account_balance

Investment manager · 13F filer · SEC CIK 1756543

RVW Wealth, LLC

Reported value$1.52Bas of Jun 30, 2026
Positions183 11 new, 4 sold out
Top 10 weight54.1%DFAU alone is 16%
FiledJul 88 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAU Dimensional US Core Equity Markt ETF 16.4% Added +4%
AVUS American Century Investments U S Eqt ETF 7.0% Added +3%
DGRW Wisdomtree US Divid ETF 5.3% Held
QGRW Wisdomtree US Quality Growth ETF 4.7% Held
JQUA Jp Morgan ETF Trust US Qualty FCTR ETF 4.5% Added +4%
DFAI Dimensional International Cr Eq Mkt ETF 4.1% Added +5%
RDVY First Trst Nasdaq Rsng 3.1% Added +3%
IQLT iShares Trust Intl Qlty Factor ETF 3.1% Added +4%
VFLO VictoryShares Free Cash Flow ETF 3.1% Held
SPMO Invesco Exchange Traded Fund T S&P 500 Momntm ETF 2.8% Added +5%
AAPL Apple Computer Inc 2.5% Trimmed −3%
DFAE Dimensional Emerging Core Equity Mkt ETF 2.4% Added +4%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 8, 2026, compared with the Apr 8, 2026 filing
add_circleNew
arrow_upwardAdded
  • VUG +486%
  • VOO +137%
  • RSP +53%
  • VTI +32%
arrow_downwardTrimmed
remove_circleSold out
  • NOC $1.61M
  • UNH $423K
  • MKL $253K
  • Brera Holdings PLC COM Usd0.05 CL B (p/s) $12.5K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast