RVW Wealth, LLC
CIK: 0001756543Latest portfolio: $1.3B · Q4 2025
Holdings
181
Total Value
$1.3B
New Positions
179
Closed Positions
0
Top Holdings
View All 181 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL US CORE EQUITY MARKT ETF | 4,512,375 | $211.2M | 16.13% | NEW | |
| 2 | AVUSAMERICAN CENTURY INVESTMENTS U S EQT ETF | 821,848 | $91.9M | 7.02% | NEW | |
| 3 | DGRWWisdomtree US Divid Etf | 823,028 | $73.6M | 5.62% | NEW | |
| 4 | QGRWWISDOMTREE US QUALITY GROWTH ETF | 1,082,120 | $63.5M | 4.85% | NEW | |
| 5 | JQUAJP MORGAN ETF TRUST US QUALTY FCTR ETF | 903,997 | $57.1M | 4.36% | NEW | |
| 6 | DFAIDimensional International Cr Eq Mkt ETF | 1,494,475 | $57.0M | 4.35% | NEW | |
| 7 | IQLTISHARES TRUST INTL QLTY FACTOR ETF | 940,030 | $42.7M | 3.26% | NEW | |
| 8 | RDVYFirst Trst Nasdaq Rsng | 577,086 | $40.1M | 3.06% | NEW | |
| 9 | VFLOVictoryShares Free Cash Flow ETF | 981,990 | $38.7M | 2.95% | NEW | |
| 10 | AAPLApple Computer Inc | 134,616 | $36.6M | 2.80% | NEW | |
| 11 | IBDRISHARES TRUST IBONDS DEC2026 E TF | 1,318,361 | $31.9M | 2.44% | NEW | |
| 12 | DFAEDimensional Emerging Core Equity Mkt ETF | 885,206 | $28.8M | 2.20% | NEW | |
| 13 | KLMNINVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF | 238,886 | $28.5M | 2.18% | NEW | |
| 14 | IBDSiShares iBonds Dec 2027 Term Corp ETF | 1,170,581 | $28.4M | 2.17% | NEW | |
| 15 | IBDTISHARES TRUST IBDS DEC28 ETF | 1,088,657 | $27.7M | 2.12% | NEW | |
| 16 | QUALiShares MSCI USA Quality Factor ETF | 134,645 | $26.7M | 2.04% | NEW | |
| 17 | SPTMSPDR SERIES TRUST PORTFOLIO TL STK ETF | 308,132 | $25.4M | 1.94% | NEW | |
| 18 | AVDEAMERICAN CENTURY INVESTMENTS I NTL EQT ETF | 302,191 | $24.9M | 1.90% | NEW | |
| 19 | IBDUISHARES TRUST IBONDS DEC 29 ET F | 1,059,999 | $24.8M | 1.89% | NEW | |
| 20 | IBDVISHARES TRUST IBONDS DEC 2030 TERM CORPOR | 1,113,152 | $24.6M | 1.88% | NEW | |
| 21 | QTECFirst Tr Nasdaq 100 Fund | 85,690 | $19.7M | 1.51% | NEW | |
| 22 | TILTFlexshares Morningstar | 70,079 | $17.4M | 1.33% | NEW | |
| 23 | IYWiShares U.S. Technology ETF | 85,075 | $17.0M | 1.30% | NEW | |
| 24 | RWKINVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET | 130,227 | $16.5M | 1.26% | NEW | |
| 25 | EFAIshares Tr Msci Eafe Fd | 142,770 | $13.7M | 1.05% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($3.6596802230412236e+46T)
Unknown0.0% ($2.8503131302981855e+25T)
Healthcare0.0% ($23551579125673.8T)
Communication Services0.0% ($239117891445.8T)
Industrials0.0% ($775385.3T)
Consumer Cyclical0.0% ($35671.8T)
Consumer Defensive0.0% ($1067.5T)
Energy0.0% ($972.5B)
Utilities0.0% ($1.5B)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 12, 2026 | $1.3B | 181 |
| Q3 2025 | Oct 21, 2025 | $1.3T | 0 |
| Q2 2025 | Jul 15, 2025 | $1.2T | 170 |
| Q1 2025 | May 8, 2025 | $1.1T | 160 |
| Q4 2024 | Jan 23, 2025 | $1071.9T | 144 |
| Q3 2024 | Oct 15, 2024 | $1076.6T | 155 |
| Q2 2024 | Jul 8, 2024 | $1002.0T | 151 |
| Q1 2024 | Apr 8, 2024 | $973.1T | 144 |
| Q4 2023 | Jan 8, 2024 | $910.3T | 142 |
| Q3 2023 | Oct 12, 2023 | $829.5T | 377 |
| Q2 2023 | Jul 7, 2023 | $847.4T | 150 |
| Q1 2023 | Apr 11, 2023 | $806.5T | 155 |
| Q4 2022 | Jan 13, 2023 | $785.2T | 150 |
| Q3 2022 | Oct 13, 2022 | $712.7B | 125 |
| Q2 2022 | Jul 13, 2022 | $746.5B | 126 |
| Q1 2022 | Apr 7, 2022 | $865.7B | 138 |
| Q4 2021 | Jan 11, 2022 | $890.0B | 140 |
| Q3 2021 | Oct 7, 2021 | $832.0B | 125 |
| Q2 2021 | Jul 8, 2021 | $800.0B | 108 |
| Q1 2021 | Apr 2, 2021 | $766.0B | 103 |
| Q4 2020 | Jan 11, 2021 | $682.0B | 95 |
| Q3 2020 | Oct 9, 2020 | $592.1B | 96 |
| Q2 2020 | Jul 13, 2020 | $547.1B | 93 |
| Q1 2020 | Apr 15, 2020 | $428.0B | 93 |
| Q4 2019 | Jan 21, 2020 | $457.2B | 75 |
| Q3 2019 | Oct 25, 2019 | $420.4B | 79 |
| Q2 2019 | Jul 8, 2019 | $419.7B | 65 |
| Q1 2019 | Apr 24, 2019 | $391.9B | 64 |
Fund Information
RVW Wealth, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.3B across 181 holdings. The largest position is DIMENSIONAL US CORE EQUITY MARKT ETF (DFAU), representing 16.1% of the portfolio. Compared to the previous quarter, the fund opened 181 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.