RVW Wealth, LLC

CIK 0001756543 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source

RVW Wealth, LLC reported 183 positions worth $1.52B as of June 30, 2026 (13F filed July 8, 2026). Largest holding: DFAU (16.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.52B
2026 Q2
Positions
183
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.1%
Est. Net Flow (Q)
2026 Q2
10 / 183 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFAUDIMENSIONAL US CORE EQUITY MARKT ETFSH$249.4M16.42%4,825,000
2AVUSAMERICAN CENTURY INVESTMENTS U S EQT ETFSH$105.9M6.97%826,494
3DGRWWisdomtree US Divid EtfSH$80.5M5.30%842,307
4QGRWWISDOMTREE US QUALITY GROWTH ETFSH$70.9M4.67%1,073,242
5JQUAJP MORGAN ETF TRUST US QUALTY FCTR ETFSH$68.9M4.53%952,795
6DFAIDimensional International Cr Eq Mkt ETFSH$63.0M4.15%1,527,623
7RDVYFirst Trst Nasdaq RsngSH$47.6M3.13%586,906
8IQLTISHARES TRUST INTL QLTY FACTOR ETFSH$47.5M3.13%958,361
9VFLOVictoryShares Free Cash Flow ETFSH$46.6M3.07%1,018,265
10SPMOINVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETFSH$41.9M2.76%259,247

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does RVW Wealth, LLC hold as of Q2 2026?

RVW Wealth, LLC reported 183 positions worth $1.52B in its Q2 2026 13F filing. Largest positions: DFAU (16.4%), AVUS (7.0%), DGRW (5.3%), QGRW (4.7%) and JQUA (4.5%).

What did RVW Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did RVW Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.