RVW Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), RVW Wealth, LLC reported 181 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, 5.6%). Compared with Q3 2025, it opened 14 new positions, sold out of 9, added to 58 and reduced 59. The biggest buy was a new position in iShares Ibonds Dec 2030 (IBDV) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBDQ).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001756543
- Portfolio Value
- $1.3B (Q4 2025)
- SEC Filing
- 0001756543-26-000001 ↗ filed Jan 12, 2026
Holdings Value
Holdings 181 stocks · $1.3B
| DFAU Dimensional US Core Equity M | 16.13% | 4,512,375 | $211.2M | Add +0.3% |
| AVUS Avantis U.S. Equity ETF | 7.02% | 821,848 | $91.9M | Reduce -0.6% |
| DGRW Wisdomtree U.S. Quality Divi | 5.62% | 823,028 | $73.6M | Add +0.1% |
| QGRW Wisdomtree US Quality Growth | 4.85% | 1,082,120 | $63.5M | Reduce -7.1% |
| JQUA JPMorgan US Quality Factor | 4.36% | 903,997 | $57.1M | Add +0.1% |
| DFAI Dimensional International Co. | 4.35% | 1,494,475 | $57.0M | Reduce -0.4% |
| IQLT iShares MSCI International Q | 3.26% | 940,030 | $42.7M | Reduce -0.7% |
| RDVY First Trust Rising Dividend | 3.06% | 577,086 | $40.1M | Reduce -1.0% |
| VFLO Victoryshares Free Cash Flow | 2.95% | 981,990 | $38.7M | Reduce -0.9% |
| AAPL Apple Inc. | 2.80% | 134,616 | $36.6M | Add +1.4% |
| IBDR iShares Ibonds Dec 2026 Term | 2.44% | 1,318,361 | $31.9M | Add +16.1% |
| DFAE Dimensional Emerging Core Eq | 2.20% | 885,206 | $28.8M | Reduce -2.2% |
| SPMO Invesco S&P 500 Momentum ETF | 2.18% | 238,886 | $28.5M | Add +1.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.17% | 1,170,581 | $28.4M | Add +12.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.12% | 1,088,657 | $27.7M | Add +11.1% |
| QUAL iShares MSCI USA Quality Fac | 2.04% | 134,645 | $26.7M | Reduce -1.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.94% | 308,132 | $25.4M | Reduce -1.2% |
| AVDE Avantis International Equity | 1.90% | 302,191 | $24.9M | Reduce -2.6% |
| IBDU iShares Ibonds Dec 2029 Term | 1.89% | 1,059,999 | $24.8M | Add +12.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.88% | 1,113,152 | $24.6M | New |
| QTEC First Trust Nasdq 100 Tech I | 1.51% | 85,690 | $19.7M | Reduce -2.9% |
| TILT NT Mstar US Ftilt ETF | 1.33% | 70,079 | $17.4M | Reduce -3.1% |
| IYW iShares Ustechnology ETF | 1.30% | 85,075 | $17.0M | Reduce -3.0% |
| RWK Invesco S&P Midcap 400 Rev | 1.26% | 130,227 | $16.5M | Reduce -4.5% |
| EFA iShares MSCI Eafe ETF | 1.05% | 142,770 | $13.7M | Reduce -4.2% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.03% | 138,485 | $13.5M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.00% | 21,375 | $13.1M | Add +1.4% |
| FXL First Trust Technology Alpha | 0.84% | 65,567 | $11.0M | Reduce -3.8% |
| COWG Pacer US LRG Cap Cows GR LD | 0.80% | 296,578 | $10.4M | Add +20.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.64% | 179,982 | $8.4M | Reduce -3.6% |
| RSP Invesco S&P 500 Equal Weight | 0.63% | 42,875 | $8.2M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 24,454 | $8.2M | Add +2.7% |
| NVDA Nvidia Corp. | 0.61% | 43,018 | $8.0M | Add +1.3% |
| QDEF NT Qual Div Def ETF | 0.55% | 88,313 | $7.1M | Add +0.0% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.54% | 65,362 | $7.1M | Reduce -2.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.54% | 116,516 | $7.0M | Reduce -2.7% |
| ESGD iShares Trust iShares ESG Aw | 0.42% | 58,179 | $5.5M | Reduce -1.2% |
| DFAC Dimensional US Core Equity 2 | 0.39% | 128,610 | $5.1M | Reduce -10.0% |
