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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$183 Million 17.14% of portfolio
4,331,669
Q2 2025 Added 56.12%
$0
$83.9 Million 7.83% of portfolio
831,705
Q2 2025 Reduced 6.79%
$0
$67.3 Million 6.29% of portfolio
804,271
Q2 2025 Reduced 3.43%
$0
$52.2 Million 4.87% of portfolio
868,747
Q2 2025 Reduced 1.59%
$0
$51.2 Million 4.78% of portfolio
1,481,884
Q2 2025 Reduced 2.42%
$0
$39.9 Million 3.73% of portfolio
924,004
Q2 2025 Reduced 0.79%
$0
$36.3 Million 3.39% of portfolio
578,049
Q2 2025 Added 0.45%
$0
$26.1 Million 2.44% of portfolio
901,424
Q2 2025 Reduced 1.07%
$0
$25.9 Million 2.42% of portfolio
1,091,935
Q2 2025 Added 6.88%
$0
$25.4 Million 2.37% of portfolio
226,007
Q2 2025 Added 12.75%
$0
$25.4 Million 2.37% of portfolio
1,008,412
Q2 2025 Added 4.63%
$0
$25 Million 2.33% of portfolio
136,637
Q2 2025 Added 10.66%
$0
$24.8 Million 2.32% of portfolio
1,022,940
Q2 2025 Added 5.68%
$0
$24.6 Million 2.29% of portfolio
966,581
Q2 2025 Added 8.69%
$0
$23.4 Million 2.19% of portfolio
316,195
Q2 2025 Reduced 2.16%
$0
$23.4 Million 2.19% of portfolio
312,454
Q2 2025 Reduced 68.63%
$0
$18.8 Million 1.76% of portfolio
88,324
Q2 2025 Reduced 2.05%
$0
$16.2 Million 1.52% of portfolio
72,460
Q2 2025 Reduced 0.52%
$0
$16.1 Million 1.5% of portfolio
137,479
Q2 2025 Reduced 0.17%
$0
$14.9 Million 1.4% of portfolio
86,278
Q2 2025 Added 13.49%
$0
$13.4 Million 1.25% of portfolio
149,683
Q2 2025 Reduced 2.86%
$0
$13.3 Million 1.24% of portfolio
141,133
Q2 2025 Reduced 1.04%
$0
$11.5 Million 1.07% of portfolio
20,848
Q2 2025 Added 0.29%
$0
$10.8 Million 1.01% of portfolio
68,521
Q2 2025 Reduced 12.75%
$0
$7.96 Million 0.74% of portfolio
186,840
Q2 2025 Reduced 6.66%
$0
$7.79 Million 0.73% of portfolio
42,874
Q2 2025 Reduced 0.75%
$0
$7.24 Million 0.68% of portfolio
23,809
Q2 2025 Added 14.57%
$0
$7.07 Million 0.66% of portfolio
68,206
Q2 2025 Reduced 1.44%
$0
$6.67 Million 0.62% of portfolio
121,091
Q2 2025 Reduced 49.87%
$0
$6.5 Million 0.61% of portfolio
88,323
Q2 2025 Added 0.35%
$0
$5.49 Million 0.51% of portfolio
61,550
Q2 2025 Reduced 11.47%
$0
$5.17 Million 0.48% of portfolio
144,186
Q2 2025 New
$0
$4.65 Million 0.43% of portfolio
44,592
Q2 2025 Reduced 2.14%
$0
$4.65 Million 0.43% of portfolio
82,782
Q2 2025 Reduced 6.39%
$0
$4.32 Million 0.4% of portfolio
163,055
Q2 2025 Reduced 13.5%
$0
$3.94 Million 0.37% of portfolio
61,693
Q2 2025 Added 1,593.0%
$0
$3.52 Million 0.33% of portfolio
8,019
Q2 2025 Reduced 2.02%
$0
$3.19 Million 0.3% of portfolio
12,580
Q1 2025 Reduced 6.1%
$0
$3.22 Million 0.3% of portfolio
135,216
Q2 2025 Reduced 0.43%
$0
$2.89 Million 0.27% of portfolio
45,015
Q2 2025 Reduced 0.8%
$0
$2.44 Million 0.23% of portfolio
22,370
Q2 2025 Reduced 1.92%
$0
$2.35 Million 0.22% of portfolio
4,154
Q2 2025 Reduced 3.75%
$0
$2.34 Million 0.22% of portfolio
32,848
Q2 2025 Added 0.68%
$0
$1.83 Million 0.17% of portfolio
20,117
Q2 2025 Reduced 47.74%
$0
$1.29 Million 0.12% of portfolio
62,235
Q2 2025 Added 12.08%
$0
$1.21 Million 0.11% of portfolio
2,136
Q2 2025 Added 20.0%
$0
$1.14 Million 0.11% of portfolio
6,272
Q1 2025 Added 0.97%
$0
$1.11 Million 0.1% of portfolio
16,180
Q2 2025 Reduced 10.25%
$0
$1.01 Million 0.09% of portfolio
16,313
Q2 2025 Reduced 7.09%

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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