RVW Wealth, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), RVW Wealth, LLC reported 176 stock positions worth $1.3 billion. Its top holding was Dimensional US Core Equity M (DFAU) at 16.1% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 7.0%) and Wisdomtree U.S. Quality Divi (DGRW, 5.7%). Compared with Q2 2025, it opened 9 new positions, sold out of 3, added to 43 and reduced 67. The biggest buy was Dimensional US Core Equity M (DFAU, shares +4%) and the biggest sale Wisdomtree US Quality Growth (QGRW, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001756543
- Portfolio Value
- $1.3B (Q3 2025)
- SEC Filing
- 0001756543-25-000009 ↗ filed Oct 21, 2025
Holdings Value
Holdings 176 stocks · $1.3B
| DFAU Dimensional US Core Equity M | 16.07% | 4,499,238 | $205.9M | Add +3.9% |
| AVUS Avantis U.S. Equity ETF | 7.02% | 827,091 | $89.9M | Reduce -0.6% |
| DGRW Wisdomtree U.S. Quality Divi | 5.71% | 822,644 | $73.2M | Add +2.3% |
| QGRW Wisdomtree US Quality Growth | 5.22% | 1,164,711 | $66.8M | Reduce -5.6% |
| JQUA JPMorgan US Quality Factor | 4.44% | 903,152 | $56.8M | Add +4.0% |
| DFAI Dimensional International Co. | 4.26% | 1,500,700 | $54.6M | Add +1.3% |
| IQLT iShares MSCI International Q | 3.27% | 946,779 | $41.8M | Add +2.5% |
| RDVY First Trust Rising Dividend | 3.06% | 582,873 | $39.2M | Add +0.8% |
| VFLO Victoryshares Free Cash Flow | 2.90% | 990,472 | $37.1M | Add +2.5% |
| AAPL Apple Inc. | 2.64% | 132,724 | $33.8M | Add +6.2% |
| SPMO Invesco S&P 500 Momentum ETF | 2.23% | 235,879 | $28.6M | Add +4.4% |
| DFAE Dimensional Emerging Core Eq | 2.23% | 905,176 | $28.5M | Add +0.4% |
| IBDR iShares Ibonds Dec 2026 Term | 2.15% | 1,135,975 | $27.6M | Add +4.0% |
| QUAL iShares MSCI USA Quality Fac | 2.07% | 136,159 | $26.5M | Reduce -0.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.97% | 1,037,195 | $25.2M | Add +1.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.96% | 311,867 | $25.2M | Reduce -0.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.95% | 980,372 | $25.0M | Add +1.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 1.94% | 988,940 | $24.9M | Reduce -1.9% |
| AVDE Avantis International Equity | 1.91% | 310,408 | $24.5M | Reduce -1.8% |
| IBDU iShares Ibonds Dec 2029 Term | 1.72% | 939,759 | $22.1M | Add +4.2% |
| QTEC First Trust Nasdq 100 Tech I | 1.58% | 88,231 | $20.3M | Reduce -0.1% |
| TILT NT Mstar US Ftilt ETF | 1.37% | 72,319 | $17.5M | Reduce -0.2% |
| IYW iShares Ustechnology ETF | 1.34% | 87,683 | $17.2M | Add +1.6% |
| RWK Invesco S&P Midcap 400 Rev | 1.33% | 136,439 | $17.1M | Reduce -0.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.09% | 140,959 | $14.0M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 1.09% | 149,018 | $13.9M | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.99% | 21,079 | $12.7M | Add +1.1% |
| FXL First Trust Technology Alpha | 0.89% | 68,182 | $11.5M | Reduce -0.5% |
| COWG Pacer US LRG Cap Cows GR LD | 0.70% | 246,829 | $9.0M | Add +208.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.67% | 186,617 | $8.6M | Reduce -0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.63% | 42,874 | $8.1M | No change |
| NVDA Nvidia Corp. | 0.62% | 42,458 | $7.9M | Add +36.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 23,821 | $7.8M | Add +0.1% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.57% | 67,171 | $7.3M | Reduce -1.5% |
| QDEF NT Qual Div Def ETF | 0.55% | 88,307 | $7.1M | Reduce -0.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.54% | 119,764 | $6.9M | Reduce -1.1% |
| DFAC Dimensional US Core Equity 2 | 0.43% | 142,899 | $5.5M | Reduce -0.9% |
