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