Rvw Wealth Llc Q2 2026 Portfolio Activity: Major New Position in Harley Davidson Inc (HOG) and Significant Reduction in JPMorgan ETF
This quarter, Rvw Wealth Llc significantly increased its position in Harley Davidson Inc (HOG), while substantially reducing holdings of the JPMorgan Ultra Short Inc ETF (JPST). The firm also boosted allocations to several Dimensional and iShares ETFs.
As part of their investment strategy for Q2 2026, Rvw Wealth Llc made notable adjustments across its portfolio. This analysis focuses on observable changes based on the filing data available.
Major New Position: Harley Davidson Inc (HOG)
Rvw Wealth Llc established a substantial new position in Harley Davidson Inc during this quarter, adding 604,052 shares. This represents an unprecedented increase of 100% (change_percent_from_prior_period: 100.0) from the previous period's holding.
Significant Reductions in ETF Holdings
The investor also made a major change by substantially reducing its position in JP Morgan ETF Trust Ultra Short Inc ETF (JPST). The holding decreased by 124,464 shares (-96.21%), leaving it with only about 0.02% allocation to the portfolio.
Increased Allocations in Dimensional and iShares ETFs
Rvw Wealth Llc continued its engagement with exchange-traded funds (ETFs), increasing positions in several core holdings this quarter:
- Dimensional US Core Equity Market ETF (DFAU), adding approximately 194,000 shares (+4.2%)
- iShares International Quality Factor ETF (IQLT), increasing by about 36,584 shares (+3.97%)
- JPMorgan ETF Trust US Quality Factor ETF (JQUA), adding roughly 34,691 shares (+3.78%)
- Dimensional International Core Equity Market ETF (DFAI), increasing by around 71,000 shares (+4.88%)
Focus on iBonds and Corporate Bonds
The investor also demonstrated interest in fixed-income areas through adjustments to several iShares bond ETFs:
- iShares Trust IBonds Dec 2030 Term Corporate ETN (IBDV), adding about 103,000 shares (+8.55%)
- iShares Trust IBONDS DEC 29 ET F (IBDU), increasing by roughly 61,905 shares (+5.39%)
- iShares iBonds Dec 2027 Term Corp ETF (IBDS), adding approximately 54,404 shares (+4.47%)
- iShares Trust IBDS DEC28 ETF (IBDT), increasing by about 47,454 shares (+4.09%)
- iShares Trust IBONDS DEC2026 ET F (IBDR), adding roughly 24,546 shares (+2.15%)
Other ETF Activity and Portfolio Overview
In addition to the above, there were smaller increases in holdings of Pacer US Large Cap CA Cows Growth Leaders ETF (COWG), which added about 43,000 shares (+12.82%) this quarter.
Rvw Wealth Llc's portfolio currently holds a total value of $150,772,330 and consists of holdings across various sectors, with the largest allocation being to 'Unknown' (93.0%), followed by Technology (3.52%) and Consumer Cyclical ($2.14M / 1.42%).
Overall, this quarter saw Rvw Wealth Llc significantly diversify its portfolio through both new positions in individual stocks like Harley Davidson Inc and adjustments to ETF holdings.