RVW Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), RVW Wealth, LLC reported 160 stock positions worth $1.1 billion. Its top holding was Dimensional US Core Equity M (DFAU) at 10.0% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 7.8%) and SS SPDR P S&P 1500 Comp ETF (SPTM, 6.4%). Compared with Q4 2024, it opened 18 new positions, sold out of 2, added to 48 and reduced 69. The biggest buy was Dimensional US Core Equity M (DFAU, shares +92%) and the biggest sale Pacer US Cash Cows 100 ETF (COWZ, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001756543
- Portfolio Value
- $1.1B (Q1 2025)
- SEC Filing
- 0001756543-25-000006 ↗ filed May 8, 2025
Holdings Value
Holdings 160 stocks · $1.1B
| DFAU Dimensional US Core Equity M | 10.04% | 2,774,616 | $106.7M | Add +91.5% |
| AVUS Avantis U.S. Equity ETF | 7.76% | 892,262 | $82.4M | Reduce -14.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 6.38% | 996,174 | $67.7M | Add +215.3% |
| DGRW Wisdomtree U.S. Quality Divi | 6.26% | 832,847 | $66.5M | Reduce -0.8% |
| QGRW Wisdomtree US Quality Growth | 5.09% | 1,231,692 | $54.1M | Add +4.1% |
| JQUA JPMorgan US Quality Factor | 4.69% | 882,769 | $49.8M | Add +10.7% |
| DFAI Dimensional International Co. | 4.47% | 1,518,680 | $47.4M | Reduce -18.2% |
| IQLT iShares MSCI International Q | 3.48% | 931,352 | $37.0M | Reduce -20.8% |
| RDVY First Trust Rising Dividend | 3.17% | 575,463 | $33.7M | Reduce -10.0% |
| AAPL Apple Inc. | 2.61% | 124,856 | $27.7M | Add +5.5% |
| VFLO Victoryshares Free Cash Flow | 2.58% | 800,370 | $27.4M | Add +359.7% |
| IBDR iShares Ibonds Dec 2026 Term | 2.33% | 1,021,682 | $24.7M | Add +6.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.28% | 963,807 | $24.2M | Add +0.8% |
| DFAE Dimensional Emerging Core Eq | 2.22% | 911,129 | $23.6M | Reduce -12.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.20% | 967,922 | $23.4M | Add +1.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.11% | 889,298 | $22.5M | Add +2.3% |
| AVDE Avantis International Equity | 2.02% | 323,171 | $21.4M | Reduce -20.2% |
| QUAL iShares MSCI USA Quality Fac | 1.99% | 123,472 | $21.1M | Reduce -3.7% |
| IBDU iShares Ibonds Dec 2029 Term | 1.81% | 830,776 | $19.2M | Add +2.3% |
| SPMO Invesco S&P 500 Momentum ETF | 1.75% | 200,451 | $18.5M | Add +213.4% |
| QTEC First Trust Nasdq 100 Tech I | 1.47% | 90,174 | $15.7M | Reduce -5.9% |
| TILT NT Mstar US Ftilt ETF | 1.41% | 72,841 | $15.0M | Reduce -4.1% |
| RWK Invesco S&P Midcap 400 Rev | 1.40% | 137,720 | $14.9M | Reduce -4.0% |
| COWZ Pacer US Cash Cows 100 ETF | 1.25% | 241,537 | $13.2M | Reduce -68.3% |
| EFA iShares MSCI Eafe ETF | 1.19% | 154,093 | $12.6M | Reduce -26.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.05% | 142,613 | $11.2M | Reduce -4.0% |
| IYW iShares Ustechnology ETF | 1.01% | 76,025 | $10.7M | Add +2127.5% |
| FXL First Trust Technology Alpha | 0.98% | 78,536 | $10.4M | Reduce -60.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.92% | 20,787 | $9.7M | Add +0.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.77% | 200,168 | $8.2M | Reduce -19.5% |
| RSP Invesco S&P 500 Equal Weight | 0.70% | 43,200 | $7.5M | Reduce -1.2% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.66% | 69,200 | $7.0M | Reduce -5.0% |
| QDEF NT Qual Div Def ETF | 0.58% | 88,014 | $6.2M | Reduce -1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 20,781 | $5.7M | Reduce -6.6% |
| ESGD iShares Trust iShares ESG Aw | 0.53% | 69,523 | $5.7M | Reduce -42.5% |
| SCHD Schwab US DVD Equity ETF | 0.50% | 188,493 | $5.3M | Reduce -71.3% |
| DEUS Xtrackers Russell US Multi | 0.45% | 88,431 | $4.7M | Reduce -30.5% |
