RVW Wealth, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 8, 2024), RVW Wealth, LLC reported 151 stock positions worth $1.0 billion. Its top holding was Avantis U.S. Equity ETF (AVUS) at 9.8% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 6.4%) and Dimensional International (DFAI, 5.2%). Compared with Q1 2024, it opened 15 new positions, sold out of 8, added to 45 and reduced 63. The biggest buy was Wisdomtree US Quality Growth (QGRW, shares +38%) and the biggest sale Avantis U.S. Equity ETF (AVUS, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001756543
- Portfolio Value
- $1.0B (Q2 2024)
- SEC Filing
- 0001756543-24-000003 ↗ filed Jul 8, 2024
Holdings Value
Holdings 151 stocks · $1.0B
| AVUS Avantis U.S. Equity ETF | 9.75% | 1,083,497 | $97.7M | Reduce -2.6% |
| DGRW Wisdomtree U.S. Quality Divi | 6.40% | 821,579 | $64.1M | Add +3.1% |
| DFAI Dimensional International Co. | 5.18% | 1,748,176 | $51.9M | Add +6.6% |
| DFAU Dimensional US Core Equity M | 4.65% | 1,243,147 | $46.6M | Add +0.3% |
| QGRW Wisdomtree US Quality Growth | 4.42% | 988,941 | $44.3M | Add +38.4% |
| IQLT iShares MSCI International Q | 4.41% | 1,131,122 | $44.2M | Add +7.8% |
| COWZ Pacer US Cash Cows 100 ETF | 4.31% | 793,331 | $43.2M | Add +3.8% |
| JQUA JPMorgan US Quality Factor | 4.03% | 762,337 | $40.4M | Add +2.4% |
| RDVY First Trust Rising Dividend | 3.38% | 618,186 | $33.8M | Reduce -0.3% |
| AVDE Avantis International Equity | 2.65% | 426,517 | $26.6M | Reduce -5.1% |
| FXL First Trust Technology Alpha | 2.65% | 194,534 | $26.5M | Add +5.6% |
| DFAE Dimensional Emerging Core Eq | 2.63% | 1,016,803 | $26.3M | Add +6.3% |
| AVUV Avantis US Small Cap Value | 2.49% | 278,007 | $24.9M | Add +5.5% |
| QUAL iShares MSCI USA Quality Fac | 2.31% | 135,296 | $23.1M | Reduce -5.3% |
| IBDP iShares Ibonds Dec 2024 Term | 2.28% | 911,041 | $22.9M | Add +38.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.11% | 318,246 | $21.1M | Reduce -4.0% |
| QTEC First Trust Nasdq 100 Tech I | 1.99% | 101,159 | $20.0M | Reduce -5.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.90% | 802,768 | $19.0M | Add +12.0% |
| IBDQ iShares Ibonds Dec 2025 Term | 1.90% | 764,455 | $19.0M | Add +4.4% |
| IBDR iShares Ibonds Dec 2026 Term | 1.90% | 797,654 | $19.0M | Add +8.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.81% | 730,546 | $18.1M | Add +12.8% |
| AAPL Apple Inc. | 1.78% | 84,473 | $17.8M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 1.75% | 223,520 | $17.5M | Reduce -5.0% |
| SCHD Schwab US DVD Equity ETF | 1.72% | 222,254 | $17.3M | Add +3.4% |
| RWK Invesco S&P Midcap 400 Rev | 1.71% | 156,042 | $17.1M | Reduce -7.4% |
| TILT NT Mstar US Ftilt ETF | 1.63% | 81,722 | $16.3M | Reduce -5.1% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.27% | 157,197 | $12.8M | Reduce -2.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.09% | 263,569 | $10.9M | Reduce -14.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.02% | 21,229 | $10.2M | Add +11.4% |
| ESGD iShares Trust iShares ESG Aw | 1.00% | 127,496 | $10.0M | Reduce -11.5% |
| DEUS Xtrackers Russell US Multi | 0.74% | 147,068 | $7.4M | Reduce -12.2% |
| RSP Invesco S&P 500 Equal Weight | 0.72% | 43,738 | $7.2M | Reduce -3.0% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.71% | 74,545 | $7.1M | Reduce -2.8% |
| QDEF NT Qual Div Def ETF | 0.61% | 93,046 | $6.1M | Reduce -18.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 22,088 | $5.9M | Add +3.0% |
| ICSH iShares Ultra Short Duration | 0.55% | 108,366 | $5.5M | Reduce -8.5% |
| NVDA Nvidia Corp. | 0.54% | 44,081 | $5.4M | Add +4.2% |
