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
$0
$416,000 0.04% of portfolio
14,168
Q2 2025 Reduced 3.07%
$250B
$477,000 0.04% of portfolio
3,388
Q2 2025 Reduced 2.62%
$0
$397,000 0.04% of portfolio
8,668
Q1 2025 Reduced 65.46%
$147B
$469,000 0.04% of portfolio
4,369
Q2 2025 Reduced 12.07%
$281B
$444,000 0.04% of portfolio
4,542
Q2 2025 Reduced 12.82%
$0
$440,000 0.04% of portfolio
713
Q2 2025 Reduced 19.62%
$179B
$411,000 0.04% of portfolio
4,507
Q2 2025 Reduced 0.49%
$0
$378,000 0.04% of portfolio
570
Q2 2025 Added 1.24%
$0
$415,000 0.04% of portfolio
15,318
Q2 2025 Added 3.16%
$0
$388,000 0.04% of portfolio
3,525
Q2 2023 Reduced 15.02%
$0
$455,000 0.04% of portfolio
5,512
Q4 2024 Added 0.69%
$210B
$416,000 0.04% of portfolio
1,413
Q2 2025 Added 5.61%
$0
$391,000 0.04% of portfolio
20,803
Q3 2024 Reduced 4.26%
$0
$394,000 0.04% of portfolio
11,275
Q2 2025 New
$0
$430,000 0.04% of portfolio
8,479
Q2 2025 Reduced 13.62%
$0
$341,000 0.03% of portfolio
40,349
Q4 2024 Added 38.96%
$0
$281,000 0.03% of portfolio
9,436
Q2 2025 New
$0
$302,000 0.03% of portfolio
1,711
Q2 2025 Added 5.81%
$25.9B
$284,000 0.03% of portfolio
556
Q2 2025 Added 2.39%
$0
$330,000 0.03% of portfolio
27,623
Q4 2024 Added 41.66%
$0
$371,000 0.03% of portfolio
8,862
Q1 2025 Added 25.28%
$0
$323,000 0.03% of portfolio
5,717
Q4 2024 Reduced 52.0%
$0
$327,000 0.03% of portfolio
5,284
Q2 2025 Added 3.81%
$0
$271,000 0.03% of portfolio
645
Q4 2024 Reduced 8.9%
$0
$324,000 0.03% of portfolio
3,942
Q2 2025 Added 3.09%
$405B
$269,000 0.03% of portfolio
734
Q2 2025 Reduced 11.99%
$0
$276,000 0.03% of portfolio
11,314
Q1 2025 Reduced 6.28%
$0
$347,000 0.03% of portfolio
17,696
Q2 2025 Added 6.39%
$0
$335,000 0.03% of portfolio
17,849
Q4 2024 Added 40.54%
$306B
$342,000 0.03% of portfolio
1,329
Q2 2025 Added 6.66%
$0
$364,000 0.03% of portfolio
8,887
Q2 2025 Added 3.17%
$0
$287,000 0.03% of portfolio
13,680
Q4 2024 New
$75.3B
$285,000 0.03% of portfolio
800
Q1 2025 New
$0
$336,000 0.03% of portfolio
10,138
Q2 2025 Reduced 0.92%
$101B
$359,000 0.03% of portfolio
1,644
Q2 2025 Reduced 2.2%
$0
$354,000 0.03% of portfolio
7,310
Q2 2025 Reduced 2.71%
$70.7B
$270,000 0.03% of portfolio
695
Q2 2024 Reduced 0.14%
$83.2B
$336,000 0.03% of portfolio
1,580
Q2 2025 Added 10.8%
$119B
$327,000 0.03% of portfolio
1,376
Q2 2025 Reduced 0.94%
$227B
$210,000 0.02% of portfolio
660
Q2 2025 New
$0
$239,000 0.02% of portfolio
966
Q2 2025 Added 0.94%
$0
$229,000 0.02% of portfolio
8,498
Q2 2025 Added 1.18%
$0
$238,000 0.02% of portfolio
1,209
Q2 2025 New
$0
$262,000 0.02% of portfolio
2,000
Q1 2024 New
$0
$221,000 0.02% of portfolio
4,428
Q4 2024 Reduced 6.35%
$78.6B
$223,000 0.02% of portfolio
1,675
Q2 2025 Reduced 24.72%
$0
$223,000 0.02% of portfolio
2,815
Q2 2025 Reduced 7.37%
$0
$254,000 0.02% of portfolio
1,075
Q2 2025 Reduced 21.3%
$69.2B
$227,000 0.02% of portfolio
1,906
Q2 2025 Reduced 12.97%

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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