| ESGD iShares Trust iShares ESG Aw | 0.43% | 58,866 | $5.5M | Reduce -4.4% |
| RWL Invesco S&P 500 Revenue ETF | 0.38% | 44,031 | $4.9M | Reduce -1.3% |
| DEUS Xtrackers Russell US Multi | 0.37% | 80,673 | $4.7M | Reduce -2.5% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 155,239 | $4.2M | Reduce -4.8% |
| DGRO iShares Core Dividend Growth | 0.32% | 60,921 | $4.1M | Reduce -1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 8,003 | $3.8M | Reduce -0.2% |
| XLK SS Technology Select Sector | 0.28% | 12,581 | $3.5M | Add +0.0% |
| SCHB Schwab US Broad Market ETF | 0.27% | 135,286 | $3.5M | Add +0.1% |
| TSLA Tesla Inc. | 0.26% | 7,582 | $3.4M | Add +0.6% |
| INTU Intuit Inc. | 0.25% | 4,597 | $3.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 6,212 | $3.1M | Reduce -0.3% |
| LRGF iShares US Equity Factor ETF | 0.24% | 44,983 | $3.1M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 22,492 | $2.7M | Add +0.6% |
| MSFT Microsoft Corp. | 0.20% | 5,050 | $2.6M | Reduce -3.4% |
| MDY State Street SPDR S&P Midcap | 0.20% | 4,199 | $2.5M | Add +1.1% |
| ESG NT Stoxx US ESG ETF | 0.19% | 16,047 | $2.5M | Reduce -1.0% |
| SPHQ Invesco S&P 500 Quality ETF | 0.19% | 32,852 | $2.4M | Add +0.0% |
| AMZN Amazon.com Inc. | 0.15% | 8,966 | $2.0M | Add +12.8% |
| GOOG Alphabet Inc. Class C | 0.14% | 7,557 | $1.8M | Add +0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 15,661 | $1.8M | Reduce -12.3% |
| AVUV Avantis US Small Cap Value | 0.13% | 16,149 | $1.6M | Reduce -19.7% |
| ABBV Abbvie Inc. | 0.12% | 6,907 | $1.6M | Add +14.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 2 | $1.5M | No change |
| JPM JPMorgan Chase & Co. | 0.11% | 4,663 | $1.5M | Reduce -1.1% |
| V Visa Inc. Class A | 0.11% | 4,256 | $1.5M | Reduce -1.7% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 6,163 | $1.3M | Reduce -1.7% |
| GBFH Gbank Financial Holdings Inc. | 0.10% | 33,790 | $1.3M | Add +199.7% |
| SYK Stryker Corp. | 0.10% | 3,571 | $1.3M | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 2,071 | $1.3M | Reduce -3.0% |
| AVEM Avantis Emerging Markets Eq | 0.09% | 16,106 | $1.2M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.09% | 1,268 | $1.2M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 0.08% | 4,401 | $1.1M | Reduce -0.4% |
| EZM Wisdomtree US Midcap Fund | 0.08% | 16,165 | $1.1M | Reduce -0.9% |
| FVD First Trust Value Line DVD | 0.08% | 21,974 | $1.0M | Reduce -0.2% |
| BSCP Invesco Bulletshares 2025 CB | 0.08% | 48,097 | $995K | Reduce -22.7% |
| GS Goldman Sachs Group Inc. | 0.08% | 1,240 | $987K | No change |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 13,908 | $926K | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.07% | 1,193 | $910K | New |
| XOM Exxon Mobil Corp. | 0.07% | 8,071 | $910K | No change |
| NFLX Netflix Inc. | 0.07% | 748 | $897K | Add +0.5% |
| IBIT iShares Bitcoin Trust ETF | 0.07% | 13,646 | $887K | Add +10.6% |
| META Meta Platforms Inc. Class A | 0.07% | 1,203 | $884K | Reduce -14.4% |
| AVGO Broadcom Inc. | 0.07% | 2,646 | $873K | New |
| WTV Wisdomtree U.S. Value Fund | 0.07% | 9,510 | $866K | Reduce -0.1% |
| NOC Northrop Grumman Corp. | 0.06% | 1,360 | $829K | New |
| NUSC Nuveen ESG Small-Cap ETF | 0.06% | 18,504 | $816K | Reduce -0.2% |
| OEF iShares S&P 100 ETF | 0.06% | 2,401 | $799K | Reduce -31.1% |
| IUS Invesco Rafi Strategic US Et | 0.06% | 14,356 | $793K | Reduce -0.1% |
| EIS iShares MSCI Israel ETF | 0.06% | 7,825 | $785K | Reduce -0.1% |
| USHY iShares Broad Usd High Yield | 0.06% | 20,501 | $775K | Reduce -2.5% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.05% | 17,964 | $695K | No change |
