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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$33.8 Million 2.91% of portfolio
132,724
Q3 2025 Added 6.17%
$465B
$7.92 Million 0.68% of portfolio
42,458
Q3 2025 Added 36.23%
$1.29T
$3.37 Million 0.29% of portfolio
7,582
Q3 2025 Added 0.64%
$182B
$3.14 Million 0.27% of portfolio
4,597
Q2 2025 Reduced 0.09%
$662B
$3.12 Million 0.27% of portfolio
6,212
Q3 2025 Reduced 0.35%
$3.78T
$2.62 Million 0.23% of portfolio
5,050
Q3 2025 Reduced 3.39%
$2.39T
$1.97 Million 0.17% of portfolio
8,966
Q3 2025 Added 12.82%
$1.74T
$1.84 Million 0.16% of portfolio
7,557
Q3 2025 Added 0.01%
$193B
$1.79 Million 0.15% of portfolio
15,661
Q3 2025 Reduced 12.34%
$414B
$1.6 Million 0.14% of portfolio
6,907
Q3 2025 Added 14.93%
$881B
$1.47 Million 0.13% of portfolio
4,663
Q3 2025 Reduced 1.1%
$453B
$1.51 Million 0.13% of portfolio
2
Q1 2025 Added 100.0%
$533B
$1.45 Million 0.12% of portfolio
4,256
Q3 2025 Reduced 1.73%
$0
$1.33 Million 0.11% of portfolio
33,790
Q3 2025 Added 199.69%
$136B
$1.32 Million 0.11% of portfolio
3,571
Q1 2025 Added 0.06%
$404B
$1.17 Million 0.1% of portfolio
1,268
Q3 2025 Added 1.68%
$139B
$872,000 0.08% of portfolio
2,646
Q3 2025 New
$971B
$910,000 0.08% of portfolio
1,193
Q3 2025 New
$49.1B
$896,000 0.08% of portfolio
748
Q3 2025 Added 0.54%
$1.37T
$883,000 0.08% of portfolio
1,203
Q3 2025 Reduced 14.44%
$265B
$987,000 0.08% of portfolio
1,240
Q2 2025 Reduced 0.48%
$490B
$910,000 0.08% of portfolio
8,071
Q2 2025 Reduced 3.26%
$86.7B
$828,000 0.07% of portfolio
1,360
Q3 2025 New
$270B
$543,000 0.05% of portfolio
3,416
Q3 2025 Added 0.83%
$0
$581,000 0.05% of portfolio
70,922
Q4 2024 Added 21.23%
$522B
$603,000 0.05% of portfolio
3,257
Q2 2025 Added 24.69%
$303B
$551,000 0.05% of portfolio
3,552
Q3 2025 Added 0.91%
$51.1B
$633,000 0.05% of portfolio
7,059
Q4 2024 Added 1.44%
$405B
$583,000 0.05% of portfolio
603
Q2 2025 Reduced 6.94%
$512B
$522,000 0.04% of portfolio
918
Q2 2025 Added 0.44%
$224B
$479,000 0.04% of portfolio
1,579
Q3 2025 Reduced 0.38%
$279B
$468,000 0.04% of portfolio
4,542
Q2 2025 Reduced 12.82%
$50.4B
$472,000 0.04% of portfolio
7,725
Q2 2025 Reduced 1.15%
$167B
$428,000 0.04% of portfolio
4,484
Q3 2025 Reduced 0.51%
$147B
$426,000 0.04% of portfolio
4,369
Q2 2025 Reduced 12.07%
$39.4B
$430,000 0.04% of portfolio
600
Q3 2024 New
$0
$330,000 0.03% of portfolio
40,349
Q4 2024 Added 38.96%
$23.5B
$315,000 0.03% of portfolio
538
Q3 2025 Reduced 3.24%
$118B
$338,000 0.03% of portfolio
1,376
Q2 2025 Reduced 0.94%
$1.55B
$309,000 0.03% of portfolio
17,470
Q3 2025 New
$0
$322,000 0.03% of portfolio
27,623
Q4 2024 Added 41.66%
$77.2B
$327,000 0.03% of portfolio
1,542
Q3 2025 Reduced 2.41%
$266B
$349,000 0.03% of portfolio
1,238
Q3 2025 Reduced 12.38%
$367B
$297,000 0.03% of portfolio
734
Q2 2025 Reduced 11.99%
$328B
$369,000 0.03% of portfolio
1,229
Q3 2025 Reduced 7.52%
$89.7B
$331,000 0.03% of portfolio
1,644
Q2 2025 Reduced 2.2%
$0
$341,000 0.03% of portfolio
17,849
Q4 2024 Added 40.54%
$593B
$226,000 0.02% of portfolio
806
Q3 2025 New
$75.4B
$219,000 0.02% of portfolio
1,675
Q2 2025 Reduced 24.72%

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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