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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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