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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, SPTM, DGRW, QGRW, and represent 35.53% of RVW Wealth's stock portfolio.
Added to shares of these 10 stocks: DFAU (+$51M), SPTM (+$46M), VFLO (+$22M), SPMO (+$13M), IYW (+$10M), JQUA, QGRW, IBDR, AAPL, V.
Started 18 new stock positions in WMT, SUSL, TDY, EMR, HD, GE, ADI, ABT, MMC, AON. SCHW, ADP, BSX, ASML, NVS, MS, EOG, BSCT.
Reduced shares in these 10 stocks: COWZ (-$29M), AVUV (-$19M), FXL (-$16M), AVUS (-$13M), SCHD (-$13M), DFAI (-$11M), IQLT (-$9.7M), AVDE (-$5.4M), EFA, ESGD.
Sold out of its positions in DFAC, AIQ.
RVW Wealth was a net buyer of stock by $17M.
RVW Wealth has $1.1B in assets under management (AUM), dropping by -0.91%.
Central Index Key (CIK): 0001756543

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Portfolio Holdings for RVW Wealth

RVW Wealth holds 160 positions in its portfolio as reported in the March 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)	10.0	$107M	+91%	2.8M	38.44	View chart
American Century Investments U S Eqt Etf Us Eqt Etf (AVUS)	7.8	$82M	-13%	892k	92.38	View chart
Spdr Series Trust Portfolio Tl Stk Etf Portfoli S&p1500 (SPTM)	6.4	$68M	+215%	996k	68.01	View chart
Wisdomtree US Divid Etf Us Qtly Div Grt (DGRW)	6.3	$67M		833k	79.86	View chart
Wisdomtree Us Quality Growth Etf Us Quality Grow (QGRW)	5.1	$54M	+4%	1.2M	43.90	View chart
Jp Morgan Etf Trust Us Qualty Fctr Etf Us Qualty Fctr (JQUA)	4.7	$50M	+10%	883k	56.47	View chart
Dimensional International Cr Eq Mkt ETF Intl Core Eqt Mk (DFAI)	4.5	$47M	-18%	1.5M	31.23	View chart
Ishares Trust Intl Qlty Factor Etf Msci Intl Qualty (IQLT)	3.5	$37M	-20%	931k	39.69	View chart
First Trst Nasdaq Rsng Risng Divd Achiv (RDVY)	3.2	$34M	-9%	576k	58.54	View chart
Apple (AAPL)	2.6	$28M	+5%	125k	222.13	View chart
VictoryShares Free Cash Flow ETF Shares Free Cash (VFLO)	2.6	$27M	+359%	800k	34.28	View chart
Ishares Trust Ibonds Dec2026 E Tf Ibonds Dec2026 (IBDR)	2.3	$25M	+6%	1.0M	24.21	View chart
Ishares Trust Ibonds Dec25 Etf Ibonds Dec25 Etf (IBDQ)	2.3	$24M		964k	25.15	View chart
Dimensional Emerging Core Equity Mkt ETF Emgr Cre Eqt Mng (DFAE)	2.2	$24M	-12%	911k	25.89	View chart
iShares iBonds Dec 2027 Term Corp ETF Ibonds 27 Etf (IBDS)	2.2	$23M		968k	24.18	View chart
Ishares Trust Ibds Dec28 Etf Ibds Dec28 Etf (IBDT)	2.1	$23M	+2%	889k	25.26	View chart
American Century Investments I Ntl Eqt Etf Intl Eqt Etf (AVDE)	2.0	$21M	-20%	323k	66.27	View chart
Ishares Etf Msci Usa Qlt Fct (QUAL)	2.0	$21M	-3%	124k	170.89	View chart
Ishares Trust Ibonds Dec 29 Et F Ibonds Dec 29 (IBDU)	1.8	$19M	+2%	831k	23.13	View chart
Invesco Exchange Traded Fund T S&p 500 Momntm Etf S&p 500 Momntm (SPMO)	1.7	$19M	+213%	201k	92.53	View chart
