RVW Wealth

RVW Wealth as of March 31, 2026

Portfolio Holdings for RVW Wealth

RVW Wealth holds 176 positions in its portfolio as reported in the March 2026 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) 16.3 $209M 4.6M 45.12
American Century Investments U S Eqt Etf Us Eqt Etf (AVUS) 7.0 $89M 803k 111.18
Wisdomtree US Divid Etf Us Qtly Div Grt (DGRW) 5.7 $73M 830k 87.84
Wisdomtree Us Quality Growth Etf Us Quality Grow (QGRW) 4.4 $57M 1.1M 53.43
Dimensional International Cr Eq Mkt ETF Intl Core Eqt Mk (DFAI) 4.4 $57M 1.5M 38.96
Jp Morgan Etf Trust Us Qualty Fctr Etf Us Qualty Fctr (JQUA) 4.4 $56M 918k 61.32
Ishares Trust Intl Qlty Factor Etf Msci Intl Qualty (IQLT) 3.3 $43M 922k 46.23
VictoryShares Free Cash Flow ETF Shares Free Cash (VFLO) 3.1 $40M 1.0M 39.48
First Trst Nasdaq Rsng Risng Divd Achiv (RDVY) 3.0 $39M 571k 68.28
Apple (AAPL) 2.7 $35M 136k 253.79
iShares iBonds Dec 2027 Term Corp ETF Ibonds 27 Etf (IBDS) 2.3 $30M 1.2M 24.24
Ishares Trust Ibds Dec28 Etf Ibds Dec28 Etf (IBDT) 2.3 $29M 1.2M 25.33
Dimensional Emerging Core Equity Mkt ETF Emgr Cre Eqt Mng (DFAE) 2.3 $29M 859k 33.86
Invesco Exchange Traded Fund T S&p 500 Momntm Etf S&p 500 Momntm (SPMO) 2.2 $28M 247k 112.11
Ishares Trust Ibonds Dec2026 E Tf Ibonds Dec2026 (IBDR) 2.2 $28M 1.1M 24.24
Ishares Trust Ibonds Dec 29 Et F Ibonds Dec 29 (IBDU) 2.1 $27M 1.1M 23.26
Ishares Trust Ibonds Dec 2030 Term Corpor Ibonds Dec 2030 (IBDV) 2.1 $26M 1.2M 21.89
iShares MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL) 2.0 $25M 132k 191.81
American Century Investments I Ntl Eqt Etf Intl Eqt Etf (AVDE) 1.9 $25M 291k 84.84
Spdr Series Trust Portfolio Tl Stk Etf Portfoli S&p1500 (SPTM) 1.9 $24M 303k 79.06
First Tr Nasdaq 100 Fund SHS (QTEC) 1.4 $18M 84k 215.98
Flexshares Morningstar Mornstar Usmkt (TILT) 1.3 $17M 68k 241.37
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 1.3 $16M 89k 181.42
Invesco Exchange Traded Fund T S&p Mdcp 400 Rev Et S&p Mdcp 400 Rev (RWK) 1.2 $15M 118k 128.26
Ishares Tr Msci Eafe Msci Eafe Etf (EFA) 1.1 $14M 142k 97.13
Powershs Qqq TRUST Ser Unit Ser 1 (QQQ) 1.0 $12M 21k 577.18
Nuveen Esg Nuveen Esg Lrg Cap Grwth Etf Nuveen Esg Lrgcp (NULG) 0.9 $12M 128k 90.94
Pacer US Large Cp CA Cows Gr Ldrs ETF Us Lrg Cp Cash (COWG) 0.9 $12M 342k 33.74
First Trust Exch Traded Fund 2 Tech Alphadex Etf Tech Alphadex (FXL) 0.8 $9.8M 62k 158.87
