RVW Wealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), RVW Wealth, LLC reported 170 stock positions worth $1.2 billion. Its top holding was Dimensional US Core Equity M (DFAU) at 15.6% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 7.1%) and Wisdomtree U.S. Quality Divi (DGRW, 5.7%). Compared with Q1 2025, it opened 13 new positions, sold out of 3, added to 51 and reduced 75. The biggest buy was Dimensional US Core Equity M (DFAU, shares +56%) and the biggest sale SS SPDR P S&P 1500 Comp ETF (SPTM, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001756543
- Portfolio Value
- $1.2B (Q2 2025)
- SEC Filing
- 0001756543-25-000007 ↗ filed Jul 15, 2025
Holdings Value
Holdings 170 stocks · $1.2B
| DFAU Dimensional US Core Equity M | 15.58% | 4,331,669 | $183.5M | Add +56.1% |
| AVUS Avantis U.S. Equity ETF | 7.12% | 831,705 | $83.9M | Reduce -6.8% |
| DGRW Wisdomtree U.S. Quality Divi | 5.72% | 804,271 | $67.3M | Reduce -3.4% |
| QGRW Wisdomtree US Quality Growth | 5.50% | 1,233,808 | $64.8M | Add +0.2% |
| JQUA JPMorgan US Quality Factor | 4.43% | 868,747 | $52.2M | Reduce -1.6% |
| DFAI Dimensional International Co. | 4.35% | 1,481,884 | $51.2M | Reduce -2.4% |
| IQLT iShares MSCI International Q | 3.39% | 924,004 | $39.9M | Reduce -0.8% |
| RDVY First Trust Rising Dividend | 3.08% | 578,049 | $36.3M | Add +0.5% |
| VFLO Victoryshares Free Cash Flow | 2.90% | 965,864 | $34.1M | Add +20.7% |
| IBDR iShares Ibonds Dec 2026 Term | 2.25% | 1,091,935 | $26.5M | Add +6.9% |
| DFAE Dimensional Emerging Core Eq | 2.22% | 901,424 | $26.1M | Reduce -1.1% |
| AAPL Apple Inc. | 2.18% | 125,008 | $25.6M | Add +0.1% |
| SPMO Invesco S&P 500 Momentum ETF | 2.16% | 226,007 | $25.4M | Add +12.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.16% | 1,008,412 | $25.4M | Add +4.6% |
| QUAL iShares MSCI USA Quality Fac | 2.12% | 136,637 | $25.0M | Add +10.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.11% | 1,022,940 | $24.8M | Add +5.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.09% | 966,581 | $24.6M | Add +8.7% |
| AVDE Avantis International Equity | 1.99% | 316,195 | $23.4M | Reduce -2.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.99% | 312,454 | $23.4M | Reduce -68.6% |
| IBDU iShares Ibonds Dec 2029 Term | 1.79% | 901,671 | $21.0M | Add +8.5% |
| QTEC First Trust Nasdq 100 Tech I | 1.60% | 88,324 | $18.8M | Reduce -2.0% |
| TILT NT Mstar US Ftilt ETF | 1.38% | 72,460 | $16.2M | Reduce -0.5% |
| RWK Invesco S&P Midcap 400 Rev | 1.36% | 137,479 | $16.1M | Reduce -0.2% |
| IYW iShares Ustechnology ETF | 1.27% | 86,278 | $14.9M | Add +13.5% |
| EFA iShares MSCI Eafe ETF | 1.14% | 149,683 | $13.4M | Reduce -2.9% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.13% | 141,133 | $13.3M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.98% | 20,848 | $11.5M | Add +0.3% |
| FXL First Trust Technology Alpha | 0.92% | 68,521 | $10.8M | Reduce -12.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.68% | 186,840 | $8.0M | Reduce -6.7% |
| RSP Invesco S&P 500 Equal Weight | 0.66% | 42,874 | $7.8M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 23,809 | $7.2M | Add +14.6% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.60% | 68,206 | $7.1M | Reduce -1.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.57% | 121,091 | $6.7M | Reduce -49.9% |
| QDEF NT Qual Div Def ETF | 0.56% | 88,323 | $6.5M | Add +0.3% |
| ESGD iShares Trust iShares ESG Aw | 0.47% | 61,550 | $5.5M | Reduce -11.5% |
| DFAC Dimensional US Core Equity 2 | 0.44% | 144,186 | $5.2M | New |
| NVDA Nvidia Corp. | 0.42% | 31,166 | $4.9M | Reduce -9.3% |
