Rvw Wealth, LLC Top Holdings and 13F Report (2026) About Rvw Wealth, LLCInvestment ActivityRvw Wealth, LLC has $1.28 billion in total holdings as of March 31, 2026.Rvw Wealth, LLC owns shares of 176 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.27% of the portfolio was purchased this quarter.About 2.96% of the portfolio was sold this quarter.This quarter, Rvw Wealth, LLC has purchased 181 new stocks and bought additional shares in 41 stocks.Rvw Wealth, LLC sold shares of 69 stocks and completely divested from 17 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $208,929,758Avantis U.S. Equity ETF $89,228,001WisdomTree U.S. Quality Dividend Growth Fund $72,903,831WisdomTree U.S. Quality Growth Fund $56,937,201Dimensional International Core Equity Market ETF $56,744,782 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $6,547,517 Holding02507A606 - AMERICAN CENTURY ETF TRUST ETF $5,237,663 Holding38149W564 - Goldman Sachs Dynamic CA Muncpl Inc ETF $679,581 Holding25434V633 - Dimensional California Municipal Bond ETF $679,306 Holding464288356 - iShares California Muni Bond ETF $676,463 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 129,372 shares (about $6.55M)Dimensional US Core Equity Market ETF 118,160 shares (about $5.33M)AMERICAN CENTURY ETF TRUST ETF 111,410 shares (about $5.24M)GBank Financial Holdings Inc 119,000 shares (about $3.18M)iShares iBonds Dec 2029 Term Corporate ETF 88,780 shares (about $2.07M) Largest Sales this Quarter iShares iBonds Dec 2026 Term Corporate ETF 177,816 shares (about $4.31M)Invesco S&P 500 Equal Weight ETF 15,326 shares (about $2.94M)Vanguard Total Stock Market ETF 7,098 shares (about $2.28M)Avantis U.S. Equity ETF 19,294 shares (about $2.15M)Invesco S&P MidCap 400 Revenue ETF 12,640 shares (about $1.62M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRvw Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$208,929,758$5,331,380 â–²2.6%4,630,53516.3%ETFAVUSAvantis U.S. Equity ETF$89,228,001$2,145,108 â–¼-2.3%802,5547.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$72,903,831$609,082 â–²0.8%829,9625.7%ManufacturingQGRWWisdomTree U.S. Quality Growth Fund$56,937,201$880,473 â–¼-1.5%1,065,6414.4%ETFDFAIDimensional International Core Equity Market ETF$56,744,782$1,479,974 â–¼-2.5%1,456,4884.4%ETFJQUAJPMorgan U.S. Quality Factor ETF$56,298,161$865,042 â–²1.6%918,1044.4%ETFIQLTiShares MSCI Intl Quality Factor ETF$42,613,758$843,836 â–¼-1.9%921,7773.3%ETFVFLOVictoryShares Free Cash Flow ETF$39,504,400$735,433 â–²1.9%1,000,6183.1%ETFRDVYFirst Trust Rising Dividend Achievers ETF$38,968,078$435,353 â–¼-1.1%570,7103.0%ManufacturingAAPLApple$34,512,365$348,200 â–²1.0%135,9882.7%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$29,522,379$1,147,497 â–²4.0%1,217,9202.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$29,363,194$1,787,513 â–²6.5%1,159,2262.3%ETFDFAEDimensional Emerging Core Equity Market ETF$29,071,014$902,064 â–¼-3.0%858,5652.3%ETFSPMOInvesco S&P 500 Momentum ETF$27,714,573$933,091 â–²3.5%247,2092.2%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$27,646,809$4,310,260 â–¼-13.5%1,140,5452.