RVW Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), RVW Wealth, LLC reported 176 stock positions worth $1.3 billion. Its top holding was Dimensional US Core Equity M (DFAU) at 16.3% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 7.0%) and Wisdomtree U.S. Quality Divi (DGRW, 5.7%). Compared with Q4 2025, it opened 12 new positions, sold out of 17, added to 41 and reduced 69. The biggest buy was a new position in JPMorgan Ultra-Short Income (JPST) and the biggest sale Wisdomtree US Quality Growth (QGRW, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001756543
- Portfolio Value
- $1.3B (Q1 2026)
- SEC Filing
- 0001756543-26-000002 ↗ filed Apr 8, 2026
Holdings Value
Holdings 176 stocks · $1.3B
| DFAU Dimensional US Core Equity M | 16.27% | 4,630,535 | $208.9M | Add +2.6% |
| AVUS Avantis U.S. Equity ETF | 6.95% | 802,554 | $89.2M | Reduce -2.4% |
| DGRW Wisdomtree U.S. Quality Divi | 5.68% | 829,962 | $72.9M | Add +0.8% |
| QGRW Wisdomtree US Quality Growth | 4.44% | 1,065,641 | $56.9M | Reduce -1.5% |
| DFAI Dimensional International Co. | 4.42% | 1,456,488 | $56.7M | Reduce -2.5% |
| JQUA JPMorgan US Quality Factor | 4.39% | 918,104 | $56.3M | Add +1.6% |
| IQLT iShares MSCI International Q | 3.32% | 921,777 | $42.6M | Reduce -1.9% |
| VFLO Victoryshares Free Cash Flow | 3.08% | 1,000,618 | $39.5M | Add +1.9% |
| RDVY First Trust Rising Dividend | 3.04% | 570,710 | $39.0M | Reduce -1.1% |
| AAPL Apple Inc. | 2.69% | 135,988 | $34.5M | Add +1.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.30% | 1,217,920 | $29.5M | Add +4.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.29% | 1,159,226 | $29.4M | Add +6.5% |
| DFAE Dimensional Emerging Core Eq | 2.26% | 858,565 | $29.1M | Reduce -3.0% |
| SPMO Invesco S&P 500 Momentum ETF | 2.16% | 247,209 | $27.7M | Add +3.5% |
| IBDR iShares Ibonds Dec 2026 Term | 2.15% | 1,140,545 | $27.6M | Reduce -13.5% |
| IBDU iShares Ibonds Dec 2029 Term | 2.08% | 1,148,779 | $26.7M | Add +8.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.06% | 1,206,110 | $26.4M | Add +8.3% |
| QUAL iShares MSCI USA Quality Fac | 1.96% | 131,486 | $25.2M | Reduce -2.4% |
| AVDE Avantis International Equity | 1.92% | 291,172 | $24.7M | Reduce -3.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.86% | 302,469 | $23.9M | Reduce -1.8% |
| QTEC First Trust Nasdq 100 Tech I | 1.41% | 83,826 | $18.1M | Reduce -2.2% |
| TILT NT Mstar US Ftilt ETF | 1.28% | 68,293 | $16.5M | Reduce -2.5% |
| IYW iShares Ustechnology ETF | 1.25% | 88,766 | $16.1M | Add +4.3% |
| RWK Invesco S&P Midcap 400 Rev | 1.17% | 117,587 | $15.1M | Reduce -9.7% |
| EFA iShares MSCI Eafe ETF | 1.08% | 142,111 | $13.8M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.96% | 21,306 | $12.3M | Reduce -0.3% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.91% | 128,235 | $11.7M | Reduce -7.4% |
| COWG Pacer US LRG Cap Cows GR LD | 0.90% | 341,988 | $11.5M | Add +15.3% |
| FXL First Trust Technology Alpha | 0.76% | 61,631 | $9.8M | Reduce -6.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.58% | 153,116 | $7.4M | Reduce -14.9% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.57% | 63,630 | $7.3M | Reduce -2.6% |
| NVDA Nvidia Corp. | 0.57% | 41,651 | $7.3M | Reduce -3.2% |
| JPST JPMorgan Ultra-Short Income | 0.51% | 129,372 | $6.5M | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.50% | 103,405 | $6.5M | Reduce -11.3% |
| QDEF NT Qual Div Def ETF | 0.50% | 80,662 | $6.4M | Reduce -8.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 17,356 | $5.6M | Reduce -29.0% |
| RSP Invesco S&P 500 Equal Weight | 0.41% | 27,549 | $5.3M | Reduce -35.8% |
| ESGD iShares Trust iShares ESG Aw | 0.41% | 55,177 | $5.3M | Reduce -5.2% |
| AVTM Avantis Total Equity ETF | 0.41% | 111,410 | $5.2M | New |
| DFAC Dimensional US Core Equity 2 | 0.39% | 128,583 | $5.0M | Reduce -0.0% |
| RWL Invesco S&P 500 Revenue ETF | 0.38% | 42,548 | $4.9M | Reduce -2.1% |
| DEUS Xtrackers Russell US Multi | 0.37% | 78,310 | $4.7M | Reduce -2.7% |
| GBFH Gbank Financial Holdings Inc. | 0.33% | 158,854 | $4.3M | Add +298.6% |
| DGRO iShares Core Dividend Growth | 0.30% | 55,282 | $3.9M | Reduce -0.5% |
| SCHD Schwab US DVD Equity ETF | 0.30% | 124,348 | $3.8M | Reduce -12.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 7,864 | $3.4M | Reduce -1.4% |
| XLK SS Technology Select Sector | 0.26% | 25,160 | $3.3M | No change |
| TSLA Tesla Inc. | 0.26% | 8,990 | $3.3M | Add +13.3% |
| LRGF iShares US Equity Factor ETF | 0.23% | 44,983 | $3.0M | No change |
| GEV GE Vernova Inc. | 0.23% | 3,337 | $2.9M | Add +42.9% |
| IJR iShares Core S&P Small-Cap E | 0.22% | 22,329 | $2.8M | Add +0.0% |
| SCHB Schwab US Broad Market ETF | 0.21% | 106,830 | $2.7M | Reduce -21.4% |
| AMZN Amazon.com Inc. | 0.21% | 12,848 | $2.7M | Add +62.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 5,165 | $2.5M | Reduce -12.9% |
| ESG NT Stoxx US ESG ETF | 0.19% | 16,049 | $2.4M | No change |
| MDY State Street SPDR S&P Midcap | 0.17% | 3,629 | $2.2M | Reduce -12.1% |
| GOOG Alphabet Inc. Class C | 0.17% | 7,799 | $2.2M | Add +2.3% |
| SPHQ Invesco S&P 500 Quality ETF | 0.17% | 28,607 | $2.2M | Reduce -5.8% |
| INTU Intuit Inc. | 0.15% | 4,591 | $2.0M | No change |
| MSFT Microsoft Corp. | 0.14% | 4,933 | $1.8M | Add +6.7% |
| AVUV Avantis US Small Cap Value | 0.13% | 15,115 | $1.7M | Add +2.6% |
| VOO Vanguard S&P 500 ETF | 0.13% | 2,738 | $1.6M | Add +58.3% |
| NOC Northrop Grumman Corp. | 0.13% | 2,360 | $1.6M | Add +73.5% |
| ABBV Abbvie Inc. | 0.11% | 6,728 | $1.5M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 0.10% | 4,672 | $1.3M | Add +1.2% |
| AVEM Avantis Emerging Markets Eq | 0.10% | 15,339 | $1.2M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 5,633 | $1.2M | Reduce -2.9% |
| SYK Stryker Corp. | 0.09% | 3,575 | $1.2M | No change |
| XOM Exxon Mobil Corp. | 0.09% | 6,744 | $1.1M | Reduce -16.6% |
| LLY Eli Lilly & Co. | 0.09% | 1,192 | $1.1M | Reduce -45.6% |
| EZM Wisdomtree US Midcap Fund | 0.08% | 16,165 | $1.1M | No change |
| COST Costco Wholesale Corp. | 0.08% | 1,035 | $1.0M | Reduce -16.4% |
| JPM JPMorgan Chase & Co. | 0.08% | 3,438 | $1.0M | Reduce -26.4% |
| FVD First Trust Value Line DVD | 0.08% | 21,452 | $1.0M | Reduce -2.8% |
| GS Goldman Sachs Group Inc. | 0.08% | 1,182 | $1.0M | Reduce -0.3% |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 13,857 | $987K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 10,059 | $969K | Reduce -36.0% |
| EIS iShares MSCI Israel ETF | 0.07% | 8,302 | $963K | Add +6.7% |
| WTV Wisdomtree U.S. Value Fund | 0.07% | 9,510 | $901K | No change |
| JNJ Johnson & Johnson | 0.07% | 3,567 | $872K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.06% | 18,358 | $827K | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.06% | 2,600 | $805K | Reduce -2.3% |
| OEF iShares S&P 100 ETF | 0.06% | 2,505 | $797K | Add +4.3% |
| IUS Invesco Rafi Strategic US Et | 0.06% | 13,497 | $782K | Reduce -5.3% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 5,870 | $752K | Add +0.1% |
| NFLX Netflix Inc. | 0.06% | 7,790 | $749K | Reduce -1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $718K | No change |
