RVW Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), RVW Wealth, LLC reported 144 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, 6.3%) and Dimensional US Core Equity M (DFAU, 5.5%). Compared with Q3 2024, it opened 7 new positions, sold out of 18, added to 47 and reduced 62. The biggest buy was iShares Ibonds Dec 2029 Term (IBDU, shares +1092%) and the biggest sale an exit from iShares Ibonds Dec 2024 Term (IBDP).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001756543
- Portfolio Value
- $1.1B (Q4 2024)
- SEC Filing
- 0001756543-25-000001 ↗ filed Jan 23, 2025
Holdings Value
Holdings 144 stocks · $1.1B
| AVUS Avantis U.S. Equity ETF | 9.38% | 1,037,078 | $100.5M | Reduce -2.3% |
| DGRW Wisdomtree U.S. Quality Divi | 6.34% | 839,339 | $67.9M | Add +1.1% |
| DFAU Dimensional US Core Equity M | 5.47% | 1,448,756 | $58.7M | Add +12.6% |
| QGRW Wisdomtree US Quality Growth | 5.44% | 1,182,836 | $58.3M | Add +5.0% |
| DFAI Dimensional International Co. | 5.06% | 1,857,233 | $54.2M | Add +1.7% |
| JQUA JPMorgan US Quality Factor | 4.26% | 797,250 | $45.7M | Add +1.5% |
| IQLT iShares MSCI International Q | 4.07% | 1,176,428 | $43.7M | Reduce -0.1% |
| COWZ Pacer US Cash Cows 100 ETF | 4.02% | 762,674 | $43.1M | Reduce -2.8% |
| RDVY First Trust Rising Dividend | 3.53% | 639,327 | $37.8M | Add +1.0% |
| AAPL Apple Inc. | 2.76% | 118,321 | $29.6M | Add +40.3% |
| FXL First Trust Technology Alpha | 2.75% | 198,216 | $29.4M | Reduce -1.3% |
| DFAE Dimensional Emerging Core Eq | 2.48% | 1,046,024 | $26.5M | Add +0.9% |
| AVUV Avantis US Small Cap Value | 2.34% | 259,919 | $25.1M | Reduce -1.9% |
| AVDE Avantis International Equity | 2.32% | 404,833 | $24.8M | Reduce -2.0% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.23% | 956,187 | $24.0M | Add +10.4% |
| IBDR iShares Ibonds Dec 2026 Term | 2.15% | 959,586 | $23.1M | Add +9.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.14% | 956,044 | $22.9M | Add +9.2% |
| QUAL iShares MSCI USA Quality Fac | 2.13% | 128,230 | $22.8M | Reduce -4.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.11% | 315,913 | $22.6M | Add +2.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.02% | 869,496 | $21.7M | Add +7.8% |
| IBDU iShares Ibonds Dec 2029 Term | 1.73% | 811,880 | $18.5M | Add +1091.5% |
| QTEC First Trust Nasdq 100 Tech I | 1.68% | 95,787 | $18.0M | Reduce -3.3% |
| SCHD Schwab US DVD Equity ETF | 1.67% | 655,766 | $17.9M | Reduce -3.7% |
| RWK Invesco S&P Midcap 400 Rev | 1.55% | 143,392 | $16.7M | Reduce -7.2% |
| TILT NT Mstar US Ftilt ETF | 1.53% | 75,973 | $16.4M | Reduce -4.9% |
| EFA iShares MSCI Eafe ETF | 1.48% | 210,382 | $15.9M | Reduce -4.1% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.19% | 148,488 | $12.7M | Reduce -4.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.04% | 248,705 | $11.2M | Reduce -3.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.99% | 20,723 | $10.6M | Reduce -2.3% |
| ESGD iShares Trust iShares ESG Aw | 0.86% | 120,830 | $9.2M | Reduce -1.0% |
| RSP Invesco S&P 500 Equal Weight | 0.71% | 43,739 | $7.7M | No change |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.70% | 72,808 | $7.5M | Reduce -0.8% |
| DEUS Xtrackers Russell US Multi | 0.64% | 127,305 | $6.8M | Reduce -11.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 22,240 | $6.4M | Reduce -2.5% |
| QDEF NT Qual Div Def ETF | 0.59% | 89,621 | $6.3M | Reduce -2.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.57% | 63,953 | $6.1M | Add +42.3% |
| VFLO Victoryshares Free Cash Flow | 0.55% | 174,106 | $5.9M | Add +48.9% |
| RWL Invesco S&P 500 Revenue ETF | 0.46% | 50,041 | $4.9M | Reduce -2.9% |