Spdr Series Trust Portfolio Sm Etf Portfolio S&p600 (SPSM) 0.6 $7.4M 153k 48.32
Jp Morgan Etf Trust Diversfed Rtrn Etf Diversfed Rtrn (JPME) 0.6 $7.3M 64k 114.53
NVIDIA Corporation (NVDA) 0.6 $7.3M 42k 174.40
Jp Morgan Etf Trust Ultra Shrt Inc Etf Ultra Shrt Etf (JPST) 0.5 $6.5M 129k 50.61
Pacer Fds Tr Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ) 0.5 $6.5M 103k 62.56
Flexshares Trust Qlt Div Def I Dx Etf Qlt Div Def Idx (QDEF) 0.5 $6.4M 81k 79.82
Vanguard Total Stock Mkt Total Stk Mkt (VTI) 0.4 $5.6M 17k 320.80
Rydex Etf TRUST S&p500 Eql Wgt (RSP) 0.4 $5.3M 28k 191.92
Ishares Esg Msci Eafe Esg Aw Msci Eafe (ESGD) 0.4 $5.3M 55k 95.62
American Century Etf Trust Etf Avantis Total Eq (AVTM) 0.4 $5.2M 111k 47.01
Dimensional U S Core Equity 2 Etf Us Core Equity 2 (DFAC) 0.4 $5.0M 129k 38.86
Invesco Exchange Traded Fund T S&p 500 Revenue Etf S&p 500 Revenue (RWL) 0.4 $4.9M 43k 114.91
Dutsch X Trck Rusl 1000 Xtrackers Russel (DEUS) 0.4 $4.7M 78k 59.89
GBank Financial Holdings (GBFH) 0.3 $4.3M 159k 26.76
Ishares Core Dividend Core Div Grwth (DGRO) 0.3 $3.9M 55k 70.18
Schwab Us Dividend Eq Etf Us Dividend Eq (SCHD) 0.3 $3.8M 124k 30.68
Vanguard Growth Growth Etf (VUG) 0.3 $3.4M 7.9k 436.79
Sector Spdr Tech Select Technology (XLK) 0.3 $3.3M 25k 132.90
Tesla Motors (TSLA) 0.3 $3.3M 9.0k 371.74
Ishares Trust Multifactor Usa Etf U S Equity Factr (LRGF) 0.2 $3.0M 45k 66.00
Ge Vernova (GEV) 0.2 $2.9M 3.3k 872.90
Ishares Tr S&P Smallcap Core S&p Scp Etf (IJR) 0.2 $2.8M 22k 124.31
Schw US Brd Mkt Etf Us Brd Mkt Etf (SCHB) 0.2 $2.7M 107k 25.10
Amazon (AMZN) 0.2 $2.7M 13k 208.27
Berkshire Hathaway Inc B Cl B New (BRK.B) 0.2 $2.5M 5.2k 479.22
Flexsh Stoxx US Esg Stox Us Esg Slct (ESG) 0.2 $2.4M 16k 151.74
Mid Cap SPDR Utser1 S&pdcrp (MDY) 0.2 $2.2M 3.6k 616.76
Google Inc Class C Cap Stk Cl C (GOOG) 0.2 $2.2M 7.8k 286.84
Invesco Exchange Traded Fd Tr S&p500 Quality Etf S&p500 Quality (SPHQ) 0.2 $2.2M 29k 75.19
Intuit (INTU) 0.2 $2.0M 4.6k 432.38
Microsoft Corporation (MSFT) 0.1 $1.8M 4.9k 370.18
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV) 0.1 $1.7M 15k 110.47
Vanguard S&P 500 Etf S&p 500 Etf Shs (VOO) 0.1 $1.6M 2.7k 597.48
Northrop Grumman Corporation (NOC) 0.1 $1.6M 2.4k 682.24
Abbvie (ABBV) 0.1 $1.5M 6.7k 217.49
Google Inc Class A Cl A Com (GOOGL) 0.1 $1.3M 4.7k 287.57
American Century Investments A Vantis Emgmkt Etf Aventis Emgmkt (AVEM) 0.1 $1.2M 15k 80.58
Vanguard Div Apprciation Div App Etf (VIG) 0.1 $1.2M 5.6k 215.06
Stryker Corporation (SYK) 0.1 $1.2M 3.6k 328.59
Exxon Mobil Corporation (XOM) 0.1 $1.1M 6.7k 169.66
Eli Lilly & Co. (LLY) 0.1 $1.1M 1.2k 919.77
Wisdomtree TRUST Midcap Us Midcap Fund (EZM) 0.1 $1.1M 16k 67.22
Costco Wholesale Corporation (COST) 0.1 $1.0M 1.0k 996.24
JPMorgan Chase & Co. (JPM) 0.1 $1.0M 3.4k 294.17
First TRUST Value SHS (FVD) 0.1 $1.0M 22k 47.03
Goldman Sachs (GS) 0.1 $1.0M 1.2k 846.06
Jpmorgan Dvrsfd Rtrn Div Rtn Int Eq (JPIN) 0.1 $987k 14k 71.24
Walt Disney Company (DIS) 0.1 $970k 10k 96.38
iShares MSCI Israel ETF Msci Israel Etf (EIS) 0.1 $963k 8.3k 116.04
Wisdomtree Trust Wisdomtree Us Value Fund Etf Wisdomtree Us Va (WTV) 0.1 $901k 9.5k 94.73
Johnson & Johnson (JNJ) 0.1 $872k 3.6k 244.44
Nuveen Esg Small Cap Nuveen Esg Smlcp (NUSC) 0.1 $827k 18k 45.06
Broadcom (AVGO) 0.1 $805k 2.6k 309.51
Ishares Tr S&P 100 Index S&p 100 Etf (OEF) 0.1 $797k 2.5k 318.07
Invesco RAFI Strategic US ETF Rafi Stratgic Us (IUS) 0.1 $782k 14k 57.91
Ishares Russell Midcap Rus Md Cp Gr Etf (IWP) 0.1 $752k 5.9k 128.13
Netflix (NFLX) 0.1 $749k 7.8k 96.15
Berkshire Hathaway Inc A Cl A (BRK.A) 0.1 $718k 1.00 718140.00
Chevron Corporation (CVX) 0.1 $717k 3.5k 206.90
iShares Broad USD High Yield Corp Bd ETF Broad Usd High (USHY) 0.1 $698k 19k 36.84
Goldman Sachs Dynamic CA Muncpl Inc ETF Dynamic Cal Muni (GCAL) 0.1 $680k 13k 50.66
Dimensional California Municipal Bd ETF Calif Mun Bd Etf (DFCA) 0.1 $679k 14k 49.85
iShares California Muni Bond ETF Calif Mun Bd Etf (CMF) 0.1 $677k 12k 56.86
Nuveen Esg Mid Cap Value Nuveen Esg Midvl (NUMV) 0.1 $664k 17k 38.77
Meta Platforms Cl A (META) 0.1 $662k 1.2k 572.35
Visa Inc Cl A Com Cl A (V) 0.1 $661k 2.2k 302.24
Ishares Core Msci Eafe Core Msci Eafe (IEFA) 0.1 $655k 7.2k 90.52
S P D R TRUST Unit SR Tr Unit (SPY) 0.1 $651k 1.0k 650.27
iShares ESG MSCI USA Leaders ETF Esg Msci Leadr (SUSL) 0.1 $650k 5.7k 113.60
iShares ESG Screened S&P Mid-Cap ETF Esg Scrd S&p Mid (XJH) 0.0 $621k 14k 45.37
First Trust Exchange-traded Al Em Sml Cp Alph Etf Em Sml Cp Alph (FEMS) 0.0 $620k 14k 45.55
Raytheon Technologies Corp (RTX) 0.0 $600k 3.1k 192.90
Invesco Exchange Traded Self I Bulshs 2027 Cb Etf Bulshs 2027 Cb (BSCR) 0.0 $576k 29k 19.62
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 0.0 $569k 7.6k 75.10
Ishares Russell 3000 Russell 3000 Etf (IWV) 0.0 $564k 1.5k 370.68
Ishares TRUST S&P Core S&p500 Etf (IVV) 0.0 $558k 854.00 653.30
Invesco Exchange Traded Self I Bulshs 2026 Cb Etf Bulshs 2026 Cb (BSCQ) 0.0 $557k 29k 19.53
Vaneck Vectors Israel ETF Israel Etf (ISRA) 0.0 $548k 9.1k 60.46
Mastercard Cl A (MA) 0.0 $535k 1.1k 499.48
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $535k 71k 7.54
iShares Bitcoin Trust ETF Shs Ben Int (IBIT) 0.0 $532k 14k 38.42
Spdr Barclays Cnv Bbg Conv Sec Etf (CWB) 0.0 $505k 5.5k 91.52
McDonald's Corporation (MCD) 0.0 $489k 1.6k 310.79
FlexShares Intl Qual Div ETF Intl Qltdv Idx (IQDF) 0.0 $485k 15k 31.67
Nuveen Global High Incm SHS (JGH) 0.0 $481k 39k 12.22
Dominion Resources (D) 0.0 $478k 7.7k 61.82
Ishares S&P 500 Growth S&p 500 Grwt Etf (IVW) 0.0 $470k 4.2k 113.11
Dimensional Wld Ex Us Cr Eq 2 Etf World Ex Us Core (DFAX) 0.0 $466k 14k 33.97
Vanguard Mid Cap Mid Cap Etf (VO) 0.0 $466k 1.6k 287.13
Wal-Mart Stores (WMT) 0.0 $446k 3.6k 124.28
Nuveen Esg Nuveen Esg Lrg Cap Val Etf Nuveen Esg Lrgvl (NULV) 0.0 $428k 9.4k 45.50
Pacer Dev Mkts Intl Csh Cows 100 ETF Developed Mrkt (ICOW) 0.0 $426k 10k 42.44
UnitedHealth (UNH) 0.0 $423k 1.6k 270.59
Vanguard Info Technology Inf Tech Etf (VGT) 0.0 $398k 570.00 697.73
First Trust Senior Ln Fd Etf Senior Ln Fd (FTSL) 0.0 $388k 8.7k 44.80
Invesco Exchange Traded Self I Invsco Blsh 28 Etf Invsco Blsh 28 (BSCS) 0.0 $373k 18k 20.42
SPDR Gold Shares Gold Shs (GLD) 0.0 $368k 855.00 430.29
Bitcoin Investment Ord Shs Rep Com Ut (GBTC) 0.0 $363k 6.9k 52.76
Nuveen Esg Emerging Nuveen Esg Emrgn (NUEM) 0.0 $361k 9.8k 36.74
Ishares Tr S&P Midcap Core S&p Mcp Etf (IJH) 0.0 $359k 5.3k 67.53
Vanguard Value Value Etf (VTV) 0.0 $352k 1.8k 196.21
General Electric Company Com New (GE) 0.0 $348k 1.2k 283.84
Ishares Trust Ibonds Dec 2031 Term Corpor Ibonds Dec 2031 (IBDW) 0.0 $347k 17k 20.93
Asml Hldgs Nv N Y Registry Shs (ASML) 0.0 $343k 260.00 1320.83
Flexshares Trust Hig Yld Vl Et F Hig Yld Vl Etf (HYGV) 0.0 $341k 8.5k 40.06
Ishares Trust Cre U S Reit Etf Cre U S Reit Etf (USRT) 0.0 $338k 5.7k 59.19
Real Estate Select Sctr Rl Est Sel Sec (XLRE) 0.0 $320k 7.8k 40.83
First Tr Inter Duration Pfd & Income (FPF) 0.0 $315k 18k 17.63
