RVW Wealth, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 8, 2024), RVW Wealth, LLC reported 144 stock positions worth $973.1 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 10.2% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 6.2%) and Dimensional International (DFAI, 5.1%). Compared with Q4 2023, it opened 11 new positions, sold out of 9, added to 35 and reduced 76. The biggest buy was Wisdomtree US Quality Growth (QGRW, shares +23%) and the biggest sale Cohbar (CWBR, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001756543
- Portfolio Value
- $973.1M (Q1 2024)
- SEC Filing
- 0001756543-24-000002 ↗ filed Apr 8, 2024
Holdings Value
Holdings 144 stocks · $973.1M
| AVUS Avantis U.S. Equity ETF | 10.24% | 1,112,935 | $99.6M | Reduce -1.2% |
| DGRW Wisdomtree U.S. Quality Divi | 6.24% | 796,557 | $60.7M | Add +4.8% |
| DFAI Dimensional International Co. | 5.09% | 1,639,540 | $49.5M | Add +4.7% |
| DFAU Dimensional US Core Equity M | 4.65% | 1,239,538 | $45.3M | Add +1.2% |
| COWZ Pacer US Cash Cows 100 ETF | 4.56% | 764,213 | $44.4M | Add +6.0% |
| IQLT iShares MSCI International Q | 4.28% | 1,049,509 | $41.6M | Add +5.3% |
| JQUA JPMorgan US Quality Factor | 4.05% | 744,640 | $39.4M | Add +2.3% |
| RDVY First Trust Rising Dividend | 3.58% | 619,989 | $34.8M | Add +0.8% |
| QGRW Wisdomtree US Quality Growth | 3.02% | 714,683 | $29.4M | Add +22.6% |
| AVDE Avantis International Equity | 2.94% | 449,570 | $28.7M | Reduce -0.9% |
| FXL First Trust Technology Alpha | 2.55% | 184,274 | $24.8M | Add +4.9% |
| AVUV Avantis US Small Cap Value | 2.54% | 263,449 | $24.7M | Add +8.4% |
| DFAE Dimensional Emerging Core Eq | 2.43% | 956,449 | $23.6M | Add +5.7% |
| QUAL iShares MSCI USA Quality Fac | 2.41% | 142,819 | $23.5M | Reduce -3.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.19% | 331,629 | $21.3M | Reduce -2.0% |
| QTEC First Trust Nasdq 100 Tech I | 2.09% | 106,437 | $20.3M | Reduce -2.5% |
| RWK Invesco S&P Midcap 400 Rev | 1.99% | 168,454 | $19.4M | Reduce -2.7% |
| EFA iShares MSCI Eafe ETF | 1.93% | 235,179 | $18.8M | Reduce -1.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 1.87% | 732,358 | $18.2M | Reduce -2.7% |
| IBDR iShares Ibonds Dec 2026 Term | 1.81% | 736,759 | $17.6M | Reduce -1.9% |
| SCHD Schwab US DVD Equity ETF | 1.78% | 214,896 | $17.3M | Add +5.8% |
| TILT NT Mstar US Ftilt ETF | 1.76% | 86,095 | $17.1M | Reduce -2.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.75% | 716,830 | $17.1M | Reduce -1.9% |
| IBDP iShares Ibonds Dec 2024 Term | 1.70% | 660,417 | $16.5M | Add +11.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.66% | 647,711 | $16.1M | Add +2.0% |
| AAPL Apple Inc. | 1.48% | 83,938 | $14.4M | Reduce -1.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.36% | 308,299 | $13.3M | Reduce -8.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.27% | 161,772 | $12.3M | Reduce -2.4% |
| ESGD iShares Trust iShares ESG Aw | 1.18% | 144,087 | $11.5M | Reduce -3.5% |
| DEUS Xtrackers Russell US Multi | 0.90% | 167,520 | $8.7M | Reduce -7.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.87% | 19,053 | $8.5M | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.78% | 45,098 | $7.6M | Reduce -0.3% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.78% | 76,656 | $7.6M | Reduce -16.3% |
| QDEF NT Qual Div Def ETF | 0.76% | 114,549 | $7.4M | Reduce -12.0% |
| RWL Invesco S&P 500 Revenue ETF | 0.62% | 64,442 | $6.0M | Reduce -5.2% |
| ICSH iShares Ultra Short Duration | 0.62% | 118,444 | $6.0M | Reduce -4.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.57% | 21,448 | $5.6M | Add +7.3% |
