13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001756543
Total reported value
$1.5B
$1.5B
181 檔
32.7%
At the close of Q4 2025, RVW Wealth, LLC disclosed equity holdings valued at approximately $1.5B, spread across 181 reported holdings.
RVW Wealth, LLC executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 7 holdings and trimming 19 positions.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, AVUS, DGRW) accounted for 32.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 16.13% | +0.15% | +0.29% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.02% | +0.02% | -0.63% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.62% | -0.38% | +0.05% | |
| 4 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 4.85% | +0.23% | -7.09% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.36% | +0.14% | +0.09% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 4.35% | -0.27% | -0.41% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 3.26% | -0.19% | -0.71% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 3.06% | +0.09% | -0.99% | |
| 9 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.95% | -0.01% | -0.86% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.80% | -0.17% | +1.43% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.44% | -0.29% | +16.06% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.20% | +0.10% | -2.21% | |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.18% | +0.60% | +1.27% | |
| 14 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.17% | -0.27% | +12.86% | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.12% | -0.28% | +11.05% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.04% | -0.05% | -1.11% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.94% | -0.04% | -1.20% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 1.90% | -0.20% | -2.65% | |
| 19 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.89% | -0.23% | +12.79% | |
| 20 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.88% | -0.18% | — | |
| 21 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.51% | +0.43% | -2.88% | |
| 22 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.33% | -0.04% | -3.10% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.30% | +0.24% | -2.97% | |
| 24 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.26% | +0.07% | -4.55% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.05% | -0.13% | -4.19% | |
| 26 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.03% | +0.11% | -1.76% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.07% | +1.40% | |
| 28 | FXL | First Trust Technology Alpha | ETF-Tech | 0.84% | +0.15% | -3.84% | |
| 29 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.80% | +0.12% | +20.16% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.64% | +0.08% | -3.56% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.63% | +0.18% | +0.00% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.13% | +2.66% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | -0.02% | +1.32% | |
| 34 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.55% | — | +0.01% | |
| 35 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.54% | -0.05% | -2.69% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.54% | -0.04% | -2.71% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.42% | -0.02% | -1.17% | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.39% | -0.02% | -10.00% | |
| 39 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | -1.34% | |
| 40 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.36% | -0.03% | -0.27% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.02% | -8.23% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | -0.01% | -0.34% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.29% | -0.03% | -8.77% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | +0.06% | +99.98% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | -0.04% | +4.64% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | -0.01% | +0.43% | |
| 47 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.24% | -0.01% | — | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.23% | -0.07% | -0.13% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.01% | -4.51% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.20% | — | -0.73% |
According to official SEC Form 13F filings, RVW Wealth, LLC reported a total U.S. public equity portfolio value of $1.5B across 181 disclosed positions in Q4 2025.
During Q4 2025, RVW Wealth, LLC's top holdings by market value included DFAU (16.1%)、AVUS (7.0%)、DGRW (5.6%). The largest single position, DFAU, represented 16.1% 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.
Top New Position Initiated
IBDV
市值: $24.6M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $24.9M
In Q4 2025, RVW Wealth, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 16 positions, trimming 19 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.