Investor
RVW Wealth, LLC
CIK 0001756543 · filed 2026-04-08 · SEC filing
13F book
$1.28B
Positions
176
12 new · 17 sold
Largest name
16.3%
Dimensional Etf Trust
Est. mark
−$29.1M
Price effect on 164 names still held. Flow $3.53M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 4.63M | $208.9M | 16.3% | −$7.58M | Added−$2.25M |
| American Centy Etf Tr | — | 802.6K | $89.2M | 7.0% | −$481.5K | Cut−$2.64M |
| Wisdomtree Tr | — | 830K | $72.9M | 5.7% | −$1.31M | Added−$699.6K |
| Wisdomtree Tr | — | 1.07M | $56.9M | 4.4% | −$5.58M | Cut−$6.55M |
| Dimensional Etf Trust | — | 1.46M | $56.7M | 4.4% | $1.24M | Cut−$209.7K |
| J P Morgan Exchange Traded F | — | 918.1K | $56.3M | 4.4% | −$1.68M | Added−$816.4K |
| Ishares Tr | — | 921.8K | $42.6M | 3.3% | $719K | Cut−$110.6K |
| Victory Portfolios Ii | — | 1M | $39.5M | 3.1% | $98.2K | Added$833.6K |
| First Tr Exchange Traded Fd | — | 570.7K | $39M | 3.0% | −$679.1K | Cut−$1.12M |
| Apple Inc. | AAPL | 136K | $34.5M | 2.7% | −$2.43M | Added−$2.08M |
| Ishares Tr | — | 1.22M | $29.5M | 2.3% | −$46.8K | Added$1.1M |
| Ishares Tr | — | 1.16M | $29.4M | 2.3% | −$136.1K | Added$1.65M |
| Dimensional Etf Trust | — | 858.6K | $29.1M | 2.3% | $1.11M | Cut$239.8K |
| Invesco Exch Traded Fd Tr Ii | — | 247.2K | $27.7M | 2.2% | −$1.72M | Added−$789.3K |
| Ishares Tr | — | 1.14M | $27.6M | 2.2% | $11.4K | Cut−$4.3M |
| Ishares Tr | — | 1.15M | $26.7M | 2.1% | −$153.7K | Added$1.91M |
| Ishares Tr | — | 1.21M | $26.4M | 2.1% | −$200.4K | Added$1.83M |
| Ishares Tr | — | 131.5K | $25.2M | 2.0% | −$895.5K | Cut−$1.52M |
| American Centy Etf Tr | — | 291.2K | $24.7M | 1.9% | $733.7K | Cut−$173.4K |
| Spdr Series Trust | — | 302.5K | $23.9M | 1.9% | −$1.04M | Cut−$1.51M |
| First Tr Exchange-Traded Fd | — | 83.8K | $18.1M | 1.4% | −$1.19M | Cut−$1.62M |
| Flexshares Tr | — | 68.3K | $16.5M | 1.3% | −$499.7K | Cut−$943.9K |
| Ishares Tr | — | 88.8K | $16.1M | 1.3% | −$1.55M | Added−$883.9K |
| Invesco Exch Traded Fd Tr Ii | — | 117.6K | $15.1M | 1.2% | $211.7K | Cut−$1.39M |
| Ishares Tr | — | 142.1K | $13.8M | 1.1% | $156.3K | Cut$93K |
| Invesco Qqq Tr | — | 21.3K | $12.3M | 1.0% | −$791K | Cut−$833.4K |
| Nushares Etf Tr | — | 128.2K | $11.7M | 0.9% | −$879.8K | Cut−$1.88M |
| Pacer Fds Tr | — | 342K | $11.5M | 0.9% | −$436.3K | Added$1.1M |
| First Tr Exchange Traded Fd | — | 61.6K | $9.79M | 0.8% | −$579.9K | Cut−$1.24M |
| Spdr Series Trust | — | 153.1K | $7.4M | 0.6% | $223.5K | Cut−$1.04M |
| J P Morgan Exchange Traded F | — | 63.6K | $7.29M | 0.6% | $373.4K | Cut$185.2K |
