RVW Wealth, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), RVW Wealth, LLC reported 183 stock positions worth $1.5 billion. Its top holding was Dimensional US Core Equity M (DFAU) at 16.4% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 7.0%) and Wisdomtree U.S. Quality Divi (DGRW, 5.3%). Compared with Q1 2026, it opened 11 new positions, sold out of 4, added to 59 and reduced 50. The biggest buy was a new position in Harley-Davidson (HOG) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001756543
- Portfolio Value
- $1.5B (Q2 2026)
- SEC Filing
- 0001756543-26-000003 ↗ filed Jul 8, 2026
Holdings Value
Holdings 183 stocks · $1.5B
| DFAU Dimensional US Core Equity M | 16.42% | 4,825,000 | $249.4M | Add +4.2% |
| AVUS Avantis U.S. Equity ETF | 6.97% | 826,494 | $105.9M | Add +3.0% |
| DGRW Wisdomtree U.S. Quality Divi | 5.30% | 842,307 | $80.5M | Add +1.5% |
| QGRW Wisdomtree US Quality Growth | 4.67% | 1,073,242 | $70.9M | Add +0.7% |
| JQUA JPMorgan US Quality Factor | 4.53% | 952,795 | $68.9M | Add +3.8% |
| DFAI Dimensional International Co. | 4.15% | 1,527,623 | $63.0M | Add +4.9% |
| RDVY First Trust Rising Dividend | 3.13% | 586,906 | $47.6M | Add +2.8% |
| IQLT iShares MSCI International Q | 3.13% | 958,361 | $47.5M | Add +4.0% |
| VFLO Victoryshares Free Cash Flow | 3.07% | 1,018,265 | $46.6M | Add +1.8% |
| SPMO Invesco S&P 500 Momentum ETF | 2.76% | 259,247 | $41.9M | Add +4.9% |
| AAPL Apple Inc. | 2.52% | 132,157 | $38.2M | Reduce -2.8% |
| DFAE Dimensional Emerging Core Eq | 2.36% | 892,305 | $35.9M | Add +3.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.03% | 1,272,324 | $30.8M | Add +4.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.01% | 1,206,680 | $30.5M | Add +4.1% |
| QUAL iShares MSCI USA Quality Fac | 1.91% | 131,903 | $28.9M | Add +0.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.88% | 1,309,276 | $28.5M | Add +8.6% |
| IBDR iShares Ibonds Dec 2026 Term | 1.86% | 1,165,091 | $28.2M | Add +2.1% |
| IBDU iShares Ibonds Dec 2029 Term | 1.85% | 1,210,684 | $28.0M | Add +5.4% |
| QTEC First Trust Nasdq 100 Tech I | 1.84% | 83,527 | $28.0M | Reduce -0.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.82% | 304,009 | $27.6M | Add +0.5% |
| AVDE Avantis International Equity | 1.72% | 292,799 | $26.1M | Add +0.6% |
| IYW iShares Ustechnology ETF | 1.49% | 89,777 | $22.6M | Add +1.1% |
| TILT NT Mstar US Ftilt ETF | 1.24% | 68,346 | $18.9M | Add +0.1% |
| RWK Invesco S&P Midcap 400 Rev | 1.24% | 128,463 | $18.8M | Add +9.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.03% | 21,209 | $15.6M | Reduce -0.5% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.02% | 132,672 | $15.5M | Add +3.5% |
| COWG Pacer US LRG Cap Cows GR LD | 1.02% | 385,836 | $15.5M | Add +12.8% |
| HOG Harley-Davidson Inc. | 0.97% | 604,052 | $14.8M | New |
| EFA iShares MSCI Eafe ETF | 0.95% | 138,439 | $14.4M | Reduce -2.6% |
| FXL First Trust Technology Alpha | 0.91% | 63,865 | $13.9M | Add +3.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.66% | 174,960 | $10.1M | Add +14.3% |
| RSP Invesco S&P 500 Equal Weight | 0.59% | 42,246 | $9.0M | Add +53.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 22,978 | $8.5M | Add +32.4% |
| NVDA Nvidia Corp. | 0.55% | 41,627 | $8.3M | Reduce -0.1% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.52% | 63,776 | $7.9M | Add +0.2% |
| QDEF NT Qual Div Def ETF | 0.50% | 88,065 | $7.7M | Add +9.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.46% | 111,783 | $7.0M | Add +8.1% |
| AVTM Avantis Total Equity ETF | 0.40% | 111,410 | $6.1M | No change |
| ESGD iShares Trust iShares ESG Aw | 0.39% | 57,446 | $5.9M | Add +4.1% |
| DFAC Dimensional US Core Equity 2 | 0.37% | 125,776 | $5.6M | Reduce -2.2% |