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$26,720,592$2,065,022 â–²8.4%1,148,7792.1%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$26,401,753$2,034,851 â–²8.4%1,206,1102.1%ETFQUALiShares MSCI USA Quality Factor ETF$25,220,291$605,927 â–¼-2.3%131,4862.0%ETFAVDEAvantis International Equity ETF$24,703,000$934,851 â–¼-3.6%291,1721.9%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$23,913,184$447,716 â–¼-1.8%302,4691.9%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$18,104,739$402,587 â–¼-2.2%83,8261.4%ManufacturingTILTFlexShares Morningstar US Market Factor Tilt Index Fund$16,483,742$431,083 â–¼-2.5%68,2931.3%ETFIYWiShares U.S. Technology ETF$16,103,934$669,621 â–²4.3%88,7661.3%ManufacturingRWKInvesco S&P MidCap 400 Revenue ETF$15,081,709$1,621,206 â–¼-9.7%117,5871.2%ETFEFAiShares MSCI EAFE ETF$13,803,252$64,009 â–¼-0.5%142,1111.1%FinanceQQQInvesco QQQ$12,297,402$39,825 â–¼-0.3%21,3061.0%FinanceNULGNuveen ESG Large-Cap Growth ETF$11,661,665$932,133 â–¼-7.4%128,2350.9%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$11,538,311$1,532,085 â–²15.3%341,9880.9%ETFFXLFirst Trust Technology AlphaDEX Fund$9,791,377$625,316 â–¼-6.0%61,6310.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$7,398,565$1,298,165 â–¼-14.9%153,1160.6%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$7,287,493$198,365 â–¼-2.6%63,6300.6%ETFNVDANVIDIA$7,263,885$238,403 â–¼-3.2%41,6510.6%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$6,547,517$6,547,517 â–²New Holding129,3720.5%ETFCOWZPacer US Cash Cows 100 ETF$6,469,047$820,228 â–¼-11.3%103,4050.5%ETFQDEFFlexShares Quality Dividend Defensive Index Fund$6,438,462$610,705 â–¼-8.7%80,6620.5%ETFVTIVanguard Total Stock Market ETF$5,567,826$2,277,047 â–¼-29.0%17,3560.4%ETFRSPInvesco S&P 500 Equal Weight ETF$5,287,172$2,941,348 â–¼-35.7%27,5490.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$5,276,025$287,051 â–¼-5.2%55,1770.4%ManufacturingAMERICAN CENTURY ETF TRUST ETF$5,237,663$5,237,663 â–²New Holding111,4100.4%AVANTIS TOTAL EQDFACDimensional U.S. Core Equity 2 ETF$4,996,723$1,049 â–¼0.0%128,5830.4%ETFRWLInvesco S&P 500 Revenue ETF$4,889,191$102,844 â–¼-2.1%42,5480.4%ETFDEUSXtrackers Russell US Multifactor ETF$4,689,986$128,464 â–¼-2.7%78,3100.4%ETFGBank Financial Holdings Inc$4,250,933$3,184,440 â–²298.6%158,8540.3%COMDGROiShares Core Dividend Growth ETF$3,879,688$20,984 â–¼-0.5%55,2820.3%ETFSCHDSchwab US Dividend Equity ETF$3,814,997$555,952 â–¼-12.7%124,3480.3%ETFVUGVanguard Growth ETF$3,434,917$48,920 â–¼-1.4%7,8640.3%ETFXLKTechnology Select Sector SPDR Fund$3,343,7640.0%25,1600.3%ETFTSLATesla$3,341,942$392,557 â–²13.3%8,9900.3%Auto/Tires/TrucksLRGFiShares U.S. Equity Factor ETF$2,968,8780.0%44,9830.2%ETFGe Vernova Llc Com$2,912,867$873,773 â–²42.9%3,3370.2%COMIJRiShares Core S&P Small-Cap ETF$2,775,761$124 â–²0.0%22,3290.2%ETFSCHBSchwab US Broad Market ETF$2,681,433$728,703 â–¼-21.4%106,8300.2%ETFAMZNAmazon.com$2,675,907$1,026,375 â–²62.2%12,8480.2%Retail/WholesaleBRK.BBerkshire Hathaway$2,475,160$367,560 â–¼-12.9%5,1650.2%FinanceESGFlexShares STOXX US ESG Select Index Fund$2,435,2750.0%16,0490.