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RVW Wealth

Latest statistics and disclosures from RVW Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, AVUS, DGRW, QGRW, JQUA, and represent 38.46% of RVW Wealth's stock portfolio.
Added to shares of these 10 stocks: DFAU (+$7.7M), COWG (+$6.1M), JQUA, NVDA, AAPL, DGRW, SPMO, IBDR, IQLT, VFLO.
Started 9 new stock positions in NOC, IWB, ELME, AVGO, ORCL, JPST, ABT, GEV, LLY.
Reduced shares in these 10 stocks: QGRW, AVUS, IBDQ, AVDE, AVUV, OEF, BSCP, ELV, DIS, ESGD.
Sold out of its positions in ELV, HON, PG.
RVW Wealth was a net buyer of stock by $25M.
RVW Wealth has $1.3B in assets under management (AUM), dropping by 8.76%.
Central Index Key (CIK): 0001756543

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Portfolio Holdings for RVW Wealth

RVW Wealth holds 176 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Us Core Equity Markt Etf Us Core Eqt Mkt (DFAU)	16.1	$206M	+3%	4.5M	45.76	View chart
American Century Investments U S Eqt Etf Us Eqt Etf (AVUS)	7.0	$90M		827k	108.70	View chart
Wisdomtree US Divid Etf Us Qtly Div Grt (DGRW)	5.7	$73M	+2%	823k	88.96	View chart
Wisdomtree Us Quality Growth Etf Us Quality Grow (QGRW)	5.2	$67M	-5%	1.2M	57.36	View chart
Jp Morgan Etf Trust Us Qualty Fctr Etf Us Qualty Fctr (JQUA)	4.4	$57M	+3%	903k	62.91	View chart
Dimensional International Cr Eq Mkt ETF Intl Core Eqt Mk (DFAI)	4.3	$55M		1.5M	36.35	View chart
Ishares Trust Intl Qlty Factor Etf Msci Intl Qualty (IQLT)	3.3	$42M	+2%	947k	44.19	View chart
First Trst Nasdaq Rsng Risng Divd Achiv (RDVY)	3.1	$39M		583k	67.26	View chart
VictoryShares Free Cash Flow ETF Shares Free Cash (VFLO)	2.9	$37M	+2%	991k	37.50	View chart
Apple (AAPL)	2.6	$34M	+6%	133k	254.63	View chart
Invesco Exchange Traded Fund T S&p 500 Momntm Etf S&p 500 Momntm (SPMO)	2.2	$29M	+4%	236k	121.06	View chart
Dimensional Emerging Core Equity Mkt ETF Emgr Cre Eqt Mng (DFAE)	2.2	$29M		905k	31.53	View chart
Ishares Trust Ibonds Dec2026 E Tf Ibonds Dec2026 (IBDR)	2.2	$28M	+4%	1.1M	24.30	View chart
iShares MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)	2.1	$27M		136k	194.50	View chart
iShares iBonds Dec 2027 Term Corp ETF Ibonds 27 Etf (IBDS)	2.0	$25M		1.0M	24.34	View chart
Spdr Series Trust Portfolio Tl Stk Etf Portfoli S&p1500 (SPTM)	2.0	$25M		312k	80.65	View chart
Ishares Trust Ibds Dec28 Etf Ibds Dec28 Etf (IBDT)	2.0	$25M		980k	25.52	View chart
Ishares Trust Ibonds Dec25 Etf Ibonds Dec25 Etf (IBDQ)	1.9	$25M		989k	25.19	View chart
American Century Investments I Ntl Eqt Etf Intl Eqt Etf (AVDE)	1.9	$25M		310k	78.90	View chart
