RVW Wealth, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), RVW Wealth, LLC reported 155 stock positions worth $1.1 billion. Its top holding was Avantis U.S. Equity ETF (AVUS) at 9.4% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 6.4%) and Dimensional International (DFAI, 5.4%). Compared with Q2 2024, it opened 10 new positions, sold out of 6, added to 44 and reduced 61. The biggest buy was Wisdomtree US Quality Growth (QGRW, shares +14%) and the biggest sale iShares Ibonds Dec 2024 Term (IBDP, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001756543
- Portfolio Value
- $1.1B (Q3 2024)
- SEC Filing
- 0001756543-24-000004 ↗ filed Oct 15, 2024
Holdings Value
Holdings 155 stocks · $1.1B
| AVUS Avantis U.S. Equity ETF | 9.38% | 1,061,480 | $101.0M | Reduce -2.0% |
| DGRW Wisdomtree U.S. Quality Divi | 6.42% | 830,277 | $69.1M | Add +1.1% |
| DFAI Dimensional International Co. | 5.39% | 1,826,043 | $58.0M | Add +4.5% |
| QGRW Wisdomtree US Quality Growth | 4.77% | 1,126,151 | $51.4M | Add +13.9% |
| DFAU Dimensional US Core Equity M | 4.74% | 1,286,851 | $51.1M | Add +3.5% |
| IQLT iShares MSCI International Q | 4.54% | 1,177,607 | $48.9M | Add +4.1% |
| COWZ Pacer US Cash Cows 100 ETF | 4.22% | 784,980 | $45.4M | Reduce -1.1% |
| JQUA JPMorgan US Quality Factor | 4.13% | 785,662 | $44.4M | Add +3.1% |
| RDVY First Trust Rising Dividend | 3.48% | 632,945 | $37.5M | Add +2.4% |
| DFAE Dimensional Emerging Core Eq | 2.64% | 1,037,014 | $28.4M | Add +2.0% |
| FXL First Trust Technology Alpha | 2.59% | 200,900 | $27.9M | Add +3.3% |
| AVDE Avantis International Equity | 2.57% | 412,945 | $27.7M | Reduce -3.2% |
| AVUV Avantis US Small Cap Value | 2.36% | 264,959 | $25.4M | Reduce -4.7% |
| QUAL iShares MSCI USA Quality Fac | 2.23% | 133,889 | $24.0M | Reduce -1.0% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.02% | 865,912 | $21.7M | Add +13.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.01% | 308,392 | $21.6M | Reduce -3.1% |
| IBDR iShares Ibonds Dec 2026 Term | 1.99% | 880,423 | $21.4M | Add +10.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.98% | 875,857 | $21.3M | Add +9.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.91% | 806,740 | $20.6M | Add +10.4% |
| IBDP iShares Ibonds Dec 2024 Term | 1.89% | 805,215 | $20.3M | Reduce -11.6% |
| AAPL Apple Inc. | 1.83% | 84,328 | $19.6M | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 1.78% | 227,073 | $19.2M | Add +2.2% |
| QTEC First Trust Nasdq 100 Tech I | 1.76% | 99,024 | $18.9M | Reduce -2.1% |
| EFA iShares MSCI Eafe ETF | 1.71% | 219,479 | $18.4M | Reduce -1.8% |
| RWK Invesco S&P Midcap 400 Rev | 1.67% | 154,541 | $18.0M | Reduce -1.0% |
| TILT NT Mstar US Ftilt ETF | 1.58% | 79,923 | $17.0M | Reduce -2.2% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.19% | 155,565 | $12.9M | Reduce -1.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.09% | 256,799 | $11.7M | Reduce -2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.96% | 21,219 | $10.4M | Reduce -0.1% |
| ESGD iShares Trust iShares ESG Aw | 0.95% | 122,002 | $10.3M | Reduce -4.3% |
| DEUS Xtrackers Russell US Multi | 0.73% | 143,144 | $7.8M | Reduce -2.7% |
| RSP Invesco S&P 500 Equal Weight | 0.73% | 43,739 | $7.8M | Add +0.0% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.72% | 73,372 | $7.7M | Reduce -1.6% |
| QDEF NT Qual Div Def ETF | 0.61% | 91,512 | $6.5M | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 22,819 | $6.5M | Add +3.3% |
| NVDA Nvidia Corp. | 0.54% | 48,005 | $5.8M | Add +8.9% |
| RWL Invesco S&P 500 Revenue ETF | 0.47% | 51,554 | $5.1M | Reduce -4.6% |
| ICSH iShares Ultra Short Duration | 0.45% | 94,533 | $4.8M | Reduce -12.8% |
