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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$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%
$404B
$1.13 Million 0.1% of portfolio
1,238
Q4 2025 Reduced 2.37%
$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%
$522B
$711,000 0.06% of portfolio
3,567
Q4 2025 Added 9.52%
$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%
$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
$279B
$498,000 0.04% of portfolio
4,842
Q4 2025 Added 6.61%
$224B
$479,000 0.04% of portfolio
1,574
Q4 2025 Reduced 0.32%
$593B
$304,000 0.03% of portfolio
1,387
Q4 2025 Added 72.08%
$266B
$369,000 0.03% of portfolio
1,242
Q4 2025 Added 0.32%
$328B
$375,000 0.03% of portfolio
1,252
Q4 2025 Added 1.87%
$255B
$228,000 0.02% of portfolio
670
Q4 2025 Added 1.52%
$258B
$194,000 0.02% of portfolio
1,109
Q4 2025 New
$283B
$282,000 0.02% of portfolio
2,148
Q2 2025 Reduced 4.45%
$346B
$220,000 0.02% of portfolio
1,510
Q4 2025 New
$204B
$213,000 0.02% of portfolio
1,441
Q3 2025 Reduced 8.86%
$367B
$256,000 0.02% of portfolio
717
Q4 2025 Reduced 2.32%

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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