| RWL Invesco S&P 500 Revenue ETF | 0.36% | 42,754 | $5.5M | Add +0.5% |
| DEUS Xtrackers Russell US Multi | 0.34% | 78,826 | $5.1M | Add +0.7% |
| XLK SS Technology Select Sector | 0.32% | 25,160 | $4.8M | No change |
| VOO Vanguard S&P 500 ETF | 0.29% | 6,489 | $4.5M | Add +137.0% |
| SCHD Schwab US DVD Equity ETF | 0.28% | 136,106 | $4.3M | Add +9.5% |
| DGRO iShares Core Dividend Growth | 0.27% | 54,548 | $4.1M | Reduce -1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 46,056 | $4.0M | Reduce -2.4% |
| GBFH Gbank Financial Holdings Inc. | 0.24% | 119,023 | $3.6M | Reduce -25.1% |
| TSLA Tesla Inc. | 0.22% | 8,046 | $3.4M | Reduce -10.5% |
| LRGF iShares US Equity Factor ETF | 0.22% | 44,554 | $3.4M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 0.22% | 22,209 | $3.3M | Reduce -0.5% |
| SCHB Schwab US Broad Market ETF | 0.20% | 107,069 | $3.1M | Add +0.2% |
| ESG NT Stoxx US ESG ETF | 0.19% | 16,058 | $2.8M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.18% | 7,799 | $2.8M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 5,485 | $2.7M | Add +6.2% |
| GEV GE Vernova Inc. | 0.18% | 2,332 | $2.7M | Reduce -30.1% |
| AMZN Amazon.com Inc. | 0.18% | 11,240 | $2.7M | Reduce -12.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.18% | 29,600 | $2.7M | Add +3.5% |
| MDY State Street SPDR S&P Midcap | 0.17% | 3,770 | $2.7M | Add +3.9% |
| LLY Eli Lilly & Co. | 0.17% | 2,160 | $2.6M | Add +81.2% |
| AVUV Avantis US Small Cap Value | 0.12% | 14,538 | $1.8M | Reduce -3.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.12% | 20,936 | $1.8M | Add +176.2% |
| ABBV Abbvie Inc. | 0.11% | 6,728 | $1.7M | No change |
| GOOGL Alphabet Inc. Class A | 0.11% | 4,657 | $1.7M | Reduce -0.3% |
| MSFT Microsoft Corp. | 0.10% | 4,073 | $1.5M | Reduce -17.4% |
| AVEM Avantis Emerging Markets Eq | 0.10% | 15,211 | $1.5M | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 5,801 | $1.4M | Add +3.0% |
| AVGO Broadcom Inc. | 0.09% | 3,600 | $1.4M | Add +38.5% |
| EZM Wisdomtree US Midcap Fund | 0.08% | 16,165 | $1.2M | No change |
| GS Goldman Sachs Group Inc. | 0.08% | 1,187 | $1.2M | Add +0.4% |
| INTU Intuit Inc. | 0.08% | 4,591 | $1.2M | No change |
| SYK Stryker Corp. | 0.07% | 3,575 | $1.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 1,501 | $1.1M | Add +50.0% |
| JPM JPMorgan Chase & Co. | 0.07% | 3,365 | $1.1M | Reduce -2.1% |
| FVD First Trust Value Line DVD | 0.07% | 21,974 | $1.1M | Add +2.4% |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 13,864 | $1.0M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 10,059 | $968K | No change |
| WTV Wisdomtree U.S. Value Fund | 0.06% | 9,510 | $967K | No change |
| EIS iShares MSCI Israel ETF | 0.06% | 8,008 | $967K | Reduce -3.5% |
| NUSC Nuveen ESG Small-Cap ETF | 0.06% | 18,358 | $957K | No change |
| COST Costco Wholesale Corp. | 0.06% | 1,002 | $937K | Reduce -3.2% |
| XOM Exxon Mobil Corp. | 0.06% | 6,744 | $922K | No change |
| IUS Invesco Rafi Strategic US Et | 0.06% | 14,024 | $920K | Add +3.9% |
| JNJ Johnson & Johnson | 0.06% | 3,567 | $906K | No change |
| OEF iShares S&P 100 ETF | 0.06% | 2,421 | $886K | Reduce -3.4% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 5,859 | $858K | Reduce -0.2% |
| SPCX Space Exploration Techn Class A | 0.05% | 4,846 | $828K | New |
| SUSL iShares ESG MSCI USA Leaders | 0.05% | 5,845 | $776K | Add +2.2% |
| V Visa Inc. Class A | 0.05% | 2,188 | $751K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.05% | 1 | $749K | No change |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.05% | 17,113 | $744K | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.05% | 13,663 | $713K | Reduce -0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,284 | $703K | Add +0.6% |
