RVW Wealth, LLC
- SEC CIK
- 0001756543
- Latest filing
- Jul 7, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 8, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 108
- +5 vs. Q1 2021
- Portfolio value
- $800.0M
- +$49.0M (+6.5%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 365,815 | $32.0M | 4.0% | +3,356+0.9% | Added | – |
| Osi ETF Tr67110P704 | OSHS GBL INTER | 554,715 | $32.0M | 4.0% | +17,595+3.3% | Added | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 324,855 | $32.0M | 4.0% | +13,618+4.4% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 251,616 | $33.0M | 4.1% | +13,795+5.8% | Added | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 572,135 | $34.0M | 4.3% | +32,015+5.9% | Added | – |
| American Centy ETF Tr025072885 | US EQT ETF | 455,558 | $34.0M | 4.3% | +11,427+2.6% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 655,393 | $35.0M | 4.4% | +36,840+6.0% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 481,341 | $38.0M | 4.8% | +28,226+6.2% | Added | – |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.