| CVX Chevron Corp. | 0.06% | 3,467 | $717K | No change |
| USHY iShares Broad Usd High Yield | 0.05% | 18,951 | $698K | Reduce -3.6% |
| GCAL Dynamic California Muni ETF | 0.05% | 13,415 | $680K | New |
| DFCA Dimensional Calfornia MB ETF | 0.05% | 13,627 | $679K | New |
| CMF iShares California Muni Bond | 0.05% | 11,897 | $676K | New |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.05% | 17,113 | $663K | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.05% | 1,157 | $662K | Reduce -5.2% |
| V Visa Inc. Class A | 0.05% | 2,188 | $661K | Reduce -50.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,239 | $655K | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 1,001 | $651K | Reduce -41.3% |
| SUSL iShares ESG MSCI USA Leaders | 0.05% | 5,721 | $650K | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.05% | 13,694 | $621K | No change |
| FEMS First Trust Emerging Markets | 0.05% | 13,604 | $620K | Add +0.1% |
Portfolio Sells Q4 2025 → Q1 2026
| QGRW Wisdomtree US Quality Growth | Reduce -1.5% | 4.44% | −0.41 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -13.5% | 2.15% | −0.29 |
| RSP Invesco S&P 500 Equal Weight | Reduce -35.8% | 0.41% | −0.22 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -29.0% | 0.43% | −0.19 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -7.4% | 0.91% | −0.13 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -2.2% | 1.41% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -45.6% | 0.09% | −0.09 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -9.7% | 1.17% | −0.08 |
| FXL First Trust Technology Alpha | Reduce -6.0% | 0.76% | −0.08 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.8% | 1.86% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.4% | 1.96% | −0.08 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -14.9% | 0.58% | −0.07 |
| AVUS Avantis U.S. Equity ETF | Reduce -2.4% | 6.95% | −0.07 |
| V Visa Inc. Class A | Reduce -50.0% | 0.05% | −0.07 |
| SCHB Schwab US Broad Market ETF | Reduce -21.4% | 0.21% | −0.06 |
| DIS The Walt Disney Co. | Reduce -36.0% | 0.08% | −0.06 |
| TILT NT Mstar US Ftilt ETF | Reduce -2.5% | 1.28% | −0.05 |
| NVDA Nvidia Corp. | Reduce -3.2% | 0.57% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.3% | 0.96% | −0.04 |
| QDEF NT Qual Div Def ETF | Reduce -8.7% | 0.50% | −0.04 |
| SPHD Invesco S&P 500 High Dividen | Sold out | 0.00% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -41.3% | 0.05% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -26.4% | 0.08% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.9% | 0.19% | −0.03 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -11.3% | 0.50% | −0.03 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.03 |
| MS Morgan Stanley | Reduce -61.5% | 0.02% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.4% | 0.27% | −0.03 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.03 |
| RDVY First Trust Rising Dividend | Reduce -1.1% | 3.04% | −0.03 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -56.9% | 0.03% | −0.02 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.02 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −0.02 |
| AXP American Express Co. | Sold out | 0.00% | −0.02 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.02 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -12.1% | 0.17% | −0.02 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.02 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.02 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.02 |