| USHY iShares Broad Usd High Yield | 0.05% | 18,951 | $702K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 1,157 | $652K | No change |
| IWV iShares Russell 3000 ETF | 0.04% | 1,522 | $649K | No change |
| INTC Intel Corp. | 0.04% | 4,625 | $646K | Reduce -17.7% |
| FEMS First Trust Emerging Markets | 0.04% | 13,618 | $622K | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.04% | 815 | $610K | Reduce -4.6% |
| SPHD Invesco S&P 500 High Dividen | 0.04% | 11,920 | $606K | New |
Portfolio Sells Q1 2026 → Q2 2026
| JPST JPMorgan Ultra-Short Income | Reduce -96.2% | 0.02% | −0.49 |
| AAPL Apple Inc. | Reduce -2.8% | 2.52% | −0.17 |
| EFA iShares MSCI Eafe ETF | Reduce -2.6% | 0.95% | −0.13 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.13 |
| GBFH Gbank Financial Holdings Inc. | Reduce -25.1% | 0.24% | −0.09 |
| GEV GE Vernova Inc. | Reduce -30.1% | 0.18% | −0.05 |
| MSFT Microsoft Corp. | Reduce -17.4% | 0.10% | −0.04 |
| NFLX Netflix Inc. | Reduce -49.4% | 0.02% | −0.04 |
| TSLA Tesla Inc. | Reduce -10.5% | 0.22% | −0.04 |
| RTX RTX Corp. | Reduce -64.3% | 0.01% | −0.03 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -12.5% | 0.18% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -1.3% | 0.27% | −0.03 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -52.2% | 0.02% | −0.03 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.2% | 0.37% | −0.02 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.02 |
| ICOW Pacer Developed Markets Inte | Reduce -50.0% | 0.01% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -3.2% | 0.06% | −0.02 |
| DFCA Dimensional Calfornia MB ETF | Reduce -21.4% | 0.04% | −0.02 |
| NVDA Nvidia Corp. | Reduce -0.1% | 0.55% | −0.02 |
| GCAL Dynamic California Muni ETF | Reduce -13.8% | 0.04% | −0.01 |
| CMF iShares California Muni Bond | Reduce -14.0% | 0.04% | −0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -15.0% | 0.03% | −0.01 |
| MCD McDonald's Corp. | Reduce -6.3% | 0.03% | −0.01 |
| EIS iShares MSCI Israel ETF | Reduce -3.5% | 0.06% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -3.8% | 0.12% | −0.01 |
| LRGF iShares US Equity Factor ETF | Reduce -0.9% | 0.22% | −0.01 |
| FTSL First Trust Senior Loan ETF | Reduce -12.4% | 0.02% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -2.5% | 0.04% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.4% | 0.26% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.1% | 0.07% | −0.01 |
| ISRA Vaneck Israel ETF | Reduce -5.4% | 0.04% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -15.1% | 0.03% | −0.00 |
| VHT Vanguard Health Care ETF | Reduce -17.1% | 0.01% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.9% | 0.02% | −0.00 |
| OEF iShares S&P 100 ETF | Reduce -3.4% | 0.06% | −0.00 |
| AVDV Avantis Intl S/C Value ETF | Reduce -3.4% | 0.02% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -4.6% | 0.04% | −0.00 |
| FRI First Trust S&P REIT Index F | Reduce -10.7% | 0.02% | −0.00 |
| HD Home Depot Inc. | Reduce -5.6% | 0.02% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.2% | 0.06% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -12.0% | 0.01% | −0.00 |
| ITEQ Amplify Bluestar Israel Tech | Reduce -4.7% | 0.02% | −0.00 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -0.2% | 0.05% | −0.00 |
| REZ Ishars Res and Multi Reales | Reduce -2.1% | 0.02% | −0.00 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Reduce -0.9% | 0.02% | −0.00 |
| SLMT Brera Holdings PLC Class B | Sold out | 0.00% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.1% | 0.02% | −0.00 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.8% | 0.10% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.5% | 0.22% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| HOG Harley-Davidson Inc. | New | 0.97% | +0.97 |