| Nvidia Corp | NVDA | 41.7K | $7.26M | 0.6% | −$504K | Cut−$758.9K |
| J P Morgan Exchange Traded F | — | 129.4K | $6.55M | 0.5% | — | New |
| Pacer Fds Tr | — | 103.4K | $6.47M | 0.5% | $247.1K | Cut−$541.8K |
| Flexshares Tr | — | 80.7K | $6.44M | 0.5% | −$91.9K | Cut−$711.3K |
| Vanguard Index Fds | — | 17.4K | $5.57M | 0.4% | −$251.2K | Cut−$2.63M |
| Invesco Exchange Traded Fd T | — | 27.5K | $5.29M | 0.4% | $9.9K | Cut−$2.93M |
| Ishares Tr | — | 55.2K | $5.28M | 0.4% | $29.2K | Cut−$256.2K |
| American Centy Etf Tr | — | 111.4K | $5.24M | 0.4% | — | New |
| Dimensional Etf Trust | — | 128.6K | $5M | 0.4% | −$93.9K | Cut−$94.9K |
| Invesco Exch Traded Fd Tr Ii | — | 42.5K | $4.89M | 0.4% | $17.4K | Cut−$85K |
| Dbx Etf Tr | — | 78.3K | $4.69M | 0.4% | $123.7K | Cut−$1.34K |
| Gbank Finl Hldgs Inc | — | 158.9K | $4.25M | 0.3% | −$284.2K | Added$2.9M |
| Ishares Tr | — | 55.3K | $3.88M | 0.3% | $42K | Cut$21.2K |
| Schwab Strategic Tr | — | 124.3K | $3.81M | 0.3% | $404.1K | Cut−$92.9K |
| Vanguard Growth Etf | — | 7.86K | $3.43M | 0.3% | −$401.6K | Cut−$456.3K |
| Select Sector Spdr Tr | — | 25.2K | $3.34M | 0.3% | −$278.5K | Held |
| Tesla, Inc. | TSLA | 8.99K | $3.34M | 0.3% | −$618.6K | Added−$226K |
| Ishares Tr | — | 45K | $2.97M | 0.2% | −$154.3K | Held |
| GE Vernova Inc. | GEV | 3.34K | $2.91M | 0.2% | $512.4K | Added$1.39M |
| Ishares Tr | — | 22.3K | $2.78M | 0.2% | $92.2K | Added$92.3K |
| Schwab Strategic Tr | — | 106.8K | $2.68M | 0.2% | −$120.7K | Cut−$882.2K |
| Amazon Com Inc | AMZN | 12.8K | $2.68M | 0.2% | −$178.6K | Added$847.8K |
| Berkshire Hathaway Inc Del | — | 5.17K | $2.48M | 0.2% | −$121.1K | Cut−$506.7K |
| Flexshares Tr | — | 16K | $2.44M | 0.2% | −$104.4K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 3.63K | $2.24M | 0.2% | $48.9K | Cut−$252.7K |
| Alphabet Inc | — | 7.8K | $2.24M | 0.2% | −$205.3K | Added−$154.2K |
| Invesco Exchange Traded Fd T | — | 28.6K | $2.15M | 0.2% | $4.01K | Cut−$127.9K |
| Intuit Inc. | INTU | 4.59K | $1.99M | 0.2% | −$1.06M | Held |
| Microsoft Corp | MSFT | 4.93K | $1.83M | 0.1% | −$524.6K | Added−$409.8K |
| American Centy Etf Tr | — | 15.1K | $1.67M | 0.1% | $125K | Added$167.8K |
| Vanguard Index Fds | — | 2.74K | $1.64M | 0.1% | −$51.1K | Added$551.2K |
| Northrop Grumman Corp | — | 2.36K | $1.61M | 0.1% | $152.4K | Added$834.6K |
| AbbVie Inc. | ABBV | 6.73K | $1.46M | 0.1% | −$74K | Cut−$116.3K |
| Alphabet Inc | — | 4.67K | $1.34M | 0.1% | −$117.5K | Added−$102K |
| American Centy Etf Tr | — | 15.3K | $1.24M | 0.1% | $54.6K | Cut$39.3K |
| Vanguard Specialized Funds | — | 5.63K | $1.21M | 0.1% | −$26.6K | Cut−$63.5K |