| SUSL iShares ESG MSCI USA Leaders | 0.05% | 5,552 | $650K | Reduce -1.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.05% | 7,059 | $634K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,054 | $616K | No change |
| IVV iShares Core S&P 500 ETF | 0.05% | 903 | $604K | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.05% | 3,257 | $604K | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.05% | 13,694 | $600K | No change |
| FEMS First Trust Emerging Markets | 0.05% | 13,591 | $600K | Reduce -0.1% |
| SPHD Invesco S&P 500 High Dividen | 0.05% | 11,920 | $589K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 603 | $584K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 8,156 | $582K | Reduce -1.5% |
| JPC Nuveen Prefered & Income Opp | 0.05% | 70,922 | $582K | No change |
| IWV iShares Russell 3000 ETF | 0.04% | 1,522 | $577K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| QGRW Wisdomtree US Quality Growth | Reduce -5.6% | 5.22% | −0.29 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -1.9% | 1.94% | −0.21 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.6% | 7.02% | −0.10 |
| AVDE Avantis International Equity | Reduce -1.8% | 1.91% | −0.07 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.3% | 2.07% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -0.4% | 1.09% | −0.05 |
| DIS The Walt Disney Co. | Reduce -12.3% | 0.14% | −0.05 |
| ESGD iShares Trust iShares ESG Aw | Reduce -4.4% | 0.43% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.8% | 0.33% | −0.04 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -0.8% | 1.33% | −0.03 |
| JPME JPM Diver Ret US MC Equity | Reduce -1.5% | 0.57% | −0.03 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -22.7% | 0.08% | −0.03 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -0.1% | 1.09% | −0.03 |
| AVUV Avantis US Small Cap Value | Reduce -19.7% | 0.13% | −0.03 |
| DEUS Xtrackers Russell US Multi | Reduce -2.5% | 0.37% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -1.1% | 0.54% | −0.03 |
| OEF iShares S&P 100 ETF | Reduce -31.1% | 0.06% | −0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.2% | 1.96% | −0.02 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.02 |
| FXL First Trust Technology Alpha | Reduce -0.5% | 0.89% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -14.4% | 0.07% | −0.02 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.02 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| V Visa Inc. Class A | Reduce -1.7% | 0.11% | −0.02 |
| MSFT Microsoft Corp. | Reduce -3.4% | 0.20% | −0.02 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -0.1% | 1.58% | −0.01 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -1.3% | 0.38% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 0.24% | −0.01 |
| DGRO iShares Core Dividend Growth | Reduce -1.3% | 0.32% | −0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -13.3% | 0.04% | −0.01 |
| TILT NT Mstar US Ftilt ETF | Reduce -0.2% | 1.37% | −0.01 |
| ESG NT Stoxx US ESG ETF | Reduce -1.0% | 0.19% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.9% | 0.43% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -12.4% | 0.03% | −0.01 |
| USHY iShares Broad Usd High Yield | Reduce -2.5% | 0.06% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -25.9% | 0.02% | −0.01 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -12.5% | 0.02% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.7% | 0.10% | −0.01 |
| FVD First Trust Value Line DVD | Reduce -0.2% | 0.08% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -3.0% | 0.10% | −0.00 |
| QDEF NT Qual Div Def ETF | Reduce -0.0% | 0.55% | −0.00 |
