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RVW Wealth, LLC

All holdings · as of Dec 31, 2025

181 positions

CompanyClassValueShares% of portfolio
FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF$572.3K13,5960.0%
Pwrshr S&P500 Hidiv$572.2K11,9200.0%
INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF$544.4K27,8110.0%
Walmart Inc.$539.4K4,8420.0%
CHEVRON CORP$528.4K3,4670.0%
Palantir Technologies Inc$516.0K2,9030.0%
Ishares TRUST S&P$515.1K7520.0%
Vaneck Vectors Israel ETF$503.4K8,5600.0%
ISHARES TRUST IBONDS DEC 2031 TERM CORPOR$500.9K23,6820.0%
Nuveen Global High Income FundJGHClosed-End Fund$496.6K39,3790.0%
Spdr Barclays Cnv$491.7K5,5120.0%
MCDONALD'S CORP$481.1K1,5740.0%
Vanguard Mid Cap$470.7K1,6220.0%
Bitcoin Investment Ord$469.8K6,8720.0%
FlexShares Intl Qual Div ETF$465.7K15,3180.0%
DIMENSIONAL WLD EX US CR EQ 2 ETF$463.7K14,1680.0%
DOMINION ENERGY, INC$452.6K7,7250.0%
SCHWAB CHARLES CORP$451.0K4,5140.0%
Ishares S&P 500 Growth$434.5K3,5250.0%
Vanguard Info Technology$429.7K5700.0%
NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF$424.5K9,4230.0%
BOSTON SCIENTIFIC CORP$411.5K4,3160.0%
FIRST TRUST SENIOR LN FD ETF$397.7K8,6680.0%
GENERAL ELECTRIC CO$385.8K1,2520.0%
CAPITAL ONE FINANCIAL CORP$376.4K1,5530.0%
ANALOG DEVICES INC$373.2K1,3760.0%
INTERNATIONAL BUSINESS MACHINES CORP$367.8K1,2420.0%
INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF$351.5K17,0640.0%
Ishares Tr S&P Midcap$350.8K5,3150.0%
Nuveen Esg Emerging$349.9K9,8350.0%
FLEXSHARES TRUST HIG YLD VL ET F$346.6K8,5090.0%
Nuveen Esg Mid Cap$342.7K7,1790.0%
Axon Enterprise Inc$340.8K6000.0%
First Trust Intermediate Duration Preferred & Income FundFPFClosed-End Fund$332.7K17,8490.0%
ISHARES TRUST CRE U S REIT ETF$325.6K5,7170.0%
Real Estate Select Sctr$316.6K7,8460.0%
NUVEEN FLOATING RATE INCOME FUNDJFRClosed-End Fund$315.9K40,3490.0%
Vanguard Value$310.6K1,6260.0%
Schwab 1000 ETF$309.5K9,4360.0%
MARSH & MCLENNAN COMPANIES, INC.$308.7K1,6640.0%
Western Asset High Yield Opportunity Fund Inc.$308.3K27,6230.0%
Novartis AG ADR$296.1K2,1480.0%
Ishares Ftse Nareit Res$289.6K3,5040.0%
GLOBAL X FDS US PFD ETF$287.4K15,1960.0%
SPDR Gold Shares$285.3K7200.0%
Vanguard Mega Cap Value ETF$282.3K2,0000.0%
Aon plc$282.3K8000.0%
Vanguard Health Care$275.5K9570.0%
Invesco Variable Rate Preferred ETF$275.3K11,3140.0%
Teledyne Technologies Inc$274.8K5380.0%
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