| RWL Invesco S&P 500 Revenue ETF | 0.50% | 54,059 | $5.0M | Reduce -16.1% |
| BSCO Invesco Bulletshares 2024 CB | 0.39% | 183,198 | $3.9M | Reduce -5.3% |
| INTU Intuit Inc. | 0.36% | 5,559 | $3.7M | No change |
| MDY State Street SPDR S&P Midcap | 0.36% | 6,695 | $3.6M | Reduce -9.3% |
| FVD First Trust Value Line DVD | 0.34% | 84,684 | $3.5M | Reduce -28.3% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 31,119 | $3.3M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 8,457 | $3.2M | Add +139.2% |
| MSFT Microsoft Corp. | 0.30% | 6,796 | $3.0M | Add +20.9% |
| XLK SS Technology Select Sector | 0.30% | 13,397 | $3.0M | Add +810.7% |
| SCHB Schwab US Broad Market ETF | 0.27% | 42,844 | $2.7M | Add +0.1% |
| LRGF iShares US Equity Factor ETF | 0.27% | 47,941 | $2.7M | Reduce -4.8% |
| SPHQ Invesco S&P 500 Quality ETF | 0.24% | 38,190 | $2.4M | Reduce -4.6% |
| ESG NT Stoxx US ESG ETF | 0.22% | 16,900 | $2.2M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 3,933 | $1.6M | Reduce -1.8% |
| TSLA Tesla Inc. | 0.15% | 7,812 | $1.5M | Reduce -1.6% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.15% | 38,636 | $1.5M | Reduce -19.5% |
| FEMS First Trust Emerging Markets | 0.14% | 35,736 | $1.5M | Reduce -9.1% |
| BSCP Invesco Bulletshares 2025 CB | 0.13% | 64,288 | $1.3M | Reduce -5.3% |
| AVEM Avantis Emerging Markets Eq | 0.13% | 21,412 | $1.3M | Reduce -4.3% |
| SPMO Invesco S&P 500 Momentum ETF | 0.13% | 14,448 | $1.3M | New |
| SYK Stryker Corp. | 0.12% | 3,569 | $1.2M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 6,577 | $1.2M | Add +3.0% |
| EZM Wisdomtree US Midcap Fund | 0.10% | 17,617 | $1.0M | Reduce -8.6% |
| IUS Invesco Rafi Strategic US Et | 0.10% | 21,420 | $1.0M | Reduce -25.6% |
| VFLO Victoryshares Free Cash Flow | 0.10% | 32,804 | $1.0M | New |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 17,506 | $968K | Reduce -0.1% |
| NUSC Nuveen ESG Small-Cap ETF | 0.09% | 23,638 | $930K | Add +0.5% |
| OEF iShares S&P 100 ETF | 0.09% | 3,486 | $921K | New |
| USHY iShares Broad Usd High Yield | 0.09% | 25,174 | $913K | Reduce -11.4% |
| AMZN Amazon.com Inc. | 0.09% | 4,664 | $901K | Add +1.3% |
| ABBV Abbvie Inc. | 0.09% | 5,213 | $894K | Add +2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 7,605 | $755K | Reduce -4.7% |
| HYGV NT HY Val-SCRD BD ETF | 0.07% | 18,594 | $751K | Reduce -12.5% |
| BSCQ Invesco Bulletshares 2026 CB | 0.07% | 39,123 | $750K | Reduce -15.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 12,424 | $729K | Add +0.1% |
| WTV Wisdomtree U.S. Value Fund | 0.07% | 9,895 | $722K | Reduce -63.4% |
| EIS iShares MSCI Israel ETF | 0.07% | 11,675 | $709K | Reduce -15.9% |
| DGRO iShares Core Dividend Growth | 0.07% | 11,808 | $680K | No change |
| USRT iShares Core US REIT ETF | 0.06% | 12,072 | $647K | Reduce -40.6% |
| T AT&T Inc. | 0.06% | 32,722 | $625K | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.06% | 5,415 | $623K | Add +2.1% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.06% | 18,861 | $623K | Add +0.2% |
| COST Costco Wholesale Corp. | 0.06% | 723 | $614K | Add +6.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $612K | No change |
| IQDF NT Intl Qual Div ETF | 0.06% | 22,463 | $559K | Reduce -52.3% |
| JPST JPMorgan Ultra-Short Income | 0.06% | 11,002 | $555K | Reduce -29.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,536 | $547K | No change |
| SPHD Invesco S&P 500 High Dividen | 0.05% | 12,226 | $543K | Reduce -47.9% |
| GS Goldman Sachs Group Inc. | 0.05% | 1,180 | $534K | No change |
| META Meta Platforms Inc. Class A | 0.05% | 1,047 | $528K | Add +3.9% |
| FTSL First Trust Senior Loan ETF | 0.05% | 11,489 | $525K | Reduce -53.2% |
