Institutions / RVW Wealth, LLC

RVW Wealth, LLC

CIK 1756543 · Institution · as of Dec 31, 2025

Portfolio value

$1.31B

Positions

181

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 181 →

Company	Class	Value	Shares	% of portfolio
Dimensional US Core Equity Markt ETF	—	$211.18M	4,512,375	16.1%
American Century Investments U S Eqt ETF	—	$91.87M	821,848	7.0%
Wisdomtree US Divid Etf	—	$73.60M	823,028	5.6%
WisdomTree US Quality Growth ETF	—	$63.49M	1,082,120	4.8%
Jp Morgan ETF Trust US Qualty Fctr ETF	—	$57.11M	903,997	4.4%
Dimensional International Cr Eq Mkt ETF	—	$56.95M	1,494,475	4.3%
iShares Trust Intl Qlty Factor ETF	—	$42.72M	940,030	3.3%
First Trst Nasdaq Rsng	—	$40.09M	577,086	3.1%
VictoryShares Free Cash Flow ETF	—	$38.67M	981,990	3.0%
Apple Inc.	—	$36.60M	134,616	2.8%
iShares Trust Ibonds Dec2026 E Tf	—	$31.94M	1,318,361	2.4%
Dimensional Emerging Core Equity Mkt ETF	—	$28.83M	885,206	2.2%
Invesco Exchange Traded Fund T S&P 500 Momntm ETF	—	$28.50M	238,886	2.2%
iShares iBonds Dec 2027 Term Corp ETF	—	$28.42M	1,170,581	2.2%
iShares Trust Ibds Dec28 ETF	—	$27.71M	1,088,657	2.1%
iShares MSCI UAE ETF	—	$26.74M	134,645	2.0%
SPDR Series Trust Portfolio Tl Stk ETF	—	$25.42M	308,132	1.9%
American Century Investments I Ntl Eqt ETF	—	$24.88M	302,191	1.9%
iShares Trust Ibonds Dec 29 Et F	—	$24.81M	1,059,999	1.9%
iShares Trust Ibonds Dec 2030 Term Corpor	—	$24.57M	1,113,152	1.9%
First Tr Nasdaq 100 Fund	—	$19.73M	85,690	1.5%
Flexshares Morningstar	—	$17.43M	70,079	1.3%
iShares U.S. Technology ETF	—	$16.99M	85,075	1.3%
Invesco Exchange Traded Fund T S&P Mdcp 400 Rev Et	—	$16.47M	130,227	1.3%
Ishares Tr Msci Eafe Fd	—	$13.71M	142,770	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.