| RWL Invesco S&P 500 Revenue ETF | 0.38% | 43,443 | $5.0M | Reduce -1.3% |
| DEUS Xtrackers Russell US Multi | 0.36% | 80,455 | $4.7M | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 0.30% | 142,469 | $3.9M | Reduce -8.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 7,976 | $3.9M | Reduce -0.3% |
| DGRO iShares Core Dividend Growth | 0.29% | 55,581 | $3.9M | Reduce -8.8% |
| XLK SS Technology Select Sector | 0.28% | 25,160 | $3.6M | No change |
| TSLA Tesla Inc. | 0.27% | 7,934 | $3.6M | Add +4.6% |
| SCHB Schwab US Broad Market ETF | 0.27% | 135,862 | $3.6M | Add +0.4% |
| LRGF iShares US Equity Factor ETF | 0.24% | 44,983 | $3.1M | No change |
| INTU Intuit Inc. | 0.23% | 4,591 | $3.0M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 5,932 | $3.0M | Reduce -4.5% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 22,328 | $2.7M | Reduce -0.7% |
| ESG NT Stoxx US ESG ETF | 0.19% | 16,049 | $2.5M | Add +0.0% |
| MDY State Street SPDR S&P Midcap | 0.19% | 4,129 | $2.5M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 0.18% | 7,621 | $2.4M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.18% | 2,192 | $2.4M | Add +83.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.17% | 30,364 | $2.3M | Reduce -7.6% |
| MSFT Microsoft Corp. | 0.17% | 4,623 | $2.2M | Reduce -8.5% |
| AMZN Amazon.com Inc. | 0.14% | 7,920 | $1.8M | Reduce -11.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 15,727 | $1.8M | Add +0.4% |
| ABBV Abbvie Inc. | 0.12% | 6,913 | $1.6M | Add +0.1% |
| V Visa Inc. Class A | 0.12% | 4,378 | $1.5M | Add +2.9% |
| GEV GE Vernova Inc. | 0.12% | 2,336 | $1.5M | Add +184.9% |
| JPM JPMorgan Chase & Co. | 0.11% | 4,668 | $1.5M | Add +0.1% |
| AVUV Avantis US Small Cap Value | 0.11% | 14,728 | $1.5M | Reduce -8.8% |
| GOOGL Alphabet Inc. Class A | 0.11% | 4,618 | $1.4M | Add +4.9% |
| GBFH Gbank Financial Holdings Inc. | 0.10% | 39,854 | $1.4M | Add +17.9% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 5,801 | $1.3M | Reduce -5.9% |
| SYK Stryker Corp. | 0.10% | 3,575 | $1.3M | Add +0.1% |
| AVEM Avantis Emerging Markets Eq | 0.09% | 15,538 | $1.2M | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 1,705 | $1.2M | Add +109.7% |
| VOO Vanguard S&P 500 ETF | 0.08% | 1,730 | $1.1M | Reduce -16.5% |
| EZM Wisdomtree US Midcap Fund | 0.08% | 16,165 | $1.1M | No change |
| COST Costco Wholesale Corp. | 0.08% | 1,238 | $1.1M | Reduce -2.4% |
| GS Goldman Sachs Group Inc. | 0.08% | 1,186 | $1.0M | Reduce -4.3% |
| FVD First Trust Value Line DVD | 0.08% | 22,080 | $1.0M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.07% | 8,084 | $973K | Add +0.2% |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 13,842 | $943K | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.07% | 2,661 | $921K | Add +0.6% |
| WTV Wisdomtree U.S. Value Fund | 0.07% | 9,510 | $887K | No change |
| EIS iShares MSCI Israel ETF | 0.07% | 7,782 | $856K | Reduce -0.6% |
| OEF iShares S&P 100 ETF | 0.06% | 2,401 | $823K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.06% | 18,388 | $821K | Reduce -0.6% |
| IUS Invesco Rafi Strategic US Et | 0.06% | 14,256 | $815K | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 0.06% | 1,221 | $806K | Add +1.5% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 5,867 | $803K | New |
| NOC Northrop Grumman Corp. | 0.06% | 1,360 | $775K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $755K | Reduce -50.0% |
| NFLX Netflix Inc. | 0.06% | 7,880 | $739K | Add +5.3% |
