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CIK: 0001756543
Total reported value
$1.5B
$1.5B
160 檔
24.8%
At the close of Q1 2025, RVW Wealth, LLC disclosed equity holdings valued at approximately $1.5B, spread across 160 reported holdings.
In Q1 2025, RVW Wealth, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, AVUS, SPTM) accounted for 24.8% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 10.04% | +0.15% | +91.52% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.76% | +0.02% | -13.96% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 6.38% | -0.04% | +215.33% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.26% | -0.38% | -0.77% | |
| 5 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 5.09% | +0.23% | +4.13% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.69% | +0.14% | +10.73% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 4.47% | -0.27% | -18.23% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 3.48% | -0.19% | -20.83% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 3.17% | +0.09% | -9.99% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.61% | -0.17% | +5.52% | |
| 11 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.58% | -0.01% | +359.70% | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.33% | -0.29% | +6.47% | |
| 13 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.28% | — | +0.80% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.22% | +0.10% | -12.90% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.20% | -0.27% | +1.24% | |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.11% | -0.28% | +2.28% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 2.02% | -0.20% | -20.17% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.99% | -0.05% | -3.71% | |
| 19 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.81% | -0.23% | +2.33% | |
| 20 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.75% | +0.60% | +213.43% | |
| 21 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.47% | +0.43% | -5.86% | |
| 22 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.41% | -0.04% | -4.12% | |
| 23 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.40% | +0.07% | -3.96% | |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.25% | -0.04% | -68.33% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.19% | -0.13% | -26.76% | |
| 26 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.05% | +0.11% | -3.96% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.01% | +0.24% | +2127.51% | |
| 28 | FXL | First Trust Technology Alpha | ETF-Tech | 0.98% | +0.15% | -60.38% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | +0.07% | +0.31% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.77% | +0.08% | -19.52% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | +0.18% | -1.23% | |
| 32 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.66% | -0.05% | -4.96% | |
| 33 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.58% | — | -1.79% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.13% | -6.56% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.53% | -0.02% | -42.46% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.50% | -0.02% | -71.26% | |
| 37 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.45% | -0.03% | -30.54% | |
| 38 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.43% | -0.02% | -8.94% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | -0.02% | +33.39% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.01% | +43.89% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.32% | -0.01% | -85.19% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.29% | -0.01% | -2.54% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.28% | -0.01% | +5.45% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.27% | -0.07% | -17.25% | |
| 45 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.25% | -0.01% | -4.77% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.24% | +0.06% | -6.10% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.04% | -4.81% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.22% | — | -23.37% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.22% | — | -25.91% | |
| 50 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.21% | — | -3.09% |
According to official SEC Form 13F filings, RVW Wealth, LLC reported a total U.S. public equity portfolio value of $1.5B across 160 disclosed positions in Q1 2025.
During Q1 2025, RVW Wealth, LLC's top holdings by market value included DFAU (10.0%)、AVUS (7.8%)、SPTM (6.4%). The largest single position, DFAU, represented 10.0% of total portfolio value.
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Top New Position Initiated
DFAU
市值: $106.7M
In Q1 2025, RVW Wealth, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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