| FVD First Trust Value Line DVD | 0.51% | 118,066 | $5.0M | Reduce -31.7% |
| MDY State Street SPDR S&P Midcap | 0.42% | 7,379 | $4.1M | Reduce -10.7% |
| BSCO Invesco Bulletshares 2024 CB | 0.42% | 193,350 | $4.1M | Reduce -10.7% |
| NVDA Nvidia Corp. | 0.39% | 4,232 | $3.8M | Reduce -8.0% |
| INTU Intuit Inc. | 0.37% | 5,559 | $3.6M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 31,348 | $3.5M | Reduce -1.1% |
| LRGF iShares US Equity Factor ETF | 0.28% | 50,343 | $2.7M | Reduce -1.3% |
| SCHB Schwab US Broad Market ETF | 0.27% | 42,782 | $2.6M | Reduce -0.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.25% | 40,042 | $2.4M | Reduce -4.6% |
| MSFT Microsoft Corp. | 0.24% | 5,619 | $2.4M | Reduce -4.6% |
| ESG NT Stoxx US ESG ETF | 0.22% | 16,870 | $2.1M | Reduce -0.7% |
| WTV Wisdomtree U.S. Value Fund | 0.21% | 27,021 | $2.0M | Reduce -1.0% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.20% | 48,021 | $2.0M | Reduce -26.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 4,005 | $1.7M | Add +8.5% |
| FEMS First Trust Emerging Markets | 0.16% | 39,325 | $1.5M | Reduce -5.4% |
| TSLA Tesla Inc. | 0.14% | 7,941 | $1.4M | Reduce -0.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.14% | 67,923 | $1.4M | Reduce -9.5% |
| IUS Invesco Rafi Strategic US Et | 0.14% | 28,786 | $1.4M | Reduce -8.8% |
| AVEM Avantis Emerging Markets Eq | 0.13% | 22,364 | $1.3M | Reduce -3.5% |
| SYK Stryker Corp. | 0.13% | 3,569 | $1.3M | Reduce -0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 3,536 | $1.2M | Reduce -5.0% |
| EZM Wisdomtree US Midcap Fund | 0.12% | 19,265 | $1.2M | Reduce -5.3% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 6,385 | $1.2M | Reduce -49.1% |
| IQDF NT Intl Qual Div ETF | 0.12% | 47,128 | $1.1M | Reduce -5.2% |
| FTSL First Trust Senior Loan ETF | 0.12% | 24,534 | $1.1M | Reduce -13.8% |
| XLRE SS Real Estate Select Sector | 0.11% | 28,240 | $1.1M | Reduce -1.7% |
| USRT iShares Core US REIT ETF | 0.11% | 20,308 | $1.1M | Reduce -2.0% |
| SPHD Invesco S&P 500 High Dividen | 0.11% | 23,479 | $1.0M | Reduce -7.0% |
| USHY iShares Broad Usd High Yield | 0.11% | 28,407 | $1.0M | Reduce -9.8% |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 17,528 | $987K | Reduce -1.2% |
| NUSC Nuveen ESG Small-Cap ETF | 0.10% | 23,522 | $978K | Add +0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 7,983 | $977K | Add +15.6% |
| ABBV Abbvie Inc. | 0.10% | 5,113 | $931K | Add +0.2% |
| BSCQ Invesco Bulletshares 2026 CB | 0.09% | 46,283 | $889K | Reduce -9.7% |
| EIS iShares MSCI Israel ETF | 0.09% | 13,878 | $885K | Reduce -0.5% |
| HYGV NT HY Val-SCRD BD ETF | 0.09% | 21,254 | $874K | Reduce -1.7% |
| AMZN Amazon.com Inc. | 0.09% | 4,604 | $830K | Add +21.2% |
| JPST JPMorgan Ultra-Short Income | 0.08% | 15,498 | $782K | Reduce -4.9% |
| PFFD Global X US Preferred ETF | 0.08% | 38,746 | $781K | Add +0.4% |
| SPEM State Street SP PTF Em ETF | 0.08% | 20,598 | $745K | Reduce -9.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 12,418 | $728K | Add +7.8% |
| DGRO iShares Core Dividend Growth | 0.07% | 11,808 | $686K | Add +12.4% |
| VRP Invesco Variable Rate Prefer | 0.07% | 28,458 | $676K | Reduce -4.3% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.07% | 18,829 | $644K | Reduce -1.2% |
| ISRA Vaneck Israel ETF | 0.07% | 16,927 | $635K | Reduce -0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 1 | $634K | No change |
| XOM Exxon Mobil Corp. | 0.06% | 5,302 | $616K | Reduce -5.3% |
| T AT&T Inc. | 0.06% | 32,764 | $577K | Reduce -28.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 7,536 | $559K | No change |
