RVW Wealth
LOS ANGELES, CAfiles as RVW Wealth, LLC
$1.5bn in 183 US stocks at the end of 30 June 2026. The top 10 are 54.1% of the money. It changed about 4.6% of the portfolio this quarter.
Value
$1.5bn
Stocks
183
Top 10 share
54.1%
Turnover
4.6%
What changed this quarter
New
Bought for the first time this quarter.
- Harley-DavidsonHOG1.0% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Invesco Exch Traded FD TR IISPHD<0.1% of the fund
- Palo Alto NetworksPANW<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- Analog DevicesADI<0.1% of the fund
- Ishares TRIWB<0.1% of the fund
- Revolution MedicinesRVMD<0.1% of the fund
- American ExpressAXP<0.1% of the fund
- Invesco Exch TRD SLF IDX FDBSCU<0.1% of the fund
Added
Bought more of a stock they already held.
- Dimensional ETF TrustDFAU16.4% of the fund+4%
- American Centy ETF TRAVUS7.0% of the fund+3%
- J P Morgan Exchange Traded FJQUA4.5% of the fund+4%
- Dimensional ETF TrustDFAI4.1% of the fund+5%
- First TR Exchange Traded FDRDVY3.1% of the fund+3%
- Ishares TRIQLT3.1% of the fund+4%
- Invesco Exch Traded FD TR IISPMO2.8% of the fund+5%
- Dimensional ETF TrustDFAE2.4% of the fund+4%
- Ishares TRIBDS2.0% of the fund+4%
- Ishares TRIBDT2.0% of the fund+4%
- Ishares TRIBDV1.9% of the fund+9%
- Ishares TRIBDR1.9% of the fund+2%
- Ishares TRIBDU1.8% of the fund+5%
- Invesco Exch Traded FD TR IIRWK1.2% of the fund+9%
- Nushares ETF TRNULG1.0% of the fund+3%
- Pacer FDS TRCOWG1.0% of the fund+13%
- First TR Exchange-Traded FDFXL0.9% of the fund+4%
- Spdr Series TrustSPSM0.7% of the fund+14%
- Invesco Exchange Traded FD TRSP0.6% of the fund+53%
- Vanguard Index FDSVTI0.6% of the fund+32%
- Flexshares TRQDEF0.5% of the fund+9%
- Pacer FDS TRCOWZ0.5% of the fund+8%
- Ishares TRESGD0.4% of the fund+4%
- Vanguard Index FDSVOO0.3% of the fund+137%
- Schwab Strategic TRSCHD0.3% of the fund+9%
Cut
Sold some of their stake.
- AppleAAPL2.5% of the fund-3%
- Ishares TREFA0.9% of the fund-3%
- Dimensional ETF TrustDFAC0.4% of the fund-2%
- Vanguard Index FDSVUG0.3% of the fund-2%
- GBank Financial HoldingsGBFH0.2% of the fund-25%
- TeslaTSLA0.2% of the fund-11%
- GE VernovaGEV0.2% of the fund-30%
- Amazon.comAMZN0.2% of the fund-13%
- American Centy ETF TRAVUV0.1% of the fund-4%
- MicrosoftMSFT0.1% of the fund-17%
- JPMorgan ChaseJPM<0.1% of the fund-2%
- IsharesEIS<0.1% of the fund-4%
- Costco WholesaleCOST<0.1% of the fund-3%
- Ishares TROEF<0.1% of the fund-3%
- IntelINTC<0.1% of the fund-18%
- Ishares TRIVV<0.1% of the fund-5%
- Goldman Sachs ETF TRGCAL<0.1% of the fund-14%
- Ishares TRCMF<0.1% of the fund-14%
- Vaneck ETF TrustISRA<0.1% of the fund-5%
- Dimensional ETF TrustDFCA<0.1% of the fund-21%
- MastercardMA<0.1% of the fund-3%
- Ishares TRIVW<0.1% of the fund-15%
- Invesco Exch TRD SLF IDX FDBSCQ<0.1% of the fund-15%
- McDonald'sMCD<0.1% of the fund-6%
- Vanguard Index FDSVTV<0.1% of the fund-9%
Sold out
Sold their entire stake.
