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RVW Wealth, LLC — 13F Holdings & Portfolio

CIK 1756543 · latest 13F-HR filed 2026-04-08

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.28B

Long-equity book

Holdings

176

Distinct positions

Period

2026-03-31

Filed 2026-04-08

Q/Q Activity

+12 / −17 / ↑29 / ↓63

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GBank Financial Holdings Inc$2.9M +214.7%
  • ISHARES TRUST IBONDS DEC 29 ET F$1.9M +7.7%
  • ISHARES TRUST IBONDS DEC 2030 TERM CORPOR$1.8M +7.5%
  • ISHARES TRUST IBDS DEC28 ETF$1.7M +6.0%
  • Ge Vernova Llc Com$1.4M +90.8%
Show all 29 →

Top Trims

  • WISDOMTREE US QUALITY GROWTH ETF-$6.6M -10.3%
  • ISHARES TRUST IBONDS DEC2026 E TF-$4.3M -13.5%
  • Rydex Etf TRUST-$2.9M -35.6%
  • Vanguard Total Stock Mkt-$2.6M -32.1%
  • Apple Computer Inc-$2.1M -5.7%
Show all 63 →

New Positions

  • JP MORGAN ETF TRUST ULTRA SHRT INC ETF$6.5M
  • AMERICAN CENTURY ETF TRUST ETF$5.2M
  • Goldman Sachs Dynamic CA Muncpl Inc ETF$679.6K
  • Dimensional California Municipal Bd ETF$679.3K
  • iShares California Muni Bond ETF$676.5K
Show all 12 →