| INTU Intuit Inc. | 0.33% | 5,560 | $3.5M | Add +0.0% |
| NVDA Nvidia Corp. | 0.32% | 25,772 | $3.5M | Reduce -46.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 8,397 | $3.4M | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 29,761 | $3.4M | Reduce -3.3% |
| MDY State Street SPDR S&P Midcap | 0.31% | 5,825 | $3.3M | Reduce -7.6% |
| FVD First Trust Value Line DVD | 0.30% | 74,477 | $3.3M | Reduce -7.8% |
| TSLA Tesla Inc. | 0.30% | 7,895 | $3.2M | Add +1.1% |
| XLK SS Technology Select Sector | 0.29% | 13,397 | $3.1M | No change |
| SCHB Schwab US Broad Market ETF | 0.27% | 128,781 | $2.9M | Add +0.1% |
| LRGF iShares US Equity Factor ETF | 0.27% | 47,651 | $2.9M | Reduce -0.6% |
| MSFT Microsoft Corp. | 0.27% | 6,754 | $2.8M | Add +1.2% |
| ESG NT Stoxx US ESG ETF | 0.22% | 16,782 | $2.3M | Reduce -0.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.21% | 33,317 | $2.2M | Reduce -9.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 4,404 | $2.0M | Add +18.6% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.14% | 35,860 | $1.5M | Reduce -2.1% |
| FEMS First Trust Emerging Markets | 0.12% | 34,701 | $1.3M | Reduce -1.1% |
| SYK Stryker Corp. | 0.12% | 3,569 | $1.3M | No change |
| AVEM Avantis Emerging Markets Eq | 0.12% | 21,555 | $1.3M | Add +3.2% |
| BSCP Invesco Bulletshares 2025 CB | 0.12% | 60,511 | $1.2M | Reduce -2.8% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 6,212 | $1.2M | Reduce -0.3% |
| FTSL First Trust Senior Loan ETF | 0.11% | 25,098 | $1.2M | Add +117.4% |
| AMZN Amazon.com Inc. | 0.11% | 5,163 | $1.1M | Reduce -2.5% |
| EZM Wisdomtree US Midcap Fund | 0.10% | 17,617 | $1.1M | No change |
| IUS Invesco Rafi Strategic US Et | 0.10% | 21,511 | $1.1M | Reduce -9.2% |
| OEF iShares S&P 100 ETF | 0.09% | 3,486 | $1.0M | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.09% | 23,853 | $999K | Add +0.9% |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.09% | 17,596 | $942K | Add +0.5% |
| ABBV Abbvie Inc. | 0.08% | 5,113 | $909K | No change |
| USHY iShares Broad Usd High Yield | 0.08% | 22,296 | $820K | Reduce -11.4% |
| VOO Vanguard S&P 500 ETF | 0.08% | 1,511 | $814K | Add +93.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 7,221 | $804K | Add +19.9% |
| WTV Wisdomtree U.S. Value Fund | 0.07% | 9,582 | $801K | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 0.07% | 1,291 | $756K | Add +15.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 12,162 | $698K | Reduce -2.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.06% | 35,386 | $688K | Reduce -5.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $681K | No change |
| GS Goldman Sachs Group Inc. | 0.06% | 1,180 | $676K | No change |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.06% | 18,994 | $661K | Add +0.6% |
| COST Costco Wholesale Corp. | 0.06% | 706 | $647K | Reduce -2.4% |
| NFLX Netflix Inc. | 0.06% | 724 | $645K | New |
| AVDV Avantis Intl S/C Value ETF | 0.06% | 9,438 | $614K | New |
| EIS iShares MSCI Israel ETF | 0.06% | 7,914 | $610K | Reduce -32.3% |
| SPHD Invesco S&P 500 High Dividen | 0.05% | 12,163 | $588K | No change |
| XOM Exxon Mobil Corp. | 0.05% | 5,317 | $572K | Add +0.0% |
| JPC Nuveen Prefered & Income Opp | 0.05% | 70,922 | $557K | Add +21.2% |
| IYW iShares Ustechnology ETF | 0.05% | 3,413 | $544K | New |
| GOOGL Alphabet Inc. Class A | 0.05% | 2,850 | $540K | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,536 | $530K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.05% | 7,059 | $523K | Add +1.4% |
| JGH Nuveen Global High Income | 0.05% | 39,379 | $506K | Add +23.4% |