| SPMO Invesco S&P 500 Momentum ETF | 0.38% | 44,937 | $4.1M | Add +211.0% |
| VFLO Victoryshares Free Cash Flow | 0.36% | 116,957 | $3.9M | Add +256.5% |
| FVD First Trust Value Line DVD | 0.34% | 80,759 | $3.7M | Reduce -4.6% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 30,769 | $3.6M | Reduce -1.1% |
| MDY State Street SPDR S&P Midcap | 0.33% | 6,303 | $3.6M | Reduce -5.9% |
| BSCO Invesco Bulletshares 2024 CB | 0.33% | 167,889 | $3.5M | Reduce -8.4% |
| INTU Intuit Inc. | 0.32% | 5,559 | $3.5M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 8,449 | $3.2M | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.28% | 13,397 | $3.0M | No change |
| MSFT Microsoft Corp. | 0.27% | 6,673 | $2.9M | Reduce -1.8% |
| SCHB Schwab US Broad Market ETF | 0.27% | 42,881 | $2.9M | Add +0.1% |
| LRGF iShares US Equity Factor ETF | 0.26% | 47,931 | $2.8M | Reduce -0.0% |
| SPHQ Invesco S&P 500 Quality ETF | 0.23% | 36,600 | $2.5M | Reduce -4.2% |
| ESG NT Stoxx US ESG ETF | 0.21% | 16,936 | $2.3M | Add +0.2% |
| TSLA Tesla Inc. | 0.19% | 7,813 | $2.0M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 3,712 | $1.7M | Reduce -5.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.15% | 68,137 | $1.6M | Add +340.4% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.14% | 36,640 | $1.5M | Reduce -5.2% |
| FEMS First Trust Emerging Markets | 0.13% | 35,100 | $1.4M | Reduce -1.8% |
| AVEM Avantis Emerging Markets Eq | 0.13% | 20,885 | $1.3M | Reduce -2.5% |
| SYK Stryker Corp. | 0.12% | 3,569 | $1.3M | No change |
| BSCP Invesco Bulletshares 2025 CB | 0.12% | 62,272 | $1.3M | Reduce -3.1% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 6,234 | $1.2M | Reduce -5.2% |
| IUS Invesco Rafi Strategic US Et | 0.11% | 23,681 | $1.2M | Add +10.6% |
| EZM Wisdomtree US Midcap Fund | 0.10% | 17,617 | $1.1M | No change |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 17,510 | $1.1M | Add +0.0% |
| NUSC Nuveen ESG Small-Cap ETF | 0.09% | 23,641 | $1.0M | Add +0.0% |
| ABBV Abbvie Inc. | 0.09% | 5,113 | $1.0M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.09% | 5,297 | $987K | Add +13.6% |
| OEF iShares S&P 100 ETF | 0.09% | 3,486 | $965K | No change |
| USHY iShares Broad Usd High Yield | 0.09% | 25,174 | $948K | No change |
| EIS iShares MSCI Israel ETF | 0.07% | 11,681 | $789K | Add +0.1% |
| WTV Wisdomtree U.S. Value Fund | 0.07% | 9,845 | $788K | Reduce -0.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 12,424 | $783K | No change |
| HYGV NT HY Val-SCRD BD ETF | 0.07% | 18,404 | $767K | Reduce -1.0% |
| DGRO iShares Core Dividend Growth | 0.07% | 11,806 | $740K | Reduce -0.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.07% | 37,499 | $733K | Reduce -4.2% |
| USRT iShares Core US REIT ETF | 0.07% | 11,911 | $733K | Reduce -1.3% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.06% | 18,877 | $695K | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $691K | No change |
| META Meta Platforms Inc. Class A | 0.06% | 1,123 | $643K | Add +7.3% |
| COST Costco Wholesale Corp. | 0.06% | 723 | $641K | No change |
| XOM Exxon Mobil Corp. | 0.06% | 5,315 | $623K | Reduce -1.9% |
| SPHD Invesco S&P 500 High Dividen | 0.06% | 12,163 | $615K | Reduce -0.5% |
| IBTF iShares Ibonds Dec 2025 Term | 0.06% | 26,199 | $614K | New |
| IBTE iShares Ibonds Dec 2024 Term | 0.06% | 25,565 | $614K | New |
| XLRE SS Real Estate Select Sector | 0.06% | 13,363 | $597K | Reduce -1.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,536 | $588K | No change |
| GS Goldman Sachs Group Inc. | 0.05% | 1,180 | $584K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 6,023 | $579K | Reduce -20.8% |
