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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$25.6 Million 2.4% of portfolio
125,008
Q2 2025 Added 0.12%
$447B
$4.92 Million 0.46% of portfolio
31,166
Q2 2025 Reduced 9.34%
$228B
$3.62 Million 0.34% of portfolio
4,597
Q2 2025 Reduced 0.09%
$619B
$3.03 Million 0.28% of portfolio
6,234
Q2 2025 Reduced 1.63%
$3.83T
$2.6 Million 0.24% of portfolio
5,227
Q2 2025 Reduced 18.7%
$1.01T
$2.39 Million 0.22% of portfolio
7,534
Q2 2025 Added 0.53%
$218B
$2.22 Million 0.21% of portfolio
17,865
Q2 2025 Added 11.6%
$2.35T
$1.74 Million 0.16% of portfolio
7,947
Q2 2025 Reduced 3.0%
$428B
$1.46 Million 0.14% of portfolio
2
Q1 2025 Added 100.0%
$574B
$1.54 Million 0.14% of portfolio
4,331
Q2 2025 Reduced 6.48%
$1.2T
$1.34 Million 0.13% of portfolio
7,556
Q2 2025 Added 1.85%
$879B
$1.37 Million 0.13% of portfolio
4,715
Q2 2025 Added 18.23%
$411B
$1.23 Million 0.12% of portfolio
1,247
Q2 2025 Reduced 11.18%
$1.57T
$1.04 Million 0.1% of portfolio
1,406
Q2 2025 Added 0.64%
$335B
$1.12 Million 0.1% of portfolio
6,010
Q2 2025 Added 9.61%
$527B
$996,000 0.09% of portfolio
744
Q2 2025 Reduced 1.06%
$466B
$870,000 0.08% of portfolio
8,071
Q2 2025 Reduced 3.26%
$1.18T
$778,000 0.07% of portfolio
4,417
Q2 2025 Added 37.13%
$533B
$515,000 0.05% of portfolio
918
Q2 2025 Added 0.44%
$437B
$497,000 0.05% of portfolio
3,257
Q2 2025 Added 24.69%
$301B
$504,000 0.05% of portfolio
3,520
Q2 2025 Reduced 0.09%
$287B
$483,000 0.05% of portfolio
603
Q2 2025 Reduced 6.94%
$223B
$463,000 0.04% of portfolio
1,585
Q2 2025 Reduced 6.98%
$246B
$477,000 0.04% of portfolio
3,388
Q2 2025 Reduced 2.62%
$265B
$444,000 0.04% of portfolio
4,542
Q2 2025 Reduced 12.82%
$233B
$416,000 0.04% of portfolio
1,413
Q2 2025 Added 5.61%
$381B
$269,000 0.03% of portfolio
734
Q2 2025 Reduced 11.99%
$299B
$342,000 0.03% of portfolio
1,329
Q2 2025 Added 6.66%
$227B
$210,000 0.02% of portfolio
660
Q2 2025 New
$251B
$259,000 0.02% of portfolio
2,148
Q2 2025 Reduced 4.45%
$362B
$210,000 0.02% of portfolio
1,323
Q2 2025 Reduced 9.13%

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
Track This Portfolio

Track Rvw Wealth, LLC Portfolio

Follow Rvw Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rvw Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rvw Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email