RW
| |
RVW Wealth, LLC13F | |
| RVW Wealth, LLC | |
| Last update 2025-07-15 | 170 Stocks (13 new) |
| Value $1.18 Bil | Turnover 9 % |
RVW Wealth, LLC Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 4,331,669 | 183,489.5 | +56.12% | 15.580 | +5.60% | 2.140 | +19.88% | +7.06% | 8,720.9 | ||
AVUS | Avantis U.S. Equity ETF | 831,705 | 83,852.5 | -6.79% | 7.120 | -0.53% | 0.960 | +18.86% | +6.39% | 8,875.8 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 804,271 | 67,349.6 | -3.43% | 5.720 | -0.21% | 0.430 | +13.69% | +6.03% | 16,039.4 | ||
QGRW | WisdomTree U.S. Quality Growth Fund | 1,233,808 | 64,836.6 | +0.17% | 5.500 | +0.01% | 4.230 | +28.18% | +8.30% | 1,557.8 | ||
JQUA | JPMorgan U.S. Quality Factor ETF | 868,747 | 52,168.3 | -1.59% | 4.430 | -0.07% | 0.810 | +12.79% | +5.76% | 6,452.6 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 1,481,884 | 51,228.7 | -2.42% | 4.350 | -0.11% | 0.490 | +11.93% | +19.61% | 10,486.3 | ||
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 924,004 | 39,935.4 | -0.79% | 3.390 | -0.03% | 0.330 | +9.03% | +16.78% | 11,864.8 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 578,049 | 36,266.8 | +0.45% | 3.080 | +0.01% | 0.240 | +15.71% | +7.38% | 15,203.8 | ||
VFLO | VictoryShares Free Cash Flow ETF | 965,864 | 34,143.3 | +20.68% | 2.900 | +0.50% | 0.780 | +11.24% | +4.19% | 4,354.8 | ||
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 1,091,935 | 26,479.4 | +6.88% | 2.250 | +0.14% | 0.790 | +1.23% | +2.63% | 3,342.9 |
RVW Wealth, LLC's Historical Top Holdings Breakdowns
RVW Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-06-30 | Add Add | +5.60% | 34.04 ($39.19) 42.36 | $43.13 | 10.05% | Add 56.12% | 4,331,669 | 1,557,053 | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 2025-06-30 | Reduce Reduce | -4.38% | 60.34 ($69.38) 74.89 | $76.17 | 9.79% | Reduce -68.63% | 312,454 | -683,720 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-06-30 | Reduce Reduce | -0.62% | 47.46 ($52.98) 55.3 | $55.94 | 5.59% | Reduce -49.87% | 121,091 | -120,446 | |
AVUS | Avantis U.S. Equity ETF | 2025-06-30 | Reduce Reduce | -0.53% | 81.38 ($93.61) 100.82 | $102.48 | 9.48% | Reduce -6.79% | 831,705 | -60,557 | |
VFLO | VictoryShares Free Cash Flow ETF | 2025-06-30 | Add Add | +0.50% | 29.96 ($33.65) 35.35 | $35.25 | 4.75% | Add 20.68% | 965,864 | 165,494 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-06-30 | New Buy New Buy | +0.44% | 29.12 ($33.35) 35.84 | $36.54 | 9.57% | New holding | 144,186 | 144,186 | |
DGRO | iShares Core Dividend Growth ETF | 2025-06-30 | Add Add | +0.31% | 55.22 ($60.99) 63.94 | $64.92 | 6.44% | Add 1593% | 61,693 | 58,049 | |
SPMO | Invesco S&P 500 Momentum ETF | 2025-06-30 | Add Add | +0.24% | 82.32 ($99.71) 112.47 | $113.70 | 14.03% | Add 12.75% | 226,007 | 25,556 | |
COWG |
Pacer US Large Cap Cash Cows Growth Leaders ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF
| 2025-06-30 | New Buy New Buy | +0.24% | 27.4 ($32.78) 35.19 | $34.94 | 6.59% | New holding | 80,040 | 80,040 | |
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 2025-06-30 | Reduce Reduce | -0.21% | 71.28 ($79.35) 83.74 | $85.18 | 7.35% | Reduce -3.43% | 804,271 | -28,576 |
RVW Wealth, LLC Total Holding History ($B)
RVW Wealth, LLC's Asset Allocation
RVW Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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RVW Wealth, LLC's Hypothetical Growth since 2025-06-30
RVW Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RVW Wealth, LLC's Holdings Heat Map
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RVW Wealth, LLC's Holdings Bubble Chart
RVW Wealth, LLC News
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