| RWL Invesco S&P 500 Revenue ETF | 0.43% | 45,567 | $4.5M | Reduce -8.9% |
| NVDA Nvidia Corp. | 0.35% | 34,378 | $3.7M | Add +33.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 6,337 | $3.4M | Add +43.9% |
| AVUV Avantis US Small Cap Value | 0.32% | 38,495 | $3.4M | Reduce -85.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 8,184 | $3.0M | Reduce -2.5% |
| SCHB Schwab US Broad Market ETF | 0.28% | 135,798 | $2.9M | Add +5.5% |
| INTU Intuit Inc. | 0.27% | 4,601 | $2.8M | Reduce -17.3% |
| LRGF iShares US Equity Factor ETF | 0.25% | 45,380 | $2.6M | Reduce -4.8% |
| XLK SS Technology Select Sector | 0.24% | 12,580 | $2.6M | Reduce -6.1% |
| MSFT Microsoft Corp. | 0.23% | 6,429 | $2.4M | Reduce -4.8% |
| IJR iShares Core S&P Small-Cap E | 0.22% | 22,807 | $2.4M | Reduce -23.4% |
| MDY State Street SPDR S&P Midcap | 0.22% | 4,316 | $2.3M | Reduce -25.9% |
| ESG NT Stoxx US ESG ETF | 0.21% | 16,263 | $2.2M | Reduce -3.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.20% | 32,626 | $2.2M | Reduce -2.1% |
| TSLA Tesla Inc. | 0.18% | 7,494 | $1.9M | Reduce -5.1% |
| V Visa Inc. Class A | 0.15% | 4,631 | $1.6M | Add +452.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.15% | 2 | $1.6M | Add +100.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 16,008 | $1.6M | Add +121.7% |
| AMZN Amazon.com Inc. | 0.15% | 8,193 | $1.6M | Add +58.7% |
| SYK Stryker Corp. | 0.13% | 3,571 | $1.3M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.13% | 1,404 | $1.3M | Add +98.9% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 6,272 | $1.2M | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.11% | 7,419 | $1.2M | Add +296.5% |
| ABBV Abbvie Inc. | 0.11% | 5,483 | $1.1M | Add +7.2% |
| BSCP Invesco Bulletshares 2025 CB | 0.11% | 55,525 | $1.1M | Reduce -8.2% |
| AVEM Avantis Emerging Markets Eq | 0.10% | 18,028 | $1.1M | Reduce -16.4% |
| FVD First Trust Value Line DVD | 0.10% | 24,265 | $1.1M | Reduce -67.4% |
| EZM Wisdomtree US Midcap Fund | 0.10% | 17,558 | $1.0M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.09% | 8,343 | $992K | Add +56.9% |
| JPM JPMorgan Chase & Co. | 0.09% | 3,988 | $978K | Add +172.2% |
| OEF iShares S&P 100 ETF | 0.09% | 3,486 | $944K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 1,780 | $915K | Add +17.8% |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 14,233 | $813K | Reduce -19.1% |
| META Meta Platforms Inc. Class A | 0.08% | 1,397 | $805K | Add +8.2% |
| WTV Wisdomtree U.S. Value Fund | 0.07% | 9,582 | $787K | No change |
| USHY iShares Broad Usd High Yield | 0.07% | 21,037 | $774K | Reduce -5.7% |
| NUSC Nuveen ESG Small-Cap ETF | 0.07% | 18,921 | $725K | Reduce -20.7% |
| IUS Invesco Rafi Strategic US Et | 0.07% | 14,402 | $711K | Reduce -33.0% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.07% | 18,003 | $703K | Reduce -49.8% |
| NFLX Netflix Inc. | 0.07% | 752 | $701K | Add +3.9% |
| GS Goldman Sachs Group Inc. | 0.06% | 1,246 | $681K | Add +5.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.06% | 32,763 | $638K | Reduce -7.4% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.06% | 18,247 | $624K | Reduce -3.9% |
| SPHD Invesco S&P 500 High Dividen | 0.06% | 11,920 | $599K | Reduce -2.0% |
| CVX Chevron Corp. | 0.06% | 3,523 | $589K | Add +13.7% |
| EIS iShares MSCI Israel ETF | 0.05% | 7,842 | $583K | Reduce -0.9% |
| FEMS First Trust Emerging Markets | 0.05% | 15,475 | $575K | Reduce -55.4% |
| JPC Nuveen Prefered & Income Opp | 0.05% | 70,922 | $565K | No change |
| MCD McDonald's Corp. | 0.05% | 1,704 | $532K | Add +119.9% |
| IVV iShares Core S&P 500 ETF | 0.05% | 930 | $523K | Add +25.3% |