| JNJ Johnson & Johnson | 0.06% | 3,567 | $738K | Add +9.5% |
| USHY iShares Broad Usd High Yield | 0.06% | 19,651 | $735K | Reduce -4.2% |
| SUSL iShares ESG MSCI USA Leaders | 0.05% | 5,721 | $694K | Add +3.0% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 13,841 | $687K | Add +1.4% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.05% | 17,182 | $672K | Reduce -4.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 603 | $645K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,139 | $639K | Add +1.2% |
| MS Morgan Stanley | 0.05% | 3,486 | $619K | Add +2.0% |
| MA Mastercard Inc. Class A | 0.05% | 1,081 | $617K | Add +17.8% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.05% | 13,694 | $611K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 8,156 | $600K | No change |
| IWV iShares Russell 3000 ETF | 0.04% | 1,522 | $589K | No change |
| JPC Nuveen Prefered & Income Opp | 0.04% | 70,922 | $575K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −1.94 |
| QGRW Wisdomtree US Quality Growth | Reduce -7.1% | 4.85% | −0.37 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.08 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -2.9% | 1.51% | −0.07 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -4.5% | 1.26% | −0.07 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -50.0% | 0.06% | −0.06 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -1.8% | 1.03% | −0.06 |
| FXL First Trust Technology Alpha | Reduce -3.8% | 0.84% | −0.05 |
| IYW iShares Ustechnology ETF | Reduce -3.0% | 1.30% | −0.04 |
| DFAC Dimensional US Core Equity 2 | Reduce -10.0% | 0.39% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.04 |
| IBTG iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.04 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -4.2% | 1.05% | −0.04 |
| TILT NT Mstar US Ftilt ETF | Reduce -3.1% | 1.33% | −0.04 |
| MSFT Microsoft Corp. | Reduce -8.5% | 0.17% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.2% | 0.30% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -3.6% | 0.64% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -8.8% | 0.29% | −0.03 |
| JPME JPM Diver Ret US MC Equity | Reduce -2.7% | 0.54% | −0.03 |
| DFAE Dimensional Emerging Core Eq | Reduce -2.2% | 2.20% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.1% | 2.04% | −0.03 |
| ELME Elme Communities | Sold out | 0.00% | −0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.2% | 1.94% | −0.02 |
| DON Wisdomtree US Midcap Dividen | Sold out | 0.00% | −0.02 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.5% | 0.23% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -16.5% | 0.08% | −0.02 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -11.7% | 0.14% | −0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -7.6% | 0.17% | −0.01 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -2.6% | 0.04% | −0.01 |
| INTU Intuit Inc. | Reduce -0.1% | 0.23% | −0.01 |
| AVDE Avantis International Equity | Reduce -2.6% | 1.90% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -8.8% | 0.11% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -2.4% | 0.08% | −0.01 |
| PFFD Global X US Preferred ETF | Reduce -26.9% | 0.02% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -16.7% | 0.04% | −0.01 |
| DEUS Xtrackers Russell US Multi | Reduce -0.3% | 0.36% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.9% | 0.10% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -1.7% | 0.19% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.2% | 0.42% | −0.00 |
