%
4.89%
$22.96M
38,423 shares@ $597.55 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -0.23%
3.2%
$15.012M
50,232 shares@ $298.85 avg price
FREL
Fidelity Real Estate Etf
Recent Activity
Increased 5.73%
3.19%
$14.958M
555,858 shares@ $26.92 avg price

1-10 of 62