RVW Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, RVW Wealth, LLC held in its portfolio 181 assets valued at $1,309,323,019 (i.e. $1.31B).
The most valuable assets in the portfolio included: DIMENSIONAL US CORE EQUITY MARKT ETF ($211.18M), AMERICAN CENTURY INVESTMENTS U S EQT ETF ($91.87M), and Wisdomtree US Divid Etf ($73.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 181 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RVW Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKT ETF | 4512375 | 211179154 | US CORE EQT MKT |
| AMERICAN CENTURY INVESTMENTS U S EQT ETF | 821848 | 91866190 | US EQT ETF |
| Wisdomtree US Divid Etf | 823028 | 73603386 | US QTLY DIV GRT |
| WISDOMTREE US QUALITY GROWTH ETF | 1082120 | 63487983 | US QUALITY GROW |
| JP MORGAN ETF TRUST US QUALTY FCTR ETF | 903997 | 57114551 | US QUALTY FCTR |
| Dimensional International Cr Eq Mkt ETF | 1494475 | 56954437 | INTL CORE EQT MK |
| ISHARES TRUST INTL QLTY FACTOR ETF | 940030 | 42724371 | MSCI INTL QUALTY |
| First Trst Nasdaq Rsng | 577086 | 40090149 | RISNG DIVD ACHIV |
| VictoryShares Free Cash Flow ETF | 981990 | 38670757 | SHARES FREE CASH |
| Apple Computer Inc | 134616 | 36596722 | COM |
| ISHARES TRUST IBONDS DEC2026 E TF | 1318361 | 31943897 | IBONDS DEC2026 |
| Dimensional Emerging Core Equity Mkt ETF | 885206 | 28831174 | EMGR CRE EQT MNG |
| INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF | 238886 | 28503873 | S&P 500 MOMNTM |
| iShares iBonds Dec 2027 Term Corp ETF | 1170581 | 28421718 | IBONDS 27 ETF |
| ISHARES TRUST IBDS DEC28 ETF | 1088657 | 27711759 | IBDS DEC28 ETF |
| iShares MSCI USA Quality Factor ETF | 134645 | 26743190 | MSCI USA QLT FCT |
| SPDR SERIES TRUST PORTFOLIO TL STK ETF | 308132 | 25420850 | PORTFOLI S&P1500 |
| AMERICAN CENTURY INVESTMENTS I NTL EQT ETF | 302191 | 24876380 | INTL EQT ETF |
| ISHARES TRUST IBONDS DEC 29 ET F | 1059999 | 24809277 | IBONDS DEC 29 |
| ISHARES TRUST IBONDS DEC 2030 TERM CORPOR | 1113152 | 24567265 | IBONDS DEC 2030 |
| First Tr Nasdaq 100 Fund | 85690 | 19726695 | SHS |
| Flexshares Morningstar | 70079 | 17427617 | MORNSTAR USMKT |
| iShares U.S. Technology ETF | 85075 | 16987847 | U.S. TECH ETF |
| INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET | 130227 | 16468506 | S&P MDCP 400 REV |
| Ishares Tr Msci Eafe Fd | 142770 | 13710213 | MSCI EAFE ETF |
| NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF | 138485 | 13543879 | NUVEEN ESG LRGCP |
| Powershs Qqq TRUST Ser | 21375 | 13130797 | UNIT SER 1 |
| FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF | 65567 | 11033678 | TECH ALPHADEX |
| Pacer US Large Cp CA Cows Gr Ldrs ETF | 296578 | 10442513 | US LRG CP CASH |
| SPDR SERIES TRUST PORTFOLIO SM ETF | 179982 | 8433957 | PORTFOLIO S&P600 |
| Rydex Etf TRUST | 42875 | 8213113 | S&P500 EQL WGT |
| Vanguard Total Stock Mkt | 24454 | 8198802 | TOTAL STK MKT |
| Nvidia Corp | 43018 | 8022795 | COM |
