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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$206B
$1.58 Million 0.16% of portfolio
16,008
Q1 2025 Added 121.69%
$454B
$1.6 Million 0.16% of portfolio
2
Q1 2025 Added 100.0%
$2.09T
$1.56 Million 0.16% of portfolio
8,193
Q1 2025 Added 58.69%
$460B
$1.33 Million 0.14% of portfolio
1,404
Q1 2025 Added 98.87%
$145B
$1.33 Million 0.14% of portfolio
3,571
Q1 2025 Added 0.06%
$329B
$1.15 Million 0.12% of portfolio
5,483
Q1 2025 Added 7.24%
$0
$1.15 Million 0.12% of portfolio
55,525
Q1 2025 Reduced 8.24%
$1.05T
$1.16 Million 0.12% of portfolio
7,419
Q1 2025 Added 296.53%
$0
$1.14 Million 0.12% of portfolio
6,272
Q1 2025 Added 0.97%
$0
$1.05 Million 0.11% of portfolio
17,558
Q1 2025 Reduced 0.33%
$0
$1.08 Million 0.11% of portfolio
18,028
Q1 2025 Reduced 16.36%
$0
$1.08 Million 0.11% of portfolio
24,265
Q1 2025 Reduced 67.42%
$426B
$992,000 0.1% of portfolio
8,343
Q1 2025 Added 56.91%
$774B
$978,000 0.1% of portfolio
3,988
Q1 2025 Added 172.22%
$0
$914,000 0.09% of portfolio
1,780
Q1 2025 Added 17.8%
$0
$927,000 0.09% of portfolio
3,486
Q2 2024 New
$0
$813,000 0.08% of portfolio
14,233
Q1 2025 Reduced 19.11%
$0
$787,000 0.08% of portfolio
9,582
Q4 2024 Reduced 2.67%
$1.46T
$805,000 0.08% of portfolio
1,397
Q1 2025 Added 8.21%
$537B
$701,000 0.07% of portfolio
752
Q1 2025 Added 3.87%
$0
$703,000 0.07% of portfolio
18,003
Q1 2025 Reduced 49.8%
$205B
$680,000 0.07% of portfolio
1,246
Q1 2025 Added 5.59%
$0
$725,000 0.07% of portfolio
18,921
Q1 2025 Reduced 20.68%
$0
$638,000 0.07% of portfolio
32,763
Q1 2025 Reduced 7.41%
$0
$710,000 0.07% of portfolio
14,402
Q1 2025 Reduced 33.05%
$268B
$589,000 0.06% of portfolio
3,523
Q1 2025 Added 13.72%
$0
$598,000 0.06% of portfolio
11,920
Q1 2025 Reduced 2.0%
$0
$624,000 0.06% of portfolio
18,247
Q1 2025 Reduced 3.93%
$0
$575,000 0.06% of portfolio
15,475
Q1 2025 Reduced 55.4%
$0
$564,000 0.06% of portfolio
70,922
Q4 2024 Added 21.23%
$0
$583,000 0.06% of portfolio
7,842
Q1 2025 Reduced 0.91%
$559B
$500,000 0.05% of portfolio
914
Q1 2025 Added 5.3%
$0
$497,000 0.05% of portfolio
8,201
Q1 2025 Reduced 32.57%
$0
$522,000 0.05% of portfolio
930
Q1 2025 Added 25.34%
$0
$509,000 0.05% of portfolio
6,729
Q1 2025 Reduced 10.71%
$151B
$501,000 0.05% of portfolio
4,969
Q1 2025 New
$57.1B
$460,000 0.05% of portfolio
7,059
Q4 2024 Added 1.44%
$0
$496,000 0.05% of portfolio
887
Q1 2025 Added 49.08%
$231B
$532,000 0.05% of portfolio
1,704
Q1 2025 Added 119.87%
$268B
$457,000 0.05% of portfolio
5,210
Q1 2025 New
$0
$505,000 0.05% of portfolio
21,622
Q1 2025 Added 0.69%
$1.03T
$498,000 0.05% of portfolio
3,221
Q1 2025 Added 13.02%
$0
$506,000 0.05% of portfolio
22,090
Q1 2025 Added 0.61%
$0
$465,000 0.05% of portfolio
1,464
Q2 2024 Reduced 0.27%
$0
$405,000 0.04% of portfolio
1,568
Q1 2025 Reduced 11.31%
$217B
$405,000 0.04% of portfolio
3,479
Q1 2025 New
$161B
$354,000 0.04% of portfolio
4,529
Q1 2025 New
$0
$422,000 0.04% of portfolio
5,512
Q4 2024 Added 0.69%
$0
$358,000 0.04% of portfolio
8,862
Q1 2025 Added 25.28%

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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