| Stryker Corp | SYK | 3.58K | $1.17M | 0.1% | −$81.8K | Held |
| Exxon Mobil Corp | — | 6.74K | $1.14M | 0.1% | $332.6K | Cut$171.4K |
| Eli Lilly & Co | LLY | 1.19K | $1.1M | 0.1% | −$184.7K | Cut−$1.26M |
| Wisdomtree Tr | — | 16.2K | $1.09M | 0.1% | $6.79K | Held |
| Costco Whsl Corp New | — | 1.03K | $1.03M | 0.1% | $138.7K | Cut−$36.3K |
| Jpmorgan Chase & Co. | — | 3.44K | $1.01M | 0.1% | −$96.5K | Cut−$492.8K |
| First Tr Exchange-Traded Fd | — | 21.5K | $1.01M | 0.1% | $20.4K | Cut−$8.56K |
| Goldman Sachs Group Inc | — | 1.18K | $1M | 0.1% | −$38.9K | Cut−$42.4K |
| J P Morgan Exchange Traded F | — | 13.9K | $987.2K | 0.1% | $42.9K | Added$44K |
| Disney Walt Co | — | 10.1K | $969.5K | 0.1% | −$175K | Cut−$819.9K |
| Ishares Inc | — | 8.3K | $963.4K | 0.1% | $46.8K | Added$107.1K |
| Wisdomtree Tr | — | 9.51K | $900.9K | 0.1% | $13.6K | Held |
| Johnson & Johnson | JNJ | 3.57K | $871.9K | 0.1% | $133.7K | Held |
| Nushares Etf Tr | — | 18.4K | $827.2K | 0.1% | $7.53K | Cut$6.19K |
| Broadcom Inc. | AVGO | 2.6K | $804.7K | 0.1% | −$95.1K | Cut−$116.2K |
| Ishares Tr | — | 2.5K | $796.8K | 0.1% | −$59.8K | Added−$26.7K |
| Invesco Exch Trd Slf Idx Fd | — | 13.5K | $781.7K | 0.1% | $10.2K | Cut−$33.2K |
| Ishares Tr | — | 5.87K | $752.1K | 0.1% | −$51.7K | Added−$51.4K |
| Netflix Inc | NFLX | 7.79K | $749K | 0.1% | $18.6K | Cut$10.2K |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.1% | −$36.7K | Held |
| Chevron Corp New | CVX | 3.47K | $717.3K | 0.1% | $188.9K | Held |
| Ishares Tr | — | 19K | $698.2K | 0.1% | −$10.5K | Cut−$36.7K |
| Goldman Sachs Etf Tr | — | 13.4K | $679.6K | 0.1% | — | New |
| Dimensional Etf Trust | — | 13.6K | $679.3K | 0.1% | — | New |
| Ishares Tr | — | 11.9K | $676.5K | 0.1% | — | New |
| Nushares Etf Tr | — | 17.1K | $663.5K | 0.1% | −$5.65K | Cut−$8.35K |
| Meta Platforms, Inc. | META | 1.16K | $662.2K | 0.1% | −$101.8K | Cut−$144.1K |
| Visa Inc. | V | 2.19K | $661.3K | 0.1% | −$106.1K | Cut−$874.1K |
| Ishares Tr | — | 7.24K | $655.3K | 0.1% | $7.64K | Added$16.7K |
| Spdr S&P 500 Etf Tr | — | 1K | $650.9K | 0.1% | −$31.7K | Cut−$511.7K |
| Ishares Tr | — | 5.72K | $649.9K | 0.1% | −$43.8K | Held |
| Ishares Tr | — | 13.7K | $621.3K | 0.0% | $9.86K | Held |
| First Tr Exch Trd Alphdx Fd | — | 13.6K | $619.7K | 0.0% | $47K | Added$47.4K |
| RTX Corp | RTX | 3.11K | $599.7K | 0.0% | $10.5K | Added$396.3K |
| Invesco Exch Trd Slf Idx Fd | — | 29.4K | $576.1K | 0.0% | −$1.51K | Added$317.6K |
| Vanguard Intl Equity Index F | — | 7.58K | $569.3K | 0.0% | $11.7K | Cut−$30.6K |