| VGT Vanguard Info Tech ETF | 0.05% | 813 | $506K | No change |
| IBTG iShares Ibonds Dec 2026 Term | 0.05% | 21,955 | $501K | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.05% | 21,474 | $501K | Reduce -18.0% |
| DFAX Dimensional World Ex US Core | 0.05% | 19,736 | $491K | Reduce -1.6% |
| IWV iShares Russell 3000 ETF | 0.05% | 1,464 | $489K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 9,091 | $482K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.04% | 1,768 | $467K | No change |
| MA Mastercard Inc. Class A | 0.04% | 868 | $457K | Reduce -7.0% |
| IQDF NT Intl Qual Div ETF | 0.04% | 19,485 | $453K | Reduce -2.2% |
| CVX Chevron Corp. | 0.04% | 3,098 | $449K | Reduce -5.3% |
| IVV iShares Core S&P 500 ETF | 0.04% | 742 | $437K | Reduce -9.6% |
| ISRA Vaneck Israel ETF | 0.04% | 9,884 | $430K | Reduce -31.3% |
Portfolio Sells Q3 2024 → Q4 2024
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −1.89 |
| IQLT iShares MSCI International Q | Reduce -0.1% | 4.07% | −0.46 |
| ICSH iShares Ultra Short Duration | Sold out | 0.00% | −0.45 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.33 |
| AVDE Avantis International Equity | Reduce -2.0% | 2.32% | −0.25 |
| EFA iShares MSCI Eafe ETF | Reduce -4.1% | 1.48% | −0.22 |
| NVDA Nvidia Corp. | Reduce -46.3% | 0.32% | −0.22 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -2.8% | 4.02% | −0.20 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -7.2% | 1.55% | −0.12 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.7% | 1.67% | −0.11 |
| QUAL iShares MSCI USA Quality Fac | Reduce -4.2% | 2.13% | −0.10 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.0% | 0.86% | −0.10 |
| DEUS Xtrackers Russell US Multi | Reduce -11.1% | 0.64% | −0.09 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -3.3% | 1.68% | −0.08 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.06 |
| TILT NT Mstar US Ftilt ETF | Reduce -4.9% | 1.53% | −0.05 |
| DGRO iShares Core Dividend Growth | Reduce -68.1% | 0.02% | −0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -3.1% | 1.04% | −0.04 |
| FVD First Trust Value Line DVD | Reduce -7.8% | 0.30% | −0.04 |
| HYGV NT HY Val-SCRD BD ETF | Reduce -52.1% | 0.03% | −0.04 |
| USRT iShares Core US REIT ETF | Reduce -52.0% | 0.03% | −0.04 |
| INSM Insmed Inc. | Sold out | 0.00% | −0.03 |
| MNKD Mannkind Corp. | Sold out | 0.00% | −0.03 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -41.3% | 0.03% | −0.03 |
| CRUS Cirrus Logic Inc. | Sold out | 0.00% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -7.6% | 0.31% | −0.02 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.02 |
| HYLS FT Tactical High Yield ETF | Sold out | 0.00% | −0.02 |
| AVUV Avantis US Small Cap Value | Reduce -1.9% | 2.34% | −0.02 |
| GE General Electric | Sold out | 0.00% | −0.02 |
| QDEF NT Qual Div Def ETF | Reduce -2.1% | 0.59% | −0.02 |
| PGX Invesco Preferred ETF | Sold out | 0.00% | −0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -9.0% | 0.21% | −0.02 |
| JPEM JPM Diversified Ret Em Equit | Sold out | 0.00% | −0.02 |
| JPME JPM Diver Ret US MC Equity | Reduce -0.8% | 0.70% | −0.02 |
| BA The Boeing Co. | Sold out | 0.00% | −0.02 |
| CWI State Street SPDR MSCI Acwi | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.02 |
| EIS iShares MSCI Israel ETF | Reduce -32.3% | 0.06% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.3% | 0.32% | −0.01 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -2.9% | 0.46% | −0.01 |
| ISRA Vaneck Israel ETF | Reduce -31.3% | 0.04% | −0.01 |
| FEMS First Trust Emerging Markets | Reduce -1.1% | 0.12% | −0.01 |
