Rvw Wealth, LLC Top Holdings and 13F Report (2026)

About Rvw Wealth, LLC

Investment Activity

Rvw Wealth, LLC has $1.56 billion in total holdings as of September 30, 2026.
Rvw Wealth, LLC owns shares of 185 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 4.06% of the portfolio was purchased this quarter.
About 2.29% of the portfolio was sold this quarter.
This quarter, Rvw Wealth, LLC has purchased 183 new stocks and bought additional shares in 60 stocks.
Rvw Wealth, LLC sold shares of 61 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Dimensional US Core Equity Market ETF: $247,181,121
Avantis U.S. Equity ETF: $116,688,816
WisdomTree U.S. Quality Dividend Growth Fund: $81,061,589
WisdomTree U.S. Quality Growth Fund: $76,729,917
JPMorgan U.S. Quality Factor ETF: $74,549,166

Largest New Holdings this Quarter

72651A207 - Plains GP: $2,590,000 Holding
842587107 - Southern: $1,540,511 Holding
30233Q108 - Exxon Mobil Corporation: $1,100,027 Holding
59935V107 - Milestone Pharmaceuticals: $994,049 Holding
88076W103 - Teradata: $294,422 Holding

Largest Purchases this Quarter

Avantis U.S. Equity ETF: 84,497 shares (about $10.82M)
Avantis International Equity ETF: 63,854 shares (about $5.75M)
VictoryShares Free Cash Flow ETF: 92,455 shares (about $4.73M)
JPMorgan U.S. Quality Factor ETF: 57,356 shares (about $4.23M)
iShares U.S. Technology ETF: 15,114 shares (about $4.00M)

