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CIK: 0001756543
Total reported value
$1.5B
$1.5B
170 檔
29.7%
The Q2 2025 SEC filing reveals that RVW Wealth, LLC held a total portfolio value of $1.5B, covering 170 public equity positions.
During Q2 2025, RVW Wealth, LLC performed routine portfolio adjustments (3 new buys, 23 additions, 23 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, AVUS, DGRW) accounted for 29.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 15.58% | +0.15% | +56.12% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.12% | +0.02% | -6.79% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.72% | -0.38% | -3.43% | |
| 4 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 5.50% | +0.23% | +0.17% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.43% | +0.14% | -1.59% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 4.35% | -0.27% | -2.42% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 3.39% | -0.19% | -0.79% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 3.08% | +0.09% | +0.45% | |
| 9 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.90% | -0.01% | +20.68% | |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.25% | -0.29% | +6.88% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.22% | +0.10% | -1.07% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.18% | -0.17% | +0.12% | |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.16% | +0.60% | +12.75% | |
| 14 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.16% | — | +4.63% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.12% | -0.05% | +10.66% | |
| 16 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.11% | -0.27% | +5.68% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.09% | -0.28% | +8.69% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 1.99% | -0.20% | -2.16% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.99% | -0.04% | -68.63% | |
| 20 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.79% | -0.23% | +8.53% | |
| 21 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.60% | +0.43% | -2.05% | |
| 22 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.38% | -0.04% | -0.52% | |
| 23 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.36% | +0.07% | -0.17% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.27% | +0.24% | +13.49% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.14% | -0.13% | -2.86% | |
| 26 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.13% | +0.11% | -1.04% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | +0.07% | +0.29% | |
| 28 | FXL | First Trust Technology Alpha | ETF-Tech | 0.92% | +0.15% | -12.75% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.68% | +0.08% | -6.66% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.66% | +0.18% | -0.75% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.13% | +14.57% | |
| 32 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.60% | -0.05% | -1.44% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.57% | -0.04% | -49.87% | |
| 34 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.56% | — | +0.35% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.47% | -0.02% | -11.47% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.44% | -0.02% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | -0.02% | -9.34% | |
| 38 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.40% | -0.03% | -6.39% | |
| 39 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.39% | -0.02% | -2.14% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | -0.02% | -13.50% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.33% | -0.03% | +1593.00% | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.31% | -0.07% | -0.09% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | -0.01% | -2.02% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | -0.01% | -0.43% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.27% | +0.06% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.01% | -1.63% | |
| 47 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.25% | -0.01% | -0.80% | |
| 48 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.24% | +0.12% | — | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.04% | -18.70% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | — | -1.92% |
According to official SEC Form 13F filings, RVW Wealth, LLC reported a total U.S. public equity portfolio value of $1.5B across 170 disclosed positions in Q2 2025.
During Q2 2025, RVW Wealth, LLC's top holdings by market value included DFAU (15.6%)、AVUS (7.1%)、DGRW (5.7%). The largest single position, DFAU, represented 15.6% of total portfolio value.
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Top New Position Initiated
DFAC
市值: $5.2M
Top Position Liquidated / Trimmed
AVUS
前期市值: $82.4M
In Q2 2025, RVW Wealth, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 23 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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