Ishares Trust Ibonds Dec 29 Et F Ibonds Dec 29 (IBDU)	1.7	$22M	+4%	940k	23.47	View chart
First Tr Nasdaq 100 Fund SHS (QTEC)	1.6	$20M		88k	229.61	View chart
Flexshares Morningstar Mornstar Usmkt (TILT)	1.4	$18M		72k	242.29	View chart
iShares U.S. Technology ETF U.s. Tech Etf (IYW)	1.3	$17M		88k	195.86	View chart
Invesco Exchange Traded Fund T S&p Mdcp 400 Rev Et S&p Mdcp 400 Rev (RWK)	1.3	$17M		136k	125.01	View chart
Nuveen Esg Nuveen Esg Lrg Cap Grwth Etf Nuveen Esg Lrgcp (NULG)	1.1	$14M		141k	99.45	View chart
Ishares Tr Msci Eafe Msci Eafe Etf (EFA)	1.1	$14M		149k	93.37	View chart
Powershs Qqq TRUST Ser Unit Ser 1 (QQQ)	1.0	$13M		21k	600.37	View chart
First Trust Exch Traded Fund 2 Tech Alphadex Etf Tech Alphadex (FXL)	0.9	$12M		68k	167.99	View chart
Pacer US Large Cp CA Cows Gr Ldrs ETF Us Lrg Cp Cash (COWG)	0.7	$9.0M	+208%	247k	36.30	View chart
Spdr Series Trust Portfolio Sm Etf Portfolio S&p600 (SPSM)	0.7	$8.6M		187k	46.32	View chart
Rydex Etf TRUST S&p500 Eql Wgt (RSP)	0.6	$8.1M		43k	189.70	View chart
NVIDIA Corporation (NVDA)	0.6	$7.9M	+36%	43k	186.58	View chart
Vanguard Total Stock Mkt Total Stk Mkt (VTI)	0.6	$7.8M		24k	328.17	View chart
Jp Morgan Etf Trust Diversfed Rtrn Etf Diversfed Rtrn (JPME)	0.6	$7.3M		67k	108.45	View chart
Flexshares Trust Qlt Div Def I Dx Etf Qlt Div Def Idx (QDEF)	0.6	$7.1M		88k	79.98	View chart
Pacer Fds Tr Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.5	$6.9M		120k	57.47	View chart
Dimensional U S Core Equity 2 Etf Us Core Equity 2 (DFAC)	0.4	$5.5M		143k	38.57	View chart
Ishares Esg Msci Eafe Esg Aw Msci Eafe (ESGD)	0.4	$5.5M	-4%	59k	92.98	View chart
Invesco Exchange Traded Fund T S&p 500 Revenue Etf S&p 500 Revenue (RWL)	0.4	$4.9M		44k	110.66	View chart
Dutsch X Trck Rusl 1000 Xtrackers Russel (DEUS)	0.4	$4.7M	-2%	81k	58.09	View chart
Schwab Us Dividend Eq Etf Us Dividend Eq (SCHD)	0.3	$4.2M	-4%	155k	27.30	View chart
Ishares Core Dividend Core Div Grwth (DGRO)	0.3	$4.1M		61k	68.08	View chart
Vanguard Growth Growth Etf (VUG)	0.3	$3.8M		8.0k	479.61	View chart
Sector Spdr Tech Select Technology (XLK)	0.3	$3.5M		13k	281.85	View chart
Schw US Brd Mkt Etf Us Brd Mkt Etf (SCHB)	0.3	$3.5M		135k	25.71	View chart
Tesla Motors (TSLA)	0.3	$3.4M		7.6k	444.71	View chart
Intuit (INTU)	0.2	$3.1M		4.6k	682.91	View chart
Berkshire Hathaway Inc B Cl B New (BRK.B)	0.2	$3.1M		6.2k	502.76	View chart
Ishares Trust Multifactor Usa Etf U S Equity Factr (LRGF)	0.2	$3.1M		45k	69.08	View chart
Ishares Tr S&P Smallcap Core S&p Scp Etf (IJR)	0.2	$2.7M		23k	118.83	View chart
