# EDGAR Filing Document

**Accession Number:** 0001682733
**File Stem:** 0001682733-26-000002
**Filing Date:** 2026-5
**Character Count:** 10741
**Document Hash:** 136a73687dab8494b334f33752fe6319
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001682733-26-000002.hdr.sgml**: 20260504

**ACCESSION NUMBER**: 0001682733-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260504

**DATE AS OF CHANGE**: 20260504

**EFFECTIVENESS DATE**: 20260504

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Riverpoint Wealth Management Holdings, LLC
- **CENTRAL INDEX KEY:** 0001682733

**ORGANIZATION NAME:**
- **EIN:** 463461090

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17703
- **FILM NUMBER:** 26937893

**BUSINESS ADDRESS:**
- **STREET 1:** 200 SOUTH WACKER DR.
- **STREET 2:** #2330
- **CITY:** CHICAGO
- **STATE:** IL
- **ZIP:** 60606
- **BUSINESS PHONE:** 312-239-1330

**MAIL ADDRESS:**
- **STREET 1:** 200 SOUTH WACKER DR.
- **STREET 2:** #2330
- **CITY:** CHICAGO
- **STATE:** IL
- **ZIP:** 60606

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Riverpoint Wealth Management Holdings LLC<br>**Address:** 200 SOUTH WACKER DR.

#2330<br>CHICAGO, IL 60606

**Form 13F File Number:** 028-17703

**CRD Number (if applicable):** 000168346

**SEC File Number (if applicable):** 801-78487

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Gerardo Martinez<br>**Title:** Regulatory Consultant<br>**Phone:** 310-275-7300

**Signature, Place, and Date of Signing:**

/s/ Gerardo Martinez  Beverly Hills, CA  05-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 62