| LION Lionsgate Studios Corp. | Sold out | 0.00% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -5.2% | 0.41% | −0.01 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -30.1% | 0.03% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -5.2% | 0.05% | −0.01 |
| AVGO Broadcom Inc. | Reduce -2.3% | 0.06% | −0.01 |
| COF Capital One Financial Corp. | Reduce -1.4% | 0.02% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| JPST JPMorgan Ultra-Short Income | New | 0.51% | +0.51 |
| AVTM Avantis Total Equity ETF | New | 0.41% | +0.41 |
| GBFH Gbank Financial Holdings Inc. | Add +298.6% | 0.33% | +0.23 |
| IBDU iShares Ibonds Dec 2029 Term | Add +8.4% | 2.08% | +0.19 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +8.3% | 2.06% | +0.18 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +6.5% | 2.29% | +0.17 |
| DFAU Dimensional US Core Equity M | Add +2.6% | 16.27% | +0.15 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +4.0% | 2.30% | +0.13 |
| VFLO Victoryshares Free Cash Flow | Add +1.9% | 3.08% | +0.12 |
| GEV GE Vernova Inc. | Add +42.9% | 0.23% | +0.11 |
| COWG Pacer US LRG Cap Cows GR LD | Add +15.3% | 0.90% | +0.10 |
| AMZN Amazon.com Inc. | Add +62.2% | 0.21% | +0.07 |
| NOC Northrop Grumman Corp. | Add +73.5% | 0.13% | +0.07 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.8% | 5.68% | +0.06 |
| DFCA Dimensional Calfornia MB ETF | New | 0.05% | +0.05 |
| GCAL Dynamic California Muni ETF | New | 0.05% | +0.05 |
| CMF iShares California Muni Bond | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +58.3% | 0.13% | +0.04 |
| ICOW Pacer Developed Markets Inte | New | 0.03% | +0.03 |
| UNH Unitedhealth Group Inc. | New | 0.03% | +0.03 |
| RTX RTX Corp. | Add +180.3% | 0.05% | +0.03 |
| BSCR Invesco Bulletshares 2027 CB | Add +124.1% | 0.04% | +0.03 |
| JQUA JPMorgan US Quality Factor | Add +1.6% | 4.39% | +0.02 |
| MKL Markel Group Inc. | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | New | 0.02% | +0.02 |
| VLO Valero Energy Corp. | New | 0.02% | +0.02 |
| IEMG iShares Core MSCI Emerging | New | 0.02% | +0.02 |
| AVUV Avantis US Small Cap Value | Add +2.6% | 0.13% | +0.02 |
| BSCV Invesco Bulletshares 2031 CB | New | 0.01% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.0% | 0.22% | +0.01 |
| EIS iShares MSCI Israel ETF | Add +6.7% | 0.07% | +0.01 |
| GLD SPDR Gold Shares | Add +18.8% | 0.03% | +0.01 |
| JPIN JPM Diversified Ret Intl Eq | Add +0.1% | 0.08% | +0.00 |
| FEMS First Trust Emerging Markets | Add +0.1% | 0.05% | +0.00 |
| ISRA Vaneck Israel ETF | Add +5.8% | 0.04% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +13.6% | 0.04% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.5% | 0.03% | +0.00 |
| INTC Intel Corp. | Add +0.4% | 0.02% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Add +17.8% | 0.04% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.4% | 0.05% | +0.00 |
| BSCS Invesco Bulletshares 2028 CB | Add +6.9% | 0.03% | +0.00 |
| BSCT Invesco Bulletshares 2029 CB | Add +9.9% | 0.02% | +0.00 |
| ITEQ Amplify Bluestar Israel Tech | Add +8.2% | 0.02% | +0.00 |
| BSCQ Invesco Bulletshares 2026 CB | Add +2.5% | 0.04% | +0.00 |
| OEF iShares S&P 100 ETF | Add +4.3% | 0.06% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 0.06% | −0.00 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 0.10% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +2.3% | 0.17% | −0.01 |
| TSLA Tesla Inc. | Add +13.3% | 0.26% | −0.01 |
| SPMO Invesco S&P 500 Momentum ETF | Add +3.5% | 2.16% | −0.02 |
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 |