Microsoft Corporation (MSFT)	0.2	$2.6M	-3%	5.1k	517.91	View chart
Mid Cap SPDR Utser1 S&pdcrp (MDY)	0.2	$2.5M		4.2k	596.03	View chart
Flexsh Stoxx US Esg Stox Us Esg Slct (ESG)	0.2	$2.5M		16k	154.22	View chart
Invesco Exchange Traded Fd Tr S&p500 Quality Etf S&p500 Quality (SPHQ)	0.2	$2.4M		33k	73.29	View chart
Amazon (AMZN)	0.2	$2.0M	+12%	9.0k	219.58	View chart
Google Inc Class C Cap Stk Cl C (GOOG)	0.1	$1.8M		7.6k	243.53	View chart
Walt Disney Company (DIS)	0.1	$1.8M	-12%	16k	114.50	View chart
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)	0.1	$1.6M	-19%	16k	99.53	View chart
Abbvie (ABBV)	0.1	$1.6M	+14%	6.9k	231.54	View chart
Berkshire Hathaway Inc A Cl A (BRK.A)	0.1	$1.5M		2.00	754200.00	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.5M		4.7k	315.44	View chart
Visa Inc Cl A Com Cl A (V)	0.1	$1.5M		4.3k	341.38	View chart
Vanguard Div Apprciation Div App Etf (VIG)	0.1	$1.3M		6.2k	215.80	View chart
GBank Financial Holdings (GBFH)	0.1	$1.3M	+199%	34k	39.27	View chart
Stryker Corporation (SYK)	0.1	$1.3M		3.6k	369.67	View chart
Vanguard S&P 500 Etf S&p 500 Etf Shs (VOO)	0.1	$1.3M	-3%	2.1k	612.30	View chart
American Century Investments A Vantis Emgmkt Etf Aventis Emgmkt (AVEM)	0.1	$1.2M		16k	75.11	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M		1.3k	925.49	View chart
Google Inc Class A Cl A Com (GOOGL)	0.1	$1.1M		4.4k	243.11	View chart
Wisdomtree TRUST Midcap Us Midcap Fund (EZM)	0.1	$1.1M		16k	65.91	View chart
First TRUST Value SHS (FVD)	0.1	$1.0M		22k	46.24	View chart
Invesco Exchange Traded Self I Bulshs 2025 Cb Etf Bulshs 2025 Cb (BSCP)	0.1	$995k	-22%	48k	20.69	View chart
Goldman Sachs (GS)	0.1	$988k		1.2k	796.35	View chart
Jpmorgan Dvrsfd Rtrn Div Rtn Int Eq (JPIN)	0.1	$926k		14k	66.61	View chart
Eli Lilly & Co. (LLY)	0.1	$910k	NEW	1.2k	763.00	View chart
Exxon Mobil Corporation (XOM)	0.1	$910k		8.1k	112.75	View chart
Netflix (NFLX)	0.1	$897k		748.00	1198.92	View chart
iShares Bitcoin Trust ETF Shs Ben Int (IBIT)	0.1	$887k	+10%	14k	65.00	View chart
Meta Platforms Cl A (META)	0.1	$884k	-14%	1.2k	734.64	View chart
Broadcom (AVGO)	0.1	$873k	NEW	2.6k	329.91	View chart
Wisdomtree Trust Wisdomtree Us Value Fund Etf Wisdomtree Us Va (WTV)	0.1	$866k		9.5k	91.01	View chart
Northrop Grumman Corporation (NOC)	0.1	$829k	NEW	1.4k	609.32	View chart
Nuveen Esg Small Cap Nuveen Esg Smlcp (NUSC)	0.1	$816k		19k	44.10	View chart
Ishares Tr S&P 100 Index S&p 100 Etf (OEF)	0.1	$799k	-31%	2.4k	332.84	View chart
Invesco RAFI Strategic US ETF Rafi Stratgic Us (IUS)	0.1	$793k		14k	55.21	View chart
