DOSSIER · 13F-HR · Q2 2026
RVW Wealth, LLC
$1.5B in tracked AUM across 183 positions as of Q2 2026.
RW
CIK 0001756543 · last filed Jun 30, 2026
AI Analysis · Q2 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...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 30