| XLRE SS Real Estate Select Sector | 0.05% | 13,567 | $521K | Reduce -52.0% |
| ISRA Vaneck Israel ETF | 0.05% | 14,397 | $517K | Reduce -14.9% |
| DFAX Dimensional World Ex US Core | 0.05% | 20,064 | $510K | Reduce -0.7% |
| CVX Chevron Corp. | 0.05% | 3,122 | $488K | Reduce -1.5% |
| VGT Vanguard Info Tech ETF | 0.05% | 813 | $469K | No change |
| IVV iShares Core S&P 500 ETF | 0.05% | 841 | $460K | Add +4.1% |
| GOOGL Alphabet Inc. Class A | 0.05% | 2,484 | $452K | No change |
| IWV iShares Russell 3000 ETF | 0.05% | 1,464 | $452K | Reduce -0.3% |
| JPC Nuveen Prefered & Income Opp | 0.04% | 58,500 | $437K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.04% | 1,768 | $428K | Add +55.0% |
| PFFD Global X US Preferred ETF | 0.04% | 21,729 | $428K | Reduce -43.9% |
| MA Mastercard Inc. Class A | 0.04% | 956 | $422K | Add +46.9% |
Portfolio Sells Q1 2024 → Q2 2024
| AVUS Avantis U.S. Equity ETF | Reduce -2.6% | 9.75% | −0.48 |
| AVDE Avantis International Equity | Reduce -5.1% | 2.65% | −0.29 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -7.4% | 1.71% | −0.28 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -14.5% | 1.09% | −0.27 |
| RDVY First Trust Rising Dividend | Reduce -0.3% | 3.38% | −0.20 |
| EFA iShares MSCI Eafe ETF | Reduce -5.0% | 1.75% | −0.18 |
| ESGD iShares Trust iShares ESG Aw | Reduce -11.5% | 1.00% | −0.18 |
| FVD First Trust Value Line DVD | Reduce -28.3% | 0.34% | −0.17 |
| DEUS Xtrackers Russell US Multi | Reduce -12.2% | 0.74% | −0.16 |
| QDEF NT Qual Div Def ETF | Reduce -18.8% | 0.61% | −0.15 |
| WTV Wisdomtree U.S. Value Fund | Reduce -63.4% | 0.07% | −0.14 |
| TILT NT Mstar US Ftilt ETF | Reduce -5.1% | 1.63% | −0.13 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -16.1% | 0.50% | −0.12 |
| QUAL iShares MSCI USA Quality Fac | Reduce -5.3% | 2.31% | −0.11 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -5.0% | 1.99% | −0.09 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -4.0% | 2.11% | −0.08 |
| SPEM State Street SP PTF Em ETF | Sold out | 0.00% | −0.08 |
| JPME JPM Diver Ret US MC Equity | Reduce -2.8% | 0.71% | −0.07 |
| ICSH iShares Ultra Short Duration | Reduce -8.5% | 0.55% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.0% | 0.72% | −0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -9.3% | 0.36% | −0.06 |
| FTSL First Trust Senior Loan ETF | Reduce -53.2% | 0.05% | −0.06 |
| XLRE SS Real Estate Select Sector | Reduce -52.0% | 0.05% | −0.06 |
| IQDF NT Intl Qual Div ETF | Reduce -52.3% | 0.06% | −0.06 |
| SPHD Invesco S&P 500 High Dividen | Reduce -47.9% | 0.05% | −0.05 |
| AGQ Proshares Ultra Silver | Sold out | 0.00% | −0.05 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -19.5% | 0.15% | −0.05 |
| USRT iShares Core US REIT ETF | Reduce -40.6% | 0.06% | −0.05 |
| IUS Invesco Rafi Strategic US Et | Reduce -25.6% | 0.10% | −0.04 |
| PFFD Global X US Preferred ETF | Reduce -43.9% | 0.04% | −0.04 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -5.3% | 0.39% | −0.03 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.03 |
| VRP Invesco Variable Rate Prefer | Reduce -41.7% | 0.04% | −0.03 |
| ACV Virtus Divers Inc. & Convert | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Reduce -4.7% | 0.08% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -29.0% | 0.06% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 0.33% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.02 |
| HYLS FT Tactical High Yield ETF | Reduce -46.7% | 0.02% | −0.02 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -48.5% | 0.03% | −0.02 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.02 |