| FLEXSHARES TRUST QLT DIV DEF I DX ETF | 88313 | 7149810 | QLT DIV DEF IDX |
| JP MORGAN ETF TRUST DIVERSFED RTRN ETF | 65362 | 7102276 | DIVERSFED RTRN |
| PACER FDS TR US CASH COWS 100 ETF | 116516 | 7010797 | US CASH COWS 100 |
| Ishares Esg Msci Eafe | 58179 | 5532241 | ESG AW MSCI EAFE |
| DIMENSIONAL U S CORE EQUITY 2 ETF | 128610 | 5091669 | US CORE EQUITY 2 |
| INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF | 43443 | 4974224 | S&P 500 REVENUE |
| Dutsch X Trck Rusl 1000 | 80455 | 4691331 | XTRACKERS RUSSEL |
| SCHWAB US DIVIDEND EQ ETF | 142469 | 3907925 | US DIVIDEND EQ |
| Vanguard Growth | 7976 | 3891171 | GROWTH ETF |
| Ishares Core Dividend | 55581 | 3858457 | CORE DIV GRWTH |
| Sector Spdr Tech Select | 25160 | 3622285 | TECHNOLOGY |
| Tesla Motors Inc | 7934 | 3567970 | COM |
| Schw US Brd Mkt Etf | 135862 | 3563660 | US BRD MKT ETF |
| ISHARES TRUST MULTIFACTOR USA ETF | 44983 | 3123170 | U S EQUITY FACTR |
| Intuit Inc | 4591 | 3041170 | COM |
| Berkshire Hathaway Inc B | 5932 | 2981816 | CL B NEW |
| Ishares Tr S&P Smallcap | 22328 | 2683418 | CORE S&P SCP ETF |
| Flexsh Stoxx US Esg | 16049 | 2539725 | STOX US ESG SLCT |
| Mid Cap SPDR | 4129 | 2490943 | UTSER1 S&PDCRP |
| Google Inc Class C | 7621 | 2391320 | CAP STK CL C |
| Lilly Eli & Company | 2192 | 2355699 | COM |
| INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF | 30364 | 2278829 | S&P500 QUALITY |
| Microsoft Corp | 4623 | 2235898 | COM |
| Amazon Com Inc | 7920 | 1828154 | COM |
| Disney Walt Co | 15727 | 1789312 | COM |
| Abbvie Inc | 6913 | 1579551 | COM |
| Visa Inc Cl A | 4378 | 1535408 | COM CL A |
| Ge Vernova Llc Com | 2336 | 1526740 | COM |
| Jpmorgan Chase & Co | 4668 | 1504175 | COM |
| AVANTIS US SMALL CAP VALUE ETF | 14728 | 1501998 | US SML CP VALU |
| Google Inc Class A | 4618 | 1445470 | CL A COM |
| GBank Financial Holdings Inc | 39854 | 1350652 | COM |
| Vanguard Div Apprciation | 5801 | 1274944 | DIV APP ETF |
| Stryker Corp | 3575 | 1256505 | COM |
| AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF | 15538 | 1196737 | AVENTIS EMGMKT |
| S P D R TRUST Unit SR | 1705 | 1162631 | TR UNIT |
| Vanguard S&P 500 Etf | 1730 | 1084726 | S&P 500 ETF SHS |
| Wisdomtree TRUST Midcap | 16165 | 1079822 | US MIDCAP FUND |
| Costco Whsl Corp New | 1238 | 1067407 | COM |
| Goldman Sachs Group Inc | 1186 | 1042466 | COM |
| First TRUST Value | 22080 | 1017446 | SHS |
| Exxon Mobil Corporation | 8084 | 972829 | COM |
| Jpmorgan Dvrsfd Rtrn | 13842 | 943194 | DIV RTN INT EQ |
| Avago Technologies | 2661 | 920972 | COM |
| WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF | 9510 | 887283 | WISDOMTREE US VA |
| iShares MSCI Israel ETF | 7782 | 856253 | MSCI ISRAEL ETF |
| Ishares Tr S&P 100 Index | 2401 | 823471 | S&P 100 ETF |
| Nuveen Esg Small Cap | 18388 | 821024 | NUVEEN ESG SMLCP |
| Invesco RAFI Strategic US ETF | 14256 | 814879 | RAFI STRATGIC US |