**Form 13F Information Table Value Total:** $470002751

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 1878835 | 8639 | SH |  | SOLE |  | 0 | 0 | 8639 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | BBG001SCXK90 | 663280 | 3345 | SH |  | SOLE |  | 0 | 0 | 3345 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 278155 | 967 | SH |  | SOLE |  | 0 | 0 | 967 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 599544 | 2090 | SH |  | SOLE |  | 0 | 0 | 2090 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 775390 | 3723 | SH |  | SOLE |  | 0 | 0 | 3723 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | BBG00Q6ZDXT0 | 2757355 | 34219 | SH |  | SOLE |  | 0 | 0 | 34219 |
| APOGEE ENTERPRISES INC | COM | 037598109 | BBG001S5NSY1 | 696089 | 20754 | SH |  | SOLE |  | 0 | 0 | 20754 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 3090081 | 12176 | SH |  | SOLE |  | 0 | 0 | 12176 |
| BANK MONTREAL MEDIUM | COM | 063671101 | BBG001S5Y203 | 280831 | 2075 | SH |  | SOLE |  | 0 | 0 | 2075 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 232222 | 1369 | SH |  | SOLE |  | 0 | 0 | 1369 |
| FEDEX CORP | COM | 31428X106 | BBG001S5R3M5 | 215291 | 604 | SH |  | SOLE |  | 0 | 0 | 604 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 | BBG008229899 | 14958148 | 555858 | SH |  | SOLE |  | 0 | 0 | 555858 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | BBG0078X1341 | 23841139 | 522603 | SH |  | SOLE |  | 0 | 0 | 522603 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | BBG00B0SKXY1 | 80880156 | 646369 | SH |  | SOLE |  | 0 | 0 | 646369 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 972840 | 1150 | SH |  | SOLE |  | 0 | 0 | 1150 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 578769 | 1760 | SH |  | SOLE |  | 0 | 0 | 1760 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | 45782C425 | BBG00RHZ8N23 | 398428 | 10976 | SH |  | SOLE |  | 0 | 0 | 10976 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | BBG01KYQ6QS5 | 294220 | 7658 | SH |  | SOLE |  | 0 | 0 | 7658 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 950232 | 10779 | SH |  | SOLE |  | 0 | 0 | 10779 |
| ISHARES INC | EMNG MKTS EQT | 46434G889 | BBG00BM64QL2 | 1426934 | 23613 | SH |  | SOLE |  | 0 | 0 | 23613 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 13785299 | 204136 | SH |  | SOLE |  | 0 | 0 | 204136 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 1407853 | 11325 | SH |  | SOLE |  | 0 | 0 | 11325 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 26376027 | 40379 | SH |  | SOLE |  | 0 | 0 | 40379 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 | BBG002DMN4B6 | 571826 | 12208 | SH |  | SOLE |  | 0 | 0 | 12208 |
| ISHARES TR | RUS 1000 ETF | 464287622 | BBG001S562W9 | 2730928 | 7659 | SH |  | SOLE |  | 0 | 0 | 7659 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 1481321 | 3474 | SH |  | SOLE |  | 0 | 0 | 3474 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 391657 | 1833 | SH |  | SOLE |  | 0 | 0 | 1833 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | BBG001S561V2 | 296581 | 2035 | SH |  | SOLE |  | 0 | 0 | 2035 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 2417812 | 9749 | SH |  | SOLE |  | 0 | 0 | 9749 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 | BBG001SQZT52 | 454057 | 8511 | SH |  | SOLE |  | 0 | 0 | 8511 |
| ISHARES TR | US HOME CONS ETF | 464288752 | BBG001SQZTR8 | 778351 | 8596 | SH |  | SOLE |  | 0 | 0 | 8596 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 796982 | 3260 | SH |  | SOLE |  | 0 | 0 | 3260 |
| LPL FINL HLDGS INC | COM | 50212V100 | BBG001T5GK39 | 383043 | 1273 | SH |  | SOLE |  | 0 | 0 | 1273 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 2051956 | 5543 | SH |  | SOLE |  | 0 | 0 | 5543 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 916328 | 5254 | SH |  | SOLE |  | 0 | 0 | 5254 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 363028 | 2468 | SH |  | SOLE |  | 0 | 0 | 2468 |
| PROCTER  GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 291080 | 2015 | SH |  | SOLE |  | 0 | 0 | 2015 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | BBG0051NXNX3 | 37546531 | 1157772 | SH |  | SOLE |  | 0 | 0 | 1157772 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 57619187 | 2328048 | SH |  | SOLE |  | 0 | 0 | 2328048 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | BBG001T5XQV6 | 2046573 | 79820 | SH |  | SOLE |  | 0 | 0 | 79820 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | BBG001T9F777 | 7200321 | 270587 | SH |  | SOLE |  | 0 | 0 | 270587 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | BBG001S7SCQ6 | 3920247 | 26739 | SH |  | SOLE |  | 0 | 0 | 26739 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | BBG001S7TCZ5 | 254537 | 1915 | SH |  | SOLE |  | 0 | 0 | 1915 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | BBG001SG4284 | 1405369 | 24839 | SH |  | SOLE |  | 0 | 0 | 24839 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R812 | BBG008HB6477 | 1399103 | 8151 | SH |  | SOLE |  | 0 | 0 | 8151 |
| STRYKER CORPORATION | COM | 863667101 | BBG001S8FR03 | 367918 | 1120 | SH |  | SOLE |  | 0 | 0 | 1120 |
| THERMON GROUP HLDGS INC | COM | 88362T103 | BBG001V0BDC8 | 2626243 | 52108 | SH |  | SOLE |  | 0 | 0 | 52108 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | BBG001SK7DK4 | 661582 | 8984 | SH |  | SOLE |  | 0 | 0 | 8984 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | BBG001SHTTQ6 | 15011765 | 50232 | SH |  | SOLE |  | 0 | 0 | 50232 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 50189617 | 174767 | SH |  | SOLE |  | 0 | 0 | 174767 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | BBG001SMD2X3 | 10124655 | 114145 | SH |  | SOLE |  | 0 | 0 | 114145 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 22959538 | 38423 | SH |  | SOLE |  | 0 | 0 | 38423 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 726671 | 2774 | SH |  | SOLE |  | 0 | 0 | 2774 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 261062 | 814 | SH |  | SOLE |  | 0 | 0 | 814 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 2030452 | 37566 | SH |  | SOLE |  | 0 | 0 | 37566 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 4118032 | 19148 | SH |  | SOLE |  | 0 | 0 | 19148 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 55051633 | 859108 | SH |  | SOLE |  | 0 | 0 | 859108 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | BBG001SHTTR5 | 1351730 | 1937 | SH |  | SOLE |  | 0 | 0 | 1937 |
| VENTAS INC | COM | 92276F100 | BBG001S9T7M6 | 393444 | 4811 | SH |  | SOLE |  | 0 | 0 | 4811 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | BBG001SHY2Q9 | 473841 | 1630 | SH |  | SOLE |  | 0 | 0 | 1630 |
| WINTRUST FINL CORP | COM | 97650W108 | BBG001S945T0 | 223810 | 1611 | SH |  | SOLE |  | 0 | 0 | 1611 |
| YUM CHINA HLDGS INC | COM | 98850P109 | BBG00B8N0HH0 | 776822 | 15925 | SH |  | SOLE |  | 0 | 0 | 15925 |

---