| OMC Omnicom Group | Sold out | 0.00% | −0.02 |
| EIS iShares MSCI Israel ETF | Reduce -15.9% | 0.07% | −0.02 |
| EZM Wisdomtree US Midcap Fund | Reduce -8.6% | 0.10% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -15.5% | 0.07% | −0.02 |
| USHY iShares Broad Usd High Yield | Reduce -11.4% | 0.09% | −0.02 |
| HYGV NT HY Val-SCRD BD ETF | Reduce -12.5% | 0.07% | −0.01 |
| ISRA Vaneck Israel ETF | Reduce -14.9% | 0.05% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 0.16% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| QGRW Wisdomtree US Quality Growth | Add +38.4% | 4.42% | +1.41 |
| IBDP iShares Ibonds Dec 2024 Term | Add +38.0% | 2.28% | +0.58 |
| AAPL Apple Inc. | Add +0.6% | 1.78% | +0.30 |
| XLK SS Technology Select Sector | Add +810.7% | 0.30% | +0.27 |
| DFAE Dimensional Emerging Core Eq | Add +6.3% | 2.63% | +0.20 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +139.2% | 0.32% | +0.19 |
| DGRW Wisdomtree U.S. Quality Divi | Add +3.1% | 6.40% | +0.16 |
| NVDA Nvidia Corp. | Add +4.2% | 0.54% | +0.15 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +12.8% | 1.81% | +0.15 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +12.0% | 1.90% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.4% | 1.02% | +0.15 |
| IQLT iShares MSCI International Q | Add +7.8% | 4.41% | +0.13 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.13% | +0.13 |
| VFLO Victoryshares Free Cash Flow | New | 0.10% | +0.10 |
| FXL First Trust Technology Alpha | Add +5.6% | 2.65% | +0.09 |
| OEF iShares S&P 100 ETF | New | 0.09% | +0.09 |
| IBDR iShares Ibonds Dec 2026 Term | Add +8.3% | 1.90% | +0.09 |
| DFAI Dimensional International Co. | Add +6.6% | 5.18% | +0.08 |
| MSFT Microsoft Corp. | Add +20.9% | 0.30% | +0.06 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.04% | +0.04 |
| ITEQ Amplify Bluestar Israel Tech | New | 0.03% | +0.03 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +4.4% | 1.90% | +0.03 |
| GOOG Alphabet Inc. Class C | New | 0.03% | +0.03 |
| INSM Insmed Inc. | New | 0.03% | +0.03 |
| CRUS Cirrus Logic Inc. | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | New | 0.03% | +0.03 |
| V Visa Inc. Class A | New | 0.02% | +0.02 |
| PFE Pfizer Inc. | New | 0.02% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.0% | 0.59% | +0.02 |
| LGF.B Lions Gate Entertainment-B | New | 0.01% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +55.0% | 0.04% | +0.01 |
| COST Costco Wholesale Corp. | Add +6.2% | 0.06% | +0.01 |
| MA Mastercard Inc. Class A | Add +46.9% | 0.04% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +37.6% | 0.04% | +0.01 |
| AMZN Amazon.com Inc. | Add +1.3% | 0.09% | +0.00 |
| META Meta Platforms Inc. Class A | Add +3.9% | 0.05% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +4.1% | 0.05% | +0.00 |
| KEZAR LIFE SCIENCES INC | New | 0.00% | +0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.1% | 0.27% | +0.00 |
| AAGR African Agriculture Holdings | New | 0.00% | +0.00 |
| FSRNQ Fisker Inc. | New | 0.00% | 0.00 |
| BSCR Invesco Bulletshares 2027 CB | Add +3.3% | 0.03% | 0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +3.0% | 0.12% | 0.00 |
| FRI First Trust S&P REIT Index F | Add +1.1% | 0.02% | −0.00 |
| JNJ Johnson & Johnson | Add +7.1% | 0.02% | −0.00 |
| IBM Intl Business Machines Corp. | Add +8.6% | 0.02% | −0.00 |
| XOM Exxon Mobil Corp. | Add +2.1% | 0.06% | −0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +0.2% | 0.03% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.1% | 0.07% | −0.00 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Add +0.2% | 0.03% | −0.00 |
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 |