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CIK: 0001756543
Total reported value
$1.5B
$1.5B
176 檔
31.9%
During the Q1 2026 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 176 reported positions.
In Q1 2026, RVW Wealth, LLC adopted a defensive or profit-taking posture, trimming 69 positions and completely liquidating 17 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 16.27% | +0.15% | +2.62% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.95% | +0.02% | -2.35% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.68% | -0.38% | +0.84% | |
| 4 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 4.44% | +0.23% | -1.52% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 4.42% | -0.27% | -2.54% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.39% | +0.14% | +1.56% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 3.32% | -0.19% | -1.94% | |
| 8 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 3.08% | -0.01% | +1.90% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 3.04% | +0.09% | -1.10% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.69% | -0.17% | +1.02% | |
| 11 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.30% | -0.27% | +4.04% | |
| 12 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.29% | -0.28% | +6.48% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.26% | +0.10% | -3.01% | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.16% | +0.60% | +3.48% | |
| 15 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.15% | -0.29% | -13.49% | |
| 16 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.08% | -0.23% | +8.38% | |
| 17 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.06% | -0.18% | +8.35% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.96% | -0.05% | -2.35% | |
| 19 | AVDE | Avantis International Equity | ETF-Other | 1.92% | -0.20% | -3.65% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.86% | -0.04% | -1.84% | |
| 21 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.41% | +0.43% | -2.18% | |
| 22 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.28% | -0.04% | -2.55% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.25% | +0.24% | +4.34% | |
| 24 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.17% | +0.07% | -9.71% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.08% | -0.13% | -0.46% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | +0.07% | -0.32% | |
| 27 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.91% | +0.11% | -7.40% | |
| 28 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.90% | +0.12% | +15.31% | |
| 29 | FXL | First Trust Technology Alpha | ETF-Tech | 0.76% | +0.15% | -6.00% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.58% | +0.08% | -14.93% | |
| 31 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.57% | -0.05% | -2.65% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | -0.02% | -3.18% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.51% | -0.49% | — | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.50% | -0.04% | -11.25% | |
| 35 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.50% | — | -8.66% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.13% | -29.03% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.41% | +0.18% | -35.75% | |
| 38 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.41% | -0.02% | -5.16% | |
| 39 | AVTM | Avantis Total Equity ETF | ETF-Other | 0.41% | -0.01% | — | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.39% | -0.02% | -0.02% | |
| 41 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | -2.06% | |
| 42 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.37% | -0.03% | -2.67% | |
| 43 | GBFH | Gbank Financial Holdings Inc | Stock-Other | 0.33% | -0.09% | +298.59% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.30% | -0.03% | -0.54% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.02% | -12.72% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | -0.01% | -1.40% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.26% | +0.06% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | -0.04% | +13.31% | |
| 49 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.23% | -0.01% | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.23% | -0.05% | +42.85% |
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 Q1 2026.
During Q1 2026, RVW Wealth, LLC's top holdings by market value included DFAU (16.3%)、AVUS (7.0%)、DGRW (5.7%). The largest single position, DFAU, represented 16.3% 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 DFAU, AVUS, DGRW) accounted for 31.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
JPST
市值: $6.5M
Top Position Liquidated / Trimmed
SPHD
前期市值: $572.2K
In Q1 2026, RVW Wealth, LLC made 139 total portfolio adjustments, initiating 12 new buys, adding to 41 positions, trimming 69 holdings, and fully liquidating 17 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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