| HD Home Depot Inc. | Reduce -2.3% | 0.02% | −0.00 |
| USHY iShares Broad Usd High Yield | Reduce -4.2% | 0.06% | −0.00 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -15.4% | 0.02% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 0.20% | −0.00 |
| IQLT iShares MSCI International Q | Reduce -0.7% | 3.26% | −0.00 |
| AVEM Avantis Emerging Markets Eq | Reduce -3.5% | 0.09% | −0.00 |
| NUMV Nuveen ESG Mid-Cap Value ETF | Reduce -4.3% | 0.05% | −0.00 |
| CVX Chevron Corp. | Reduce -2.4% | 0.04% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| IBDV iShares Ibonds Dec 2030 Corp. | New | 1.88% | +1.88 |
| IBDR iShares Ibonds Dec 2026 Term | Add +16.1% | 2.44% | +0.28 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +12.9% | 2.17% | +0.20 |
| IBDU iShares Ibonds Dec 2029 Term | Add +12.8% | 1.89% | +0.17 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +11.1% | 2.12% | +0.16 |
| AAPL Apple Inc. | Add +1.4% | 2.80% | +0.16 |
| LLY Eli Lilly & Co. | Add +83.7% | 0.18% | +0.11 |
| COWG Pacer US LRG Cap Cows GR LD | Add +20.2% | 0.80% | +0.10 |
| GEV GE Vernova Inc. | Add +184.9% | 0.12% | +0.08 |
| IWP iShares Russell Mid-Cap Grow | New | 0.06% | +0.06 |
| DFAU Dimensional US Core Equity M | Add +0.3% | 16.13% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +109.7% | 0.09% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.04% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.18% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +4.9% | 0.11% | +0.03 |
| BSCS Invesco Bulletshares 2028 CB | New | 0.03% | +0.03 |
| GLD SPDR Gold Shares | New | 0.02% | +0.02 |
| XMMO Invesco S&P Midcap Momentum | New | 0.02% | +0.02 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| IMAX Imax Corp. | New | 0.02% | +0.02 |
| PG The Procter & Gamble Co. | New | 0.02% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.7% | 0.63% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| RTX RTX Corp. | New | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.4% | 1.00% | +0.01 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +66.5% | 0.04% | +0.01 |
| TSLA Tesla Inc. | Add +4.6% | 0.27% | +0.01 |
| JNJ Johnson & Johnson | Add +9.5% | 0.06% | +0.01 |
| MA Mastercard Inc. Class A | Add +17.8% | 0.05% | +0.01 |
| TTRX Turn Therapeutics Inc. | New | 0.01% | +0.01 |
| MS Morgan Stanley | Add +2.0% | 0.05% | +0.00 |
| WMT Walmart Inc. | Add +6.6% | 0.04% | +0.00 |
| V Visa Inc. Class A | Add +2.9% | 0.12% | +0.00 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.07% | +0.00 |
| COF Capital One Financial Corp. | Add +0.7% | 0.03% | +0.00 |
| ORCL Oracle Corp. | Add +72.1% | 0.02% | +0.00 |
| BSCT Invesco Bulletshares 2029 CB | Add +18.2% | 0.02% | +0.00 |
| SUSL iShares ESG MSCI USA Leaders | Add +3.0% | 0.05% | +0.00 |
| SLMT Brera Holdings PLC Class B | New | 0.00% | +0.00 |
| AVGO Broadcom Inc. | Add +0.6% | 0.07% | +0.00 |
| ISRA Vaneck Israel ETF | Add +0.8% | 0.04% | +0.00 |
| AXP American Express Co. | Add +1.5% | 0.02% | +0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +4.7% | 0.03% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +0.7% | 0.03% | +0.00 |
| ESG NT Stoxx US ESG ETF | Add +0.0% | 0.19% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.03% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.2% | 0.05% | +0.00 |
| GE General Electric | Add +1.9% | 0.03% | +0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.4% | 0.27% | +0.00 |
| ITEQ Amplify Bluestar Israel Tech | Add +5.7% | 0.02% | +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 |