| Meta Platforms Inc | 1221 | 806258 | CL A |
| Ishares Russell Midcap | 5867 | 803462 | RUS MD CP GR ETF |
| Northrop Grumman Corp | 1360 | 775486 | COM |
| Berkshire Hathaway Inc A | 1 | 754800 | CL A |
| Netflix Inc | 7880 | 738829 | COM |
| Johnson & Johnson | 3567 | 738200 | COM |
| iShares Broad USD High Yield Corp Bd ETF | 19651 | 734849 | BROAD USD HIGH |
| iShares ESG MSCI USA Leaders ETF | 5721 | 693765 | ESG MSCI LEADR |
| iShares Bitcoin Trust ETF | 13841 | 687206 | SHS BEN INT |
| Nuveen Esg Mid Cap Value | 17182 | 671816 | NUVEEN ESG MIDVL |
| Asml Hldgs Nv | 603 | 645126 | N Y REGISTRY SHS |
| Ishares Core Msci Eafe | 7139 | 638615 | CORE MSCI EAFE |
| Morgan Stanley | 3486 | 618870 | COM NEW |
| Mastercard Inc | 1081 | 616900 | CL A |
| iShares ESG Screened S&P Mid-Cap ETF | 13694 | 611437 | ESG SCRD S&P MID |
| Vanguard Intl Eqty Index | 8156 | 599955 | ALLWRLD EX US |
| Ishares Russell 3000 | 1522 | 588786 | RUSSELL 3000 ETF |
| Nuveen Preferred Income | 70922 | 575177 | COM |
| FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF | 13596 | 572335 | EM SML CP ALPH |
| Pwrshr S&P500 Hidiv | 11920 | 572160 | S&P500 HDL VOL |
| INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF | 27811 | 544400 | BULSHS 2026 CB |
| Wal Mart Stores Inc | 4842 | 539447 | COM |
| Chevron Corporation | 3467 | 528405 | COM |
| PALANTIR TECH INC COM CL A | 2903 | 516008 | CL A |
| Ishares TRUST S&P | 752 | 515109 | CORE S&P500 ETF |
| Vaneck Vectors Israel ETF | 8560 | 503376 | ISRAEL ETF |
| ISHARES TRUST IBONDS DEC 2031 TERM CORPOR | 23682 | 500874 | IBONDS DEC 2031 |
| NUVEEN GLOBAL HIGH INCM FD SHS | 39379 | 496569 | SHS |
| Spdr Barclays Cnv | 5512 | 491670 | BBG CONV SEC ETF |
| Mc Donalds Corp | 1574 | 481062 | COM |
| Vanguard Mid Cap | 1622 | 470659 | MID CAP ETF |
| Bitcoin Investment Ord | 6872 | 469770 | SHS REP COM UT |
| FlexShares Intl Qual Div ETF | 15318 | 465667 | INTL QLTDV IDX |
| DIMENSIONAL WLD EX US CR EQ 2 ETF | 14168 | 463725 | WORLD EX US CORE |
| Dominion Res Inc Va New | 7725 | 452581 | COM |
| The Charles Schwab Corp | 4514 | 450956 | COM |
| Ishares S&P 500 Growth | 3525 | 434492 | S&P 500 GRWT ETF |
| Vanguard Info Technology | 570 | 429660 | INF TECH ETF |
| NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF | 9423 | 424506 | NUVEEN ESG LRGVL |
| Boston Scientific Corp | 4316 | 411531 | COM |
| FIRST TRUST SENIOR LN FD ETF | 8668 | 397688 | SENIOR LN FD |
| General Electric Company | 1252 | 385752 | COM NEW |
| Capital One Financial Cp | 1553 | 376385 | COM |
| Analog Devices Inc | 1376 | 373171 | COM |
| Intl Business Machines | 1242 | 367800 | COM |
| INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF | 17064 | 351518 | INVSCO BLSH 28 |
| Ishares Tr S&P Midcap | 5315 | 350803 | CORE S&P MCP ETF |
| Nuveen Esg Emerging | 9835 | 349929 | NUVEEN ESG EMRGN |
| FLEXSHARES TRUST HIG YLD VL ET F | 8509 | 346614 | HIG YLD VL ETF |