- Northrop GrummanNOC-100%
- UnitedHealth GroupUNH-100%
- Markel GroupMKL-100%
- Brera Holdings-100%
Holdings
- Dimensional ETF TrustDFAU
- Share
- 16.4%
- Value
- $249m
- Shares
- 4,825,000
+4%
- American Centy ETF TRAVUS
- Share
- 7.0%
- Value
- $106m
- Shares
- 826,494
+3%
- Wisdomtree TRDGRW
- Share
- 5.3%
- Value
- $81m
- Shares
- 842,307
Held
- Wisdomtree TRQGRW
- Share
- 4.7%
- Value
- $71m
- Shares
- 1,073,242
Held
- J P Morgan Exchange Traded FJQUA
- Share
- 4.5%
- Value
- $69m
- Shares
- 952,795
+4%
- Dimensional ETF TrustDFAI
- Share
- 4.1%
- Value
- $63m
- Shares
- 1,527,623
+5%
- First TR Exchange Traded FDRDVY
- Share
- 3.1%
- Value
- $48m
- Shares
- 586,906
+3%
- Ishares TRIQLT
- Share
- 3.1%
- Value
- $47m
- Shares
- 958,361
+4%
- Victory Portfolios IIVFLO
- Share
- 3.1%
- Value
- $47m
- Shares
- 1,018,265
Held
- Invesco Exch Traded FD TR IISPMO
- Share
- 2.8%
- Value
- $42m
- Shares
- 259,247
+5%
- Dimensional ETF TrustDFAE
- Share
- 2.4%
- Value
- $36m
- Shares
- 892,305
+4%
- Ishares TRIBDS
- Share
- 2.0%
- Value
- $31m
- Shares
- 1,272,324
+4%
- Ishares TRIBDT
- Share
- 2.0%
- Value
- $30m
- Shares
- 1,206,680
+4%
- Ishares TRQUAL
- Share
- 1.9%
- Value
- $29m
- Shares
- 131,903
Held
- Ishares TRIBDV
- Share
- 1.9%
- Value
- $29m
- Shares
- 1,309,276
+9%
- Ishares TRIBDR
- Share
- 1.9%
- Value
- $28m
- Shares
- 1,165,091
+2%
- Ishares TRIBDU
- Share
- 1.8%
- Value
- $28m
- Shares
- 1,210,684
+5%
- First TR Exchange-Traded FDQTEC
- Share
- 1.8%
- Value
- $28m
- Shares
- 83,527
Held
- Spdr Series TrustSPTM
- Share
- 1.8%
- Value
- $28m
- Shares
- 304,009
Held
- American Centy ETF TRAVDE
- Share
- 1.7%
- Value
- $26m
- Shares
- 292,799
Held
- Ishares TRIYW
- Share
- 1.5%
- Value
- $23m
- Shares
- 89,777
Held
- Flexshares TRTILT
- Share
- 1.2%
- Value
- $19m
- Shares
- 68,346
Held
- Invesco Exch Traded FD TR IIRWK
- Share
- 1.2%
- Value
- $19m
- Shares
- 128,463
+9%
- Invesco QQQ TRQQQ
- Share
- 1.0%
- Value
- $16m
- Shares
- 21,209
Held
- Nushares ETF TRNULG
- Share
- 1.0%
- Value
- $16m
- Shares
- 132,672
+3%
- Pacer FDS TRCOWG
- Share
- 1.0%
- Value
- $15m
- Shares
- 385,836
+13%
- Ishares TREFA
- Share
- 0.9%
- Value
- $14m
- Shares
- 138,439
-3%
- First TR Exchange-Traded FDFXL
- Share
- 0.9%
- Value
- $14m
- Shares
- 63,865
+4%
- Spdr Series TrustSPSM
- Share
- 0.7%
- Value
- $10m
- Shares
- 174,960
+14%
- Invesco Exchange Traded FD TRSP
- Share
- 0.6%
- Value
- $9m
- Shares
- 42,246
+53%
- Vanguard Index FDSVTI
- Share
- 0.6%
- Value
- $9m
- Shares
- 22,978
+32%
- J P Morgan Exchange Traded FJPME
- Share
- 0.5%
- Value
- $8m
- Shares
- 63,776
Held
- Flexshares TRQDEF
- Share
- 0.5%
- Value
- $8m
- Shares
- 88,065
+9%
- Pacer FDS TRCOWZ
- Share
- 0.5%
- Value
- $7m
- Shares
- 111,783
+8%
- American Centy ETF TRAVTM
- Share
- 0.4%
- Value
- $6m
- Shares
- 111,410
Held
- Ishares TRESGD
- Share
- 0.4%
- Value
- $6m
- Shares
- 57,446
+4%
- Dimensional ETF TrustDFAC
- Share
- 0.4%
- Value
- $6m
- Shares
