Rvw Wealth, LLC Portfolio Holdings

Rvw Wealth, LLC

  • $1.17 Billion
  • Q4 2025

Rvw Wealth, LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $207M, American Centy ETF Tr Avantis with a value of $89.7M, Wisdomtree Tr Us Quality Divid with a value of $73.1M, J P Morgan ETF Tr U S Quality with a value of $56.1M, and Dimensional ETF Tr with a value of $55.4M.

Examining the 13F form we can see an increase of $12M in the current position value, from $1.16B to 1.17B.

Below you can find more details about Rvw Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.17 Billion
ETFs: $1.06 Billion
Technology: $52.8 Million
Financial Services: $11.7 Million
Communication Services: $6.94 Million
Healthcare: $6.58 Million
Consumer Cyclical: $5.84 Million
Consumer Defensive: $2.06 Million
Industrials: $1.88 Million
Other: $2.17 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$36 Million 3.07% of portfolio
134,616
Q4 2025 Added 1.43%
$465B
$8.03 Million 0.68% of portfolio
43,018
Q4 2025 Added 1.32%
$1.29T
$3.24 Million 0.28% of portfolio
7,934
Q4 2025 Added 4.64%
$662B
$3.02 Million 0.26% of portfolio
5,932
Q4 2025 Reduced 4.51%
$182B
$2.97 Million 0.25% of portfolio
4,591
Q4 2025 Reduced 0.13%
$3.78T
$2.35 Million 0.2% of portfolio
4,623
Q4 2025 Reduced 8.46%
$971B
$2.24 Million 0.19% of portfolio
2,192
Q4 2025 Added 83.74%
$1.74T
$2.18 Million 0.19% of portfolio
7,621
Q4 2025 Added 0.85%
$2.39T
$1.86 Million 0.16% of portfolio
7,920
Q4 2025 Reduced 11.67%
$193B
$1.66 Million 0.14% of portfolio
15,727
Q4 2025 Added 0.42%
$414B
$1.62 Million 0.14% of portfolio
6,913
Q4 2025 Added 0.09%
$881B
$1.4 Million 0.12% of portfolio
4,668
Q4 2025 Added 0.11%
$0
$1.41 Million 0.12% of portfolio
39,854
Q4 2025 Added 17.95%
$533B
$1.43 Million 0.12% of portfolio
4,378
Q4 2025 Added 2.87%
$1.65T
$1.28 Million 0.11% of portfolio
4,618
Q4 2025 Added 4.93%
$136B
$1.29 Million 0.11% of portfolio
3,575
Q4 2025 Added 0.11%
$139B
$911,000 0.08% of portfolio
2,661
Q4 2025 Added 0.57%
$490B
$951,000 0.08% of portfolio
8,084
Q4 2025 Added 0.16%
$265B
$919,000 0.08% of portfolio
1,186
Q4 2025 Reduced 4.35%
$86.7B
$765,000 0.07% of portfolio
1,360
Q3 2025 New
$49.1B
$869,000 0.07% of portfolio
7,880
Q4 2025 Added 953.48%
$522B
$711,000 0.06% of portfolio
3,567
Q4 2025 Added 9.52%
$453B
$755,000 0.06% of portfolio
1
Q4 2025 Reduced 50.0%
$1.37T
$744,000 0.06% of portfolio
1,221
Q4 2025 Added 1.5%
$405B
$615,000 0.05% of portfolio
603
Q2 2025 Reduced 6.94%
$0
$573,000 0.05% of portfolio
70,922
Q4 2024 Added 21.23%
$270B
$555,000 0.05% of portfolio
3,486
Q4 2025 Added 2.05%
$512B
$580,000 0.05% of portfolio
1,081
Q4 2025 Added 17.76%
$303B
$536,000 0.05% of portfolio
3,467
Q4 2025 Reduced 2.39%
$342B
$505,000 0.04% of portfolio
2,903
Q4 2025 New
$50.4B
$467,000 0.04% of portfolio
7,725
Q2 2025 Reduced 1.15%
$51.1B
$507,000 0.04% of portfolio
6,872
Q4 2025 Reduced 2.65%
$279B
$498,000 0.04% of portfolio
4,842
Q4 2025 Added 6.61%
$167B
$414,000 0.04% of portfolio
4,514
Q4 2025 Added 0.67%
$224B
$479,000 0.04% of portfolio
1,574
Q4 2025 Reduced 0.32%
$147B
$443,000 0.04% of portfolio
4,316
Q4 2025 Reduced 1.21%
$593B
$304,000 0.03% of portfolio
1,387
Q4 2025 Added 72.08%
$89.7B
$300,000 0.03% of portfolio
1,664
Q4 2025 Added 1.22%
$77.2B
$312,000 0.03% of portfolio
1,553
Q4 2025 Added 0.71%
$0
$336,000 0.03% of portfolio
17,849
Q4 2024 Added 40.54%
$266B
$369,000 0.03% of portfolio
1,242
Q4 2025 Added 0.32%
$0
$311,000 0.03% of portfolio
27,623
Q4 2024 Added 41.66%
$328B
$375,000 0.03% of portfolio
1,252
Q4 2025 Added 1.87%
$0
$319,000 0.03% of portfolio
40,349
Q4 2024 Added 38.96%
$39.4B
$332,000 0.03% of portfolio
600
Q3 2024 New
$118B
$316,000 0.03% of portfolio
1,376
Q2 2025 Reduced 0.94%
$23.5B
$269,000 0.02% of portfolio
538
Q3 2025 Reduced 3.24%
$72.4B
$280,000 0.02% of portfolio
800
Q1 2025 New
$64.7B
$211,000 0.02% of portfolio
1,916
Q4 2025 Added 0.52%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $1.17 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 14 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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