| Ishares Tr | — | 1.52K | $564.2K | 0.0% | −$24.6K | Held |
| Ishares Tr | — | 854 | $557.9K | 0.0% | −$23.8K | Added$42.8K |
| Invesco Exch Trd Slf Idx Fd | — | 28.5K | $556.6K | 0.0% | −$1.24K | Added$12.2K |
| Vaneck Etf Trust | — | 9.06K | $547.8K | 0.0% | $14.2K | Added$44.4K |
| Mastercard Inc | MA | 1.07K | $534.9K | 0.0% | −$76.3K | Cut−$82K |
| Nuveen Pfd & Income Opportun | — | 70.9K | $534.8K | 0.0% | −$40.4K | Held |
| Ishares Bitcoin Trust Etf | IBIT | 13.8K | $531.8K | 0.0% | −$155.4K | Held |
| Spdr Series Trust | — | 5.51K | $504.5K | 0.0% | $12.8K | Held |
| Mcdonalds Corp | MCD | 1.57K | $489.2K | 0.0% | $8.12K | Held |
| Flexshares Tr | — | 15.3K | $485.1K | 0.0% | $19.5K | Held |
| Nuveen Global High Income Fd | — | 39.4K | $481.2K | 0.0% | −$15.4K | Held |
| Dominion Energy, Inc | D | 7.72K | $477.5K | 0.0% | $24.9K | Held |
| Ishares Tr | — | 4.15K | $469.9K | 0.0% | −$35.8K | Added$35.4K |
| Dimensional Etf Trust | — | 13.7K | $466.4K | 0.0% | $17K | Cut$2.66K |
| Vanguard Index Fds | — | 1.62K | $465.7K | 0.0% | −$4.93K | Held |
| Walmart Inc. | WMT | 3.59K | $446.3K | 0.0% | $46.2K | Cut−$93.2K |
| Nushares Etf Tr | — | 9.4K | $427.8K | 0.0% | $4.23K | Cut$3.29K |
| Pacer Fds Tr | — | 10K | $426.1K | 0.0% | — | New |
| Unitedhealth Group Inc | UNH | 1.56K | $422.9K | 0.0% | — | New |
| Vanguard World Fd | — | 570 | $397.7K | 0.0% | −$32K | Held |
| First Tr Exchange-Traded Fd | — | 8.67K | $388.3K | 0.0% | −$9.36K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 18.2K | $372.7K | 0.0% | −$3.02K | Added$21.2K |
| Spdr Gold Tr | — | 855 | $367.9K | 0.0% | $24.5K | Added$82.6K |
| Grayscale Bitcoin Trust Etf | GBTC | 6.87K | $362.6K | 0.0% | −$107.2K | Held |
| Nushares Etf Tr | — | 9.84K | $361.3K | 0.0% | $11.4K | Held |
| Ishares Tr | — | 5.32K | $358.9K | 0.0% | $8.13K | Held |
| Vanguard Index Fds | — | 1.8K | $352.4K | 0.0% | $8.47K | Added$41.8K |
| Ge Aerospace | — | 1.23K | $347.7K | 0.0% | −$29.7K | Cut−$38K |
| Ishares Tr | — | 16.6K | $346.6K | 0.0% | −$3.64K | Cut−$154.3K |
| Asml Holding N V | — | 260 | $343.4K | 0.0% | $65.3K | Cut−$301.7K |
| Flexshares Tr | — | 8.51K | $340.9K | 0.0% | −$5.74K | Held |
| Ishares Tr | — | 5.72K | $338.4K | 0.0% | $12.7K | Held |
| Select Sector Spdr Tr | — | 7.85K | $320.4K | 0.0% | $3.77K | Held |
| First Tr Inter Duratn Pfd & | — | 17.8K | $314.7K | 0.0% | −$18K | Held |
| Nuveen Floating Rate Income | — | 40.3K | $303.4K | 0.0% | −$12.5K | Held |
| International Business Machs | — | 1.22K | $295.2K | 0.0% | −$65.5K | Cut−$72.6K |