| JGH Nuveen Global High Income | 0.05% | 39,379 | $515K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 6,729 | $509K | Reduce -10.7% |
| IBTG iShares Ibonds Dec 2026 Term | 0.05% | 22,090 | $507K | Add +0.6% |
| IBTF iShares Ibonds Dec 2025 Term | 0.05% | 21,622 | $505K | Add +0.7% |
| BSX Boston Scientific Corp. | 0.05% | 4,969 | $501K | New |
| MA Mastercard Inc. Class A | 0.05% | 914 | $501K | Add +5.3% |
| GOOGL Alphabet Inc. Class A | 0.05% | 3,221 | $498K | Add +13.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 8,201 | $497K | Reduce -32.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 887 | $496K | Add +49.1% |
| IWV iShares Russell 3000 ETF | 0.04% | 1,464 | $465K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.04% | 7,059 | $460K | No change |
| WMT Walmart Inc. | 0.04% | 5,210 | $457K | New |
| D Dominion Energy Inc. | 0.04% | 7,815 | $438K | Add +1.2% |
Portfolio Sells Q4 2024 → Q1 2025
| COWZ Pacer US Cash Cows 100 ETF | Reduce -68.3% | 1.25% | −2.77 |
| AVUV Avantis US Small Cap Value | Reduce -85.2% | 0.32% | −2.02 |
| FXL First Trust Technology Alpha | Reduce -60.4% | 0.98% | −1.77 |
| AVUS Avantis U.S. Equity ETF | Reduce -14.0% | 7.76% | −1.62 |
| SCHD Schwab US DVD Equity ETF | Reduce -71.3% | 0.50% | −1.18 |
| DFAI Dimensional International Co. | Reduce -18.2% | 4.47% | −0.59 |
| IQLT iShares MSCI International Q | Reduce -20.8% | 3.48% | −0.59 |
| RDVY First Trust Rising Dividend | Reduce -10.0% | 3.17% | −0.36 |
| ESGD iShares Trust iShares ESG Aw | Reduce -42.5% | 0.53% | −0.32 |
| AVDE Avantis International Equity | Reduce -20.2% | 2.02% | −0.30 |
| EFA iShares MSCI Eafe ETF | Reduce -26.8% | 1.19% | −0.30 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -19.5% | 0.77% | −0.27 |
| DFAE Dimensional Emerging Core Eq | Reduce -12.9% | 2.22% | −0.25 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -5.9% | 1.47% | −0.21 |
| FVD First Trust Value Line DVD | Reduce -67.4% | 0.10% | −0.20 |
| DEUS Xtrackers Russell US Multi | Reduce -30.5% | 0.45% | −0.19 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -4.0% | 1.40% | −0.16 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.7% | 1.99% | −0.14 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -4.0% | 1.05% | −0.14 |
| TILT NT Mstar US Ftilt ETF | Reduce -4.1% | 1.41% | −0.12 |
| TSLA Tesla Inc. | Reduce -5.1% | 0.18% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Reduce -23.4% | 0.22% | −0.10 |
| MDY State Street SPDR S&P Midcap | Reduce -25.9% | 0.22% | −0.09 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.8% | 6.26% | −0.08 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -49.8% | 0.07% | −0.07 |
| FTSL First Trust Senior Loan ETF | Reduce -65.5% | 0.04% | −0.07 |
| FEMS First Trust Emerging Markets | Reduce -55.4% | 0.05% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.6% | 0.54% | −0.06 |
| INTU Intuit Inc. | Reduce -17.3% | 0.27% | −0.06 |
| XLK SS Technology Select Sector | Reduce -6.1% | 0.24% | −0.05 |
| JPME JPM Diver Ret US MC Equity | Reduce -5.0% | 0.66% | −0.04 |
| MSFT Microsoft Corp. | Reduce -4.8% | 0.23% | −0.04 |
| AVDV Avantis Intl S/C Value ETF | Reduce -67.8% | 0.02% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.5% | 0.29% | −0.04 |
| IUS Invesco Rafi Strategic US Et | Reduce -33.0% | 0.07% | −0.03 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -8.9% | 0.43% | −0.03 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -20.7% | 0.07% | −0.02 |
| LRGF iShares US Equity Factor ETF | Reduce -4.8% | 0.25% | −0.02 |
| AIQ Global X Art Intel & Tech | Sold out | 0.00% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Sold out | 0.00% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -30.8% | 0.03% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -32.6% | 0.05% | −0.02 |