First Tr Nasdaq 100 Fund SHS (QTEC)	1.5	$16M	-5%	90k	173.56	View chart
Flexshares Morningstar Mornstar Usmkt (TILT)	1.4	$15M	-4%	73k	205.74	View chart
Invesco Exchange Traded Fund T S&p Mdcp 400 Rev Et S&p Mdcp 400 Rev (RWK)	1.4	$15M	-3%	138k	107.88	View chart
Pacer Fds Tr Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	1.2	$13M	-68%	242k	54.76	View chart
Ishares Tr Msci Eafe Msci Eafe Etf (EFA)	1.2	$13M	-26%	154k	81.73	View chart
Nuveen Esg Nuveen Esg Lrg Cap Grwth Etf Nuveen Esg Lrgcp (NULG)	1.1	$11M	-3%	143k	78.28	View chart
iShares U.S. Technology ETF U.s. Tech Etf (IYW)	1.0	$11M	+2127%	76k	140.44	View chart
First Trust Exch Traded Fund 2 Tech Alphadex Etf Tech Alphadex (FXL)	1.0	$10M	-60%	79k	132.25	View chart
Powershs Qqq TRUST Ser Unit Ser 1 (QQQ)	0.9	$9.7M		21k	468.92	View chart
Spdr Series Trust Portfolio Sm Etf Portfolio S&p600 (SPSM)	0.8	$8.2M	-19%	200k	40.76	View chart
Rydex Etf TRUST S&p500 Eql Wgt (RSP)	0.7	$7.5M		43k	173.23	View chart
Jp Morgan Etf Trust Diversfed Rtrn Etf Diversfed Rtrn (JPME)	0.7	$7.0M	-4%	69k	100.57	View chart
Flexshares Trust Qlt Div Def I Dx Etf Qlt Div Def Idx (QDEF)	0.6	$6.2M		88k	69.89	View chart
Vanguard Total Stock Mkt Total Stk Mkt (VTI)	0.5	$5.7M	-6%	21k	274.84	View chart
Ishares Esg Msci Eafe Esg Aw Msci Eafe (ESGD)	0.5	$5.7M	-42%	70k	81.69	View chart
Schwab Us Dividend Eq Etf Us Dividend Eq (SCHD)	0.5	$5.3M	-71%	189k	27.96	View chart
Dutsch X Trck Rusl 1000 Xtrackers Russel (DEUS)	0.4	$4.7M	-30%	88k	53.65	View chart
Invesco Exchange Traded Fund T S&p 500 Revenue Etf S&p 500 Revenue (RWL)	0.4	$4.5M	-8%	46k	99.34	View chart
NVIDIA Corporation (NVDA)	0.4	$3.7M	+33%	34k	108.38	View chart
Berkshire Hathaway Inc B Cl B New (BRK.B)	0.3	$3.4M	+43%	6.3k	532.60	View chart
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)	0.3	$3.4M	-85%	39k	87.17	View chart
Vanguard Growth Growth Etf (VUG)	0.3	$3.0M	-2%	8.2k	370.80	View chart
Schw US Brd Mkt Etf Us Brd Mkt Etf (SCHB)	0.3	$2.9M	+5%	136k	21.53	View chart
Intuit (INTU)	0.3	$2.8M	-17%	4.6k	613.99	View chart
Ishares Trust Multifactor Usa Etf U S Equity Factr (LRGF)	0.2	$2.6M	-4%	45k	57.88	View chart
Sector Spdr Tech Select Technology (XLK)	0.2	$2.6M	-6%	13k	206.48	View chart
Microsoft Corporation (MSFT)	0.2	$2.4M	-4%	6.4k	375.39	View chart
Ishares Tr S&P Smallcap Core S&p Scp Etf (IJR)	0.2	$2.4M	-23%	23k	104.57	View chart
Mid Cap SPDR Utser1 S&pdcrp (MDY)	0.2	$2.3M	-25%	4.3k	533.48	View chart
Flexsh Stoxx US Esg Stox Us Esg Slct (ESG)	0.2	$2.2M	-3%	16k	134.35	View chart
Invesco Exchange Traded Fd Tr S&p500 Quality Etf S&p500 Quality (SPHQ)	0.2	$2.2M	-2%	33k	66.34	View chart
Tesla Motors (TSLA)	0.2	$1.9M	-5%	7.5k	259.15	View chart
Visa Inc Cl A Com Cl A (V)	0.2	$1.6M	+451%	4.6k	350.46	View chart