| Western Asset High Yield Opp | — | 27.6K | $295K | 0.0% | −$13.3K | Held |
| Nushares Etf Tr | — | 7.18K | $294.9K | 0.0% | −$47.8K | Held |
| Ishares Tr | — | 3.5K | $291.6K | 0.0% | $2K | Held |
| Vanguard World Fd | — | 2K | $289.9K | 0.0% | $7.58K | Held |
| Schwab Strategic Tr | — | 9.15K | $286.6K | 0.0% | −$13.4K | Cut−$22.9K |
| Lam Research Corp | LRCX | 1.34K | $286.3K | 0.0% | $56.9K | Held |
| American Centy Etf Tr | — | 2.82K | $281.3K | 0.0% | $16.6K | Held |
| Global X Fds | — | 15.2K | $279.6K | 0.0% | −$7.75K | Held |
| Capital One Finl Corp | — | 1.53K | $279.3K | 0.0% | −$91.8K | Cut−$97.1K |
| Amplify Etf Tr | — | 4.78K | $275.2K | 0.0% | −$2.2K | Added$18.7K |
| Invesco Exch Traded Fd Tr Ii | — | 11.3K | $271.3K | 0.0% | −$3.96K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 14.4K | $269K | 0.0% | −$2.29K | Added$21.9K |
| Invesco Exchange Traded Fd T | — | 5.6K | $266.1K | 0.0% | $3.42K | Held |
| Invesco Exchange Traded Fd T | — | 1.79K | $259.5K | 0.0% | $11.7K | Held |
| Axon Enterprise, Inc. | AXON | 600 | $254.8K | 0.0% | −$85.9K | Held |
| Markel Group Inc. | MKL | 132 | $252.7K | 0.0% | — | New |
| Fidelity Covington Trust | — | 1.2K | $249.4K | 0.0% | −$19.9K | Cut−$22.2K |
| Intel Corp | INTC | 5.62K | $248K | 0.0% | $40.5K | Added$41.4K |
| Vanguard World Fd | — | 905 | $246.5K | 0.0% | −$14K | Cut−$29K |
| First Tr Exchange-Traded Fd | — | 8.5K | $241.9K | 0.0% | $9.77K | Held |
| Alps Etf Tr | — | 2.9K | $240.7K | 0.0% | $1.9K | Held |
| Lockheed Martin Corp | LMT | 397 | $239.9K | 0.0% | — | New |
| Home Depot, Inc. | HD | 717 | $235.7K | 0.0% | −$10.9K | Held |
| Novartis Ag | — | 1.54K | $235.5K | 0.0% | $22.9K | Cut−$60.6K |
| Spdr Index Shs Fds | — | 6.42K | $235.1K | 0.0% | $4.31K | Held |
| J P Morgan Exchange Traded F | — | 3.78K | $234.8K | 0.0% | $5.28K | Held |
| Imax Corp | IMAX | 6.07K | $230.6K | 0.0% | $6.37K | Held |
| Vanguard Index Fds | — | 851 | $222.8K | 0.0% | $3.38K | Held |
| Morgan Stanley | — | 1.34K | $221K | 0.0% | −$17.4K | Cut−$397.9K |
| Emerson Elec Co | — | 1.68K | $219.5K | 0.0% | −$2.85K | Held |
| Valero Energy Corp | — | 862 | $213K | 0.0% | — | New |
| Ishares Inc | — | 2.95K | $205.7K | 0.0% | — | New |
| Oracle Corp | — | 1.39K | $204K | 0.0% | −$66.3K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 10.2K | $168.2K | 0.0% | — | New |
| CohBar Inc | — | 181.5K | $74.4K | 0.0% | $0 | Held |
| Turn Therapeutics Inc. | TTRX | 18K | $57.6K | 0.0% | −$13.3K | Held |
| Brera Holdings Plc | SLMT | 16K | $12.5K | 0.0% | −$17.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.