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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$27.7 Million 2.84% of portfolio
124,856
Q1 2025 Added 5.52%
$397B
$3.73 Million 0.38% of portfolio
34,378
Q1 2025 Added 33.39%
$631B
$3.37 Million 0.35% of portfolio
6,337
Q1 2025 Added 43.89%
$220B
$2.82 Million 0.29% of portfolio
4,601
Q1 2025 Reduced 17.25%
$3.72T
$2.41 Million 0.25% of portfolio
6,429
Q1 2025 Reduced 4.81%
$996B
$1.94 Million 0.2% of portfolio
7,494
Q1 2025 Reduced 5.08%
$587B
$1.62 Million 0.17% of portfolio
4,631
Q1 2025 Added 451.97%
$226B
$1.58 Million 0.16% of portfolio
16,008
Q1 2025 Added 121.69%
$436B
$1.6 Million 0.16% of portfolio
2
Q1 2025 Added 100.0%
$2.28T
$1.56 Million 0.16% of portfolio
8,193
Q1 2025 Added 58.69%
$437B
$1.33 Million 0.14% of portfolio
1,404
Q1 2025 Added 98.87%
$150B
$1.33 Million 0.14% of portfolio
3,571
Q1 2025 Added 0.06%
$335B
$1.15 Million 0.12% of portfolio
5,483
Q1 2025 Added 7.24%
$1.1T
$1.16 Million 0.12% of portfolio
7,419
Q1 2025 Added 296.53%
$468B
$992,000 0.1% of portfolio
8,343
Q1 2025 Added 56.91%
$868B
$978,000 0.1% of portfolio
3,988
Q1 2025 Added 172.22%
$577B
$701,000 0.07% of portfolio
752
Q1 2025 Added 3.87%
$247B
$680,000 0.07% of portfolio
1,246
Q1 2025 Added 5.59%
$290B
$589,000 0.06% of portfolio
3,523
Q1 2025 Added 13.72%
$0
$564,000 0.06% of portfolio
70,922
Q4 2024 Added 21.23%
$543B
$500,000 0.05% of portfolio
914
Q1 2025 Added 5.3%
$149B
$501,000 0.05% of portfolio
4,969
Q1 2025 New
$59.6B
$460,000 0.05% of portfolio
7,059
Q4 2024 Added 1.44%
$216B
$532,000 0.05% of portfolio
1,704
Q1 2025 Added 119.87%
$267B
$457,000 0.05% of portfolio
5,210
Q1 2025 New
$1.07T
$498,000 0.05% of portfolio
3,221
Q1 2025 Added 13.02%
$244B
$405,000 0.04% of portfolio
3,479
Q1 2025 New
$166B
$354,000 0.04% of portfolio
4,529
Q1 2025 New
$107B
$410,000 0.04% of portfolio
1,681
Q1 2025 New
$47.3B
$438,000 0.04% of portfolio
7,815
Q1 2025 Added 1.17%
$316B
$429,000 0.04% of portfolio
648
Q1 2025 New
$408B
$433,000 0.04% of portfolio
2,612
Q1 2025 Added 83.68%
$56.5B
$315,000 0.03% of portfolio
600
Q3 2024 New
$126B
$280,000 0.03% of portfolio
1,389
Q1 2025 New
$270B
$249,000 0.03% of portfolio
1,246
Q1 2025 New
$0
$327,000 0.03% of portfolio
27,623
Q4 2024 Added 41.66%
$380B
$305,000 0.03% of portfolio
834
Q1 2025 New
$83.5B
$302,000 0.03% of portfolio
695
Q2 2024 Reduced 0.14%
$0
$328,000 0.03% of portfolio
17,849
Q4 2024 Added 40.54%
$72.2B
$280,000 0.03% of portfolio
2,190
Q1 2025 New
$24.3B
$270,000 0.03% of portfolio
543
Q1 2025 New
$84.8B
$255,000 0.03% of portfolio
1,426
Q1 2025 Added 1.57%
$73.4B
$319,000 0.03% of portfolio
800
Q1 2025 New
$381B
$248,000 0.03% of portfolio
1,456
Q1 2025 Added 18.37%
$262B
$250,000 0.03% of portfolio
2,248
Q1 2025 New
$262B
$332,000 0.03% of portfolio
1,338
Q1 2025 Added 14.95%
$187B
$284,000 0.03% of portfolio
1,895
Q1 2025 Added 9.35%
$0
$341,000 0.03% of portfolio
40,349
Q4 2024 Added 38.96%
$82.6B
$243,000 0.02% of portfolio
2,225
Q1 2025 New

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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