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,238,222$308,380 â–¼-12.1%3,6290.2%ETFGOOGAlphabet$2,237,087$51,058 â–²2.3%7,7990.2%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$2,150,971$132,109 â–¼-5.8%28,6070.2%ETFINTUIntuit$1,985,0570.0%4,5910.2%Computer and TechnologyMSFTMicrosoft$1,826,075$114,754 â–²6.7%4,9330.1%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$1,669,793$42,753 â–²2.6%15,1150.1%ETFVOOVanguard S&P 500 ETF$1,635,900$602,260 â–²58.3%2,7380.1%ETFNOCNorthrop Grumman$1,610,086$682,240 â–²73.5%2,3600.1%AerospaceABBVAbbVie$1,463,273$40,236 â–¼-2.7%6,7280.1%MedicalGOOGLAlphabet$1,343,520$15,529 â–²1.2%4,6720.1%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$1,236,017$16,035 â–¼-1.3%15,3390.1%ETFVIGVanguard Dividend Appreciation ETF$1,211,433$36,130 â–¼-2.9%5,6330.1%ETFSYKStryker$1,174,7090.0%3,5750.1%MedicalXOMExxonMobil$1,144,187$227,344 â–¼-16.6%6,7440.1%EnergyLLYEli Lilly and Company$1,096,366$919,770 â–¼-45.6%1,1920.1%MedicalEZMWisdomTree U.S. MidCap Fund$1,086,6110.0%16,1650.1%FinanceCOSTCostco Wholesale$1,031,109$202,237 â–¼-16.4%1,0350.1%Retail/WholesaleJPMJPMorgan Chase & Co.$1,011,371$361,834 â–¼-26.3%3,4380.1%FinanceFVDFirst Trust Value Line Dividend Index Fund$1,008,888$29,535 â–¼-2.8%21,4520.1%ETFGSThe Goldman Sachs Group$1,000,048$3,384 â–¼-0.3%1,1820.1%FinanceJPINJPMorgan Diversified Return International Equity ETF$987,173$1,069 â–²0.1%13,8570.1%ETFDISWalt Disney$969,461$546,268 â–¼-36.0%10,0590.1%Consumer DiscretionaryEISiShares MSCI Israel ETF$963,364$60,341 â–²6.7%8,3020.1%ETFWTVWisdomTree U.S. Value Fund$900,8820.0%9,5100.1%FinanceJNJJohnson & Johnson$871,9290.0%3,5670.1%MedicalNUSCNuveen ESG Small-Cap ETF$827,211$1,352 â–¼-0.2%18,3580.1%ETFAVGOBroadcom$804,726$18,880 â–¼-2.3%2,6000.1%Computer and TechnologyOEFiShares S&P 100 ETF$796,765$33,079 â–²4.3%2,5050.1%ETFIUSInvesco RAFI Strategic US ETF$781,664$43,957 â–¼-5.3%13,4970.1%ManufacturingIWPiShares Russell Mid-Cap Growth ETF$752,097$384 â–²0.1%5,8700.1%ETFNFLXNetflix$749,009$8,654 â–¼-1.1%7,7900.1%Consumer DiscretionaryBRK.ABerkshire Hathaway$718,1400.0%10.1%FinanceCVXChevron$717,3220.0%3,4670.1%EnergyUSHYiShares Broad USD High Yield Corporate Bond ETF$698,155$25,788 â–¼-3.6%18,9510.1%ETFGoldman Sachs Dynamic CA Muncpl Inc ETF$679,581$679,581 â–²New Holding13,4150.1%DYNAMIC CAL MUNIDFCADimensional California Municipal Bond ETF$679,306$679,306 â–²New Holding13,6270.1%ETFCMFiShares California Muni Bond ETF$676,463$676,463 â–²New Holding11,8970.1%ETFNUMVNuveen ESG Mid-Cap Value ETF$663,471$2,675 â–¼-0.4%17,1130.1%ETFMETAMeta Platforms$662,206$36,630 â–¼-5.2%1,1570.1%Computer and TechnologyVVisa$661,301$661,905 â–¼-50.0%2,1880.1%Business ServicesIEFAiShares Core MSCI EAFE ETF$655,307$9,052 â–²1.4%7,2390.1%ETFSPYSPDR S&P 500 ETF Trust$650,916$457,787 â–¼-41.3%1,0010.1%FinanceSUSLiShares ESG MSCI USA Leaders ETF$649,9200.0%5,7210.1%ManufacturingXJHiShares ESG Select Screened S&P Mid-Cap ETF$621,2970.0%13,6940.0%ETFFEMSFirst Trust Emerging Markets Small Cap AlphaDEX Fund$619,693$364 â–²0.1%13,6040.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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