| DFAX Dimensional World Ex US Core | 0.05% | 20,211 | $514K | Reduce -4.8% |
| CVX Chevron Corp. | 0.05% | 3,169 | $500K | Reduce -8.7% |
| COST Costco Wholesale Corp. | 0.05% | 681 | $499K | Add +90.8% |
| GS Goldman Sachs Group Inc. | 0.05% | 1,180 | $493K | New |
| META Meta Platforms Inc. Class A | 0.05% | 1,008 | $489K | Add +8.5% |
| AGQ Proshares Ultra Silver | 0.05% | 17,000 | $489K | No change |
| IWF iShares Russell 1000 Growth | 0.05% | 1,376 | $464K | Reduce -74.2% |
| HYLS FT Tactical High Yield ETF | 0.05% | 10,997 | $453K | Reduce -1.1% |
| IWV iShares Russell 3000 ETF | 0.05% | 1,468 | $441K | Reduce -5.8% |
| VGT Vanguard Info Tech ETF | 0.04% | 813 | $426K | No change |
| IVV iShares Core S&P 500 ETF | 0.04% | 808 | $425K | No change |
| JPC Nuveen Prefered & Income Opp | 0.04% | 58,500 | $421K | No change |
| JGH Nuveen Global High Income | 0.04% | 31,900 | $408K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.04% | 5,506 | $402K | Add +0.5% |
Portfolio Sells Q4 2023 → Q1 2024
| CWBR Cohbar Inc. | Reduce -96.7% | 0.02% | −0.43 |
| AAPL Apple Inc. | Reduce -1.0% | 1.48% | −0.31 |
| FVD First Trust Value Line DVD | Reduce -31.7% | 0.51% | −0.26 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -8.0% | 1.36% | −0.19 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -2.7% | 1.87% | −0.18 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -1.9% | 1.75% | −0.17 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -1.9% | 1.81% | −0.17 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.15 |
| JPME JPM Diver Ret US MC Equity | Reduce -16.3% | 0.78% | −0.14 |
| IWF iShares Russell 1000 Growth | Reduce -74.2% | 0.05% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -49.1% | 0.12% | −0.12 |
| QDEF NT Qual Div Def ETF | Reduce -12.0% | 0.76% | −0.09 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.08 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -10.7% | 0.42% | −0.08 |
| TSLA Tesla Inc. | Reduce -0.3% | 0.14% | −0.07 |
| ICSH iShares Ultra Short Duration | Reduce -4.8% | 0.62% | −0.07 |
| AVDE Avantis International Equity | Reduce -0.9% | 2.94% | −0.07 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -26.0% | 0.20% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.06 |
| ESGD iShares Trust iShares ESG Aw | Reduce -3.5% | 1.18% | −0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -1.6% | 1.93% | −0.05 |
| DEUS Xtrackers Russell US Multi | Reduce -7.2% | 0.90% | −0.05 |
| ETF MANAGERS TR | Sold out | 0.00% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -10.7% | 0.42% | −0.04 |
| CCD Calamos DYN Convert & Inc. | Sold out | 0.00% | −0.03 |
| FTSL First Trust Senior Loan ETF | Reduce -13.8% | 0.12% | −0.03 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.03 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -9.5% | 0.14% | −0.03 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.03 |
| T AT&T Inc. | Reduce -28.6% | 0.06% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.1% | 0.36% | −0.02 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -2.5% | 2.09% | −0.02 |
| FEMS First Trust Emerging Markets | Reduce -5.4% | 0.16% | −0.02 |
| USHY iShares Broad Usd High Yield | Reduce -9.8% | 0.11% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -9.7% | 0.09% | −0.02 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -5.2% | 0.62% | −0.02 |
| TILT NT Mstar US Ftilt ETF | Reduce -2.5% | 1.76% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -9.9% | 0.08% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -1.7% | 0.11% | −0.01 |
| INTU Intuit Inc. | Reduce -0.3% | 0.37% | −0.01 |
