Rvw Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Rvw Wealth, Llc disclosed 177 stock positions valued at approximately $1.52B as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL US CORE EQUITY MARKT ETF, AMERICAN CENTURY INVESTMENTS U S EQT ETF, and Wisdomtree US Divid Etf.
- Report Period
- June 30, 2026
- No. of Stocks
- 177
- Portfolio Value
- $1.52B
Holdings by Sector
Rvw Wealth, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKT ETF | DFAU | Other | 16.42% | 4,825,000 | +194,465 | +4.20% | $249,404,264 |
| AMERICAN CENTURY INVESTMENTS U S EQT ETF | AVUS | Other | 6.97% | 826,494 | +23,940 | +2.98% | $105,857,338 |
| Wisdomtree US Divid Etf | DGRW | Other | 5.30% | 842,307 | +12,345 | +1.49% | $80,541,436 |
| WISDOMTREE US QUALITY GROWTH ETF | QGRW | Other | 4.67% | 1,073,242 | +7,601 | +0.71% | $70,866,172 |
| JP MORGAN ETF TRUST US QUALTY FCTR ETF | JQUA | Other | 4.53% | 952,795 | +34,691 | +3.78% | $68,867,998 |
| Dimensional International Cr Eq Mkt ETF | DFAI | Other | 4.15% | 1,527,623 | +71,135 | +4.88% | $63,014,455 |
| First Trst Nasdaq Rsng | RDVY | Other | 3.13% | 586,906 | +16,196 | +2.84% | $47,574,639 |
| ISHARES TRUST INTL QLTY FACTOR ETF | IQLT | Other | 3.13% | 958,361 | +36,584 | +3.97% | $47,486,787 |
| VictoryShares Free Cash Flow ETF | VFLO | Other | 3.07% | 1,018,265 | +17,647 | +1.76% | $46,585,639 |
| INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF | SPMO | Other | 2.76% | 259,247 | +12,038 | +4.87% | $41,878,803 |
| Apple Computer Inc | AAPL | Technology | 2.52% | 132,157 | -3,831 | -2.82% | $38,240,867 |
| Dimensional Emerging Core Equity Mkt ETF | DFAE | Other | 2.36% | 892,305 | +33,740 | +3.93% | $35,879,582 |
| iShares iBonds Dec 2027 Term Corp ETF | IBDS | Other | 2.03% | 1,272,324 | +54,404 | +4.47% | $30,815,692 |
| ISHARES TRUST IBDS DEC28 ETF | IBDT | Other | 2.01% | 1,206,680 | +47,454 | +4.09% | $30,468,671 |
| iShares MSCI USA Quality Factor ETF | QUAL | Other | 1.91% | 131,903 | +417 | +0.32% | $28,943,574 |
| ISHARES TRUST IBONDS DEC 2030 TERM CORPOR | IBDV | Other | 1.88% | 1,309,276 | +103,166 | +8.55% | $28,542,216 |
| ISHARES TRUST IBONDS DEC2026 E TF | IBDR | Other | 1.86% | 1,165,091 | +24,546 | +2.15% | $28,230,155 |
| ISHARES TRUST IBONDS DEC 29 ET F | IBDU | Other | 1.85% | 1,210,684 | +61,905 | +5.39% | $28,039,446 |
| First Tr Nasdaq 100 Fund | QTEC | Other | 1.84% | 83,527 | -299 | -0.36% | $27,955,652 |
| SPDR SERIES TRUST PORTFOLIO TL STK ETF | SPTM | Other | 1.82% | 304,009 | +1,540 | +0.51% | $27,600,976 |
| AMERICAN CENTURY INVESTMENTS I NTL EQT ETF | AVDE | Other | 1.72% | 292,799 | +1,627 | +0.56% | $26,117,656 |
| iShares U.S. Technology ETF | IYW | Other | 1.49% | 89,777 | +1,011 | +1.14% | $22,644,343 |
| Flexshares Morningstar | TILT | Other | 1.24% | 68,346 | +53 | +0.08% | $18,868,079 |
| INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET | RWK | Other | 1.24% | 128,463 | +10,876 | +9.25% | $18,788,831 |
| Powershs Qqq TRUST Ser | QQQ | Other | 1.03% | 21,209 | -97 | -0.46% | $15,618,314 |
| NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF | NULG | Other | 1.02% | 132,672 | +4,437 | +3.46% | $15,530,551 |
| Pacer US Large Cp CA Cows Gr Ldrs ETF | COWG | Other | 1.02% | 385,836 | +43,848 | +12.82% | $15,489,926 |
| Harley Davidson Inc | HOG | Consumer Cyclical | 0.97% | 604,052 | +604,052 | +100.00% | $14,775,112 |
| Ishares Tr Msci Eafe Fd | EFA | Other | 0.95% | 138,439 | -3,672 | -2.58% | $14,380,998 |
| FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF | FXL | Other | 0.91% | 63,865 | +2,234 | +3.62% | $13,872,837 |
Showing 30 of 177 holdings in the latest reporting period.