Rvw Wealth, LLC Portfolio Holdings

Rvw Wealth, LLC

  • $976 Million
  • Q1 2025

Rvw Wealth, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $976 Million distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $107M, American Centy ETF Tr Avantis with a value of $82.4M, Spdr Portfolio S&P 1500 Compos with a value of $67.7M, Wisdomtree Tr Us Quality Divid with a value of $66.5M, and J P Morgan ETF Tr U S Quality with a value of $49.8M.

Examining the 13F form we can see an decrease of $27M in the current position value, from $1B to 976M.

Below you can find more details about Rvw Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $976 Million
ETFs: $907 Million
Technology: $38 Million
Financial Services: $12.1 Million
Communication Services: $4.74 Million
Consumer Cyclical: $4.34 Million
Healthcare: $4.18 Million
Consumer Defensive: $2.32 Million
Energy: $1.86 Million
Other: $1.45 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$107 Million 10.92% of portfolio
2,774,616
Q1 2025 Added 91.52%
$0
$82.4 Million 8.44% of portfolio
892,262
Q1 2025 Reduced 13.96%
$0
$67.7 Million 6.94% of portfolio
996,174
Q1 2025 Added 215.33%
$0
$66.5 Million 6.81% of portfolio
832,847
Q1 2025 Reduced 0.77%
$0
$49.8 Million 5.11% of portfolio
882,769
Q1 2025 Added 10.73%
$0
$47.4 Million 4.86% of portfolio
1,518,680
Q1 2025 Reduced 18.23%
$0
$37 Million 3.79% of portfolio
931,352
Q1 2025 Reduced 20.83%
$0
$33.7 Million 3.45% of portfolio
575,463
Q1 2025 Reduced 9.99%
$3.4T
$27.7 Million 2.84% of portfolio
124,856
Q1 2025 Added 5.52%
$0
$24.3 Million 2.49% of portfolio
1,021,682
Q1 2025 Added 6.47%
$0
$24.2 Million 2.48% of portfolio
963,807
Q1 2025 Added 0.8%
$0
$23.6 Million 2.42% of portfolio
911,129
Q1 2025 Reduced 12.9%
$0
$23.4 Million 2.4% of portfolio
967,922
Q1 2025 Added 1.24%
$0
$22.5 Million 2.3% of portfolio
889,298
Q1 2025 Added 2.28%
$0
$21.4 Million 2.19% of portfolio
323,171
Q1 2025 Reduced 20.17%
$0
$21.1 Million 2.16% of portfolio
123,472
Q1 2025 Reduced 3.71%
$0
$18.5 Million 1.9% of portfolio
200,451
Q1 2025 Added 213.43%
$0
$15.7 Million 1.6% of portfolio
90,174
Q1 2025 Reduced 5.86%
$0
$15 Million 1.54% of portfolio
72,841
Q1 2025 Reduced 4.12%
$0
$14.9 Million 1.52% of portfolio
137,720
Q1 2025 Reduced 3.96%
$0
$13.2 Million 1.35% of portfolio
241,537
Q1 2025 Reduced 68.33%
$0
$12.6 Million 1.29% of portfolio
154,093
Q1 2025 Reduced 26.76%
$0
$11.2 Million 1.14% of portfolio
142,613
Q1 2025 Reduced 3.96%
$0
$10.7 Million 1.09% of portfolio
76,025
Q1 2025 Added 2,127.51%
$0
$10.4 Million 1.06% of portfolio
78,536
Q1 2025 Reduced 60.38%
$0
$9.75 Million 1.0% of portfolio
20,787
Q1 2025 Added 0.31%
$0
$8.16 Million 0.84% of portfolio
200,168
Q1 2025 Reduced 19.52%
$0
$7.48 Million 0.77% of portfolio
43,200
Q1 2025 Reduced 1.23%
$0
$6.96 Million 0.71% of portfolio
69,200
Q1 2025 Reduced 4.96%
$0
$6.15 Million 0.63% of portfolio
88,014
Q1 2025 Reduced 1.79%
$0
$5.68 Million 0.58% of portfolio
69,523
Q1 2025 Reduced 42.46%
$0
$5.71 Million 0.58% of portfolio
20,781
Q1 2025 Reduced 6.56%
$0
$5.27 Million 0.54% of portfolio
188,493
Q1 2025 Reduced 71.26%
$0
$4.74 Million 0.49% of portfolio
88,431
Q1 2025 Reduced 30.54%
$0
$4.53 Million 0.46% of portfolio
45,567
Q1 2025 Reduced 8.94%
$336B
$3.73 Million 0.38% of portfolio
34,378
Q1 2025 Added 33.39%
$694B
$3.37 Million 0.35% of portfolio
6,337
Q1 2025 Added 43.89%
$0
$3.36 Million 0.34% of portfolio
38,495
Q1 2025 Reduced 85.19%
$0
$3.03 Million 0.31% of portfolio
8,184
Q1 2025 Reduced 2.54%
$0
$2.92 Million 0.3% of portfolio
135,798
Q1 2025 Added 5.45%
$186B
$2.82 Million 0.29% of portfolio
4,601
Q1 2025 Reduced 17.25%
$0
$2.6 Million 0.27% of portfolio
12,580
Q1 2025 Reduced 6.1%
$0
$2.63 Million 0.27% of portfolio
45,380
Q1 2025 Reduced 4.77%
$3.38T
$2.41 Million 0.25% of portfolio
6,429
Q1 2025 Reduced 4.81%
$0
$2.3 Million 0.24% of portfolio
4,316
Q1 2025 Reduced 25.91%
$0
$2.38 Million 0.24% of portfolio
22,807
Q1 2025 Reduced 23.37%
$0
$2.16 Million 0.22% of portfolio
32,626
Q1 2025 Reduced 2.07%
$1.08T
$1.94 Million 0.2% of portfolio
7,494
Q1 2025 Reduced 5.08%
$592B
$1.62 Million 0.17% of portfolio
4,631
Q1 2025 Added 451.97%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $976 Million
  • Prior Value $1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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