EdgeMarket › What Rvw Wealth, Llc reported owning
What Rvw Wealth, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
176Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFAU Dimensional US Core Equity Market ETF | 208.9M | 16.3% | 4.6M | 53.06 | +21.1% |
| AVUS Avantis U.S. Equity ETF | 89.2M | 7.0% | 802.6K | 130.59 | +25.1% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 72.9M | 5.7% | 830.0K | 99.29 | +14.2% |
| QGRW WisdomTree U.S. Quality Growth Fund | 56.9M | 4.4% | 1.1M | 66.87 | +24.1% |
| DFAI Dimensional International Core Equity Market E | 56.7M | 4.4% | 1.5M | 43.35 | +21.1% |
| JQUA JPMorgan U.S. Quality Factor ETF | 56.3M | 4.4% | 918.1K | 74.75 | +22.0% |
| IQLT iShares MSCI Intl Quality Factor ETF | 42.6M | 3.3% | 921.8K | 52.06 | +20.1% |
| VFLO VictoryShares Free Cash Flow ETF | 39.5M | 3.1% | 1.0M | 55.45 | +53.9% |
| RDVY First Trust Rising Dividend Achievers ETF | 39.0M | 3.0% | 570.7K | 81.95 | +26.6% |
| AAPL Apple Inc. | 34.5M | 2.7% | 136.0K | 309.35 | +36.9% |
| IBDS iShares iBonds Dec 2027 Term Corporate ETF | 29.5M | 2.3% | 1.2M | 24.20 | -0.2% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 29.4M | 2.3% | 1.2M | 25.19 | -0.9% |
| DFAE Dimensional Emerging Core Equity Market ETF | 29.1M | 2.3% | 858.6K | 39.49 | +32.0% |
| SPMO Invesco S&P 500 Momentum ETF | 27.7M | 2.2% | 247.2K | 148.73 | +28.7% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 27.6M | 2.2% | 1.1M | 24.23 | +0.0% |
| IBDU iShares iBonds Dec 2029 Term Corporate ETF | 26.7M | 2.1% | 1.1M | 23.05 | -1.4% |
| IBDV iShares iBonds Dec 2030 Term Corporate ETF | 26.4M | 2.1% | 1.2M | 21.60 | -2.0% |
| QUAL iShares MSCI USA Quality Factor ETF | 25.2M | 2.0% | 131.5K | 223.22 | +19.3% |
| AVDE Avantis International Equity ETF | 24.7M | 1.9% | 291.2K | 94.26 | +22.4% |
| SPTM State Street SPDR Portfolio S&P 1500 Composite | 23.9M | 1.9% | 302.5K | 92.94 | +20.2% |
| QTEC First Trust NASDAQ-100-Technology Sector Index | 18.1M | 1.4% | 83.8K | 314.19 | +49.8% |
| TILT FlexShares Mornigstar US Market Factors Tilt I | 16.5M | 1.3% | 68.3K | 283.92 | +22.5% |
| IYW iShares U.S. Technology ETF | 16.1M | 1.3% | 88.8K | 247.25 | +37.9% |
| RWK Invesco S&P MidCap 400 Revenue ETF | 15.1M | 1.2% | 117.6K | 149.81 | +23.6% |
| EFA iShares MSCI EAFE ETF | 13.8M | 1.1% | 142.1K | 108.24 | +17.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 12.3M | 1.0% | 21.3K | 713.44 | +26.1% |
| NULG Nuveen ESG Large-Cap Growth ETF | 11.7M | 0.9% | 128.2K | 114.63 | +18.7% |
| COWG Pacer US Large Cap Cash Cows Growth Leaders ET | 11.5M | 0.9% | 342.0K | 39.76 | +14.4% |
| FXL First Trust Technology AlphaDEX | 9.8M | 0.8% | 61.6K | 214.51 | +37.4% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 7.4M | 0.6% | 153.1K | 57.28 | +28.7% |
| JPME JPMorgan Diversified Return U.S. Mid Cap Equit | 7.3M | 0.6% | 63.6K | 127.98 | +20.4% |
| NVDA NVIDIA CORP | 7.3M | 0.6% | 41.7K | 214.72 | +22.4% |
| JPST JPMorgan Ultra-Short Income ETF | 6.5M | 0.5% | 129.4K | 50.53 | -0.3% |
| COWZ Pacer US Cash Cows 100 ETF | 6.5M | 0.5% | 103.4K | 72.02 | +26.3% |
| QDEF FlexShares Quality Dividend Defensive Index Fu | 6.4M | 0.5% | 80.7K | 91.10 | +17.5% |
| VTI Vanguard Morningstar Total Stock Market ETF | 5.6M | 0.4% | 17.4K | 378.24 | +20.5% |
| RSP Invesco S&P 500 Equal Weight ETF | 5.3M | 0.4% | 27.5K | 221.67 | +18.8% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 5.3M | 0.4% | 55.2K | 107.31 | +17.0% |
| AVTM Avantis Total Equity Markets ETF | 5.2M | 0.4% | 111.4K | 55.59 | — |
| DFAC Dimensional U.S. Core Equity 2 ETF | 5.0M | 0.4% | 128.6K | 45.61 | +22.8% |
| RWL Invesco S&P 500 Revenue ETF | 4.9M | 0.4% | 42.5K | 133.89 | +25.3% |
| DEUS Xtrackers Russell US Multifactor ETF | 4.7M | 0.4% | 78.3K | 67.92 | +17.9% |
| GBFH GBank Financial Holdings Inc. | 4.3M | 0.3% | 158.9K | 21.21 | -45.8% |
| DGRO iShares Core Dividend Growth ETF | 3.9M | 0.3% | 55.3K | 79.61 | +20.0% |
| SCHD Schwab US Dividend Equity ETF | 3.8M | 0.3% | 124.3K | 35.11 | +27.6% |
| VUG Vanguard Morningstar Growth ETF | 3.4M | 0.3% | 7.9K | 87.50 | +15.9% |
| XLK State Street Technology Select Sector SPDR ETF | 3.3M | 0.3% | 25.2K | 183.31 | +41.1% |
| TSLA Tesla, Inc. | 3.3M | 0.3% | 9.0K | 362.86 | +12.0% |
| LRGF iShares U.S. Equity Factor ETF | 3.0M | 0.2% | 45.0K | 77.96 | +18.0% |
| GEV GE Vernova Inc. | 2.9M | 0.2% | 3.3K | 956.85 | +58.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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