Largest Sales this Quarter

Dimensional International Core Equity Market ETF: 144,585 shares (about $5.99M)
Dimensional US Core Equity Market ETF: 104,199 shares (about $5.46M)
Harley-Davidson: 217,263 shares (about $5.31M)
Pacer US Large Cap Cash Cows Growth Leaders ETF: 83,146 shares (about $3.32M)
Dimensional Emerging Core Equity Market ETF: 73,071 shares (about $2.87M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAU Dimensional US Core Equity Market ETF	$247,181,121	$5,455,859 ▼	-2.2%	4,720,801	15.9%	ETF
AVUS Avantis U.S. Equity ETF	$116,688,816	$10,823,219 ▲	10.2%	910,991	7.5%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$81,061,589	$844,335 ▼	-1.0%	833,624	5.2%	ETF
QGRW WisdomTree U.S. Quality Growth Fund	$76,729,917	$3,019,654 ▲	4.1%	1,117,209	4.9%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$74,549,166	$4,232,874 ▲	6.0%	1,010,151	4.8%	ETF
DFAI Dimensional International Core Equity Market ETF	$57,299,266	$5,990,157 ▼	-9.5%	1,383,038	3.7%	ETF
VFLO VictoryShares Free Cash Flow ETF	$56,857,736	$4,732,770 ▲	9.1%	1,110,720	3.6%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$49,014,776	$1,604,658 ▲	3.4%	990,798	3.1%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$46,695,319	$746,417 ▲	1.6%	596,440	3.0%	ETF
AAPL Apple	$45,099,232	$1,088,309 ▲	2.5%	135,425	2.9%	Technology
SPMO Invesco S&P 500 Momentum ETF	$41,318,694	$2,022,075 ▲	5.1%	272,587	2.7%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$32,204,075	$2,872,420 ▼	-8.2%	819,234	2.1%	ETF
AVDE Avantis International Equity ETF	$32,138,041	$5,753,891 ▲	21.8%	356,653	2.1%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$30,118,763	$569,690 ▼	-1.9%	1,248,705	1.9%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$29,840,464	$278,279 ▼	-0.9%	1,195,531	1.9%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$29,140,830	$173,348 ▼	-0.6%	131,123	1.9%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$28,132,218	$661,799 ▲	2.4%	1,239,851	1.8%	ETF
IYW iShares U.S. Technology ETF	$27,785,599	$4,003,695 ▲	16.8%	104,891	1.8%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$27,394,543	$589,488 ▼	-2.1%	297,605	1.8%	ETF
QTEC First Trust NASDAQ-100 Technology Sector Index Fund	$27,389,352	$152,006 ▼	-0.6%	83,066	1.8%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$26,674,482	$1,567,335 ▼	-5.5%	1,100,432	1.7%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$25,879,910	$1,798,190 ▼	-6.5%	1,224,215	1.7%	ETF
TILT FlexShares Morningstar US Market Factor Tilt Index Fund	$18,902,080	$48,523 ▼	-0.3%	68,171	1.2%	ETF
RWK Invesco S&P MidCap 400 Revenue ETF	$17,730,286	$48,994 ▼	-0.3%	128,109	1.1%	ETF
QQQ Invesco QQQ	$15,451,677	$238,207 ▼	-1.5%	20,887	1.0%	ETF
NULG Nuveen ESG Large-Cap Growth ETF	$14,840,719	$242,728 ▼	-1.6%	130,537	1.0%	ETF
EFA iShares MSCI EAFE ETF	$14,236,209	$146,173 ▼	-1.0%	137,032	0.9%	ETF
FXL First Trust Technology AlphaDEX Fund	$14,013,693	$100,556 ▼	-0.7%	63,410	0.9%	ETF
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$12,071,275	$3,315,862 ▼	-21.5%	302,690	0.8%	ETF
HOG Harley-Davidson	$9,449,255	$5,307,735 ▼	-36.0%	386,789	0.6%	Consumer Discretionary
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$9,215,242	$33,143 ▼	-0.4%	174,333	0.6%	ETF
NVDA NVIDIA	$9,080,052	$426,609 ▼	-4.5%	39,759	0.6%	Technology
VTI Vanguard Total Stock Market ETF	$8,560,028	$39,295 ▼	-0.5%	22,873	0.5%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$8,409,919	$378,184 ▼	-4.3%	40,428	0.5%	ETF
QDEF FlexShares Quality Dividend Defensive Index Fund	$7,836,259	$267 ▲	0.0%	88,068	0.5%	ETF
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF	$7,535,532	$49,955 ▼	-0.7%	63,356	0.5%	ETF
COWZ Pacer US Cash Cows 100 ETF	$7,304,791	$157,820 ▼	-2.1%	109,419	0.5%	ETF
AMERICAN CENTURY ETF TRUST ETF	$6,097,937		0.0%	111,410	0.4%	AVANTIS TOTAL EQ
ESGD iShares ESG Aware MSCI EAFE ETF	$5,853,137	$66,673 ▼	-1.1%	56,799	0.4%	ETF
VOO Vanguard S&P 500 ETF	$5,599,673	$1,051,954 ▲	23.1%	7,990	0.4%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$5,564,750	$26,003 ▼	-0.5%	125,191	0.4%	ETF
RWL Invesco S&P 500 Revenue ETF	$5,501,585		0.0%	42,754	0.4%	ETF
DEUS Xtrackers Russell US Multifactor ETF	$5,004,663		0.0%	78,826	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$4,931,921	$6,851 ▲	0.1%	25,195	0.3%	ETF
LLY Eli Lilly and Company	$4,844,694	$2,345,401 ▲	93.8%	4,187	0.3%	Healthcare