Berkshire Hathaway Inc A Cl A (BRK.A)	0.2	$1.6M	+100%	2.00	798441.50	View chart
Walt Disney Company (DIS)	0.1	$1.6M	+121%	16k	98.70	View chart
Amazon (AMZN)	0.1	$1.6M	+58%	8.2k	190.27	View chart
Stryker Corporation (SYK)	0.1	$1.3M		3.6k	372.25	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M	+98%	1.4k	945.65	View chart
Vanguard Div Apprciation Div App Etf (VIG)	0.1	$1.2M		6.3k	193.98	View chart
Google Inc Class C Cap Stk Cl C (GOOG)	0.1	$1.2M	+296%	7.4k	156.24	View chart
Abbvie (ABBV)	0.1	$1.1M	+7%	5.5k	209.52	View chart
Invesco Exchange Traded Self I Bulshs 2025 Cb Etf Bulshs 2025 Cb (BSCP)	0.1	$1.1M	-8%	56k	20.68	View chart
American Century Investments A Vantis Emgmkt Etf Aventis Emgmkt (AVEM)	0.1	$1.1M	-16%	18k	60.17	View chart
First TRUST Value SHS (FVD)	0.1	$1.1M	-67%	24k	44.59	View chart
Wisdomtree TRUST Midcap Us Midcap Fund (EZM)	0.1	$1.0M		18k	59.60	View chart
Exxon Mobil Corporation (XOM)	0.1	$992k	+56%	8.3k	118.93	View chart
JPMorgan Chase & Co. (JPM)	0.1	$978k	+172%	4.0k	245.31	View chart
Ishares Tr S&P 100 Index S&p 100 Etf (OEF)	0.1	$944k		3.5k	270.83	View chart
Vanguard S&P 500 Etf S&p 500 Etf Shs (VOO)	0.1	$915k	+17%	1.8k	513.89	View chart
Jpmorgan Dvrsfd Rtrn Div Rtn Int Eq (JPIN)	0.1	$813k	-19%	14k	57.14	View chart
Meta Platforms Cl A (META)	0.1	$805k	+8%	1.4k	576.54	View chart
Wisdomtree Trust Wisdomtree Us Value Fund Etf Wisdomtree Us Va (WTV)	0.1	$787k		9.6k	82.17	View chart
iShares Broad USD High Yield Corp Bd ETF Broad Usd High (USHY)	0.1	$774k	-5%	21k	36.81	View chart
Nuveen Esg Small Cap Nuveen Esg Smlcp (NUSC)	0.1	$725k	-20%	19k	38.34	View chart
Invesco RAFI Strategic US ETF Rafi Stratgic Us (IUS)	0.1	$711k	-33%	14k	49.36	View chart
iShares ESG Screened S&P Mid-Cap ETF Esg Scrd S&p Mid (XJH)	0.1	$703k	-49%	18k	39.07	View chart
Netflix (NFLX)	0.1	$701k	+3%	752.00	932.53	View chart
Goldman Sachs (GS)	0.1	$681k	+5%	1.2k	546.29	View chart
Invesco Exchange Traded Self I Bulshs 2026 Cb Etf Bulshs 2026 Cb (BSCQ)	0.1	$638k	-7%	33k	19.48	View chart
Nuveen Esg Mid Cap Value Nuveen Esg Midvl (NUMV)	0.1	$624k	-3%	18k	34.21	View chart
Pwrshr S&P500 Hidiv S&p500 Hdl Vol (SPHD)	0.1	$599k		12k	50.23	View chart
Chevron Corporation (CVX)	0.1	$589k	+13%	3.5k	167.29	View chart
iShares MSCI Israel ETF Msci Israel Etf (EIS)	0.1	$583k		7.8k	74.36	View chart
First Trust Exchange-traded Al Em Sml Cp Alph Etf Em Sml Cp Alph (FEMS)	0.1	$575k	-55%	16k	37.17	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$565k		71k	7.96	View chart
McDonald's Corporation (MCD)	0.1	$532k	+119%	1.7k	312.37	View chart
Ishares TRUST S&P Core S&p500 Etf (IVV)	0.0	$523k	+25%	930.00	561.90	View chart
Nuveen Global High Incm SHS (JGH)	0.0	$515k		39k	13.08	View chart
Ishares Core Msci Eafe Core Msci Eafe (IEFA)	0.0	$509k	-10%	6.7k	75.65	View chart
Ishares Ibonds Term Treasury Etf Ibonds 26 Trm Ts (IBTG)	0.0	$507k		22k	22.94	View chart
Ishares Ibonds 2025 Term Treasury Etf Ibonds 25 Trm Ts (IBTF)	0.0	$505k		22k	23.37	View chart
Boston Scientific Corporation (BSX)	0.0	$501k	NEW	5.0k	100.88	View chart
Mastercard Cl A (MA)	0.0	$501k	+5%	914.00	548.33	View chart
Google Inc Class A Cl A Com (GOOGL)	0.0	$498k	+13%	3.2k	154.64	View chart
Vanguard Intl Eqty Index Allwrld Ex Us (VEU)	0.0	$498k	-32%	8.2k	60.66	View chart
S P D R TRUST Unit SR Tr Unit (SPY)	0.0	$496k	+49%	887.00	559.58	View chart
Ishares Russell 3000 Russell 3000 Etf (IWV)	0.0	$465k		1.5k	317.64	View chart
Bitcoin Investment Ord Shs Rep Com Ut (GBTC)	0.0	$460k		7.1k	65.17	View chart
Wal-Mart Stores (WMT)	0.0	$457k	NEW	5.2k	87.79	View chart
Dominion Resources (D)	0.0	$438k		7.8k	56.07	View chart
Johnson & Johnson (JNJ)	0.0	$433k	+83%	2.6k	165.81	View chart
iShares Bitcoin Trust ETF Shs Ben Int (IBIT)	0.0	$432k		9.2k	46.81	View chart
Asml Hldgs Nv N Y Registry Shs (ASML)	0.0	$429k	NEW	648.00	662.63	View chart
Spdr Barclays Cnv Bbg Conv Sec Etf (CWB)	0.0	$422k		5.5k	76.62	View chart
Vaneck Vectors Israel ETF Israel Etf (ISRA)	0.0	$414k		9.8k	42.18	View chart
Marsh & McLennan Companies (MMC)	0.0	$410k	NEW	1.7k	244.03	View chart
Morgan Stanley Com New (MS)	0.0	$406k	NEW	3.5k	116.67	View chart
Vanguard Mid Cap Mid Cap Etf (VO)	0.0	$406k	-11%	1.6k	258.62	View chart
Global X Fds Us Pfd Etf Us Pfd Etf (PFFD)	0.0	$396k		21k	19.04	View chart
First Trust Senior Ln Fd Etf Senior Ln Fd (FTSL)	0.0	$396k	-65%	8.7k	45.65	View chart
Dimensional Wld Ex Us Cr Eq 2 Etf World Ex Us Core (DFAX)	0.0	$383k	-25%	15k	26.20	View chart
FlexShares Intl Qual Div ETF Intl Qltdv Idx (IQDF)	0.0	$370k	-23%	15k	24.93	View chart
Nuveen Esg Nuveen Esg Lrg Cap Val Etf Nuveen Esg Lrgvl (NULV)	0.0	$359k	+25%	8.9k	40.49	View chart
Charles Schwab Corporation (SCHW)	0.0	$355k	NEW	4.5k	78.28	View chart
Flexshares Trust Hig Yld Vl Et F Hig Yld Vl Etf (HYGV)	0.0	$348k	-2%	8.6k	40.38	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$342k		40k	8.47	View chart
International Business Machines (IBM)	0.0	$333k	+14%	1.3k	248.60	View chart
Ishares Ftse Nareit Res Residential Mult (REZ)	0.0	$331k		3.8k	86.42	View chart
Ishares Trust Cre U S Reit Etf Cre U S Reit Etf (USRT)	0.0	$329k		5.7k	57.60	View chart
Real Estate Select Sctr Rl Est Sel Sec (XLRE)	0.0	$328k		7.8k	41.85	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.0	$328k		18k	18.39	View chart
Ishares S&P 500 Growth S&p 500 Grwt Etf (IVW)	0.0	$327k		3.5k	92.83	View chart
Western Asset Hgh Yld Dfnd (HYI)	0.0	$327k		28k	11.84	View chart
Invesco Exchange Traded Self I Bulshs 2027 Cb Etf Bulshs 2027 Cb (BSCR)	0.0	$326k		17k	19.59	View chart
Nuveen Esg Mid Cap Nuveen Esg Midcp (NUMG)	0.0	$323k	-4%	7.5k	42.92	View chart