- 125,776
-2%
- Invesco Exch Traded FD TR IIRWL
- Share
- 0.4%
- Value
- $5m
- Shares
- 42,754
Held
- DBX ETF TRDEUS
- Share
- 0.3%
- Value
- $5m
- Shares
- 78,826
Held
- Select Sector Spdr TRXLK
- Share
- 0.3%
- Value
- $5m
- Shares
- 25,160
Held
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $4m
- Shares
- 6,489
+137%
- Schwab Strategic TRSCHD
- Share
- 0.3%
- Value
- $4m
- Shares
- 136,106
+9%
- Ishares TRDGRO
- Share
- 0.3%
- Value
- $4m
- Shares
- 54,548
Held
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $4m
- Shares
- 46,056
-2%
- Ishares TRLRGF
- Share
- 0.2%
- Value
- $3m
- Shares
- 44,554
Held
- Ishares TRIJR
- Share
- 0.2%
- Value
- $3m
- Shares
- 22,209
Held
- Schwab Strategic TRSCHB
- Share
- 0.2%
- Value
- $3m
- Shares
- 107,069
Held
- Flexshares TRESG
- Share
- 0.2%
- Value
- $3m
- Shares
- 16,058
Held
- Invesco Exchange Traded FD TSPHQ
- Share
- 0.2%
- Value
- $3m
- Shares
- 29,600
+3%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.2%
- Value
- $3m
- Shares
- 3,770
+4%
- American Centy ETF TRAVUV
- Share
- 0.1%
- Value
- $2m
- Shares
- 14,538
-4%
- Vanguard Intl Equity Index FVEU
- Share
- 0.1%
- Value
- $2m
- Shares
- 20,936
+176%
- American Centy ETF TRAVEM
- Share
- <0.1%
- Value
- $1m
- Shares
- 15,211
Held
- Vanguard Specialized FundsVIG
- Share
- <0.1%
- Value
- $1m
- Shares
- 5,801
+3%
- Wisdomtree TREZM
- Share
- <0.1%
- Value
- $1m
- Shares
- 16,165
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $1m
- Shares
- 1,501
+50%
- First TR Exchange-Traded FDFVD
- Share
- <0.1%
- Value
- $1m
- Shares
- 21,974
+2%
- J P Morgan Exchange Traded FJPIN
- Share
- <0.1%
- Value
- $1m
- Shares
- 13,864
Held
- Wisdomtree TRWTV
- Share
- <0.1%
- Value
- $967,357
- Shares
- 9,510
Held
- IsharesEIS
- Share
- <0.1%
- Value
- $966,646
- Shares
- 8,008
-4%
- Nushares ETF TRNUSC
- Share
- <0.1%
- Value
- $956,819
- Shares
- 18,358
Held
- Invesco Exch TRD SLF IDX FDIUS
- Share
- <0.1%
- Value
- $919,694
- Shares
- 14,024
+4%
- Ishares TROEF
- Share
- <0.1%
- Value
- $885,771
- Shares
- 2,421
-3%
- Ishares TRIWP
- Share
- <0.1%
- Value
- $857,854
- Shares
- 5,859
Held
- Space Exploration TechnologiesSPCX
- Share
- <0.1%
- Value
- $827,988
- Shares
- 4,846
New
- Ishares TRSUSL
- Share
- <0.1%
- Value
- $775,982
- Shares
- 5,845
+2%
- Berkshire Hathaway INC DELBRK-A
- Share
- <0.1%
- Value
- $748,850
- Shares
- 1
Held
- Nushares ETF TRNUMV
- Share
- <0.1%
- Value
- $744,244
- Shares
- 17,113
Held
- Ishares TRXJH
- Share
- <0.1%
- Value
- $712,525
- Shares
- 13,663
Held
- Ishares TRIEFA
- Share
- <0.1%
- Value
- $703,484
- Shares
- 7,284
Held
- Ishares TRUSHY
- Share
- <0.1%
- Value
- $701,566
- Shares
- 18,951
Held
- Ishares TRIWV
- Share
- <0.1%
- Value
- $648,981
- Shares
- 1,522
Held
- First TR Exch TRD Alphdx FDFEMS
- Share
- <0.1%
- Value
- $621,844
- Shares
- 13,618
Held
- Ishares TRIVV
- Share
- <0.1%
- Value
- $610,494
- Shares
- 815
-5%
- Invesco Exch Traded FD TR IISPHD
- Share
- <0.1%
- Value