Exited Positions

  • Pwrshr S&P500 Hidiv$572.2K
  • PALANTIR TECH INC COM CL A$516.0K
  • The Charles Schwab Corp$451.0K
  • Boston Scientific Corp$411.5K
  • Analog Devices Inc$373.2K
Show all 17 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL US CORE EQUITY MARKT ETF DFAU 25434V104 $208.9M 16.27% 4,630,535 SH
2 AMERICAN CENTURY INVESTMENTS U S EQT ETF AVUS 025072885 $89.2M 6.95% 802,554 SH
3 Wisdomtree US Divid Etf DGRW 97717X669 $72.9M 5.68% 829,962 SH
4 WISDOMTREE US QUALITY GROWTH ETF QGRW 97717Y477 $56.9M 4.44% 1,065,641 SH
5 Dimensional International Cr Eq Mkt ETF DFAI 25434V203 $56.7M 4.42% 1,456,488 SH
6 JP MORGAN ETF TRUST US QUALTY FCTR ETF JQUA 46641Q761 $56.3M 4.39% 918,104 SH
7 ISHARES TRUST INTL QLTY FACTOR ETF IQLT 46434V456 $42.6M 3.32% 921,777 SH
8 VictoryShares Free Cash Flow ETF VFLO 92647X830 $39.5M 3.08% 1,000,618 SH
9 First Trst Nasdaq Rsng RDVY 33738R506 $39.0M 3.04% 570,710 SH
10 Apple Computer Inc AAPL 037833100 $34.5M 2.69% 135,988 SH
11 iShares iBonds Dec 2027 Term Corp ETF IBDS 46435UAA9 $29.5M 2.30% 1,217,920 SH
12 ISHARES TRUST IBDS DEC28 ETF IBDT 46435U515 $29.4M 2.29% 1,159,226 SH
13 Dimensional Emerging Core Equity Mkt ETF DFAE 25434V302 $29.1M 2.26% 858,565 SH
14 INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF SPMO 46138E339 $27.7M 2.16% 247,209 SH
15 ISHARES TRUST IBONDS DEC2026 E TF IBDR 46435GAA0 $27.6M 2.15% 1,140,545 SH
16 ISHARES TRUST IBONDS DEC 29 ET F IBDU 46436E205 $26.7M 2.08% 1,148,779 SH
17 ISHARES TRUST IBONDS DEC 2030 TERM CORPOR IBDV 46436E726 $26.4M 2.06% 1,206,110 SH
18 iShares MSCI USA Quality Factor ETF QUAL 46432F339 $25.2M 1.96% 131,486 SH
19 AMERICAN CENTURY INVESTMENTS I NTL EQT ETF AVDE 025072703 $24.7M 1.92% 291,172 SH
20 SPDR SERIES TRUST PORTFOLIO TL STK ETF SPTM 78464A805 $23.9M 1.86% 302,469 SH
21 First Tr Nasdaq 100 Fund QTEC 337345102 $18.1M 1.41% 83,826 SH
22 Flexshares Morningstar TILT 33939L100 $16.5M 1.28% 68,293 SH
23 iShares U.S. Technology ETF IYW 464287721 $16.1M 1.25% 88,766 SH
24 INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET RWK 46138G672 $15.1M 1.17% 117,587 SH
25 Ishares Tr Msci Eafe Fd EFA 464287465 $13.8M 1.08% 142,111 SH
26 Powershs Qqq TRUST Ser QQQ 46090E103 $12.3M 0.96% 21,306 SH
27 NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF NULG 67092P201 $11.7M 0.91% 128,235 SH
28 Pacer US Large Cp CA Cows Gr Ldrs ETF COWG 69374H360 $11.5M 0.90% 341,988 SH
29 FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF FXL 33734X176 $9.8M 0.76% 61,631 SH
30 SPDR SERIES TRUST PORTFOLIO SM ETF SPSM 78468R853 $7.4M 0.58% 153,116 SH
31 JP MORGAN ETF TRUST DIVERSFED RTRN ETF JPME 46641Q886 $7.3M 0.57% 63,630 SH
32 Nvidia Corp NVDA 67066G104 $7.3M 0.57% 41,651 SH
33 JP MORGAN ETF TRUST ULTRA SHRT INC ETF JPST 46641Q837 $6.5M 0.51% 129,372 SH
34 PACER FDS TR US CASH COWS 100 ETF COWZ 69374H881 $6.5M 0.50% 103,405 SH
35 FLEXSHARES TRUST QLT DIV DEF I DX ETF QDEF 33939L845 $6.4M 0.50% 80,662 SH
36 Vanguard Total Stock Mkt VTI 922908769 $5.6M 0.43% 17,356 SH
37 Rydex Etf TRUST RSP 46137V357 $5.3M 0.41% 27,549 SH
38 Ishares Esg Msci Eafe ESGD 46435G516 $5.3M 0.41% 55,177 SH
39 AMERICAN CENTURY ETF TRUST ETF AVTM 02507A606 $5.2M 0.41% 111,410 SH
40 DIMENSIONAL U S CORE EQUITY 2 ETF DFAC 25434V708 $5.0M 0.39% 128,583 SH
41 INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF RWL 46138G698 $4.9M 0.38% 42,548 SH
42 Dutsch X Trck Rusl 1000 DEUS 233051481 $4.7M 0.37% 78,310 SH
43 GBank Financial Holdings Inc GBFH 36166F100 $4.3M 0.33% 158,854 SH
44 Ishares Core Dividend DGRO 46434V621 $3.9M 0.30% 55,282 SH
45 SCHWAB US DIVIDEND EQ ETF SCHD 808524797 $3.8M 0.30% 124,348 SH
46 Vanguard Growth VUG 922908736 $3.4M 0.27% 7,864 SH
47 Sector Spdr Tech Select XLK 81369Y803 $3.3M 0.26% 25,160 SH
48 Tesla Motors Inc TSLA 88160R101 $3.3M 0.26% 8,990 SH
49 ISHARES TRUST MULTIFACTOR USA ETF LRGF 46434V282 $3.0M 0.23% 44,983 SH
50 Ge Vernova Llc Com GEV 36828A101 $2.9M 0.23% 3,337 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-08 $1.28B 176 0001756543-26-000002
2025-12-31 2026-01-12 $1.31B 181 0001756543-26-000001