| ISRA Vaneck Israel ETF | 0.05% | 14,394 | $563K | Reduce -0.0% |
| DFAX Dimensional World Ex US Core | 0.05% | 20,067 | $542K | Add +0.0% |
| FTSL First Trust Senior Loan ETF | 0.05% | 11,547 | $530K | Add +0.5% |
| IQDF NT Intl Qual Div ETF | 0.05% | 19,924 | $524K | Reduce -11.3% |
| CVX Chevron Corp. | 0.04% | 3,273 | $482K | Add +4.8% |
| IWV iShares Russell 3000 ETF | 0.04% | 1,464 | $478K | No change |
| VGT Vanguard Info Tech ETF | 0.04% | 813 | $477K | No change |
| IVV iShares Core S&P 500 ETF | 0.04% | 821 | $474K | Reduce -2.4% |
| JPC Nuveen Prefered & Income Opp | 0.04% | 58,500 | $472K | No change |
| GOOGL Alphabet Inc. Class A | 0.04% | 2,844 | $472K | Add +14.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.04% | 1,768 | $466K | No change |
| MA Mastercard Inc. Class A | 0.04% | 933 | $461K | Reduce -2.4% |
Portfolio Sells Q2 2024 → Q3 2024
| IBDP iShares Ibonds Dec 2024 Term | Reduce -11.6% | 1.89% | −0.40 |
| AVUS Avantis U.S. Equity ETF | Reduce -2.0% | 9.38% | −0.37 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -2.1% | 1.76% | −0.23 |
| AVUV Avantis US Small Cap Value | Reduce -4.7% | 2.36% | −0.13 |
| ICSH iShares Ultra Short Duration | Reduce -12.8% | 0.45% | −0.10 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -3.1% | 2.01% | −0.10 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -1.1% | 4.22% | −0.10 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -1.0% | 1.19% | −0.08 |
| AVDE Avantis International Equity | Reduce -3.2% | 2.57% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.0% | 2.23% | −0.08 |
| T AT&T Inc. | Sold out | 0.00% | −0.06 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -8.4% | 0.33% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 0.96% | −0.05 |
| TILT NT Mstar US Ftilt ETF | Reduce -2.2% | 1.58% | −0.05 |
| ESGD iShares Trust iShares ESG Aw | Reduce -4.3% | 0.95% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -1.8% | 1.71% | −0.04 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -1.0% | 1.67% | −0.04 |
| MSFT Microsoft Corp. | Reduce -1.8% | 0.27% | −0.04 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -4.6% | 0.47% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -5.9% | 0.33% | −0.02 |
| PKW Invesco Buyback Achievers Et | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Reduce -20.8% | 0.05% | −0.02 |
| INTC Intel Corp. | Sold out | 0.00% | −0.02 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.1% | 0.30% | −0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -4.2% | 0.23% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -3.1% | 0.12% | −0.01 |
| VRP Invesco Variable Rate Prefer | Reduce -25.0% | 0.03% | −0.01 |
| DEUS Xtrackers Russell US Multi | Reduce -2.7% | 0.73% | −0.01 |
| FEMS First Trust Emerging Markets | Reduce -1.8% | 0.13% | −0.01 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -5.2% | 0.14% | −0.01 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -23.7% | 0.02% | −0.01 |
| IQDF NT Intl Qual Div ETF | Reduce -11.3% | 0.05% | −0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.6% | 1.09% | −0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -4.2% | 0.07% | −0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -2.5% | 0.13% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.2% | 0.11% | −0.01 |
| LRGF iShares US Equity Factor ETF | Reduce -0.0% | 0.26% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.06% | −0.00 |
| REZ Ishars Res and Multi Reales | Reduce -16.6% | 0.04% | −0.00 |
| HYGV NT HY Val-SCRD BD ETF | Reduce -1.0% | 0.07% | −0.00 |
| FVD First Trust Value Line DVD | Reduce -4.6% | 0.34% | −0.00 |
