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CIK: 0001756543
Total reported value
$1.5B
$1.5B
144 檔
22.4%
During the Q4 2024 filing period, RVW Wealth, LLC (CIK: 0001756543) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 144 reported positions.
RVW Wealth, LLC executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 6 holdings and trimming 19 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% | -2.30% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.34% | -0.38% | +1.09% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.47% | +0.15% | +12.58% | |
| 4 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 5.44% | +0.23% | +5.03% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 5.06% | -0.27% | +1.71% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.26% | +0.14% | +1.47% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 4.07% | -0.19% | -0.10% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.02% | -0.04% | -2.84% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 3.53% | +0.09% | +1.01% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.76% | -0.17% | +40.31% | |
| 11 | FXL | First Trust Technology Alpha | ETF-Tech | 2.75% | +0.15% | -1.34% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.48% | +0.10% | +0.87% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.34% | -0.01% | -1.90% | |
| 14 | AVDE | Avantis International Equity | ETF-Other | 2.32% | -0.20% | -1.96% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.23% | — | +10.43% | |
| 16 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.15% | -0.29% | +8.99% | |
| 17 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.14% | -0.27% | +9.16% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.13% | -0.05% | -4.23% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.11% | -0.04% | +2.44% | |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.02% | -0.28% | +7.78% | |
| 21 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.73% | -0.23% | +1091.54% | |
| 22 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.68% | +0.43% | -3.27% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.67% | -0.02% | +188.79% | |
| 24 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.55% | +0.07% | -7.21% | |
| 25 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.53% | -0.04% | -4.94% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.48% | -0.13% | -4.14% | |
| 27 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.19% | +0.11% | -4.55% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.04% | +0.08% | -3.15% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | +0.07% | -2.34% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.86% | -0.02% | -0.96% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.71% | +0.18% | — | |
| 32 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.70% | -0.05% | -0.77% | |
| 33 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.64% | -0.03% | -11.07% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.13% | -2.54% | |
| 35 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.59% | — | -2.07% | |
| 36 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.57% | +0.60% | +42.32% | |
| 37 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.55% | -0.01% | +48.86% | |
| 38 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | -2.93% | |
| 39 | INTU | Intuit Inc | Stock-Tech | 0.33% | -0.07% | +0.02% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | -0.02% | -46.31% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | -0.01% | -0.62% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.32% | — | -3.28% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.31% | — | -7.58% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-Other | 0.30% | -0.01% | -7.78% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.04% | +1.05% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.29% | +0.06% | — | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | -0.01% | +200.32% | |
| 48 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.27% | -0.01% | -0.58% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.04% | +1.21% | |
| 50 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.22% | — | -0.91% |
According to official SEC Form 13F filings, RVW Wealth, LLC reported a total U.S. public equity portfolio value of $1.5B across 144 disclosed positions in Q4 2024.
During Q4 2024, RVW Wealth, LLC's top holdings by market value included AVUS (9.4%)、DGRW (6.3%)、DFAU (5.5%). 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, DFAU) accounted for 22.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
NFLX
市值: $645.3K
Top Position Liquidated / Trimmed
IBDP
前期市值: $20.3M
In Q4 2024, RVW Wealth, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 19 holdings, and fully liquidating 6 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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