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CIK: 0001756543
Total reported value
$1.5B
$1.5B
176 檔
32.4%
In Q3 2025, RVW Wealth, LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 176 disclosed stock positions.
In Q3 2025, RVW Wealth, LLC displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, AVUS, DGRW) accounted for 32.4% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 16.07% | +0.15% | +3.87% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.02% | +0.02% | -0.55% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.71% | -0.38% | +2.28% | |
| 4 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 5.22% | +0.23% | -5.60% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.44% | +0.14% | +3.96% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 4.26% | -0.27% | +1.27% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 3.27% | -0.19% | +2.46% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 3.06% | +0.09% | +0.83% | |
| 9 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.90% | -0.01% | +2.55% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.64% | -0.17% | +6.17% | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.23% | +0.60% | +4.37% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.23% | +0.10% | +0.42% | |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.16% | -0.29% | +4.03% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.07% | -0.05% | -0.35% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.97% | -0.27% | +1.39% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.96% | -0.04% | -0.19% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.95% | -0.28% | +1.43% | |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.94% | — | -1.93% | |
| 19 | AVDE | Avantis International Equity | ETF-Other | 1.91% | -0.20% | -1.83% | |
| 20 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.72% | -0.23% | +4.22% | |
| 21 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.58% | +0.43% | -0.11% | |
| 22 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.37% | -0.04% | -0.19% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.34% | +0.24% | +1.63% | |
| 24 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.33% | +0.07% | -0.76% | |
| 25 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.09% | +0.11% | -0.12% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.09% | -0.13% | -0.44% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | +0.07% | +1.11% | |
| 28 | FXL | First Trust Technology Alpha | ETF-Tech | 0.89% | +0.15% | -0.49% | |
| 29 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.70% | +0.12% | +208.38% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.67% | +0.08% | -0.12% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.63% | +0.18% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | -0.02% | +36.23% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.13% | +0.05% | |
| 34 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.57% | -0.05% | -1.52% | |
| 35 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.55% | — | -0.02% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.54% | -0.04% | -1.10% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.43% | -0.02% | -0.89% | |
| 38 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.43% | -0.02% | -4.36% | |
| 39 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | -1.26% | |
| 40 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.37% | -0.03% | -2.55% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.33% | -0.02% | -4.79% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.32% | -0.03% | -1.25% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | -0.01% | -0.20% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | +0.06% | +0.01% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | -0.01% | +0.05% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | -0.04% | +0.64% | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.25% | -0.07% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.01% | -0.35% | |
| 49 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.24% | -0.01% | -0.07% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | — | +0.55% |
According to official SEC Form 13F filings, RVW Wealth, LLC reported a total U.S. public equity portfolio value of $1.5B across 176 disclosed positions in Q3 2025.
During Q3 2025, RVW Wealth, LLC's top holdings by market value included DFAU (16.1%)、AVUS (7.0%)、DGRW (5.7%). The largest single position, DFAU, represented 16.1% of total portfolio value.
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Top New Position Initiated
COWG
市值: $9.0M
Top Position Liquidated / Trimmed
AVUS
前期市值: $82.4M
In Q3 2025, RVW Wealth, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 19 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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