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

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 Q4 2024 Q1 2025: $1.1B $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 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%
JNJ Johnson & Johnson 0.04% 2,612 $433K Add +83.7%
IBIT iShares Bitcoin Trust ETF 0.04% 9,229 $432K Add +1.5%
ASML ASML Holding NV-NY Reg SHS 0.04% 648 $429K New
CWB SS SPDR BB Conv Sec ETF 0.04% 5,512 $422K No change
ISRA Vaneck Israel ETF 0.04% 9,816 $414K Reduce -0.7%
MRSH Marsh & McLennan Cos 0.04% 1,681 $410K New
MS Morgan Stanley 0.04% 3,479 $406K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 1,568 $406K Reduce -11.3%
PFFD Global X US Preferred ETF 0.04% 20,803 $396K No change
FTSL First Trust Senior Loan ETF 0.04% 8,668 $396K Reduce -65.5%
DFAX Dimensional World Ex US Core 0.04% 14,616 $383K Reduce -25.9%
IQDF NT Intl Qual Div ETF 0.03% 14,849 $370K Reduce -23.8%
NULV Nuveen ESG Large-Cap Val ETF 0.03% 8,862 $359K Add +25.3%
SCHW Schwab (charles) Corp. 0.03% 4,529 $355K New
HYGV NT HY Val-SCRD BD ETF 0.03% 8,614 $348K Reduce -2.3%
JFR Nuveen Floating Rate Income 0.03% 40,349 $342K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 1,338 $333K Add +14.9%
REZ Ishars Res and Multi Reales 0.03% 3,824 $330K No change
USRT iShares Core US REIT ETF 0.03% 5,717 $329K No change
XLRE SS Real Estate Select Sector 0.03% 7,846 $328K No change
FPF First TR Interm Dur & Inc. 0.03% 17,849 $328K No change
IVW iShares S&P 500 Growth ETF 0.03% 3,525 $327K No change
HYI Western Asset High Yield Opp 0.03% 27,623 $327K No change
BSCR Invesco Bulletshares 2027 CB 0.03% 16,633 $326K No change
NUMG Nuveen ESG Mid-Cap Grow ETF 0.03% 7,514 $323K Reduce -4.7%
AON Aon PLC Class A 0.03% 800 $319K New
AXON Axon Enterprise Inc. 0.03% 600 $316K No change
HD Home Depot Inc. 0.03% 834 $306K New
VGT Vanguard Info Tech ETF 0.03% 563 $305K Reduce -30.8%
VB Vanguard Most SM-Cap ETF-Usd 0.03% 1,366 $303K Reduce -22.1%
ELV Elevance Health Inc. 0.03% 695 $302K No change
NUEM Nuveen ESG Emerging Markets 0.03% 10,232 $299K Reduce -11.7%
SUSL iShares ESG MSCI USA Leaders 0.03% 3,112 $298K New
IJH iShares Core S&P Midcap ETF 0.03% 5,090 $297K Reduce -12.3%
PEP Pepsico Inc. 0.03% 1,895 $284K Add +9.3%
IBDW iShares Ibonds Dec 2031 Corp. 0.03% 13,680 $284K No change
EOG EOG Resources Inc. 0.03% 2,190 $281K New
ADI Analog Devices Inc. 0.03% 1,389 $280K New
VTV Vanguard Mrngstr Val ETF-Aui 0.03% 1,617 $279K Reduce -19.1%
VRP Invesco Variable Rate Prefer 0.03% 11,314 $274K Reduce -6.3%
TDY Teledyne Technologies Inc. 0.03% 543 $270K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.02% 2,000 $258K No change
COF Capital One Financial Corp. 0.02% 1,426 $256K Add +1.6%
VHT Vanguard Health Care ETF 0.02% 957 $253K Reduce -8.4%
NVS Novartis AG-Sponsored ADR 0.02% 2,248 $251K New
GE General Electric filed as GE AEROSPACE 0.02% 1,246 $249K New
PG The Procter & Gamble Co. 0.02% 1,456 $248K Add +18.4%
EMR Emerson Electric Co. 0.02% 2,225 $244K New
ITEQ Amplify Bluestar Israel Tech 0.02% 4,772 $233K Reduce -0.5%
IWF iShares Russell 1000 Growth 0.02% 645 $233K No change
FRI First Trust S&P REIT Index F 0.02% 8,399 $231K No change
DGRO iShares Core Dividend Growth 0.02% 3,644 $225K Reduce -3.2%
ABT Abbott Laboratories 0.02% 1,658 $220K New
BSCT Invesco Bulletshares 2029 CB 0.02% 11,859 $220K New
DON Wisdomtree US Midcap Dividen 0.02% 4,428 $219K No change
AVDV Avantis Intl S/C Value ETF 0.02% 3,039 $212K Reduce -67.8%
ADP Automatic Data Processing 0.02% 666 $203K New
BFOR Barron's 400 ETF 0.02% 2,899 $201K Reduce -5.5%
LGF.B Lions Gate Entertainment-B 0.01% 16,752 $133K No change
CWBR Cohbar Inc. 0.01% 181,490 $74K No change

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

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