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 Trade History
$0
$1.01 Million 0.09% of portfolio
22,080
Q4 2025 Added 0.48%
$0
$944,000 0.08% of portfolio
13,842
Q4 2025 Reduced 0.47%
$0
$860,000 0.07% of portfolio
9,510
Q3 2025 Reduced 0.12%
$0
$802,000 0.07% of portfolio
5,867
Q4 2025 New
$0
$796,000 0.07% of portfolio
18,388
Q4 2025 Reduced 0.63%
$0
$797,000 0.07% of portfolio
14,256
Q4 2025 Reduced 0.7%
$0
$821,000 0.07% of portfolio
7,782
Q4 2025 Reduced 0.55%
$0
$660,000 0.06% of portfolio
17,182
Q4 2025 Reduced 4.35%
$0
$679,000 0.06% of portfolio
5,721
Q4 2025 Added 3.04%
$0
$732,000 0.06% of portfolio
19,651
Q4 2025 Reduced 4.15%
$0
$590,000 0.05% of portfolio
13,694
Q2 2025 Reduced 23.93%
$0
$638,000 0.05% of portfolio
2,401
Q3 2025 Reduced 31.12%
$0
$573,000 0.05% of portfolio
11,920
Q1 2025 Reduced 2.0%
$0
$579,000 0.05% of portfolio
1,522
Q2 2025 Added 3.96%
$0
$633,000 0.05% of portfolio
7,139
Q4 2025 Added 1.2%
$0
$544,000 0.05% of portfolio
27,811
Q4 2025 Added 0.35%
$0
$576,000 0.05% of portfolio
13,596
Q4 2025 Added 0.04%
$0
$487,000 0.04% of portfolio
5,512
Q4 2024 Added 0.69%
$0
$431,000 0.04% of portfolio
570
Q2 2025 Added 1.24%
$0
$453,000 0.04% of portfolio
14,168
Q2 2025 Reduced 3.07%
$0
$420,000 0.04% of portfolio
9,423
Q4 2025 Added 4.72%
$0
$499,000 0.04% of portfolio
23,682
Q4 2025 Added 66.55%
$0
$507,000 0.04% of portfolio
752
Q4 2025 Reduced 16.72%
$0
$426,000 0.04% of portfolio
3,525
Q2 2023 Reduced 15.02%
$0
$487,000 0.04% of portfolio
8,560
Q4 2025 Added 0.79%
$0
$454,000 0.04% of portfolio
15,318
Q2 2025 Added 3.16%
$0
$465,000 0.04% of portfolio
1,622
Q3 2025 Reduced 1.99%
$0
$304,000 0.03% of portfolio
9,436
Q2 2025 New
$0
$304,000 0.03% of portfolio
1,626
Q3 2025 Reduced 4.97%
$0
$321,000 0.03% of portfolio
7,846
Q4 2024 Reduced 41.29%
$0
$330,000 0.03% of portfolio
5,717
Q4 2024 Reduced 52.0%
$0
$295,000 0.03% of portfolio
3,504
Q4 2025 Reduced 5.25%
$0
$341,000 0.03% of portfolio
5,315
Q4 2025 Added 0.59%
$0
$398,000 0.03% of portfolio
8,668
Q1 2025 Reduced 65.46%
$0
$345,000 0.03% of portfolio
8,509
Q4 2025 Reduced 4.25%
$0
$350,000 0.03% of portfolio
17,064
Q4 2025 New
$0
$362,000 0.03% of portfolio
9,835
Q3 2025 Reduced 2.99%
$0
$335,000 0.03% of portfolio
7,179
Q4 2025 Reduced 1.79%
$0
$239,000 0.02% of portfolio
1,789
Q4 2025 New
$0
$254,000 0.02% of portfolio
2,817
Q3 2025 Added 0.07%
$0
$272,000 0.02% of portfolio
1,209
Q2 2025 New
$0
$277,000 0.02% of portfolio
11,314
Q1 2025 Reduced 6.28%
$0
$235,000 0.02% of portfolio
8,498
Q2 2025 Added 1.18%
$0
$212,000 0.02% of portfolio
851
Q4 2025 Reduced 12.27%
$0
$258,000 0.02% of portfolio
13,097
Q4 2025 Reduced 15.44%
$0
$229,000 0.02% of portfolio
6,425
Q2 2025 New
$0
$270,000 0.02% of portfolio
957
Q3 2025 Reduced 0.93%
$0
$246,000 0.02% of portfolio
13,114
Q4 2025 Added 18.19%
$0
$202,000 0.02% of portfolio
4,901
Q2 2025 New

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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