Rvw Wealth, LLC Portfolio Holdings

Rvw Wealth, LLC

  • $1.16 Billion
  • Q3 2025

Rvw Wealth, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $206M, American Centy ETF Tr Avantis with a value of $89.9M, Wisdomtree Tr Us Quality Divid with a value of $73.2M, J P Morgan ETF Tr U S Quality with a value of $56.8M, and Dimensional ETF Tr with a value of $54.6M.

Examining the 13F form we can see an increase of $91.2M in the current position value, from $1.07B to 1.16B.

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

Portfolio value $1.16 Billion
ETFs: $1.07 Billion
Technology: $50.4 Million
Financial Services: $12.8 Million
Communication Services: $6.48 Million
Consumer Cyclical: $6.12 Million
Healthcare: $5.35 Million
Industrials: $1.85 Million
Consumer Defensive: $1.84 Million
Other: $2.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$515,000 0.04% of portfolio
22,062
Q3 2025 Added 0.93%
$0
$437,000 0.04% of portfolio
15,318
Q2 2025 Added 3.16%
$512B
$522,000 0.04% of portfolio
918
Q2 2025 Added 0.44%
$224B
$479,000 0.04% of portfolio
1,579
Q3 2025 Reduced 0.38%
$279B
$468,000 0.04% of portfolio
4,542
Q2 2025 Reduced 12.82%
$0
$444,000 0.04% of portfolio
14,168
Q2 2025 Reduced 3.07%
$50.4B
$472,000 0.04% of portfolio
7,725
Q2 2025 Reduced 1.15%
$0
$476,000 0.04% of portfolio
1,622
Q3 2025 Reduced 1.99%
$0
$498,000 0.04% of portfolio
5,512
Q4 2024 Added 0.69%
$167B
$428,000 0.04% of portfolio
4,484
Q3 2025 Reduced 0.51%
$147B
$426,000 0.04% of portfolio
4,369
Q2 2025 Reduced 12.07%
$0
$515,000 0.04% of portfolio
22,461
Q3 2025 Added 0.92%
$0
$425,000 0.04% of portfolio
570
Q2 2025 Added 1.24%
$39.4B
$430,000 0.04% of portfolio
600
Q3 2024 New
$0
$463,000 0.04% of portfolio
8,493
Q3 2025 Added 0.17%
$0
$425,000 0.04% of portfolio
3,525
Q2 2023 Reduced 15.02%
$23.5B
$315,000 0.03% of portfolio
538
Q3 2025 Reduced 3.24%
$118B
$338,000 0.03% of portfolio
1,376
Q2 2025 Reduced 0.94%
$0
$303,000 0.03% of portfolio
1,626
Q3 2025 Reduced 4.97%
$1.55B
$309,000 0.03% of portfolio
17,470
Q3 2025 New
$0
$303,000 0.03% of portfolio
9,436
Q2 2025 New
$0
$330,000 0.03% of portfolio
7,846
Q4 2024 Reduced 41.29%
$0
$322,000 0.03% of portfolio
27,623
Q4 2024 Added 41.66%
$0
$397,000 0.03% of portfolio
8,668
Q1 2025 Reduced 65.46%
$77.2B
$327,000 0.03% of portfolio
1,542
Q3 2025 Reduced 2.41%
$0
$394,000 0.03% of portfolio
8,998
Q3 2025 Added 1.53%
$0
$301,000 0.03% of portfolio
14,219
Q3 2025 Added 3.94%
$0
$314,000 0.03% of portfolio
3,698
Q3 2025 Reduced 6.19%
$0
$344,000 0.03% of portfolio
5,284
Q2 2025 Added 3.81%
$0
$305,000 0.03% of portfolio
15,488
Q3 2025 Reduced 12.48%
$266B
$349,000 0.03% of portfolio
1,238
Q3 2025 Reduced 12.38%
$367B
$297,000 0.03% of portfolio
734
Q2 2025 Reduced 11.99%
$0
$404,000 0.03% of portfolio
20,803
Q3 2024 Reduced 4.26%
$0
$335,000 0.03% of portfolio
5,717
Q4 2024 Reduced 52.0%
$328B
$369,000 0.03% of portfolio
1,229
Q3 2025 Reduced 7.52%
$0
$355,000 0.03% of portfolio
7,310
Q2 2025 Reduced 2.71%
$0
$366,000 0.03% of portfolio
8,887
Q2 2025 Added 3.17%
$89.7B
$331,000 0.03% of portfolio
1,644
Q2 2025 Reduced 2.2%
$0
$341,000 0.03% of portfolio
17,849
Q4 2024 Added 40.54%
$0
$351,000 0.03% of portfolio
9,835
Q3 2025 Reduced 2.99%
$0
$246,000 0.02% of portfolio
970
Q3 2025 Reduced 9.77%
$0
$248,000 0.02% of portfolio
957
Q3 2025 Reduced 0.93%
$0
$231,000 0.02% of portfolio
4,428
Q4 2024 Reduced 6.35%
$0
$275,000 0.02% of portfolio
2,000
Q1 2024 New
$593B
$226,000 0.02% of portfolio
806
Q3 2025 New
$0
$224,000 0.02% of portfolio
6,425
Q2 2025 New
$0
$203,000 0.02% of portfolio
4,901
Q2 2025 New
$0
$253,000 0.02% of portfolio
5,598
Q3 2025 Added 12.95%
$75.4B
$219,000 0.02% of portfolio
1,675
Q2 2025 Reduced 24.72%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $1.16 Billion
  • Prior Value $1.07 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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