iShares MSCI Israel ETF Msci Israel Etf (EIS)	0.1	$785k		7.8k	100.30	View chart
iShares Broad USD High Yield Corp Bd ETF Broad Usd High (USHY)	0.1	$775k	-2%	21k	37.78	View chart
Nuveen Esg Mid Cap Value Nuveen Esg Midvl (NUMV)	0.1	$695k		18k	38.69	View chart
iShares ESG MSCI USA Leaders ETF Esg Msci Leadr (SUSL)	0.1	$650k		5.6k	117.04	View chart
Bitcoin Investment Ord Shs Rep Com Ut (GBTC)	0.0	$634k		7.1k	89.77	View chart
Ishares Core Msci Eafe Core Msci Eafe (IEFA)	0.0	$616k		7.1k	87.31	View chart
Ishares TRUST S&P Core S&p500 Etf (IVV)	0.0	$604k	-2%	903.00	669.30	View chart
Johnson & Johnson (JNJ)	0.0	$604k		3.3k	185.42	View chart
iShares ESG Screened S&P Mid-Cap ETF Esg Scrd S&p Mid (XJH)	0.0	$601k		14k	43.85	View chart
First Trust Exchange-traded Al Em Sml Cp Alph Etf Em Sml Cp Alph (FEMS)	0.0	$601k		14k	44.18	View chart
Pwrshr S&P500 Hidiv S&p500 Hdl Vol (SPHD)	0.0	$589k		12k	49.45	View chart
Asml Hldgs Nv N Y Registry Shs (ASML)	0.0	$584k		603.00	968.09	View chart
Vanguard Intl Eqty Index Allwrld Ex Us (VEU)	0.0	$582k		8.2k	71.37	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$582k		71k	8.20	View chart
Ishares Russell 3000 Russell 3000 Etf (IWV)	0.0	$577k		1.5k	378.94	View chart
Chevron Corporation (CVX)	0.0	$552k		3.6k	155.29	View chart
Morgan Stanley Com New (MS)	0.0	$543k		3.4k	158.96	View chart
Invesco Exchange Traded Self I Bulshs 2026 Cb Etf Bulshs 2026 Cb (BSCQ)	0.0	$542k	-13%	28k	19.56	View chart
S P D R TRUST Unit SR Tr Unit (SPY)	0.0	$541k	+14%	813.00	665.86	View chart
Nuveen Global High Incm SHS (JGH)	0.0	$532k		39k	13.52	View chart
Jp Morgan Etf Trust Ultra Shrt Inc Etf Ultra Shrt Etf (JPST)	0.0	$528k	NEW	10k	50.73	View chart
Mastercard Cl A (MA)	0.0	$522k		918.00	568.57	View chart
Ishares Ibonds 2025 Term Treasury Etf Ibonds 25 Trm Ts (IBTF)	0.0	$516k		22k	23.36	View chart
Ishares Ibonds Term Treasury Etf Ibonds 26 Trm Ts (IBTG)	0.0	$516k		23k	22.95	View chart
Ge Vernova (GEV)	0.0	$504k	NEW	820.00	614.90	View chart
Spdr Barclays Cnv Bbg Conv Sec Etf (CWB)	0.0	$499k		5.5k	90.50	View chart
McDonald's Corporation (MCD)	0.0	$480k		1.6k	303.89	View chart
Vanguard Mid Cap Mid Cap Etf (VO)	0.0	$476k		1.6k	293.69	View chart
Dominion Resources (D)	0.0	$473k		7.7k	61.17	View chart
Wal-Mart Stores (WMT)	0.0	$468k		4.5k	103.06	View chart
Vaneck Vectors Israel ETF Israel Etf (ISRA)	0.0	$464k		8.5k	54.59	View chart
Dimensional Wld Ex Us Cr Eq 2 Etf World Ex Us Core (DFAX)	0.0	$445k		14k	31.38	View chart
FlexShares Intl Qual Div ETF Intl Qltdv Idx (IQDF)	0.0	$437k		15k	28.54	View chart
Axon Enterprise (AXON)	0.0	$431k		600.00	717.64	View chart
Charles Schwab Corporation (SCHW)	0.0	$428k		4.5k	95.46	View chart
Boston Scientific Corporation (BSX)	0.0	$427k		4.4k	97.63	View chart
Vanguard Info Technology Inf Tech Etf (VGT)	0.0	$426k		570.00	746.64	View chart
Ishares S&P 500 Growth S&p 500 Grwt Etf (IVW)	0.0	$426k		3.5k	120.72	View chart
Global X Fds Us Pfd Etf Us Pfd Etf (PFFD)	0.0	$404k		21k	19.43	View chart
First Trust Senior Ln Fd Etf Senior Ln Fd (FTSL)	0.0	$397k		8.7k	45.84	View chart
Nuveen Esg Nuveen Esg Lrg Cap Val Etf Nuveen Esg Lrgvl (NULV)	0.0	$394k		9.0k	43.83	View chart
General Electric Company Com New (GE)	0.0	$370k	-7%	1.2k	300.90	View chart
Flexshares Trust Hig Yld Vl Et F Hig Yld Vl Etf (HYGV)	0.0	$366k		8.9k	41.20	View chart
Nuveen Esg Mid Cap Nuveen Esg Midcp (NUMG)	0.0	$356k		7.3k	48.68	View chart
Nuveen Esg Emerging Nuveen Esg Emrgn (NUEM)	0.0	$351k	-2%	9.8k	35.69	View chart
International Business Machines (IBM)	0.0	$349k	-12%	1.2k	282.09	View chart
Ishares Tr S&P Midcap Core S&p Mcp Etf (IJH)	0.0	$345k		5.3k	65.26	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.0	$342k		18k	19.15	View chart
Analog Devices (ADI)	0.0	$338k		1.4k	245.70	View chart
Ishares Trust Cre U S Reit Etf Cre U S Reit Etf (USRT)	0.0	$336k		5.7k	58.72	View chart
Marsh & McLennan Companies (MMC)	0.0	$331k		1.6k	201.53	View chart
Real Estate Select Sctr Rl Est Sel Sec (XLRE)	0.0	$331k		7.8k	42.13	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$330k		40k	8.18	View chart
Capital One Financial (COF)	0.0	$328k	-2%	1.5k	212.58	View chart
Western Asset Hgh Yld Dfnd (HYI)	0.0	$324k		28k	11.71	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$315k	-3%	538.00	586.04	View chart
Ishares Ftse Nareit Res Residential Mult (REZ)	0.0	$314k	-6%	3.7k	84.97	View chart
Invesco Exchange Traded Self I Bulshs 2027 Cb Etf Bulshs 2027 Cb (BSCR)	0.0	$305k	-12%	16k	19.71	View chart
Vanguard Value Value Etf (VTV)	0.0	$303k	-4%	1.6k	186.50	View chart
Schwab 1000 ETF 1000 Index Etf (SCHK)	0.0	$303k		9.4k	32.12	View chart
Ishares Trust Ibonds Dec 2031 Term Corpor Ibonds Dec 2031 (IBDW)	0.0	$302k	+3%	14k	21.22	View chart
Home Depot (HD)	0.0	$297k		734.00	405.01	View chart
Elme Communities Sh Ben Int (ELME)	0.0	$295k	NEW	18k	16.86	View chart
A O N Shs Cl A (AON)	0.0	$285k		800.00	356.58	View chart
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP)	0.0	$280k		11k	24.70	View chart
Vanguard Mega Cap Value ETF Mega Cap Val Etf (MGV)	0.0	$276k		2.0k	137.74	View chart
Novartis Sponsored Adr (NVS)	0.0	$276k		2.1k	128.24	View chart