| AVEM Avantis Emerging Markets Eq | Reduce -16.4% | 0.10% | −0.02 |
| JPIN JPM Diversified Ret Intl Eq | Reduce -19.1% | 0.08% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -22.1% | 0.03% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.2% | 0.70% | −0.01 |
| ESG NT Stoxx US ESG ETF | Reduce -3.1% | 0.21% | −0.01 |
| DFAX Dimensional World Ex US Core | Reduce -25.9% | 0.04% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -8.2% | 0.11% | −0.01 |
| QDEF NT Qual Div Def ETF | Reduce -1.8% | 0.58% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| DFAU Dimensional US Core Equity M | Add +91.5% | 10.04% | +4.57 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +215.3% | 6.38% | +4.27 |
| VFLO Victoryshares Free Cash Flow | Add +359.7% | 2.58% | +2.03 |
| SPMO Invesco S&P 500 Momentum ETF | Add +213.4% | 1.75% | +1.18 |
| IYW iShares Ustechnology ETF | Add +2127.5% | 1.01% | +0.95 |
| JQUA JPMorgan US Quality Factor | Add +10.7% | 4.69% | +0.43 |
| IBDR iShares Ibonds Dec 2026 Term | Add +6.5% | 2.33% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +43.9% | 0.32% | +0.13 |
| V Visa Inc. Class A | Add +452.0% | 0.15% | +0.13 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +2.3% | 2.11% | +0.10 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +100.0% | 0.15% | +0.09 |
| IBDU iShares Ibonds Dec 2029 Term | Add +2.3% | 1.81% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +296.5% | 0.11% | +0.08 |
| DIS The Walt Disney Co. | Add +121.7% | 0.15% | +0.07 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +1.2% | 2.20% | +0.07 |
| COST Costco Wholesale Corp. | Add +98.9% | 0.13% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +172.2% | 0.09% | +0.06 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +0.8% | 2.28% | +0.05 |
| BSX Boston Scientific Corp. | New | 0.05% | +0.05 |
| WMT Walmart Inc. | New | 0.04% | +0.04 |
| AMZN Amazon.com Inc. | Add +58.7% | 0.15% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +56.9% | 0.09% | +0.04 |
| MRSH Marsh & McLennan Cos | New | 0.04% | +0.04 |
| MS Morgan Stanley | New | 0.04% | +0.04 |
| SCHW Schwab (charles) Corp. | New | 0.03% | +0.03 |
| AON Aon PLC Class A | New | 0.03% | +0.03 |
| MCD McDonald's Corp. | Add +119.9% | 0.05% | +0.03 |
| HD Home Depot Inc. | New | 0.03% | +0.03 |
| SUSL iShares ESG MSCI USA Leaders | New | 0.03% | +0.03 |
| NVDA Nvidia Corp. | Add +33.4% | 0.35% | +0.03 |
| ADI Analog Devices Inc. | New | 0.03% | +0.03 |
| EOG EOG Resources Inc. | New | 0.03% | +0.03 |
| TDY Teledyne Technologies Inc. | New | 0.03% | +0.03 |
| NVS Novartis AG-Sponsored ADR | New | 0.02% | +0.02 |
| GE General Electric | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +7.2% | 0.11% | +0.02 |
| EMR Emerson Electric Co. | New | 0.02% | +0.02 |
| JNJ Johnson & Johnson | Add +83.7% | 0.04% | +0.02 |
| ABT Abbott Laboratories | New | 0.02% | +0.02 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.02% | +0.02 |
| ADP Automatic Data Processing | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +49.1% | 0.05% | +0.01 |
| CVX Chevron Corp. | Add +13.7% | 0.06% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +17.8% | 0.09% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +25.3% | 0.05% | +0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +25.3% | 0.03% | +0.01 |
| IBM Intl Business Machines Corp. | Add +14.9% | 0.03% | +0.01 |
| NFLX Netflix Inc. | Add +3.9% | 0.07% | +0.01 |
| META Meta Platforms Inc. Class A | Add +8.2% | 0.08% | +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 |