Rvw Wealth, LLC Portfolio Holdings

Rvw Wealth, LLC

$1.16 Billion
Q3 2025

Rvw Wealth, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $206M, American Centy ETF Tr Avantis with a value of $89.9M, Wisdomtree Tr Us Quality Divid with a value of $73.2M, J P Morgan ETF Tr U S Quality with a value of $56.8M, and Dimensional ETF Tr with a value of $54.6M.

Examining the 13F form we can see an increase of $91.2M in the current position value, from $1.07B to 1.16B.

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

Portfolio value $1.16 Billion

ETFs: $1.07 Billion

Technology: $50.4 Million

Financial Services: $12.8 Million

Communication Services: $6.48 Million

Consumer Cyclical: $6.12 Million

Healthcare: $5.35 Million

Industrials: $1.85 Million

Consumer Defensive: $1.84 Million

Other: $2.15 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFAU Dimensional ETF Tr ETFs	$0	$206 Million 17.72% of portfolio	4,499,238	Q3 2025 Added 3.87%
AVUS American Centy ETF Tr Avantis ETFs	$0	$89.9 Million 7.74% of portfolio	827,091	Q3 2025 Reduced 0.55%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$73.2 Million 6.3% of portfolio	822,644	Q3 2025 Added 2.28%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$56.8 Million 4.89% of portfolio	903,152	Q3 2025 Added 3.96%
DFAI Dimensional ETF Tr ETFs	$0	$54.6 Million 4.69% of portfolio	1,500,700	Q3 2025 Added 1.27%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$41.8 Million 3.6% of portfolio	946,779	Q3 2025 Added 2.46%
RDVY First Trust Rising Dividend Ac ETFs	$0	$39.2 Million 3.37% of portfolio	582,873	Q3 2025 Added 0.83%
AAPL Apple Inc. Technology	$4.3T	$33.8 Million 2.91% of portfolio	132,724	Q3 2025 Added 6.17%
DFAE Dimensional ETF Tr ETFs	$0	$28.5 Million 2.46% of portfolio	905,176	Q3 2025 Added 0.42%

SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$28.6 Million 2.46% of portfolio	235,879	Q3 2025 Added 4.37%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$27 Million 2.32% of portfolio	1,135,975	Q3 2025 Added 4.03%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$26.5 Million 2.28% of portfolio	136,159	Q3 2025 Reduced 0.35%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$25.2 Million 2.17% of portfolio	1,037,195	Q3 2025 Added 1.39%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$25.2 Million 2.16% of portfolio	311,867	Q3 2025 Reduced 0.19%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$25 Million 2.15% of portfolio	980,372	Q3 2025 Added 1.43%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$24.9 Million 2.14% of portfolio	988,940	Q3 2025 Reduced 1.93%
AVDE American Centy ETF Tr Avantis ETFs	$0	$24.5 Million 2.11% of portfolio	310,408	Q3 2025 Reduced 1.83%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$22.1 Million 1.9% of portfolio	939,759	Q3 2025 Added 4.22%

QTEC First Trust Nasdaq 100 Technol ETFs	$0	$20.3 Million 1.74% of portfolio	88,231	Q3 2025 Reduced 0.11%
TILT Flexshares Tr ETFs	$0	$17.5 Million 1.51% of portfolio	72,319	Q3 2025 Reduced 0.19%
IYW Ishares Dj Us Tech ETF ETFs	$0	$17.2 Million 1.48% of portfolio	87,683	Q3 2025 Added 1.63%
RWK Invesco Exchange Traded Fd Tr ETFs	$0	$17.1 Million 1.47% of portfolio	136,439	Q3 2025 Reduced 0.76%
NULG Nuveen Esg Large Cap Growth Et ETFs	$0	$14 Million 1.21% of portfolio	140,959	Q3 2025 Reduced 0.12%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$13.9 Million 1.2% of portfolio	149,018	Q3 2025 Reduced 0.44%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$12.7 Million 1.09% of portfolio	21,079	Q3 2025 Added 1.11%
FXL First Tr Exchange Traded Fd Fi ETFs	$0	$11.5 Million 0.99% of portfolio	68,182	Q3 2025 Reduced 0.49%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$8.64 Million 0.74% of portfolio	186,617	Q3 2025 Reduced 0.12%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$8.13 Million 0.7% of portfolio	42,874	Q2 2025 Reduced 0.75%
NVDA Nvidia Corp Technology	$465B	$7.92 Million 0.68% of portfolio	42,458	Q3 2025 Added 36.23%
VTI Vanguard Total Stock Market Et ETFs	$0	$7.82 Million 0.67% of portfolio	23,821	Q3 2025 Added 0.05%
JPME Jpmorgan Tr. Diversified Retur ETFs	$0	$7.28 Million 0.63% of portfolio	67,171	Q3 2025 Reduced 1.52%
QDEF Flexshares Quality Div Defensi ETFs	$0	$7.06 Million 0.61% of portfolio	88,307	Q3 2025 Reduced 0.02%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$6.88 Million 0.59% of portfolio	119,764	Q3 2025 Reduced 1.1%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$5.47 Million 0.47% of portfolio	58,866	Q3 2025 Reduced 4.36%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$5.51 Million 0.47% of portfolio	142,899	Q3 2025 Reduced 0.89%
RWL Invesco Exchange Traded Fd Tr ETFs	$0	$4.87 Million 0.42% of portfolio	44,031	Q3 2025 Reduced 1.26%
DEUS Xtrackers Russell Us Multifact ETFs	$0	$4.69 Million 0.4% of portfolio	80,673	Q3 2025 Reduced 2.55%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$4.24 Million 0.36% of portfolio	155,239	Q3 2025 Reduced 4.79%
DGRO Ishares Core Dividend Growth E ETFs	$0	$4.15 Million 0.36% of portfolio	60,921	Q3 2025 Reduced 1.25%
VUG Vanguard Growth ETF ETFs	$0	$3.84 Million 0.33% of portfolio	8,003	Q3 2025 Reduced 0.2%
XLK Technology Sector Spdr ETFs	$0	$3.55 Million 0.31% of portfolio	12,581	Q3 2025 Added 0.01%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$3.48 Million 0.3% of portfolio	135,286	Q3 2025 Added 0.05%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$3.37 Million 0.29% of portfolio	7,582	Q3 2025 Added 0.64%
INTU Intuit Inc Technology	$182B	$3.14 Million 0.27% of portfolio	4,597	Q2 2025 Reduced 0.09%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$3.12 Million 0.27% of portfolio	6,212	Q3 2025 Reduced 0.35%
LRGF Ishares Tr ETFs	$0	$3.11 Million 0.27% of portfolio	44,983	Q3 2025 Reduced 0.07%
MSFT Microsoft Corp Technology	$3.78T	$2.62 Million 0.23% of portfolio	5,050	Q3 2025 Reduced 3.39%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.67 Million 0.23% of portfolio	22,492	Q3 2025 Added 0.55%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$2.5 Million 0.22% of portfolio	4,199	Q3 2025 Added 1.08%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$2.41 Million 0.21% of portfolio	32,852	Q3 2025 Added 0.01%

Summary

Portfolio
No. of Stocks 176
Current Value $1.16 Billion
Prior Value $1.07 Billion
Filing
Period Q3 2025
Filing Date October 20, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 9 stocks
Additional Purchases 43 stocks
Sold out of 0 stocks
Reduced holdings in 67 stocks

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