Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

RVW Wealth, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

RVW Wealth, LLC (CIK 1756543) reported $1.28B across 175 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($208.9M, 16.27%), AVUS ($89.2M, 6.95%), DGRW ($72.9M, 5.68%), QGRW ($56.9M, 4.44%), DFAI ($56.7M, 4.42%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFAUDIMENSIONAL US CORE EQUITY MARKT ETF$208.9M16.27%4.6MAdded
2AVUSAMERICAN CENTURY INVESTMENTS U S EQT ETF$89.2M6.95%802,554Trimmed
3DGRWWisdomtree US Divid Etf$72.9M5.68%829,962Added
4QGRWWISDOMTREE US QUALITY GROWTH ETF$56.9M4.44%1.1MTrimmed
5DFAIDimensional International Cr Eq Mkt ETF$56.7M4.42%1.5MTrimmed
6JQUAJP MORGAN ETF TRUST US QUALTY FCTR ETF$56.3M4.39%918,104Added
7IQLTISHARES TRUST INTL QLTY FACTOR ETF$42.6M3.32%921,777Trimmed
8VFLOVictoryShares Free Cash Flow ETF$39.5M3.08%1.0MAdded
9RDVYFirst Trst Nasdaq Rsng$39.0M3.04%570,710Trimmed
10AAPLApple Computer Inc$34.5M2.69%135,988Added
11IBDSiShares iBonds Dec 2027 Term Corp ETF$29.5M2.30%1.2MAdded
12IBDTISHARES TRUST IBDS DEC28 ETF$29.4M2.29%1.2MAdded
13DFAEDimensional Emerging Core Equity Mkt ETF$29.1M2.26%858,565Trimmed
14SPMOINVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF$27.7M2.16%247,209Added
15IBDRISHARES TRUST IBONDS DEC2026 E TF$27.6M2.15%1.1MTrimmed
16IBDUISHARES TRUST IBONDS DEC 29 ET F$26.7M2.08%1.1MAdded
17IBDVISHARES TRUST IBONDS DEC 2030 TERM CORPOR$26.4M2.06%1.2MAdded
18QUALiShares MSCI USA Quality Factor ETF$25.2M1.96%131,486Trimmed
19AVDEAMERICAN CENTURY INVESTMENTS I NTL EQT ETF$24.7M1.92%291,172Trimmed
20SPTMSPDR SERIES TRUST PORTFOLIO TL STK ETF$23.9M1.86%302,469Trimmed
21QTECFirst Tr Nasdaq 100 Fund$18.1M1.41%83,826Trimmed
22TILTFlexshares Morningstar$16.5M1.28%68,293Trimmed
23IYWiShares U.S. Technology ETF$16.1M1.25%88,766Added
24RWKINVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET$15.1M1.17%117,587Trimmed
25EFAIshares Tr Msci Eafe Fd$13.8M1.08%142,111Trimmed

Source: SEC Form 13F filings · as of 2026-03-31