What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001756543
Total reported value
$1.6B
$1.6B
183 檔
36.9%
As reported in its official Q2 2026 Form 13F filing, RVW Wealth, LLC's tracked investment portfolio stood at $1.6B with 183 total positions.
In Q2 2026, RVW Wealth, LLC displayed an active expansion posture, initiating 11 new positions and adding to 62 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, AVUS, DGRW) accounted for 36.9% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 16.42% | -0.56% | +4.20% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.97% | +0.52% | +2.98% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.30% | -0.10% | +1.49% | |
| 4 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 4.67% | +0.25% | +0.71% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.53% | +0.25% | +3.78% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 4.15% | -0.47% | +4.88% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 3.13% | -0.13% | +2.84% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 3.13% | +0.02% | +3.97% | |
| 9 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 3.07% | +0.58% | +1.76% | |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.76% | -0.11% | +4.87% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.37% | -2.82% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.36% | -0.29% | +3.93% | |
| 13 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.03% | -0.10% | +4.47% | |
| 14 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.01% | -0.09% | +4.09% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.91% | -0.04% | +0.32% | |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.88% | -0.22% | +8.55% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.86% | -0.15% | +2.15% | |
| 18 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.85% | -0.04% | +5.39% | |
| 19 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.84% | -0.08% | -0.36% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.82% | -0.06% | +0.51% | |
| 21 | AVDE | Avantis International Equity | ETF-Other | 1.72% | +0.34% | +0.56% | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.49% | +0.29% | +1.14% | |
| 23 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.24% | -0.03% | +0.08% | |
| 24 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.24% | -0.10% | +9.25% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.03% | -0.04% | -0.46% | |
| 26 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.02% | -0.07% | +3.46% | |
| 27 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.02% | -0.25% | +12.82% | |
| 28 | HOG | Harley-davidson Inc | Stock-Consumer Disc | 0.97% | -0.36% | — | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.95% | -0.04% | -2.58% | |
| 30 | FXL | First Trust Technology Alpha | ETF-Tech | 0.91% | -0.01% | +3.62% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.66% | -0.07% | +14.27% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | -0.05% | +53.35% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.01% | +32.39% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.03% | -0.06% | |
| 35 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.52% | -0.04% | +0.23% | |
| 36 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.50% | — | +9.18% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.46% | +0.01% | +8.10% | |
| 38 | AVTM | Avantis Total Equity ETF | ETF-Other | 0.40% | -0.01% | — | |
| 39 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.39% | -0.01% | +4.11% | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.37% | -0.01% | -2.18% | |
| 41 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.36% | -0.01% | +0.48% | |
| 42 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.34% | -0.02% | +0.66% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.32% | — | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.07% | +137.00% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.28% | — | +9.46% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.27% | -0.01% | -1.33% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | — | +485.66% | |
| 48 | GBFH | Gbank Financial Holdings Inc | Stock-Other | 0.24% | -0.15% | -25.07% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.03% | -10.50% | |
| 50 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.22% | — | -0.95% |
According to official SEC Form 13F filings, RVW Wealth, LLC reported a total U.S. public equity portfolio value of $1.6B across 183 disclosed positions in Q2 2026.
During Q2 2026, RVW Wealth, LLC's top holdings by market value included DFAU (16.4%)、AVUS (7.0%)、DGRW (5.3%). The largest single position, DFAU, represented 16.4% of total portfolio value.
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Top New Position Initiated
HOG
市值: $14.8M
Top Position Liquidated / Trimmed
NOC
前期市值: $1.6M
In Q2 2026, RVW Wealth, LLC made 126 total portfolio adjustments, initiating 11 new buys, adding to 62 positions, trimming 49 holdings, and fully liquidating 4 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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