RVW Wealth, LLC
CIK: 1756543SEC EDGAR →
Portfolio Value
$1.1T
Holdings
185
As of
Q3 2026
New Positions
7
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL US CORE EQUITY MARKT ETF | 4,720,801 | $247.2B | 23.50% |
| 2 | Wisdomtree US Divid Etf | 833,624 | $81.1B | 7.71% |
| 3 | WISDOMTREE US QUALITY GROWTH ETF | 1,117,209 | $76.7B | 7.30% |
| 4 | JP MORGAN ETF TRUST US QUALTY FCTR ETF | 1,010,151 | $74.5B | 7.09% |
| 5 | Dimensional International Cr Eq Mkt ETF | 1,383,038 | $57.3B | 5.45% |
| 6 | VictoryShares Free Cash Flow ETF | 1,110,720 | $56.9B | 5.41% |
| 7 | ISHARES TRUST INTL QLTY FACTOR ETF | 990,798 | $49.0B | 4.66% |
| 8 | First Trst Nasdaq Rsng | 596,440 | $46.7B | 4.44% |
| 9 | Dimensional Emerging Core Equity Mkt ETF | 819,234 | $32.2B | 3.06% |
| 10 | AMERICAN CENTURY INVESTMENTS I NTL EQT ETF | 356,653 | $32.1B | 3.06% |
Quarterly Changes
Top Buys
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $1.0T | 97.7% |
| Consumer Cyclical | 4 | $9.5B | 0.9% |
| Unknown | 12 | $6.9B | 0.7% |
| Energy | 4 | $2.6B | 0.2% |
| Utilities | 2 | $2.0B | 0.2% |
| Technology | 18 | $1.8B | 0.2% |
| Healthcare | 7 | $1.3B | 0.1% |
| Communication Services | 5 | $298.3M | 0.0% |
| Consumer Defensive | 3 | $208.5M | 0.0% |
| Industrials | 6 | $2.6M | 0.0% |