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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$207B
$2.22 Million 0.21% of portfolio
17,865
Q2 2025 Added 11.6%
$0
$1.83 Million 0.17% of portfolio
20,117
Q2 2025 Reduced 47.74%
$2.26T
$1.74 Million 0.16% of portfolio
7,947
Q2 2025 Reduced 3.0%
$423B
$1.46 Million 0.14% of portfolio
2
Q1 2025 Added 100.0%
$551B
$1.54 Million 0.14% of portfolio
4,331
Q2 2025 Reduced 6.48%
$142B
$1.41 Million 0.13% of portfolio
3,571
Q1 2025 Added 0.06%
$1.24T
$1.34 Million 0.13% of portfolio
7,556
Q2 2025 Added 1.85%
$859B
$1.37 Million 0.13% of portfolio
4,715
Q2 2025 Added 18.23%
$439B
$1.23 Million 0.12% of portfolio
1,247
Q2 2025 Reduced 11.18%
$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%
$1.78T
$1.04 Million 0.1% of portfolio
1,406
Q2 2025 Added 0.64%
$0
$1.11 Million 0.1% of portfolio
16,180
Q2 2025 Reduced 10.25%
$351B
$1.12 Million 0.1% of portfolio
6,010
Q2 2025 Added 9.61%
$0
$1.01 Million 0.09% of portfolio
16,313
Q2 2025 Reduced 7.09%
$0
$927,000 0.09% of portfolio
3,486
Q2 2024 New
$545B
$996,000 0.09% of portfolio
744
Q2 2025 Reduced 1.06%
$254B
$877,000 0.08% of portfolio
1,240
Q2 2025 Reduced 0.48%
$0
$822,000 0.08% of portfolio
9,521
Q2 2025 Reduced 0.64%
$0
$892,000 0.08% of portfolio
13,919
Q2 2025 Reduced 2.21%
$442B
$870,000 0.08% of portfolio
8,071
Q2 2025 Reduced 3.26%
$0
$755,000 0.07% of portfolio
18,548
Q2 2025 Reduced 1.97%
$1.21T
$778,000 0.07% of portfolio
4,417
Q2 2025 Added 37.13%
$0
$789,000 0.07% of portfolio
21,037
Q1 2025 Reduced 5.65%
$0
$743,000 0.07% of portfolio
7,835
Q2 2025 Reduced 0.09%
$0
$739,000 0.07% of portfolio
14,367
Q2 2025 Reduced 0.24%
$0
$610,000 0.06% of portfolio
5,632
Q2 2025 Added 80.98%
$66.3B
$598,000 0.06% of portfolio
7,059
Q4 2024 Added 1.44%
$0
$624,000 0.06% of portfolio
31,975
Q2 2025 Reduced 2.41%
$0
$647,000 0.06% of portfolio
17,964
Q2 2025 Reduced 1.55%
$0
$568,000 0.05% of portfolio
70,922
Q4 2024 Added 21.23%
$0
$577,000 0.05% of portfolio
930
Q1 2025 Added 25.34%
$0
$566,000 0.05% of portfolio
11,920
Q1 2025 Reduced 2.0%
$548B
$515,000 0.05% of portfolio
918
Q2 2025 Added 0.44%
$452B
$497,000 0.05% of portfolio
3,257
Q2 2025 Added 24.69%
$302B
$504,000 0.05% of portfolio
3,520
Q2 2025 Reduced 0.09%
$0
$552,000 0.05% of portfolio
13,602
Q2 2025 Reduced 12.1%
$0
$568,000 0.05% of portfolio
13,694
Q2 2025 Reduced 23.93%
$0
$588,000 0.05% of portfolio
7,054
Q2 2025 Added 4.83%
$54.9B
$496,000 0.05% of portfolio
600
Q3 2024 New
$0
$510,000 0.05% of portfolio
21,858
Q2 2025 Added 1.09%
$0
$510,000 0.05% of portfolio
22,257
Q2 2025 Added 0.76%
$0
$556,000 0.05% of portfolio
8,280
Q2 2025 Added 0.96%
$0
$534,000 0.05% of portfolio
1,522
Q2 2025 Added 3.96%
$295B
$483,000 0.05% of portfolio
603
Q2 2025 Reduced 6.94%
$222B
$463,000 0.04% of portfolio
1,585
Q2 2025 Reduced 6.98%
$0
$463,000 0.04% of portfolio
1,655
Q2 2025 Added 5.55%
$51B
$436,000 0.04% of portfolio
7,725
Q2 2025 Reduced 1.15%

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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