| DEUS Xtrackers Russell US Multi | 0.40% | 82,782 | $4.7M | Reduce -6.4% |
| RWL Invesco S&P 500 Revenue ETF | 0.39% | 44,592 | $4.7M | Reduce -2.1% |
| SCHD Schwab US DVD Equity ETF | 0.37% | 163,055 | $4.3M | Reduce -13.5% |
| DGRO iShares Core Dividend Growth | 0.33% | 61,693 | $3.9M | Add +1593.0% |
| INTU Intuit Inc. | 0.31% | 4,597 | $3.6M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 8,019 | $3.5M | Reduce -2.0% |
| SCHB Schwab US Broad Market ETF | 0.27% | 135,216 | $3.2M | Reduce -0.4% |
| XLK SS Technology Select Sector | 0.27% | 12,580 | $3.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 6,234 | $3.0M | Reduce -1.6% |
| LRGF iShares US Equity Factor ETF | 0.25% | 45,015 | $2.9M | Reduce -0.8% |
| COWG Pacer US LRG Cap Cows GR LD | 0.24% | 80,040 | $2.8M | New |
| MSFT Microsoft Corp. | 0.22% | 5,227 | $2.6M | Reduce -18.7% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 22,370 | $2.4M | Reduce -1.9% |
| TSLA Tesla Inc. | 0.20% | 7,534 | $2.4M | Add +0.5% |
| ESG NT Stoxx US ESG ETF | 0.20% | 16,211 | $2.4M | Reduce -0.3% |
| MDY State Street SPDR S&P Midcap | 0.20% | 4,154 | $2.4M | Reduce -3.8% |
| SPHQ Invesco S&P 500 Quality ETF | 0.20% | 32,848 | $2.3M | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 17,865 | $2.2M | Add +11.6% |
| AVUV Avantis US Small Cap Value | 0.16% | 20,117 | $1.8M | Reduce -47.7% |
| AMZN Amazon.com Inc. | 0.15% | 7,947 | $1.7M | Reduce -3.0% |
| V Visa Inc. Class A | 0.13% | 4,331 | $1.5M | Reduce -6.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 2 | $1.5M | No change |
| SYK Stryker Corp. | 0.12% | 3,571 | $1.4M | No change |
| JPM JPMorgan Chase & Co. | 0.12% | 4,715 | $1.4M | Add +18.2% |
| GOOG Alphabet Inc. Class C | 0.11% | 7,556 | $1.3M | Add +1.9% |
| BSCP Invesco Bulletshares 2025 CB | 0.11% | 62,235 | $1.3M | Add +12.1% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 6,272 | $1.3M | No change |
| COST Costco Wholesale Corp. | 0.10% | 1,247 | $1.2M | Reduce -11.2% |
| VOO Vanguard S&P 500 ETF | 0.10% | 2,136 | $1.2M | Add +20.0% |
| ABBV Abbvie Inc. | 0.09% | 6,010 | $1.1M | Add +9.6% |
| AVEM Avantis Emerging Markets Eq | 0.09% | 16,180 | $1.1M | Reduce -10.3% |
| OEF iShares S&P 100 ETF | 0.09% | 3,486 | $1.1M | No change |
| META Meta Platforms Inc. Class A | 0.09% | 1,406 | $1.0M | Add +0.6% |
| EZM Wisdomtree US Midcap Fund | 0.09% | 16,313 | $1.0M | Reduce -7.1% |
| NFLX Netflix Inc. | 0.08% | 744 | $996K | Reduce -1.1% |
| FVD First Trust Value Line DVD | 0.08% | 22,017 | $984K | Reduce -9.3% |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 13,919 | $893K | Reduce -2.2% |
| GS Goldman Sachs Group Inc. | 0.07% | 1,240 | $878K | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.07% | 8,071 | $870K | Reduce -3.3% |
| WTV Wisdomtree U.S. Value Fund | 0.07% | 9,521 | $823K | Reduce -0.6% |
| USHY iShares Broad Usd High Yield | 0.07% | 21,037 | $789K | No change |
| GOOGL Alphabet Inc. Class A | 0.07% | 4,417 | $778K | Add +37.1% |
| NUSC Nuveen ESG Small-Cap ETF | 0.06% | 18,548 | $756K | Reduce -2.0% |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 12,338 | $755K | Add +33.7% |
| EIS iShares MSCI Israel ETF | 0.06% | 7,835 | $743K | Reduce -0.1% |
| IUS Invesco Rafi Strategic US Et | 0.06% | 14,367 | $740K | Reduce -0.2% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.06% | 17,964 | $648K | Reduce -1.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.05% | 31,975 | $624K | Reduce -2.4% |
| SUSL iShares ESG MSCI USA Leaders | 0.05% | 5,632 | $610K | Add +81.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.05% | 7,059 | $599K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,054 | $589K | Add +4.8% |
