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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24T
$27.7 Million 2.84% of portfolio
124,856
Q1 2025 Added 5.52%
$342B
$3.73 Million 0.38% of portfolio
34,378
Q1 2025 Added 33.39%
$656B
$3.37 Million 0.35% of portfolio
6,337
Q1 2025 Added 43.89%
$216B
$2.82 Million 0.29% of portfolio
4,601
Q1 2025 Reduced 17.25%
$3.44T
$2.41 Million 0.25% of portfolio
6,429
Q1 2025 Reduced 4.81%
$1.08T
$1.94 Million 0.2% of portfolio
7,494
Q1 2025 Reduced 5.08%
$597B
$1.62 Million 0.17% of portfolio
4,631
Q1 2025 Added 451.97%
$206B
$1.58 Million 0.16% of portfolio
16,008
Q1 2025 Added 121.69%
$453B
$1.6 Million 0.16% of portfolio
2
Q1 2025 Added 100.0%
$2.11T
$1.56 Million 0.16% of portfolio
8,193
Q1 2025 Added 58.69%
$468B
$1.33 Million 0.14% of portfolio
1,404
Q1 2025 Added 98.87%
$331B
$1.15 Million 0.12% of portfolio
5,483
Q1 2025 Added 7.24%
$1.04T
$1.16 Million 0.12% of portfolio
7,419
Q1 2025 Added 296.53%
$429B
$992,000 0.1% of portfolio
8,343
Q1 2025 Added 56.91%
$776B
$978,000 0.1% of portfolio
3,988
Q1 2025 Added 172.22%
$1.46T
$805,000 0.08% of portfolio
1,397
Q1 2025 Added 8.21%
$204B
$680,000 0.07% of portfolio
1,246
Q1 2025 Added 5.59%
$270B
$589,000 0.06% of portfolio
3,523
Q1 2025 Added 13.72%
$554B
$500,000 0.05% of portfolio
914
Q1 2025 Added 5.3%
$230B
$532,000 0.05% of portfolio
1,704
Q1 2025 Added 119.87%
$271B
$457,000 0.05% of portfolio
5,210
Q1 2025 New
$1.03T
$498,000 0.05% of portfolio
3,221
Q1 2025 Added 13.02%
$218B
$405,000 0.04% of portfolio
3,479
Q1 2025 New
$297B
$429,000 0.04% of portfolio
648
Q1 2025 New
$406B
$433,000 0.04% of portfolio
2,612
Q1 2025 Added 83.68%
$270B
$249,000 0.03% of portfolio
1,246
Q1 2025 New
$377B
$305,000 0.03% of portfolio
834
Q1 2025 New
$398B
$248,000 0.03% of portfolio
1,456
Q1 2025 Added 18.37%
$251B
$250,000 0.03% of portfolio
2,248
Q1 2025 New
$237B
$332,000 0.03% of portfolio
1,338
Q1 2025 Added 14.95%
$234B
$219,000 0.02% of portfolio
1,658
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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