13F Insight
DOSSIER · 13F-HR · Q3 2026

RVW Wealth, LLC

$1.6B in tracked AUM across 185 positions as of Q3 2026.

RW
CIK 0001756543 · last filed Sep 30, 2026
Total AUM
$1.6B
as of Q3 2026
Holdings
185
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive Analysis of RVW Wealth, LLC SEC 13F Filing
Portfolio Overview

RVW Wealth, LLC manages a portfolio valued at approximately $1.31 billion as of December 31, 2025, representing a significant growth of 37.6% from the previous quarter's value of $951.2 million. The portfolio consists of 181 holdings, indicating a highly diversified approach. The structure is heavily reliant on Exchange Traded Funds (ETFs), which account for roughly $963.7 million (or approximately 73.6% of the to...

Key Holdings

The portfolio is characterized by a few "core" holdings that constitute significant portions of the total assets, while the remaining positions are smaller satellite holdings.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL US CORE EQUITY MARKT ETF
$247M4.7M15.9%02
AVUS
AMERICAN CENTURY INVESTMENTS U S EQT ETF
$117M911K7.5%03
DGRW
Wisdomtree US Divid Etf
$81M834K5.2%04
QGRW
WISDOMTREE US QUALITY GROWTH ETF
$77M1.1M4.9%05
JQUA
JP MORGAN ETF TRUST US QUALTY FCTR ETF
$75M1.0M4.8%06
DFAI
Dimensional International Cr Eq Mkt ETF
$57M1.4M3.7%07
VFLO
VictoryShares Free Cash Flow ETF
$57M1.1M3.6%08
IQLT
ISHARES TRUST INTL QLTY FACTOR ETF
$49M991K3.1%09
RDVY
First Trst Nasdaq Rsng
$47M596K3.0%10
AAPL
Apple Computer Inc
$45M135K2.9%

Filing history

2026Q3Sep 30
$1.6B▲ 2.6%
185 positionsView →2026Q2Jun 30
$1.5B▲ 18.3%
183 positionsView →2026Q1Mar 31
$1.3B▼ 2.0%
176 positionsView →2025Q4Dec 31
$1.3B▲ 2.2%
181 positionsView →2025Q3Sep 30
$1.3B▲ 8.8%
176 positionsLocked2025Q2Jun 30
$1.2B▲ 10.9%
170 positionsLocked2025Q1Mar 31
$1.1B▼ 0.9%
160 positionsLocked2024Q4Dec 31
$1.1B▼ 0.4%
144 positionsLocked2024Q3Sep 30
$1.1B▲ 7.4%
155 positionsLocked2024Q2Jun 30
$1.0B▲ 3.0%
151 positionsLocked2024Q1Mar 31
$973M▲ 6.9%
144 positionsLocked2023Q4Dec 31
$910M▲ 9.7%
142 positionsLocked
Showing 12 of 31