| Nuveen Esg Mid Cap | 7179 | 342747 | NUVEEN ESG MIDCP |
| AXON ENTERPRISE INC COM | 600 | 340758 | COM |
| First TRUST Intermediate | 17849 | 332705 | COM |
| ISHARES TRUST CRE U S REIT ETF | 5717 | 325640 | CRE U S REIT ETF |
| Real Estate Select Sctr | 7846 | 316586 | RL EST SEL SEC |
| Nuveen Floating Rate Income | 40349 | 315933 | COM |
| Vanguard Value | 1626 | 310561 | VALUE ETF |
| Schwab 1000 ETF | 9436 | 309488 | 1000 INDEX ETF |
| Marsh & Mc Lennan Co Inc | 1664 | 308705 | COM |
| Western Asset High Yld Def Opp | 27623 | 308273 | COM |
| Novartis AG ADR | 2148 | 296145 | SPONSORED ADR |
| Ishares Ftse Nareit Res | 3504 | 289571 | RESIDENTIAL MULT |
| GLOBAL X FDS US PFD ETF | 15196 | 287356 | US PFD ETF |
| SPDR Gold Shares | 720 | 285343 | GOLD SHS |
| Vanguard Mega Cap Value ETF | 2000 | 282320 | MEGA CAP VAL ETF |
| A O N Plc | 800 | 282304 | SHS CL A |
| Vanguard Health Care | 957 | 275472 | HEALTH CAR ETF |
| Invesco Variable Rate Preferred ETF | 11314 | 275270 | VAR RATE PFD |
| Teledyne Technologie | 538 | 274773 | COM |
| Fidelity MSCI Information Tech ETF | 1209 | 271615 | MSCI INFO TECH I |
| Oracle Corporation | 1387 | 270340 | COM |
| AVANTIS INTERNATNL SML CP VL ETF | 2817 | 264713 | INTL SMCP VLU |
| Powershs Exch Trad Fd Tr | 5598 | 262658 | RAFI US 1000 ETF |
| INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF | 13097 | 258535 | BULSHS 2027 CB |
| BlueStar Israel Technology ETF | 4418 | 256470 | AMPLIFY BLUESTAR |
| American Express Company | 670 | 247867 | COM |
| INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETF | 1789 | 247760 | S&P MDCP MOMNTUM |
| INVSC BLTSHRS 2029 CORP BND ETF | 13114 | 247002 | BULETSHS 2029 |
| Home Depot Inc | 717 | 246605 | COM |
| Alps TRUST Etf | 2899 | 238768 | BARRONS 400 ETF |
| FIRST TRUST PORTFOLIOS COM ETF | 8498 | 232080 | COM |
| Spdr Msci Acwi Ex Us | 6425 | 230786 | MSCI ACWI EXUS |
| Jpmrg Dvsfd Retn Emrg | 3779 | 229499 | DIV RTN EM EQT |
| Lam Research Corporation | 1340 | 229381 | COM NEW |
| Ishares Tr Russell | 478 | 226237 | RUS 1000 GRW ETF |
| Imax Corp | 6068 | 224273 | COM |
| Emerson Electric Co | 1675 | 222306 | COM |
| Vanguard Small Cap | 851 | 219445 | SMALL CP ETF |
| Procter & Gamble | 1510 | 216423 | COM |
| Ishares Tr Russell | 555 | 207158 | RUS 1000 ETF |
| Pepsico Incorporated | 1441 | 206879 | COM |
| Intel Corp | 5600 | 206640 | COM |
| Raytheon Technologies Ord | 1109 | 203391 | COM |
| Spdr Blackstone Gso | 4901 | 202264 | BLACKSTONE SENR |
| E O G Resources Inc | 1916 | 201199 | COM |
| Lionsgate Studios Corp Registered Shs Isin#ca53626 | 16752 | 152946 | COM |
| CohBar Inc | 181490 | 74411 | COM NEW |
| Turn Therapeutics Inc. | 18000 | 70920 | COM |
| Brera Holdings Plc COM USD0.05 CL B (P/S) | 16000 | 29920 | COM CL B NEW |
| Profusa Inc. COM USD 0.0001 | 29300 | 3071 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.