| USRT iShares Core US REIT ETF | Reduce -2.0% | 0.11% | −0.01 |
| SPHD Invesco S&P 500 High Dividen | Reduce -7.0% | 0.11% | −0.01 |
| IQDF NT Intl Qual Div ETF | Reduce -5.2% | 0.12% | −0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -3.5% | 0.13% | −0.01 |
| IUS Invesco Rafi Strategic US Et | Reduce -8.8% | 0.14% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -4.9% | 0.08% | −0.01 |
| PGX Invesco Preferred ETF | Reduce -19.1% | 0.03% | −0.01 |
| EZM Wisdomtree US Midcap Fund | Reduce -5.3% | 0.12% | −0.01 |
| HYGV NT HY Val-SCRD BD ETF | Reduce -1.7% | 0.09% | −0.01 |
| REZ Ishars Res and Multi Reales | Reduce -7.2% | 0.04% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| QGRW Wisdomtree US Quality Growth | Add +22.6% | 3.02% | +0.68 |
| COWZ Pacer US Cash Cows 100 ETF | Add +6.0% | 4.56% | +0.45 |
| DGRW Wisdomtree U.S. Quality Divi | Add +4.8% | 6.24% | +0.37 |
| JQUA JPMorgan US Quality Factor | Add +2.3% | 4.05% | +0.22 |
| DFAU Dimensional US Core Equity M | Add +1.2% | 4.65% | +0.18 |
| IQLT iShares MSCI International Q | Add +5.3% | 4.28% | +0.17 |
| DFAI Dimensional International Co. | Add +4.7% | 5.09% | +0.16 |
| AVUV Avantis US Small Cap Value | Add +8.4% | 2.54% | +0.14 |
| RDVY First Trust Rising Dividend | Add +0.8% | 3.58% | +0.09 |
| FXL First Trust Technology Alpha | Add +4.9% | 2.55% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Add +5.8% | 1.78% | +0.08 |
| IBDP iShares Ibonds Dec 2024 Term | Add +11.0% | 1.70% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.3% | 0.57% | +0.05 |
| GS Goldman Sachs Group Inc. | New | 0.05% | +0.05 |
| ELV Elevance Health Inc. | New | 0.04% | +0.04 |
| MA Mastercard Inc. Class A | New | 0.03% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +5.7% | 2.43% | +0.03 |
| DIS The Walt Disney Co. | Add +15.6% | 0.10% | +0.03 |
| VXUS Vanguard Total Intl Stock | New | 0.03% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.03% | +0.03 |
| INTC Intel Corp. | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.5% | 0.17% | +0.03 |
| COST Costco Wholesale Corp. | Add +90.8% | 0.05% | +0.03 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | New | 0.02% | +0.02 |
| IBM Intl Business Machines Corp. | New | 0.02% | +0.02 |
| AMZN Amazon.com Inc. | Add +21.2% | 0.09% | +0.02 |
| COF Capital One Financial Corp. | New | 0.02% | +0.02 |
| BFOR Barron's 400 ETF | New | 0.02% | +0.02 |
| OMC Omnicom Group | New | 0.02% | +0.02 |
| META Meta Platforms Inc. Class A | Add +8.5% | 0.05% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +27.2% | 0.04% | +0.01 |
| ABBV Abbvie Inc. | Add +0.2% | 0.10% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +12.4% | 0.07% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +29.0% | 0.03% | +0.01 |
| IBMM iShares Ibonds Dec 2024 Term | Add +19.9% | 0.04% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +7.8% | 0.07% | +0.00 |
| VHT Vanguard Health Care ETF | Add +9.2% | 0.03% | +0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +0.6% | 0.03% | +0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Add +0.8% | 0.10% | +0.00 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Add +1.1% | 0.04% | −0.00 |
| NUEM Nuveen ESG Emerging Markets | Add +2.0% | 0.03% | −0.00 |
| SRLN SS Blackstone Sr Loan ETF | Add +0.3% | 0.03% | −0.00 |
| PFFD Global X US Preferred ETF | Add +0.4% | 0.08% | −0.00 |
| CWB SS SPDR BB Conv Sec ETF | Add +0.5% | 0.04% | −0.00 |
| IBDU iShares Ibonds Dec 2029 Term | Add +0.4% | 0.04% | −0.00 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +2.0% | 1.66% | −0.09 |
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 |