RVW Wealth, LLC
CIK: 1756543SEC EDGAR →
Portfolio Value
$1.0T
Holdings
183
As of
Q2 2026
New Positions
183
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL US CORE EQUITY MARKT ETF | 4,825,000 | $249.4B | 24.04% |
| 2 | Wisdomtree US Divid Etf | 842,307 | $80.5B | 7.76% |
| 3 | WISDOMTREE US QUALITY GROWTH ETF | 1,073,242 | $70.9B | 6.83% |
| 4 | JP MORGAN ETF TRUST US QUALTY FCTR ETF | 952,795 | $68.9B | 6.64% |
| 5 | Dimensional International Cr Eq Mkt ETF | 1,527,623 | $63.0B | 6.07% |
| 6 | First Trst Nasdaq Rsng | 586,906 | $47.6B | 4.59% |
| 7 | ISHARES TRUST INTL QLTY FACTOR ETF | 958,361 | $47.5B | 4.58% |
| 8 | VictoryShares Free Cash Flow ETF | 1,018,265 | $46.6B | 4.49% |
| 9 | Dimensional Emerging Core Equity Mkt ETF | 892,305 | $35.9B | 3.46% |
| 10 | iShares iBonds Dec 2027 Term Corp ETF | 1,272,324 | $30.8B | 2.97% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $1.0T | 97.6% |
| Consumer Cyclical | 5 | $14.8B | 1.4% |
| Unknown | 12 | $6.9B | 0.7% |
| Technology | 18 | $1.5B | 0.1% |
| Communication Services | 5 | $1.3B | 0.1% |
| Utilities | 2 | $530.2M | 0.1% |
| Healthcare | 7 | $379.8M | 0.0% |
| Energy | 3 | $1.7M | 0.0% |
| Industrials | 5 | $1.4M | 0.0% |
| Consumer Defensive | 2 | $1.3M | 0.0% |