Rvw Wealth, LLC Portfolio Holdings

Rvw Wealth, LLC

  • $1.16 Billion
  • Q3 2025

Rvw Wealth, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $206M, American Centy ETF Tr Avantis with a value of $89.9M, Wisdomtree Tr Us Quality Divid with a value of $73.2M, J P Morgan ETF Tr U S Quality with a value of $56.8M, and Dimensional ETF Tr with a value of $54.6M.

Examining the 13F form we can see an increase of $91.2M in the current position value, from $1.07B to 1.16B.

Below you can find more details about Rvw Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.16 Billion
ETFs: $1.07 Billion
Technology: $50.4 Million
Financial Services: $12.8 Million
Communication Services: $6.48 Million
Consumer Cyclical: $6.12 Million
Healthcare: $5.35 Million
Industrials: $1.85 Million
Consumer Defensive: $1.84 Million
Other: $2.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$1.97 Million 0.17% of portfolio
8,966
Q3 2025 Added 12.82%
$1.74T
$1.84 Million 0.16% of portfolio
7,557
Q3 2025 Added 0.01%
$193B
$1.79 Million 0.15% of portfolio
15,661
Q3 2025 Reduced 12.34%
$414B
$1.6 Million 0.14% of portfolio
6,907
Q3 2025 Added 14.93%
$0
$1.61 Million 0.14% of portfolio
16,149
Q3 2025 Reduced 19.72%
$881B
$1.47 Million 0.13% of portfolio
4,663
Q3 2025 Reduced 1.1%
$453B
$1.51 Million 0.13% of portfolio
2
Q1 2025 Added 100.0%
$533B
$1.45 Million 0.12% of portfolio
4,256
Q3 2025 Reduced 1.73%
$0
$1.27 Million 0.11% of portfolio
2,071
Q3 2025 Reduced 3.04%
$0
$1.33 Million 0.11% of portfolio
33,790
Q3 2025 Added 199.69%
$136B
$1.32 Million 0.11% of portfolio
3,571
Q1 2025 Added 0.06%
$0
$1.21 Million 0.1% of portfolio
16,106
Q3 2025 Reduced 0.46%
$0
$1.12 Million 0.1% of portfolio
6,163
Q3 2025 Reduced 1.74%
$404B
$1.17 Million 0.1% of portfolio
1,268
Q3 2025 Added 1.68%
$0
$1.07 Million 0.09% of portfolio
16,165
Q3 2025 Reduced 0.91%
$0
$995,000 0.09% of portfolio
48,097
Q3 2025 Reduced 22.72%
$0
$1.02 Million 0.09% of portfolio
21,974
Q3 2025 Reduced 0.2%
$139B
$872,000 0.08% of portfolio
2,646
Q3 2025 New
$971B
$910,000 0.08% of portfolio
1,193
Q3 2025 New
$49.1B
$896,000 0.08% of portfolio
748
Q3 2025 Added 0.54%
$1.37T
$883,000 0.08% of portfolio
1,203
Q3 2025 Reduced 14.44%
$265B
$987,000 0.08% of portfolio
1,240
Q2 2025 Reduced 0.48%
$490B
$910,000 0.08% of portfolio
8,071
Q2 2025 Reduced 3.26%
$0
$926,000 0.08% of portfolio
13,908
Q3 2025 Reduced 0.08%
$86.7B
$828,000 0.07% of portfolio
1,360
Q3 2025 New
$0
$865,000 0.07% of portfolio
9,510
Q3 2025 Reduced 0.12%
$0
$816,000 0.07% of portfolio
18,504
Q3 2025 Reduced 0.24%
$0
$792,000 0.07% of portfolio
14,356
Q3 2025 Reduced 0.08%
$0
$784,000 0.07% of portfolio
7,825
Q3 2025 Reduced 0.13%
$0
$774,000 0.07% of portfolio
20,501
Q3 2025 Reduced 2.55%
$0
$695,000 0.06% of portfolio
17,964
Q2 2025 Reduced 1.55%
$0
$649,000 0.06% of portfolio
5,552
Q3 2025 Reduced 1.42%
$270B
$543,000 0.05% of portfolio
3,416
Q3 2025 Added 0.83%
$0
$581,000 0.05% of portfolio
70,922
Q4 2024 Added 21.23%
$0
$604,000 0.05% of portfolio
903
Q3 2025 Reduced 2.9%
$522B
$603,000 0.05% of portfolio
3,257
Q2 2025 Added 24.69%
$0
$541,000 0.05% of portfolio
813
Q3 2025 Added 14.03%
$0
$528,000 0.05% of portfolio
10,409
Q3 2025 New
$0
$589,000 0.05% of portfolio
11,920
Q1 2025 Reduced 2.0%
$0
$582,000 0.05% of portfolio
8,156
Q3 2025 Reduced 1.5%
$303B
$551,000 0.05% of portfolio
3,552
Q3 2025 Added 0.91%
$0
$600,000 0.05% of portfolio
13,591
Q3 2025 Reduced 0.08%
$0
$542,000 0.05% of portfolio
27,715
Q3 2025 Reduced 13.32%
$51.1B
$633,000 0.05% of portfolio
7,059
Q4 2024 Added 1.44%
$0
$615,000 0.05% of portfolio
7,054
Q2 2025 Added 4.83%
$0
$600,000 0.05% of portfolio
13,694
Q2 2025 Reduced 23.93%
$405B
$583,000 0.05% of portfolio
603
Q2 2025 Reduced 6.94%
$0
$576,000 0.05% of portfolio
1,522
Q2 2025 Added 3.96%
$0
$638,000 0.05% of portfolio
2,401
Q3 2025 Reduced 31.12%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $1.16 Billion
  • Prior Value $1.07 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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