Rvw Wealth, LLC Portfolio Holdings

Rvw Wealth, LLC

  • $1.07 Billion
  • Q2 2025

Rvw Wealth, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $183M, American Centy ETF Tr Avantis with a value of $83.9M, Wisdomtree Tr Us Quality Divid with a value of $67.3M, J P Morgan ETF Tr U S Quality with a value of $52.2M, and Dimensional ETF Tr with a value of $51.2M.

Examining the 13F form we can see an increase of $94.5M in the current position value, from $976M to 1.07B.

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

Portfolio value $1.07 Billion
ETFs: $998 Million
Technology: $38.5 Million
Financial Services: $12.4 Million
Communication Services: $6.37 Million
Consumer Cyclical: $4.87 Million
Healthcare: $4.02 Million
Consumer Defensive: $2.1 Million
Energy: $1.6 Million
Other: $1.71 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$25.6 Million 2.4% of portfolio
125,008
Q2 2025 Added 0.12%
$456B
$4.92 Million 0.46% of portfolio
31,166
Q2 2025 Reduced 9.34%
$201B
$3.62 Million 0.34% of portfolio
4,597
Q2 2025 Reduced 0.09%
$621B
$3.03 Million 0.28% of portfolio
6,234
Q2 2025 Reduced 1.63%
$3.95T
$2.6 Million 0.24% of portfolio
5,227
Q2 2025 Reduced 18.7%
$1.08T
$2.39 Million 0.22% of portfolio
7,534
Q2 2025 Added 0.53%
$207B
$2.22 Million 0.21% of portfolio
17,865
Q2 2025 Added 11.6%
$2.26T
$1.74 Million 0.16% of portfolio
7,947
Q2 2025 Reduced 3.0%
$423B
$1.46 Million 0.14% of portfolio
2
Q1 2025 Added 100.0%
$551B
$1.54 Million 0.14% of portfolio
4,331
Q2 2025 Reduced 6.48%
$142B
$1.41 Million 0.13% of portfolio
3,571
Q1 2025 Added 0.06%
$1.24T
$1.34 Million 0.13% of portfolio
7,556
Q2 2025 Added 1.85%
$859B
$1.37 Million 0.13% of portfolio
4,715
Q2 2025 Added 18.23%
$439B
$1.23 Million 0.12% of portfolio
1,247
Q2 2025 Reduced 11.18%
$1.78T
$1.04 Million 0.1% of portfolio
1,406
Q2 2025 Added 0.64%
$351B
$1.12 Million 0.1% of portfolio
6,010
Q2 2025 Added 9.61%
$254B
$877,000 0.08% of portfolio
1,240
Q2 2025 Reduced 0.48%
$442B
$870,000 0.08% of portfolio
8,071
Q2 2025 Reduced 3.26%
$1.21T
$778,000 0.07% of portfolio
4,417
Q2 2025 Added 37.13%
$66.3B
$598,000 0.06% of portfolio
7,059
Q4 2024 Added 1.44%
$0
$568,000 0.05% of portfolio
70,922
Q4 2024 Added 21.23%
$548B
$515,000 0.05% of portfolio
918
Q2 2025 Added 0.44%
$452B
$497,000 0.05% of portfolio
3,257
Q2 2025 Added 24.69%
$302B
$504,000 0.05% of portfolio
3,520
Q2 2025 Reduced 0.09%
$54.9B
$496,000 0.05% of portfolio
600
Q3 2024 New
$295B
$483,000 0.05% of portfolio
603
Q2 2025 Reduced 6.94%
$222B
$463,000 0.04% of portfolio
1,585
Q2 2025 Reduced 6.98%
$51B
$436,000 0.04% of portfolio
7,725
Q2 2025 Reduced 1.15%
$250B
$477,000 0.04% of portfolio
3,388
Q2 2025 Reduced 2.62%
$147B
$469,000 0.04% of portfolio
4,369
Q2 2025 Reduced 12.07%
$281B
$444,000 0.04% of portfolio
4,542
Q2 2025 Reduced 12.82%
$179B
$411,000 0.04% of portfolio
4,507
Q2 2025 Reduced 0.49%
$210B
$416,000 0.04% of portfolio
1,413
Q2 2025 Added 5.61%
$0
$394,000 0.04% of portfolio
11,275
Q2 2025 New
$0
$341,000 0.03% of portfolio
40,349
Q4 2024 Added 38.96%
$25.9B
$284,000 0.03% of portfolio
556
Q2 2025 Added 2.39%
$0
$330,000 0.03% of portfolio
27,623
Q4 2024 Added 41.66%
$405B
$269,000 0.03% of portfolio
734
Q2 2025 Reduced 11.99%
$0
$335,000 0.03% of portfolio
17,849
Q4 2024 Added 40.54%
$306B
$342,000 0.03% of portfolio
1,329
Q2 2025 Added 6.66%
$75.3B
$285,000 0.03% of portfolio
800
Q1 2025 New
$101B
$359,000 0.03% of portfolio
1,644
Q2 2025 Reduced 2.2%
$70.7B
$270,000 0.03% of portfolio
695
Q2 2024 Reduced 0.14%
$83.2B
$336,000 0.03% of portfolio
1,580
Q2 2025 Added 10.8%
$119B
$327,000 0.03% of portfolio
1,376
Q2 2025 Reduced 0.94%
$227B
$210,000 0.02% of portfolio
660
Q2 2025 New
$78.6B
$223,000 0.02% of portfolio
1,675
Q2 2025 Reduced 24.72%
$69.2B
$227,000 0.02% of portfolio
1,906
Q2 2025 Reduced 12.97%
$202B
$208,000 0.02% of portfolio
1,581
Q2 2025 Reduced 16.57%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $1.07 Billion
  • Prior Value $976 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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