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CIK: 0001756543
Total reported value
$1.5B
$1.5B
155 檔
21.8%
According to the latest 13F quarterly dataset, RVW Wealth, LLC managed an equity portfolio of $1.5B at the end of Q3 2024, spanning 155 distinct U.S. exchange-listed positions.
RVW Wealth, LLC executed strategic sector rebalancing during Q3 2024, establishing 5 new positions while fully exiting 3 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 9.38% | +0.02% | -2.03% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.42% | -0.38% | +1.06% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 5.39% | -0.27% | +4.45% | |
| 4 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 4.77% | +0.23% | +13.87% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.74% | +0.15% | +3.52% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 4.54% | -0.19% | +4.11% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.22% | -0.04% | -1.05% | |
| 8 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.13% | +0.14% | +3.06% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 3.48% | +0.09% | +2.39% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.64% | +0.10% | +1.99% | |
| 11 | FXL | First Trust Technology Alpha | ETF-Tech | 2.59% | +0.15% | +3.27% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 2.57% | -0.20% | -3.18% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.36% | -0.01% | -4.69% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.23% | -0.05% | -1.04% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.02% | — | +13.27% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.01% | -0.04% | -3.10% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.99% | -0.29% | +10.38% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.98% | -0.27% | +9.10% | |
| 19 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.91% | -0.28% | +10.43% | |
| 20 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.89% | — | -11.62% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.83% | -0.17% | -0.17% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.78% | -0.02% | +2.17% | |
| 23 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.76% | +0.43% | -2.11% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.70% | -0.13% | -1.81% | |
| 25 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.67% | +0.07% | -0.96% | |
| 26 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.58% | -0.04% | -2.20% | |
| 27 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.19% | +0.11% | -1.04% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.09% | +0.08% | -2.57% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | +0.07% | -0.05% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.95% | -0.02% | -4.31% | |
| 31 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.73% | -0.03% | -2.67% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.73% | +0.18% | +0.00% | |
| 33 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.72% | -0.05% | -1.57% | |
| 34 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.61% | — | -1.65% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.13% | +3.31% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | -0.02% | +8.90% | |
| 37 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.47% | -0.02% | -4.63% | |
| 38 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.45% | — | -12.77% | |
| 39 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.38% | +0.60% | +211.03% | |
| 40 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.36% | -0.01% | +256.53% | |
| 41 | FVD | First Trust Value Line Dvd | ETF-Other | 0.34% | -0.01% | -4.63% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | — | -1.12% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.33% | — | -5.86% | |
| 44 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.33% | — | -8.36% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.32% | -0.07% | — | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | -0.01% | -0.09% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | +0.06% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.04% | -1.81% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.26% | -0.01% | +0.09% | |
| 50 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.26% | -0.01% | -0.02% |
According to official SEC Form 13F filings, RVW Wealth, LLC reported a total U.S. public equity portfolio value of $1.5B across 155 disclosed positions in Q3 2024.
During Q3 2024, RVW Wealth, LLC's top holdings by market value included AVUS (9.4%)、DGRW (6.4%)、DFAI (5.4%). The largest single position, AVUS, represented 9.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, DGRW, DFAI) accounted for 21.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
TLT
市值: $613.6K
Top Position Liquidated / Trimmed
T
前期市值: $625.3K
In Q3 2024, RVW Wealth, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 21 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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