| USHY iShares Broad Usd High Yield | Reduce -11.4% | 0.08% | −0.01 |
| IUS Invesco Rafi Strategic US Et | Reduce -9.2% | 0.10% | −0.01 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -18.0% | 0.05% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.1% | 0.07% | −0.01 |
| ITEQ Amplify Bluestar Israel Tech | Reduce -30.0% | 0.02% | −0.01 |
| REZ Ishars Res and Multi Reales | Reduce -12.9% | 0.03% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| IBDU iShares Ibonds Dec 2029 Term | Add +1091.5% | 1.73% | +1.58 |
| AAPL Apple Inc. | Add +40.3% | 2.76% | +0.94 |
| DFAU Dimensional US Core Equity M | Add +12.6% | 5.47% | +0.73 |
| QGRW Wisdomtree US Quality Growth | Add +5.0% | 5.44% | +0.66 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +10.4% | 2.23% | +0.22 |
| VFLO Victoryshares Free Cash Flow | Add +48.9% | 0.55% | +0.19 |
| SPMO Invesco S&P 500 Momentum ETF | Add +42.3% | 0.57% | +0.19 |
| IBDR iShares Ibonds Dec 2026 Term | Add +9.0% | 2.15% | +0.17 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +9.2% | 2.14% | +0.15 |
| JQUA JPMorgan US Quality Factor | Add +1.5% | 4.26% | +0.13 |
| TSLA Tesla Inc. | Add +1.1% | 0.30% | +0.11 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +7.8% | 2.02% | +0.11 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +2.4% | 2.11% | +0.10 |
| NFLX Netflix Inc. | New | 0.06% | +0.06 |
| FTSL First Trust Senior Loan ETF | Add +117.4% | 0.11% | +0.06 |
| AVDV Avantis Intl S/C Value ETF | New | 0.06% | +0.06 |
| IYW iShares Ustechnology ETF | New | 0.05% | +0.05 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.05% | +0.05 |
| RDVY First Trust Rising Dividend | Add +1.0% | 3.53% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | New | 0.04% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +93.5% | 0.08% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +18.6% | 0.19% | +0.03 |
| IBDW iShares Ibonds Dec 2031 Corp. | New | 0.03% | +0.03 |
| DIS The Walt Disney Co. | Add +19.9% | 0.07% | +0.02 |
| AIQ Global X Art Intel & Tech | New | 0.02% | +0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Add +1.4% | 0.05% | +0.02 |
| META Meta Platforms Inc. Class A | Add +15.0% | 0.07% | +0.01 |
| JFR Nuveen Floating Rate Income | Add +39.0% | 0.03% | +0.01 |
| JPC Nuveen Prefered & Income Opp | Add +21.2% | 0.05% | +0.01 |
| HYI Western Asset High Yield Opp | Add +41.7% | 0.03% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +0.1% | 0.27% | +0.01 |
| JGH Nuveen Global High Income | Add +23.4% | 0.05% | +0.01 |
| FPF First TR Interm Dur & Inc. | Add +40.5% | 0.03% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 0.05% | +0.01 |
| INTU Intuit Inc. | Add +0.0% | 0.33% | +0.01 |
| V Visa Inc. Class A | Add +0.5% | 0.02% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.3% | 0.04% | +0.00 |
| IBM Intl Business Machines Corp. | Add +15.0% | 0.02% | +0.00 |
| CWB SS SPDR BB Conv Sec ETF | Add +0.7% | 0.04% | +0.00 |
| BSCR Invesco Bulletshares 2027 CB | Add +3.1% | 0.03% | +0.00 |
| MCD McDonald's Corp. | Add +0.3% | 0.02% | −0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Add +0.9% | 0.09% | −0.00 |
| MSFT Microsoft Corp. | Add +1.2% | 0.27% | −0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +0.7% | 0.03% | −0.00 |
| NUEM Nuveen ESG Emerging Markets | Add +1.5% | 0.03% | −0.00 |
| PEP Pepsico Inc. | Add +4.0% | 0.02% | −0.00 |
| JNJ Johnson & Johnson | Add +0.1% | 0.02% | −0.00 |
| NUMV Nuveen ESG Mid-Cap Value ETF | Add +0.6% | 0.06% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.05% | −0.00 |
| AVEM Avantis Emerging Markets Eq | Add +3.2% | 0.12% | −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 |