- $606,013
- Shares
- 11,920
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDFAU | 16.4% | $249m | 4,825,000 | +4% |
| American Centy ETF TRAVUS | 7.0% | $106m | 826,494 | +3% |
| Wisdomtree TRDGRW | 5.3% | $81m | 842,307 | Held |
| Wisdomtree TRQGRW | 4.7% | $71m | 1,073,242 | Held |
| J P Morgan Exchange Traded FJQUA | 4.5% | $69m | 952,795 | +4% |
| Dimensional ETF TrustDFAI | 4.1% | $63m | 1,527,623 | +5% |
| First TR Exchange Traded FDRDVY | 3.1% | $48m | 586,906 | +3% |
| Ishares TRIQLT | 3.1% | $47m | 958,361 | +4% |
| Victory Portfolios IIVFLO | 3.1% | $47m | 1,018,265 | Held |
| Invesco Exch Traded FD TR IISPMO | 2.8% | $42m | 259,247 | +5% |
| AppleAAPL | 2.5% | $38m | 132,157 | -3% |
| Dimensional ETF TrustDFAE | 2.4% | $36m | 892,305 | +4% |
| Ishares TRIBDS | 2.0% | $31m | 1,272,324 | +4% |
| Ishares TRIBDT | 2.0% | $30m | 1,206,680 | +4% |
| Ishares TRQUAL | 1.9% | $29m | 131,903 | Held |
| Ishares TRIBDV | 1.9% | $29m | 1,309,276 | +9% |
| Ishares TRIBDR | 1.9% | $28m | 1,165,091 | +2% |
| Ishares TRIBDU | 1.8% | $28m | 1,210,684 | +5% |
| First TR Exchange-Traded FDQTEC | 1.8% | $28m | 83,527 | Held |
| Spdr Series TrustSPTM | 1.8% | $28m | 304,009 | Held |
| American Centy ETF TRAVDE | 1.7% | $26m | 292,799 | Held |
| Ishares TRIYW | 1.5% | $23m | 89,777 | Held |
| Flexshares TRTILT | 1.2% | $19m | 68,346 | Held |
| Invesco Exch Traded FD TR IIRWK | 1.2% | $19m | 128,463 | +9% |
| Invesco QQQ TRQQQ | 1.0% | $16m | 21,209 | Held |
| Nushares ETF TRNULG | 1.0% | $16m | 132,672 | +3% |
| Pacer FDS TRCOWG | 1.0% | $15m | 385,836 | +13% |
| Harley-DavidsonHOG | 1.0% | $15m | 604,052 | New |
| Ishares TREFA | 0.9% | $14m | 138,439 | -3% |
| First TR Exchange-Traded FDFXL | 0.9% | $14m | 63,865 | +4% |
| Spdr Series TrustSPSM | 0.7% | $10m | 174,960 | +14% |
| Invesco Exchange Traded FD TRSP | 0.6% | $9m | 42,246 | +53% |
| Vanguard Index FDSVTI | 0.6% | $9m | 22,978 | +32% |
| NvidiaNVDA | 0.5% | $8m | 41,627 | Held |
| J P Morgan Exchange Traded FJPME | 0.5% | $8m | 63,776 | Held |
| Flexshares TRQDEF | 0.5% | $8m | 88,065 | +9% |
| Pacer FDS TRCOWZ | 0.5% | $7m | 111,783 | +8% |
| American Centy ETF TRAVTM | 0.4% | $6m | 111,410 | Held |
| Ishares TRESGD | 0.4% | $6m | 57,446 | +4% |
| Dimensional ETF TrustDFAC | 0.4% | $6m | 125,776 | -2% |
| Invesco Exch Traded FD TR IIRWL | 0.4% | $5m | 42,754 | Held |
| DBX ETF TRDEUS | 0.3% | $5m | 78,826 | Held |
| Select Sector Spdr TRXLK | 0.3% | $5m | 25,160 | Held |
| Vanguard Index FDSVOO | 0.3% | $4m | 6,489 | +137% |
| Schwab Strategic TRSCHD | 0.3% | $4m | 136,106 | +9% |
| Ishares TRDGRO | 0.3% | $4m | 54,548 | Held |
| Vanguard Index FDSVUG | 0.3% | $4m | 46,056 | -2% |
| GBank Financial HoldingsGBFH | 0.2% | $4m | 119,023 | -25% |
| TeslaTSLA | 0.2% | $3m | 8,046 | -11% |
| Ishares TRLRGF | 0.2% | $3m | 44,554 | Held |
| Ishares TRIJR | 0.2% | $3m | 22,209 | Held |
| Schwab Strategic TRSCHB | 0.2% | $3m | 107,069 | Held |
| Flexshares TRESG | 0.2% | $3m | 16,058 | Held |