Fidelity MSCI Information Tech ETF Msci Info Tech I (FTEC)	0.0	$269k		1.2k	222.16	View chart
Powershs Exch Trad Fd Tr Rafi Us 1000 Etf (PRF)	0.0	$253k	+12%	5.6k	45.21	View chart
Avantis Internatnl Sml Cp Vl Etf Intl Smcp Vlu (AVDV)	0.0	$251k		2.8k	89.03	View chart
Vanguard Health Care Health Car Etf (VHT)	0.0	$248k		957.00	259.60	View chart
Vanguard Small Cap Small Cp Etf (VB)	0.0	$247k	-9%	970.00	254.21	View chart
BlueStar Israel Technology ETF Amplify Bluestar (ITEQ)	0.0	$245k		4.2k	58.64	View chart
First Trust S&P REIT Index Fund (FRI)	0.0	$239k		8.5k	28.11	View chart
Alps TRUST Etf Barrons 400 Etf (BFOR)	0.0	$235k		2.9k	81.20	View chart
Wisdomtree Midcap Divdnd Us Midcap Divid (DON)	0.0	$232k		4.4k	52.30	View chart
Oracle Corporation (ORCL)	0.0	$227k	NEW	806.00	281.24	View chart
Spdr Msci Acwi Ex Us Msci Acwi Exus (CWI)	0.0	$224k		6.4k	34.92	View chart
Ishares Tr Russell Rus 1000 Grw Etf (IWF)	0.0	$224k	-25%	478.00	468.41	View chart
Jpmrg Dvsfd Retn Emrg Div Rtn Em Eqt (JPEM)	0.0	$223k		3.8k	59.00	View chart
Abbott Laboratories (ABT)	0.0	$221k	NEW	1.7k	133.94	View chart
Emerson Electric (EMR)	0.0	$220k		1.7k	131.18	View chart
American Express Company (AXP)	0.0	$219k		660.00	332.16	View chart
EOG Resources (EOG)	0.0	$214k		1.9k	112.12	View chart
Invsc Bltshrs 2029 Corp Bnd Etf Buletshs 2029 (BSCT)	0.0	$209k	-6%	11k	18.81	View chart
Spdr Blackstone Gso Blackstone Senr (SRLN)	0.0	$204k		4.9k	41.58	View chart
Palo Alto Networks (PANW)	0.0	$204k		1.0k	203.62	View chart
Pepsi (PEP)	0.0	$202k	-8%	1.4k	140.49	View chart
Ishares Tr Russell Rus 1000 Etf (IWB)	0.0	$202k	NEW	553.00	365.48	View chart
Lionsgate Studios Corp (LION)	0.0	$116k		17k	6.90	View chart
CohBar Com New (CWBR)	0.0	$74k		182k	0.41	View chart

Past Filings by RVW Wealth

SEC 13F filings are viewable for RVW Wealth going back to 2019

RVW Wealth 2025 Q3 filed Oct. 21, 2025
RVW Wealth 2025 Q2 filed July 15, 2025
RVW Wealth 2025 Q1 filed May 8, 2025
RVW Wealth 2024 Q4 filed Jan. 23, 2025
RVW Wealth 2024 Q3 filed Oct. 15, 2024
RVW Wealth 2024 Q2 filed July 8, 2024
RVW Wealth 2024 Q1 filed April 8, 2024
RVW Wealth 2023 Q4 filed Jan. 8, 2024
RVW Wealth 2023 Q3 filed Oct. 12, 2023
RVW Wealth 2023 Q2 filed July 7, 2023
RVW Wealth 2023 Q1 filed April 11, 2023
RVW Wealth 2022 Q4 filed Jan. 13, 2023
RVW Wealth 2022 Q3 filed Oct. 13, 2022
RVW Wealth 2022 Q2 filed July 13, 2022
RVW Wealth 2022 Q1 filed April 7, 2022
RVW Wealth 2021 Q4 restated filed Jan. 14, 2022

View all past filings

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