Top 50 RVW Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | 16.42% | 4.83M | $249.4M | +4.20%(+194.47K) | $37.35(+43.84%) | 2026-06-30 | |
| AVUS | AMERICAN CENTURY INVESTMENTS U S EQT ETF | 6.97% | 826.5K | $105.9M | +2.98%(+23.94K) | $63.79(+107.56%) | 2026-06-30 | |
| DGRW | Wisdomtree US Divid Etf | 5.3% | 842.3K | $80.5M | +1.49%(+12.35K) | $53.42(+86.49%) | 2026-06-30 | |
| QGRW | WISDOMTREE US QUALITY GROWTH ETF | 4.67% | 1.07M | $70.9M | +0.71%(+7.60K) | $39.11(+74.94%) | 2026-06-30 | |
| JQUA | JP MORGAN ETF TRUST US QUALTY FCTR ETF | 4.53% | 952.8K | $68.9M | +3.78%(+34.69K) | $39.84(+88.19%) | 2026-06-30 | |
| DFAI | Dimensional International Cr Eq Mkt ETF | 4.15% | 1.53M | $63.0M | +4.88%(+71.14K) | $27.64(+56.84%) | 2026-06-30 | |
| RDVY | First Trst Nasdaq Rsng | 3.13% | 586.9K | $47.6M | +2.84%(+16.20K) | $38.37(+117.87%) | 2026-06-30 | |
| IQLT | ISHARES TRUST INTL QLTY FACTOR ETF | 3.13% | 958.4K | $47.5M | +3.97%(+36.58K) | $35.03(+48.29%) | 2026-06-30 | |
| VFLO | VictoryShares Free Cash Flow ETF | 3.07% | 1.02M | $46.6M | +1.76%(+17.65K) | $34.28(+56.67%) | 2026-06-30 | |
| SPMO | INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF | 2.76% | 259.2K | $41.9M | +4.87%(+12.04K) | $91.42(+67.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.72% | +54.95% | +8.43% | +49.90% |
| Top 20 Holdings Unweighted | +15.12% | +52.58% | +8.09% | +47.53% |
RVW Wealth, LLC reports $1.52B in US-listed equity holdings across 183 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (16.4%), AVUS (7.0%) and DGRW (5.3%). The top 20 holdings account for 74.21% of reported assets. Its disclosed equity book has returned +54.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from RVW Wealth, LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1756543). View RVW Wealth, LLCโs 13F filings on SEC