| JPIN JPM Diversified Ret Intl Eq | Reduce -0.1% | 0.07% | −0.00 |
| COF Capital One Financial Corp. | Reduce -2.4% | 0.03% | −0.00 |
| REZ Ishars Res and Multi Reales | Reduce -6.2% | 0.02% | −0.00 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -6.7% | 0.02% | −0.00 |
| LRGF iShares US Equity Factor ETF | Reduce -0.1% | 0.24% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -9.8% | 0.02% | −0.00 |
| EZM Wisdomtree US Midcap Fund | Reduce -0.9% | 0.08% | −0.00 |
| WTV Wisdomtree U.S. Value Fund | Reduce -0.1% | 0.07% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.0% | 0.04% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| DFAU Dimensional US Core Equity M | Add +3.9% | 16.07% | +0.49 |
| COWG Pacer US LRG Cap Cows GR LD | Add +208.4% | 0.70% | +0.46 |
| AAPL Apple Inc. | Add +6.2% | 2.64% | +0.46 |
| NVDA Nvidia Corp. | Add +36.2% | 0.62% | +0.20 |
| IYW iShares Ustechnology ETF | Add +1.6% | 1.34% | +0.07 |
| LLY Eli Lilly & Co. | New | 0.07% | +0.07 |
| SPMO Invesco S&P 500 Momentum ETF | Add +4.4% | 2.23% | +0.07 |
| GBFH Gbank Financial Holdings Inc. | Add +199.7% | 0.10% | +0.07 |
| AVGO Broadcom Inc. | New | 0.07% | +0.07 |
| NOC Northrop Grumman Corp. | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +0.6% | 0.26% | +0.06 |
| JPST JPMorgan Ultra-Short Income | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | Add +14.9% | 0.12% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.14% | +0.03 |
| ELME Elme Communities | New | 0.02% | +0.02 |
| ORCL Oracle Corp. | New | 0.02% | +0.02 |
| ABT Abbott Laboratories | New | 0.02% | +0.02 |
| IWB iShares Russell 1000 ETF | New | 0.02% | +0.02 |
| DFAE Dimensional Emerging Core Eq | Add +0.4% | 2.23% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.1% | 0.99% | +0.01 |
| XLK SS Technology Select Sector | Add +0.0% | 0.28% | +0.01 |
| JQUA JPMorgan US Quality Factor | Add +4.0% | 4.44% | +0.01 |
| AMZN Amazon.com Inc. | Add +12.8% | 0.15% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +10.6% | 0.07% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.0% | 0.04% | +0.00 |
| PRF Invesco Rafi US 1000 ETF | Add +12.9% | 0.02% | +0.00 |
| MS Morgan Stanley | Add +0.8% | 0.04% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.6% | 0.21% | +0.00 |
| VFLO Victoryshares Free Cash Flow | Add +2.5% | 2.90% | +0.00 |
| AVDV Avantis Intl S/C Value ETF | Add +0.1% | 0.02% | +0.00 |
| CVX Chevron Corp. | Add +0.9% | 0.04% | +0.00 |
| ITEQ Amplify Bluestar Israel Tech | Add +0.4% | 0.02% | −0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +1.5% | 0.03% | −0.00 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +3.9% | 0.02% | −0.00 |
| ISRA Vaneck Israel ETF | Add +0.2% | 0.04% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.1% | 0.27% | −0.00 |
| IBTG iShares Ibonds Dec 2026 Term | Add +0.9% | 0.04% | −0.00 |
| IBTF iShares Ibonds Dec 2025 Term | Add +0.9% | 0.04% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.61% | −0.00 |
| MDY State Street SPDR S&P Midcap | Add +1.1% | 0.20% | −0.00 |
| DGRW Wisdomtree U.S. Quality Divi | Add +2.3% | 5.71% | −0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.0% | 0.19% | −0.01 |
| COST Costco Wholesale Corp. | Add +1.7% | 0.09% | −0.01 |
| NFLX Netflix Inc. | Add +0.5% | 0.07% | −0.01 |
| RDVY First Trust Rising Dividend | Add +0.8% | 3.06% | −0.02 |
| IBDU iShares Ibonds Dec 2029 Term | Add +4.2% | 1.72% | −0.06 |
| DFAI Dimensional International Co. | Add +1.3% | 4.26% | −0.09 |
| IBDR iShares Ibonds Dec 2026 Term | Add +4.0% | 2.15% | −0.09 |
| IQLT iShares MSCI International Q | Add +2.5% | 3.27% | −0.12 |
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 |