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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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