| PFFD Global X US Preferred ETF | Reduce -4.3% | 0.04% | −0.00 |
| HYLS FT Tactical High Yield ETF | Reduce -4.9% | 0.02% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -2.4% | 0.04% | −0.00 |
| PFE Pfizer Inc. | Reduce -5.3% | 0.02% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.6% | 0.16% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -19.8% | 0.02% | −0.00 |
| QDEF NT Qual Div Def ETF | Reduce -1.6% | 0.61% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| QGRW Wisdomtree US Quality Growth | Add +13.9% | 4.77% | +0.35 |
| VFLO Victoryshares Free Cash Flow | Add +256.5% | 0.36% | +0.26 |
| SPMO Invesco S&P 500 Momentum ETF | Add +211.0% | 0.38% | +0.25 |
| DFAI Dimensional International Co. | Add +4.5% | 5.39% | +0.21 |
| IQLT iShares MSCI International Q | Add +4.1% | 4.54% | +0.13 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +13.3% | 2.02% | +0.12 |
| IBDU iShares Ibonds Dec 2029 Term | Add +340.4% | 0.15% | +0.11 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +10.4% | 1.91% | +0.11 |
| RDVY First Trust Rising Dividend | Add +2.4% | 3.48% | +0.10 |
| JQUA JPMorgan US Quality Factor | Add +3.1% | 4.13% | +0.10 |
| DFAU Dimensional US Core Equity M | Add +3.5% | 4.74% | +0.09 |
| IBDR iShares Ibonds Dec 2026 Term | Add +10.4% | 1.99% | +0.09 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +9.1% | 1.98% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Add +2.2% | 1.78% | +0.06 |
| IBTF iShares Ibonds Dec 2025 Term | New | 0.06% | +0.06 |
| IBTE iShares Ibonds Dec 2024 Term | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +0.0% | 0.19% | +0.04 |
| AXON Axon Enterprise Inc. | New | 0.02% | +0.02 |
| MCD McDonald's Corp. | New | 0.02% | +0.02 |
| GE General Electric | New | 0.02% | +0.02 |
| PG The Procter & Gamble Co. | New | 0.02% | +0.02 |
| COF Capital One Financial Corp. | New | 0.02% | +0.02 |
| BA The Boeing Co. | New | 0.02% | +0.02 |
| DFAC Dimensional US Core Equity 2 | New | 0.02% | +0.02 |
| CWI State Street SPDR MSCI Acwi | New | 0.02% | +0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Add +1.1% | 6.42% | +0.02 |
| DFAE Dimensional Emerging Core Eq | Add +2.0% | 2.64% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +0.0% | 0.73% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.3% | 0.60% | +0.01 |
| IUS Invesco Rafi Strategic US Et | Add +10.6% | 0.11% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +37.4% | 0.03% | +0.01 |
| META Meta Platforms Inc. Class A | Add +7.3% | 0.06% | +0.01 |
| PEP Pepsico Inc. | Add +32.7% | 0.03% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +13.3% | 0.04% | +0.00 |
| EIS iShares MSCI Israel ETF | Add +0.1% | 0.07% | +0.00 |
| NUMV Nuveen ESG Mid-Cap Value ETF | Add +0.1% | 0.06% | +0.00 |
| AMZN Amazon.com Inc. | Add +13.6% | 0.09% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.1% | 0.03% | +0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Add +0.0% | 0.09% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +22.7% | 0.03% | +0.00 |
| JPIN JPM Diversified Ret Intl Eq | Add +0.0% | 0.10% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.8% | 0.03% | +0.00 |
| NUEM Nuveen ESG Emerging Markets | Add +0.5% | 0.03% | +0.00 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Add +0.7% | 0.03% | +0.00 |
| DFAX Dimensional World Ex US Core | Add +0.0% | 0.05% | −0.00 |
| ITEQ Amplify Bluestar Israel Tech | Add +0.3% | 0.03% | −0.00 |
| GOOGL Alphabet Inc. Class A | Add +14.5% | 0.04% | −0.00 |
| IBMM iShares Ibonds Dec 2024 Term | Add +0.8% | 0.03% | −0.00 |
| NVDA Nvidia Corp. | Add +8.9% | 0.54% | −0.00 |
| ESG NT Stoxx US ESG ETF | Add +0.2% | 0.21% | −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 |