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

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $973.1M Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $1.1B $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.5B Q2 2026

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%
CWB SS SPDR BB Conv Sec ETF 0.04% 5,512 $429K Add +0.7%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 1,753 $421K Add +7.3%
D Dominion Energy Inc. 0.04% 7,725 $416K No change
PFFD Global X US Preferred ETF 0.04% 20,803 $406K No change
NUMG Nuveen ESG Mid-Cap Grow ETF 0.03% 7,881 $373K No change
IJH iShares Core S&P Midcap ETF 0.03% 5,802 $362K Reduce -4.2%
JFR Nuveen Floating Rate Income 0.03% 40,349 $360K Add +39.0%
HYGV NT HY Val-SCRD BD ETF 0.03% 8,819 $359K Reduce -52.1%
IVW iShares S&P 500 Growth ETF 0.03% 3,525 $358K No change
AXON Axon Enterprise Inc. 0.03% 600 $357K No change
GOOG Alphabet Inc. Class C 0.03% 1,871 $356K Reduce -4.5%
JPM JPMorgan Chase & Co. 0.03% 1,465 $351K Reduce -16.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.03% 595 $349K Reduce -0.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.03% 1,998 $338K Reduce -3.9%
NUEM Nuveen ESG Emerging Markets 0.03% 11,587 $336K Add +1.5%
USRT iShares Core US REIT ETF 0.03% 5,717 $328K Reduce -52.0%
HYI Western Asset High Yield Opp 0.03% 27,623 $327K Add +41.7%
BSCR Invesco Bulletshares 2027 CB 0.03% 16,633 $324K Add +3.1%
FPF First TR Interm Dur & Inc. 0.03% 17,849 $321K Add +40.5%
XLRE SS Real Estate Select Sector 0.03% 7,846 $319K Reduce -41.3%
REZ Ishars Res and Multi Reales 0.03% 3,824 $310K Reduce -12.9%
VRP Invesco Variable Rate Prefer 0.03% 12,072 $292K Reduce -3.0%
NULV Nuveen ESG Large-Cap Val ETF 0.03% 7,074 $279K Add +0.7%
IBDW iShares Ibonds Dec 2031 Corp. 0.03% 13,680 $278K New
VHT Vanguard Health Care ETF 0.02% 1,045 $265K No change
V Visa Inc. Class A 0.02% 839 $265K Add +0.5%
PEP Pepsico Inc. 0.02% 1,733 $264K Add +4.0%
IWF iShares Russell 1000 Growth 0.02% 645 $259K Reduce -8.9%
ELV Elevance Health Inc. 0.02% 695 $256K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 1,164 $256K Add +15.0%
COF Capital One Financial Corp. 0.02% 1,404 $250K No change
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.02% 2,000 $250K No change
ITEQ Amplify Bluestar Israel Tech 0.02% 4,795 $247K Reduce -30.0%
DGRO iShares Core Dividend Growth 0.02% 3,763 $231K Reduce -68.1%
FRI First Trust S&P REIT Index F 0.02% 8,399 $230K No change
DON Wisdomtree US Midcap Dividen 0.02% 4,428 $226K Reduce -6.3%
MCD McDonald's Corp. 0.02% 775 $225K Add +0.3%
BFOR Barron's 400 ETF 0.02% 3,068 $223K No change
AIQ Global X Art Intel & Tech 0.02% 5,488 $212K New
PG The Procter & Gamble Co. 0.02% 1,230 $206K No change
DFAC Dimensional US Core Equity 2 0.02% 5,957 $206K No change
JNJ Johnson & Johnson 0.02% 1,422 $206K Add +0.1%
LGF.B Lions Gate Entertainment-B 0.01% 16,752 $126K No change
CWBR Cohbar Inc. 0.01% 181,490 $82K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 183$1.5BDFAU, AVUS, DGRW, QGRW, JQUA
Q1 2026 176$1.3BDFAU, AVUS, DGRW, QGRW, DFAI
Q4 2025 181$1.3BDFAU, AVUS, DGRW, QGRW, JQUA
Q3 2025 176$1.3BDFAU, AVUS, DGRW, QGRW, JQUA
Q2 2025 170$1.2BDFAU, AVUS, DGRW, QGRW, JQUA
Q1 2025 160$1.1BDFAU, AVUS, SPTM, DGRW, QGRW
Q4 2024 144$1.1BAVUS, DGRW, DFAU, QGRW, DFAI
Q3 2024 155$1.1BAVUS, DGRW, DFAI, QGRW, DFAU
Q2 2024 151$1.0BAVUS, DGRW, DFAI, DFAU, QGRW
Q1 2024 144$973.1MAVUS, DGRW, DFAI, DFAU, COWZ