| IVV iShares Core S&P 500 ETF | 0.05% | 930 | $577K | No change |
| JPC Nuveen Prefered & Income Opp | 0.05% | 70,922 | $569K | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.05% | 13,694 | $568K | Reduce -23.9% |
| SPHD Invesco S&P 500 High Dividen | 0.05% | 11,920 | $567K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 8,280 | $557K | Add +1.0% |
| FEMS First Trust Emerging Markets | 0.05% | 13,602 | $552K | Reduce -12.1% |
| IWV iShares Russell 3000 ETF | 0.05% | 1,522 | $534K | Add +4.0% |
| MA Mastercard Inc. Class A | 0.04% | 918 | $516K | Add +0.4% |
| IBTF iShares Ibonds Dec 2025 Term | 0.04% | 21,858 | $511K | Add +1.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.04% | 22,257 | $510K | Add +0.8% |
| JGH Nuveen Global High Income | 0.04% | 39,379 | $509K | No change |
| CVX Chevron Corp. | 0.04% | 3,520 | $504K | Reduce -0.1% |
Portfolio Sells Q1 2025 → Q2 2025
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -68.6% | 1.99% | −4.39 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -49.9% | 0.57% | −0.68 |
| AVUS Avantis U.S. Equity ETF | Reduce -6.8% | 7.12% | −0.64 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -3.4% | 5.72% | −0.54 |
| JQUA JPMorgan US Quality Factor | Reduce -1.6% | 4.43% | −0.26 |
| AVUV Avantis US Small Cap Value | Reduce -47.7% | 0.16% | −0.16 |
| SCHD Schwab US DVD Equity ETF | Reduce -13.5% | 0.37% | −0.13 |
| DFAI Dimensional International Co. | Reduce -2.4% | 4.35% | −0.12 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -6.7% | 0.68% | −0.09 |
| IQLT iShares MSCI International Q | Reduce -0.8% | 3.39% | −0.09 |
| ESGD iShares Trust iShares ESG Aw | Reduce -11.5% | 0.47% | −0.07 |
| FXL First Trust Technology Alpha | Reduce -12.8% | 0.92% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 0.26% | −0.06 |
| JPME JPM Diver Ret US MC Equity | Reduce -1.4% | 0.60% | −0.05 |
| DEUS Xtrackers Russell US Multi | Reduce -6.4% | 0.40% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -2.9% | 1.14% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 0.66% | −0.04 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -0.2% | 1.36% | −0.03 |
| TILT NT Mstar US Ftilt ETF | Reduce -0.5% | 1.38% | −0.03 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -2.1% | 0.39% | −0.03 |
| AVDE Avantis International Equity | Reduce -2.2% | 1.99% | −0.03 |
| V Visa Inc. Class A | Reduce -6.5% | 0.13% | −0.02 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -11.2% | 0.10% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.3% | 0.07% | −0.02 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.02 |
| FVD First Trust Value Line DVD | Reduce -9.3% | 0.08% | −0.02 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -23.9% | 0.05% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.9% | 0.21% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -3.8% | 0.20% | −0.02 |
| EZM Wisdomtree US Midcap Fund | Reduce -7.1% | 0.09% | −0.01 |
| CVX Chevron Corp. | Reduce -0.1% | 0.04% | −0.01 |
| LGF.B Lions Gate Entertainment-B | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Reduce -7.0% | 0.04% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -19.6% | 0.04% | −0.01 |
| PEP Pepsico Inc. | Reduce -16.6% | 0.02% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -2.2% | 0.03% | −0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -10.3% | 0.09% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -12.1% | 0.04% | −0.01 |
| FEMS First Trust Emerging Markets | Reduce -12.1% | 0.05% | −0.01 |