A O N Shs Cl A (AON)	0.0	$319k	NEW	800.00	399.09	View chart
Axon Enterprise (AXON)	0.0	$316k		600.00	525.95	View chart
Home Depot (HD)	0.0	$306k	NEW	834.00	366.49	View chart
Vanguard Info Technology Inf Tech Etf (VGT)	0.0	$305k	-30%	563.00	542.38	View chart
Vanguard Small Cap Small Cp Etf (VB)	0.0	$303k	-22%	1.4k	221.71	View chart
Anthem (ELV)	0.0	$302k		695.00	434.96	View chart
Nuveen Esg Emerging Nuveen Esg Emrgn (NUEM)	0.0	$299k	-11%	10k	29.25	View chart
iShares ESG MSCI USA Leaders ETF Esg Msci Leadr (SUSL)	0.0	$298k	NEW	3.1k	95.81	View chart
Ishares Tr S&P Midcap Core S&p Mcp Etf (IJH)	0.0	$297k	-12%	5.1k	58.35	View chart
Pepsi (PEP)	0.0	$284k	+9%	1.9k	149.98	View chart
Ishares Trust Ibonds Dec 2031 Term Corpor Ibonds Dec 2031 (IBDW)	0.0	$284k		14k	20.75	View chart
EOG Resources (EOG)	0.0	$281k	NEW	2.2k	128.24	View chart
Analog Devices (ADI)	0.0	$280k	NEW	1.4k	201.67	View chart
Vanguard Value Value Etf (VTV)	0.0	$279k	-19%	1.6k	172.74	View chart
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP)	0.0	$274k	-6%	11k	24.24	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$270k	NEW	543.00	497.71	View chart
Vanguard Mega Cap Value ETF Mega Cap Val Etf (MGV)	0.0	$258k		2.0k	128.84	View chart
Capital One Financial (COF)	0.0	$256k		1.4k	179.30	View chart
Vanguard Health Care Health Car Etf (VHT)	0.0	$253k	-8%	957.00	264.73	View chart
Novartis Sponsored Adr (NVS)	0.0	$251k	NEW	2.2k	111.48	View chart
General Electric Company Com New (GE)	0.0	$250k	NEW	1.2k	200.20	View chart
Procter & Gamble Company (PG)	0.0	$248k	+18%	1.5k	170.44	View chart
Emerson Electric (EMR)	0.0	$244k	NEW	2.2k	109.64	View chart
BlueStar Israel Technology ETF Amplify Bluestar (ITEQ)	0.0	$233k		4.8k	48.83	View chart
Ishares Tr Russell Rus 1000 Grw Etf (IWF)	0.0	$233k		645.00	361.09	View chart
First Trust S&P REIT Index Fund (FRI)	0.0	$231k		8.4k	27.51	View chart
Ishares Core Dividend Core Div Grwth (DGRO)	0.0	$225k	-3%	3.6k	61.78	View chart
Abbott Laboratories (ABT)	0.0	$220k	NEW	1.7k	132.65	View chart
Invsc Bltshrs 2029 Corp Bnd Etf Buletshs 2029 (BSCT)	0.0	$220k	NEW	12k	18.53	View chart
Wisdomtree Midcap Divdnd Us Midcap Divid (DON)	0.0	$219k		4.4k	49.52	View chart
Avantis Internatnl Sml Cp Vl Etf Intl Smcp Vlu (AVDV)	0.0	$212k	-67%	3.0k	69.74	View chart
Automatic Data Processing (ADP)	0.0	$204k	NEW	666.00	305.53	View chart
Alps TRUST Etf Barrons 400 Etf (BFOR)	0.0	$201k	-5%	2.9k	69.45	View chart
Lions Gate Entertainment Corp Cl B Non Vtg (LGF.B)	0.0	$133k		17k	7.92	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 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
RVW Wealth 2021 Q4 filed Jan. 11, 2022
RVW Wealth 2021 Q3 filed Oct. 7, 2021

View all past filings

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