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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFAU Dimensional ETF Tr ETFs	$0	$207 Million 17.66% of portfolio	4,512,375	Q4 2025 Added 0.29%
AVUS American Centy ETF Tr Avantis ETFs	$0	$89.7 Million 7.64% of portfolio	821,848	Q4 2025 Reduced 0.63%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$73.1 Million 6.23% of portfolio	823,028	Q4 2025 Added 0.05%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$56.1 Million 4.78% of portfolio	903,997	Q4 2025 Added 0.09%
DFAI Dimensional ETF Tr ETFs	$0	$55.4 Million 4.72% of portfolio	1,494,475	Q4 2025 Reduced 0.41%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$42.1 Million 3.59% of portfolio	940,030	Q4 2025 Reduced 0.71%
RDVY First Trust Rising Dividend Ac ETFs	$0	$38.6 Million 3.29% of portfolio	577,086	Q4 2025 Reduced 0.99%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$31.3 Million 2.67% of portfolio	1,318,361	Q4 2025 Added 16.06%
DFAE Dimensional ETF Tr ETFs	$0	$28.8 Million 2.45% of portfolio	885,206	Q4 2025 Reduced 2.21%

IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$28.4 Million 2.42% of portfolio	1,170,581	Q4 2025 Added 12.86%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$28.1 Million 2.4% of portfolio	238,886	Q4 2025 Added 1.27%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$27.7 Million 2.36% of portfolio	1,088,657	Q4 2025 Added 11.05%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$26.2 Million 2.23% of portfolio	134,645	Q4 2025 Reduced 1.11%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$25 Million 2.13% of portfolio	308,132	Q4 2025 Reduced 1.2%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$24.8 Million 2.11% of portfolio	1,059,999	Q4 2025 Added 12.79%
IBDV Ishares Tr Technology	$0	$24.5 Million 2.09% of portfolio	1,113,152	Q4 2025 New
AVDE American Centy ETF Tr Avantis ETFs	$0	$24.3 Million 2.07% of portfolio	302,191	Q4 2025 Reduced 2.65%
QTEC First Trust Nasdaq 100 Technol ETFs	$0	$19.5 Million 1.66% of portfolio	85,690	Q4 2025 Reduced 2.88%

TILT Flexshares Tr ETFs	$0	$17 Million 1.45% of portfolio	70,079	Q4 2025 Reduced 3.1%
IYW Ishares Dj Us Tech ETF ETFs	$0	$16.9 Million 1.44% of portfolio	85,075	Q4 2025 Reduced 2.97%
RWK Invesco Exchange Traded Fd Tr ETFs	$0	$16 Million 1.36% of portfolio	130,227	Q4 2025 Reduced 4.55%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$13.6 Million 1.16% of portfolio	142,770	Q4 2025 Reduced 4.19%
NULG Nuveen Esg Large Cap Growth Et ETFs	$0	$13.5 Million 1.15% of portfolio	138,485	Q4 2025 Reduced 1.76%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$12.9 Million 1.1% of portfolio	21,375	Q4 2025 Added 1.4%
FXL First Tr Exchange Traded Fd Fi ETFs	$0	$10.8 Million 0.92% of portfolio	65,567	Q4 2025 Reduced 3.84%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$8.2 Million 0.7% of portfolio	179,982	Q4 2025 Reduced 3.56%
VTI Vanguard Total Stock Market Et ETFs	$0	$8.07 Million 0.69% of portfolio	24,454	Q4 2025 Added 2.66%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$8.03 Million 0.68% of portfolio	42,875	Q4 2025 Added 0.0%
XLK Technology Sector Spdr ETFs	$0	$7.25 Million 0.62% of portfolio	25,160	Q4 2025 Added 99.98%
QDEF Flexshares Quality Div Defensi ETFs	$0	$7.06 Million 0.6% of portfolio	88,313	Q4 2025 Added 0.01%
JPME Jpmorgan Tr. Diversified Retur ETFs	$0	$6.98 Million 0.59% of portfolio	65,362	Q4 2025 Reduced 2.69%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$6.83 Million 0.58% of portfolio	116,516	Q4 2025 Reduced 2.71%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$5.51 Million 0.47% of portfolio	58,179	Q4 2025 Reduced 1.17%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$4.97 Million 0.42% of portfolio	128,610	Q4 2025 Reduced 10.0%
RWL Invesco Exchange Traded Fd Tr ETFs	$0	$4.86 Million 0.41% of portfolio	43,443	Q4 2025 Reduced 1.34%
DEUS Xtrackers Russell Us Multifact ETFs	$0	$4.62 Million 0.39% of portfolio	80,455	Q4 2025 Reduced 0.27%
VUG Vanguard Growth ETF ETFs	$0	$3.86 Million 0.33% of portfolio	7,976	Q4 2025 Reduced 0.34%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$3.88 Million 0.33% of portfolio	142,469	Q4 2025 Reduced 8.23%
DGRO Ishares Core Dividend Growth E ETFs	$0	$3.8 Million 0.32% of portfolio	55,581	Q4 2025 Reduced 8.77%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$3.51 Million 0.3% of portfolio	135,862	Q4 2025 Added 0.43%
LRGF Ishares Tr ETFs	$0	$3.09 Million 0.26% of portfolio	44,983	Q3 2025 Reduced 0.07%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.61 Million 0.22% of portfolio	22,328	Q4 2025 Reduced 0.73%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$2.42 Million 0.21% of portfolio	4,129	Q4 2025 Reduced 1.67%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$2.23 Million 0.19% of portfolio	30,364	Q4 2025 Reduced 7.57%
AVUV American Centy ETF Tr Avantis ETFs	$0	$1.44 Million 0.12% of portfolio	14,728	Q4 2025 Reduced 8.8%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.13 Million 0.1% of portfolio	1,705	Q4 2025 Added 109.72%
AVEM American Centy ETF Tr Avantis ETFs	$0	$1.21 Million 0.1% of portfolio	15,538	Q4 2025 Reduced 3.53%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.07 Million 0.09% of portfolio	1,730	Q4 2025 Reduced 16.47%
EZM Wisdomtree U.S. Midcap Fund ETFs	$0	$1.05 Million 0.09% of portfolio	16,165	Q3 2025 Reduced 0.91%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.06 Million 0.09% of portfolio	5,801	Q4 2025 Reduced 5.87%

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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