| EOG EOG Resources Inc. | Reduce -13.0% | 0.02% | −0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -2.4% | 0.05% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -21.3% | 0.02% | −0.01 |
| MSFT Microsoft Corp. | Reduce -18.7% | 0.22% | −0.01 |
| HD Home Depot Inc. | Reduce -12.0% | 0.02% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -9.1% | 0.02% | −0.01 |
| WMT Walmart Inc. | Reduce -12.8% | 0.04% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -1.1% | 2.22% | −0.01 |
| WTV Wisdomtree U.S. Value Fund | Reduce -0.6% | 0.07% | −0.00 |
| D Dominion Energy Inc. | Reduce -1.1% | 0.04% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| DFAU Dimensional US Core Equity M | Add +56.1% | 15.58% | +5.54 |
| DFAC Dimensional US Core Equity 2 | New | 0.44% | +0.44 |
| QGRW Wisdomtree US Quality Growth | Add +0.2% | 5.50% | +0.41 |
| SPMO Invesco S&P 500 Momentum ETF | Add +12.8% | 2.16% | +0.41 |
| VFLO Victoryshares Free Cash Flow | Add +20.7% | 2.90% | +0.32 |
| DGRO iShares Core Dividend Growth | Add +1593.0% | 0.33% | +0.31 |
| IYW iShares Ustechnology ETF | Add +13.5% | 1.27% | +0.26 |
| COWG Pacer US LRG Cap Cows GR LD | New | 0.24% | +0.24 |
| QUAL iShares MSCI USA Quality Fac | Add +10.7% | 2.12% | +0.13 |
| VTI VG Morningstar TS MKT ETF-US | Add +14.6% | 0.61% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.98% | +0.06 |
| DIS The Walt Disney Co. | Add +11.6% | 0.19% | +0.04 |
| GBFH Gbank Financial Holdings Inc. | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +18.2% | 0.12% | +0.02 |
| SCHK Schwab 1000 Index ETF | New | 0.02% | +0.02 |
| SUSL iShares ESG MSCI USA Leaders | Add +81.0% | 0.05% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +33.7% | 0.06% | +0.02 |
| TSLA Tesla Inc. | Add +0.5% | 0.20% | +0.02 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +37.1% | 0.07% | +0.02 |
| JPEM JPM Diversified Ret Em Equit | New | 0.02% | +0.02 |
| AXP American Express Co. | New | 0.02% | +0.02 |
| HON Honeywell International Inc. | New | 0.02% | +0.02 |
| PRF Invesco Rafi US 1000 ETF | New | 0.02% | +0.02 |
| CWI State Street SPDR MSCI Acwi | New | 0.02% | +0.02 |
| PANW Palo Alto Networks Inc. | New | 0.02% | +0.02 |
| SRLN SS Blackstone Sr Loan ETF | New | 0.02% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +20.0% | 0.10% | +0.02 |
| META Meta Platforms Inc. Class A | Add +0.6% | 0.09% | +0.01 |
| LION Lionsgate Studios Corp. | New | 0.01% | +0.01 |
| GE General Electric | Add +6.7% | 0.03% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 0.11% | +0.00 |
| COF Capital One Financial Corp. | Add +10.8% | 0.03% | +0.00 |
| IBM Intl Business Machines Corp. | Add +5.6% | 0.04% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +1.2% | 0.03% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.8% | 0.05% | +0.00 |
| IWV iShares Russell 3000 ETF | Add +4.0% | 0.05% | +0.00 |
| JNJ Johnson & Johnson | Add +24.7% | 0.04% | +0.00 |
| BSCP Invesco Bulletshares 2025 CB | Add +12.1% | 0.11% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.5% | 0.04% | +0.00 |
| IQDF NT Intl Qual Div ETF | Add +3.2% | 0.04% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.0% | 0.05% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +3.8% | 0.03% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.8% | 0.03% | −0.00 |
| BSCR Invesco Bulletshares 2027 CB | Add +6.4% | 0.03% | −0.00 |
| TDY Teledyne Technologies Inc. | Add +2.4% | 0.02% | −0.00 |
| HYGV NT HY Val-SCRD BD ETF | Add +3.2% | 0.03% | −0.00 |
| BSCT Invesco Bulletshares 2029 CB | Add +0.3% | 0.02% | −0.00 |
| FRI First Trust S&P REIT Index F | Add +1.2% | 0.02% | −0.00 |
| MA Mastercard Inc. Class A | Add +0.4% | 0.04% | −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 |