| AlphabetGOOG | 0.2% | $3m | 7,799 | Held |
| Berkshire HathawayBRK-B | 0.2% | $3m | 5,485 | +6% |
| GE VernovaGEV | 0.2% | $3m | 2,332 | -30% |
| Amazon.comAMZN | 0.2% | $3m | 11,240 | -13% |
| Invesco Exchange Traded FD TSPHQ | 0.2% | $3m | 29,600 | +3% |
| State STR Spdr S&P Midcap 40MDY | 0.2% | $3m | 3,770 | +4% |
| Eli LillyLLY | 0.2% | $3m | 2,160 | +81% |
| American Centy ETF TRAVUV | 0.1% | $2m | 14,538 | -4% |
| Vanguard Intl Equity Index FVEU | 0.1% | $2m | 20,936 | +176% |
| AbbVieABBV | 0.1% | $2m | 6,728 | Held |
| AlphabetGOOGL | 0.1% | $2m | 4,657 | Held |
| MicrosoftMSFT | 0.1% | $2m | 4,073 | -17% |
| American Centy ETF TRAVEM | <0.1% | $1m | 15,211 | Held |
| Vanguard Specialized FundsVIG | <0.1% | $1m | 5,801 | +3% |
| BroadcomAVGO | <0.1% | $1m | 3,600 | +38% |
| Wisdomtree TREZM | <0.1% | $1m | 16,165 | Held |
| Goldman Sachs GroupGS | <0.1% | $1m | 1,187 | Held |
| IntuitINTU | <0.1% | $1m | 4,591 | Held |
| StrykerSYK | <0.1% | $1m | 3,575 | Held |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $1m | 1,501 | +50% |
| JPMorgan ChaseJPM | <0.1% | $1m | 3,365 | -2% |
| First TR Exchange-Traded FDFVD | <0.1% | $1m | 21,974 | +2% |
| J P Morgan Exchange Traded FJPIN | <0.1% | $1m | 13,864 | Held |
| Walt DisneyDIS | <0.1% | $968,153 | 10,059 | Held |
| Wisdomtree TRWTV | <0.1% | $967,357 | 9,510 | Held |
| IsharesEIS | <0.1% | $966,646 | 8,008 | -4% |
| Nushares ETF TRNUSC | <0.1% | $956,819 | 18,358 | Held |
| Costco WholesaleCOST | <0.1% | $937,341 | 1,002 | -3% |
| ExxonMobil HoldingsXOM | <0.1% | $922,040 | 6,744 | Held |
| Invesco Exch TRD SLF IDX FDIUS | <0.1% | $919,694 | 14,024 | +4% |
| Johnson & JohnsonJNJ | <0.1% | $905,923 | 3,567 | Held |
| Ishares TROEF | <0.1% | $885,771 | 2,421 | -3% |
| Ishares TRIWP | <0.1% | $857,854 | 5,859 | Held |
| Space Exploration TechnologiesSPCX | <0.1% | $827,988 | 4,846 | New |
| Ishares TRSUSL | <0.1% | $775,982 | 5,845 | +2% |
| VisaV | <0.1% | $750,681 | 2,188 | Held |
| Berkshire Hathaway INC DELBRK-A | <0.1% | $748,850 | 1 | Held |
| Nushares ETF TRNUMV | <0.1% | $744,244 | 17,113 | Held |
| Ishares TRXJH | <0.1% | $712,525 | 13,663 | Held |
| Ishares TRIEFA | <0.1% | $703,484 | 7,284 | Held |
| Ishares TRUSHY | <0.1% | $701,566 | 18,951 | Held |
| Meta PlatformsMETA | <0.1% | $651,977 | 1,157 | Held |
| Ishares TRIWV | <0.1% | $648,981 | 1,522 | Held |
| IntelINTC | <0.1% | $645,789 | 4,625 | -18% |
| First TR Exch TRD Alphdx FDFEMS | <0.1% | $621,844 | 13,618 | Held |
| Ishares TRIVV | <0.1% | $610,494 | 815 | -5% |
| Invesco Exch Traded FD TR IISPHD | <0.1% | $606,013 | 11,920 | New |
Showing the largest 100 of 183.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 29.0% since 30 June 2025.
Where the money is
Technology3.6%
Retail & consumer1.4%
Financial services0.7%
Health care0.5%
Media & telecom0.4%
Industrials0.3%
Energy0.1%
Everyday goods0.1%
Utilities0.0%
Other92.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.