Nuveen Floating Rate Income Fund (JFR) 0.0 $303k 40k 7.52
International Business Machines (IBM) 0.0 $295k 1.2k 242.33
Western Asset Hgh Yld Dfnd (HYI) 0.0 $295k 28k 10.68
Nuveen Esg Mid Cap Nuveen Esg Midcp (NUMG) 0.0 $295k 7.2k 41.08
Ishares Ftse Nareit Res Residential Mult (REZ) 0.0 $292k 3.5k 83.21
Vanguard Mega Cap Value ETF Mega Cap Val Etf (MGV) 0.0 $290k 2.0k 144.95
Schwab 1000 ETF 1000 Index Etf (SCHK) 0.0 $287k 9.1k 31.33
Lam Research Corporation Com New (LRCX) 0.0 $286k 1.3k 213.66
Avantis Internatnl Sml Cp Vl Etf Intl Smcp Vlu (AVDV) 0.0 $281k 2.8k 99.86
Global X Fds Us Pfd Etf Us Pfd Etf (PFFD) 0.0 $280k 15k 18.40
Capital One Financial (COF) 0.0 $279k 1.5k 182.43
BlueStar Israel Technology ETF Amplify Bluestar (ITEQ) 0.0 $275k 4.8k 57.55
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.0 $271k 11k 23.98
Invsc Bltshrs 2029 Corp Bnd Etf Buletshs 2029 (BSCT) 0.0 $269k 14k 18.66
Powershs Exch Trad Fd Tr Rafi Us 1000 Etf (PRF) 0.0 $266k 5.6k 47.53
Invesco Exchange Traded Fd Tr S&p Mdcp Momntum Etf S&p Mdcp Momntum (XMMO) 0.0 $260k 1.8k 145.05
Axon Enterprise (AXON) 0.0 $255k 600.00 424.69
Markel Corporation (MKL) 0.0 $253k 132.00 1914.07
Fidelity MSCI Information Tech ETF Msci Info Tech I (FTEC) 0.0 $249k 1.2k 208.04
Intel Corporation (INTC) 0.0 $248k 5.6k 44.13
Vanguard Health Care Health Car Etf (VHT) 0.0 $247k 905.00 272.33
First Trust S&P REIT Index Fund (FRI) 0.0 $242k 8.5k 28.46
Alps TRUST Etf Barrons 400 Etf (BFOR) 0.0 $241k 2.9k 83.02
Lockheed Martin Corporation (LMT) 0.0 $240k 397.00 604.39
Home Depot (HD) 0.0 $236k 717.00 328.74
Novartis Sponsored Adr (NVS) 0.0 $236k 1.5k 152.75
Spdr Msci Acwi Ex Us Msci Acwi Exus (CWI) 0.0 $235k 6.4k 36.59
Jpmrg Dvsfd Retn Emrg Div Rtn Em Eqt (JPEM) 0.0 $235k 3.8k 62.13
Imax Corp Cad (IMAX) 0.0 $231k 6.1k 38.01
Vanguard Small Cap Small Cp Etf (VB) 0.0 $223k 851.00 261.84
Morgan Stanley Com New (MS) 0.0 $221k 1.3k 164.57
Emerson Electric (EMR) 0.0 $220k 1.7k 131.02
Valero Energy Corporation (VLO) 0.0 $213k 862.00 247.08
Ishares Etf Core Msci Emkt (IEMG) 0.0 $206k 2.9k 69.76
Oracle Corporation (ORCL) 0.0 $204k 1.4k 147.11
Invesco Bulltshr 2031 Crp Bnd Etf Buletshs 2031 Cp (BSCV) 0.0 $168k 10k 16.46
CohBar Com New (CWBR) 0.0 $74k 182k 0.41
Turn Therapeutics (TTRX) 0.0 $58k 18k 3.20
Brera Holdings Plc COM USD0.05 CL B Com Cl B New (SLMT) 0.0 $13k 16k 0.78