AVEM Avantis Emerging Markets Equity ETF	$4,844,634	$3,414,504 ▲	238.8%	51,528	0.3%	ETF
SCHD Schwab US Dividend Equity ETF	$4,367,868	$59,660 ▼	-1.3%	134,272	0.3%	ETF
MSFT Microsoft	$4,143,763	$2,054,699 ▲	98.4%	8,079	0.3%	Technology
VUG Vanguard Growth ETF	$4,086,218	$63,888 ▼	-1.5%	45,347	0.3%	ETF
DGRO iShares Core Dividend Growth ETF	$4,026,444	$85,945 ▼	-2.1%	53,408	0.3%	ETF
LRGF iShares U.S. Equity Factor ETF	$3,468,529		0.0%	44,554	0.2%	ETF
SCHB Schwab US Broad Market ETF	$3,155,397	$17,205 ▲	0.5%	107,656	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$3,021,818	$544 ▲	0.0%	22,213	0.2%	ETF
TSLA Tesla	$2,898,357	$43,640 ▲	1.5%	8,169	0.2%	Consumer Discretionary
ESG FlexShares STOXX US ESG Select Index Fund	$2,852,056	$31,061 ▼	-1.1%	15,885	0.2%	ETF
AMZN Amazon.com	$2,774,548	$25,912 ▼	-0.9%	11,136	0.2%	Consumer Discretionary
JPST JPMorgan Ultra-Short Income ETF	$2,751,915	$2,504,699 ▲	1,013.2%	54,634	0.2%	ETF
BRK.B Berkshire Hathaway	$2,690,519	$40,833 ▼	-1.5%	5,403	0.2%	Finance
GOOG Alphabet	$2,645,011	$12,266 ▼	-0.5%	7,763	0.2%	Communication Services
PAGP Plains GP	$2,590,000	$2,590,000 ▲	New Holding	100,000	0.2%	Energy
SPHQ Invesco S&P 500 Quality ETF	$2,444,133	$44,647 ▼	-1.8%	29,069	0.2%	ETF
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$2,414,092	$2,239,522 ▲	1,282.9%	149,572	0.2%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$2,312,276	$163,521 ▼	-6.6%	3,521	0.1%	ETF
GOOGL Alphabet	$2,308,089	$705,708 ▲	44.0%	6,708	0.1%	Communication Services
VEU Vanguard FTSE All-World ex-US ETF	$2,082,298	$345,238 ▲	19.9%	25,097	0.1%	ETF
ABBV AbbVie	$1,759,978		0.0%	6,728	0.1%	Healthcare
AVUV Avantis U.S. Small Cap Value ETF	$1,700,405	$11,777 ▼	-0.7%	14,438	0.1%	ETF
AVGO Broadcom	$1,637,599	$373,315 ▲	29.5%	4,663	0.1%	Technology
SO Southern	$1,540,511	$1,540,511 ▲	New Holding	18,585	0.1%	Utilities
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$1,514,132	$1,239,661 ▲	451.7%	77,469	0.1%	ETF
GBank Financial Holdings Inc	$1,336,212	$827,626 ▼	-38.2%	73,499	0.1%	COM
Ge Vernova Llc Com	$1,288,864	$927,678 ▼	-41.9%	1,356	0.1%	COM
VIG Vanguard Dividend Appreciation ETF	$1,272,706	$80,725 ▼	-6.0%	5,455	0.1%	ETF
INTU Intuit	$1,265,785		0.0%	4,591	0.1%	Technology
EZM WisdomTree U.S. MidCap Fund	$1,158,061		0.0%	16,165	0.1%	ETF
JPM JPMorgan Chase & Co.	$1,119,256	$5,955 ▲	0.5%	3,383	0.1%	Finance
SPY SPDR S&P 500 ETF Trust	$1,115,935	$28,985 ▼	-2.5%	1,463	0.1%	ETF
Exxon Mobil Corporation	$1,100,027	$1,100,027 ▲	New Holding	6,759	0.1%	COM SHS
GS The Goldman Sachs Group	$1,079,613	$10,805 ▲	1.0%	1,199	0.1%	Finance
DIS Walt Disney	$1,054,517	$629 ▼	-0.1%	10,053	0.1%	Communication Services
JPIN JPMorgan Diversified Return International Equity ETF	$1,026,406	$3,174 ▲	0.3%	13,907	0.1%	ETF
FVD First Trust Value Line Dividend Index Fund	$1,007,345	$23,455 ▼	-2.3%	21,474	0.1%	ETF
MIST Milestone Pharmaceuticals	$994,049	$994,049 ▲	New Holding	1,148,260	0.1%	Healthcare
SYK Stryker	$985,345	$826 ▲	0.1%	3,578	0.1%	Healthcare
WTV WisdomTree U.S. Value Fund	$974,204		0.0%	9,510	0.1%	ETF
EIS iShares MSCI Israel ETF	$973,108	$1,577 ▲	0.2%	8,021	0.1%	ETF
IUS Invesco RAFI Strategic US ETF	$958,470	$7,459 ▲	0.8%	14,134	0.1%	ETF
JNJ Johnson & Johnson	$944,870	$529 ▲	0.1%	3,569	0.1%	Healthcare
OEF iShares S&P 100 ETF	$925,016		0.0%	2,421	0.1%	ETF
Space Exploration Technologies Corp. CL A	$912,854	$181,786 ▲	24.9%	6,051	0.1%	CLASS A COM STK
COST Costco Wholesale	$891,223	$20,938 ▼	-2.3%	979	0.1%	Consumer Staples
NUSC Nuveen ESG Small-Cap ETF	$890,725	$97 ▼	0.0%	18,356	0.1%	ETF
META Meta Platforms	$863,727	$24,657 ▲	2.9%	1,191	0.1%	Communication Services
SUSL iShares ESG MSCI USA Leaders ETF	$808,593	$11,993 ▲	1.5%	5,933	0.1%	ETF
V Visa	$761,780	$24,434 ▼	-3.1%	2,120	0.0%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$751,217	$55,488 ▼	-6.9%	5,456	0.0%	ETF
BRK.A Berkshire Hathaway	$747,005		0.0%	1	0.0%	Finance
NUMV Nuveen ESG Mid-Cap Value ETF	$724,393		0.0%	17,113	0.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$716,810	$11,141 ▲	1.6%	7,399	0.0%	ETF
CVX Chevron	$707,179	$817 ▼	-0.1%	3,463	0.0%	Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Rvw Wealth, LLC Top Holdings and 13F Report (2026)

About Rvw Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Rvw Wealth, LLC Top Holdings and 13F Report (2026)

About Rvw Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRvw Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools