RVW Wealth, LLC
- SEC CIK
- 0001756543
- Latest filing
- Jul 7, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 15, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 170
- +10 vs. Q1 2025
- Portfolio value
- $1.18B
- +$115.6M (+10.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CWBRCohBar, Inc. | COM NEW | 181,490 | $74.4K | <0.1% | 00.0% | Unchanged | History |
| LIONLionsgate Studios Corp. | COM | 16,752 | $97.3K | <0.1% | +16,752 | New | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 4,901 | $203.8K | <0.1% | +4,901 | New | – |
| PANWPalo Alto Networks Inc | Stock | 1,000 | $204.6K | <0.1% | +1,000 | New | History |
| PEPPepsiCo Inc | Stock | 1,581 | $208.8K | <0.1% | −314−16.6% | Reduced | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 4,956 | $209.5K | <0.1% | +4,956 | New | – |
| HONHoneywell International Inc | COM | 900 | $209.6K | <0.1% | +900 | New | History |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 6,425 | $209.8K | <0.1% | +6,425 | New | – |
| AXPAmerican Express Co | Stock | 660 | $210.5K | <0.1% | +660 | New | History |
| PGProcter & Gamble Co | Stock | 1,323 | $210.8K | <0.1% | −133−9.1% | Reduced | History |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 3,779 | $213.2K | <0.1% | +3,779 | New | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,428 | $221.9K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 11,896 | $222.5K | <0.1% | +37+0.3% | Added | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 2,815 | $223.2K | <0.1% | −224−7.4% | Reduced | – |
| Alps ETF Tr00162Q726 | BARRONS 400 ETF | 2,899 | $223.3K | <0.1% | 00.0% | Unchanged | – |
| EMREmerson Electric Co | Stock | 1,675 | $223.3K | <0.1% | −550−24.7% | Reduced | History |
| EOGEOG Resources Inc | Stock | 1,906 | $228.0K | <0.1% | −284−13.0% | Reduced | History |
| First Tr Exchange-Traded FD33734G108 | COM | 8,498 | $229.9K | <0.1% | +99+1.2% | Added | – |
| Amplify ETF Tr032108599 | AMPLIFY BLUESTAR | 4,161 | $235.2K | <0.1% | −611−12.8% | Reduced | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,209 | $238.4K | <0.1% | +1,209 | New | – |
| Vanguard Health Care ETF92204A504 | ETF | 966 | $240.0K | <0.1% | +9+0.9% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,075 | $254.7K | <0.1% | −291−21.3% | Reduced | – |
| NVSNovartis AG | ADR | 2,148 | $259.9K | <0.1% | −100−4.4% | Reduced | History |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,000 | $262.4K | <0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 734 | $269.0K | <0.1% | −100−12.0% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 695 | $270.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 645 | $273.9K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 11,314 | $276.6K | <0.1% | 00.0% | Unchanged | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 9,436 | $281.4K | <0.1% | +9,436 | New | – |
| TDYTeledyne Technologies Inc | COM | 556 | $284.8K | <0.1% | +13+2.4% | Added | History |
| AONAon plc | CL A | 800 | $285.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 13,680 | $287.8K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,711 | $302.4K | <0.1% | +94+5.8% | Added | – |
| iShares Tr464288521 | CRE U S REIT ETF | 5,717 | $323.4K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 3,942 | $324.6K | <0.1% | +118+3.1% | Added | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 7,846 | $325.0K | <0.1% | 00.0% | Unchanged | – |
| ADIAnalog Devices Inc | Stock | 1,376 | $327.5K | <0.1% | −13−0.9% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,284 | $327.7K | <0.1% | +194+3.8% | Added | – |
| HYIWestern Asset High Yield Opportunity Fund Inc. | COM | 27,623 | $330.9K | <0.1% | 00.0% | Unchanged | History |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 17,849 | $335.9K | <0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 1,580 | $336.2K | <0.1% | +154+10.8% | Added | History |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 10,138 | $336.7K | <0.1% | −94−0.9% | Reduced | – |
| JFRNuveen Floating Rate Income Fund | COM | 40,349 | $341.8K | <0.1% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 1,329 | $342.2K | <0.1% | +83+6.7% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 17,696 | $347.7K | <0.1% | +1,063+6.4% | Added | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 7,310 | $354.2K | <0.1% | −204−2.7% | Reduced | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,644 | $359.4K | <0.1% | −37−2.2% | Reduced | History |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 8,887 | $364.6K | <0.1% | +273+3.2% | Added | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 8,862 | $371.5K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Information Technology ETF92204A702 | ETF | 570 | $378.1K | <0.1% | +7+1.2% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,525 | $388.1K | <0.1% | 00.0% | Unchanged | – |
| Global X FDS37954Y657 | US PFD ETF | 20,803 | $391.7K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 8,668 | $397.8K | <0.1% | 00.0% | Unchanged | – |
| GBFHGBank Financial Holdings Inc. | COM | 11,275 | $399.2K | <0.1% | +11,275 | New | History |
| SCHWSchwab Charles Corp | Stock | 4,507 | $411.3K | <0.1% | −22−0.5% | Reduced | History |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 15,318 | $415.1K | <0.1% | +469+3.2% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 14,168 | $416.1K | <0.1% | −448−3.1% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 1,413 | $416.4K | <0.1% | +75+5.6% | Added | History |
| DDominion Energy, Inc | Stock | 7,725 | $436.6K | <0.1% | −90−1.2% | Reduced | History |
| VanEck Vectors ETF Tr92189F635 | ISRAEL ETF | 8,479 | $439.5K | <0.1% | −1,337−13.6% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 713 | $440.3K | <0.1% | −174−19.6% | Reduced | History |
| WMTWalmart Inc. | Stock | 4,542 | $444.1K | <0.1% | −668−12.8% | Reduced | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 5,512 | $455.6K | <0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 1,585 | $463.1K | <0.1% | −119−7.0% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,655 | $463.2K | <0.1% | +87+5.5% | Added | – |
| BSXBoston Scientific Corp | Stock | 4,369 | $469.3K | <0.1% | −600−12.1% | Reduced | History |
| MSMorgan Stanley | Stock | 3,388 | $477.2K | <0.1% | −91−2.6% | Reduced | History |
| ASMLASML Holding NV | ADR | 603 | $483.2K | <0.1% | −45−6.9% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 600 | $496.8K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 3,257 | $497.5K | <0.1% | +645+24.7% | Added | History |
| CVXChevron Corp | Stock | 3,520 | $504.0K | <0.1% | −3−0.1% | Reduced | History |
| JGHNuveen Global High Income Fund | SHS | 39,379 | $509.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 22,257 | $510.4K | <0.1% | +167+0.8% | Added | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 21,858 | $510.6K | <0.1% | +236+1.1% | Added | – |
| MAMastercard Inc | Stock | 918 | $515.6K | <0.1% | +4+0.4% | Added | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,522 | $534.2K | <0.1% | +58+4.0% | Added | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 13,602 | $552.4K | <0.1% | −1,873−12.1% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,280 | $556.6K | <0.1% | +79+1.0% | Added | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 11,920 | $566.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 13,694 | $568.3K | <0.1% | −4,309−23.9% | Reduced | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 70,922 | $568.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 930 | $577.4K | <0.1% | 00.0% | Unchanged | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,054 | $588.9K | <0.1% | +325+4.8% | Added | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 7,059 | $598.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46435U218 | ESG MSCI LEADR | 5,632 | $610.2K | 0.1% | +2,520+81.0% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 31,975 | $624.2K | 0.1% | −788−2.4% | Reduced | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 17,964 | $647.6K | 0.1% | −283−1.6% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 14,367 | $739.9K | 0.1% | −35−0.2% | Reduced | – |
| iShares Inc464286632 | MSCI ISRAEL ETF | 7,835 | $743.4K | 0.1% | −7−0.1% | Reduced | – |
| IBITiShares Bitcoin Trust ETF | ETF | 12,338 | $755.2K | 0.1% | +3,109+33.7% | Added | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 18,548 | $755.6K | 0.1% | −373−2.0% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 4,417 | $778.4K | 0.1% | +1,196+37.1% | Added | History |
| iShares Tr46435U853 | BROAD USD HIGH | 21,037 | $789.1K | 0.1% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W547 | US VALUE FD | 9,521 | $822.6K | 0.1% | −61−0.6% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 8,071 | $870.1K | 0.1% | −272−3.3% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 1,240 | $877.6K | 0.1% | −6−0.5% | Reduced | History |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 13,919 | $892.6K | 0.1% | −314−2.2% | Reduced | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 22,017 | $984.2K | 0.1% | −2,248−9.3% | Reduced | – |
| NFLXNetflix Inc | Stock | 744 | $996.3K | 0.1% | −8−1.1% | Reduced | History |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 16,313 | $1.01M | 0.1% | −1,245−7.1% | Reduced | – |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| ABTAbbott Laboratories | Stock | 1,658 | $219.9K | <0.1% | History |
| ADPAutomatic Data Processing Inc | Stock | 666 | $203.5K | <0.1% | History |
| Starz Entertainment Corp535919500 | CL B NON VTG | 16,752 | $132.7K | <0.1% | – |