| SPMO Invesco S&P 500 Momentum ETF | Add +4.9% | 2.76% | +0.60 |
| IYW iShares Ustechnology ETF | Add +1.1% | 1.49% | +0.24 |
| QGRW Wisdomtree US Quality Growth | Add +0.7% | 4.67% | +0.23 |
| RSP Invesco S&P 500 Equal Weight | Add +53.4% | 0.59% | +0.18 |
| VOO Vanguard S&P 500 ETF | Add +137.0% | 0.29% | +0.17 |
| FXL First Trust Technology Alpha | Add +3.6% | 0.91% | +0.15 |
| JQUA JPMorgan US Quality Factor | Add +3.8% | 4.53% | +0.15 |
| DFAU Dimensional US Core Equity M | Add +4.2% | 16.42% | +0.14 |
| VTI VG Morningstar TS MKT ETF-US | Add +32.4% | 0.56% | +0.13 |
| COWG Pacer US LRG Cap Cows GR LD | Add +12.8% | 1.02% | +0.12 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +3.5% | 1.02% | +0.11 |
| DFAE Dimensional Emerging Core Eq | Add +3.9% | 2.36% | +0.10 |
| RDVY First Trust Rising Dividend | Add +2.8% | 3.13% | +0.10 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +14.3% | 0.66% | +0.09 |
| LLY Eli Lilly & Co. | Add +81.2% | 0.17% | +0.09 |
| VEU Vanguard Ftse All-World Ex-U | Add +176.2% | 0.12% | +0.07 |
| RWK Invesco S&P Midcap 400 Rev | Add +9.3% | 1.24% | +0.06 |
| SPCX Space Exploration Techn Class A | New | 0.05% | +0.05 |
| SPHD Invesco S&P 500 High Dividen | New | 0.04% | +0.04 |
| AVGO Broadcom Inc. | Add +38.5% | 0.09% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +50.0% | 0.07% | +0.02 |
| PANW Palo Alto Networks Inc. | New | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | New | 0.02% | +0.02 |
| AVUS Avantis U.S. Equity ETF | Add +3.0% | 6.97% | +0.02 |
| AMD Advanced Micro Devices | New | 0.02% | +0.02 |
| ADI Analog Devices Inc. | New | 0.02% | +0.02 |
| IWB iShares Russell 1000 ETF | New | 0.01% | +0.01 |
| RVMD Revolution Medicines Inc. | New | 0.01% | +0.01 |
| AXP American Express Co. | New | 0.01% | +0.01 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.01% | +0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Add +3.5% | 0.18% | +0.01 |
| QDEF NT Qual Div Def ETF | Add +9.2% | 0.50% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.4% | 0.08% | +0.00 |
| SUSL iShares ESG MSCI USA Leaders | Add +2.2% | 0.05% | +0.00 |
| MDY State Street SPDR S&P Midcap | Add +3.9% | 0.17% | +0.00 |
| IUS Invesco Rafi Strategic US Et | Add +3.9% | 0.06% | −0.00 |
| BSCT Invesco Bulletshares 2029 CB | Add +10.8% | 0.02% | −0.00 |
| IQDF NT Intl Qual Div ETF | Add +3.6% | 0.04% | −0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +1.3% | 0.03% | −0.00 |
| BSCS Invesco Bulletshares 2028 CB | Add +7.0% | 0.03% | −0.00 |
| ESG NT Stoxx US ESG ETF | Add +0.1% | 0.19% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +3.0% | 0.09% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.6% | 0.05% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.2% | 0.20% | −0.00 |
| FEMS First Trust Emerging Markets | Add +0.1% | 0.04% | −0.01 |
| GLD SPDR Gold Shares | Add +2.8% | 0.02% | −0.01 |
| FVD First Trust Value Line DVD | Add +2.4% | 0.07% | −0.01 |
| VFLO Victoryshares Free Cash Flow | Add +1.8% | 3.07% | −0.01 |
| JPIN JPM Diversified Ret Intl Eq | Add +0.1% | 0.07% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 183 | $1.5B | DFAU, AVUS, DGRW, QGRW, JQUA |
| Q1 2026 | 176 | $1.3B | DFAU, AVUS, DGRW, QGRW, DFAI |
| Q4 2025 | 181 | $1.3B | DFAU, AVUS, DGRW, QGRW, JQUA |
| Q3 2025 | 176 | $1.3B | DFAU, AVUS, DGRW, QGRW, JQUA |
| Q2 2025 | 170 | $1.2B | DFAU, AVUS, DGRW, QGRW, JQUA |
| Q1 2025 | 160 | $1.1B | DFAU, AVUS, SPTM, DGRW, QGRW |
| Q4 2024 | 144 | $1.1B | AVUS, DGRW, DFAU, QGRW, DFAI |
| Q3 2024 | 155 | $1.1B | AVUS, DGRW, DFAI, QGRW, DFAU |
| Q2 2024 | 151 | $1.0B | AVUS, DGRW, DFAI, DFAU, QGRW |
| Q1 2024 | 144 | $973.1M | AVUS, DGRW, DFAI, DFAU, COWZ |