RVW Wealth, LLC

LOS ANGELES, CA · CIK 1756543 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLos Angeles, CA

$1.5bn reported value +18.3% vs Q1 2026

183positions

54.1%in top 10

11 new 59 added 51 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	4,825,000	$249.4m16.42%	16.42%	Added +194.5k	+194,465 4.2%
2	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	826,494	$105.9m6.97%	6.97%	Added +23.9k	+23,940 3.0%
3	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	842,307	$80.5m5.30%	5.30%	Added +12.3k	+12,345 1.5%
4	WISDOMTREE TR US QUALITY GROW QGRW	QGRW	1,073,242	$70.9m4.67%	4.67%	Added +7.6k	+7,601 0.7%
5	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	952,795	$68.9m4.53%	4.53%	Added +34.7k	+34,691 3.8%
6	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	1,527,623	$63.0m4.15%	4.15%	Added +71.1k	+71,135 4.9%
7	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	586,906	$47.6m3.13%	3.13%	Added +16.2k	+16,196 2.8%
8	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	958,361	$47.5m3.13%	3.13%	Added +36.6k	+36,584 4.0%
9	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	1,018,265	$46.6m3.07%	3.07%	Added +17.6k	+17,647 1.8%
10	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	259,247	$41.9m2.76%	2.76%	Added +12.0k	+12,038 4.9%
11	APPLE INC COM AAPL	AAPL	132,157	$38.2m2.52%	2.52%	Reduced -3.8k	-3,831 -2.8%
12	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	892,305	$35.9m2.36%	2.36%	Added +33.7k	+33,740 3.9%
13	ISHARES TR IBONDS 27 ETF IBDS	IBDS	1,272,324	$30.8m2.03%	2.03%	Added +54.4k	+54,404 4.5%
14	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	1,206,680	$30.5m2.01%	2.01%	Added +47.5k	+47,454 4.1%
15	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	131,903	$28.9m1.91%	1.91%	Added +417	+417 0.3%
16	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	1,309,276	$28.5m1.88%	1.88%	Added +103.2k	+103,166 8.6%
17	ISHARES TR IBONDS DEC2026 IBDR	IBDR	1,165,091	$28.2m1.86%	1.86%	Added +24.5k	+24,546 2.1%
18	ISHARES TR IBONDS DEC 29 IBDU	IBDU	1,210,684	$28.0m1.85%	1.85%	Added +61.9k	+61,905 5.4%
19	FIRST TR NASDAQ 100 TECH IND SHS QTEC	QTEC	83,527	$28.0m1.84%	1.84%	Reduced -299	-299 -0.4%
20	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	304,009	$27.6m1.82%	1.82%	Added +1.5k	+1,540 0.5%
21	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	292,799	$26.1m1.72%	1.72%	Added +1.6k	+1,627 0.6%
22	ISHARES TR U.S. TECH ETF IYW	IYW	89,777	$22.6m1.49%	1.49%	Added +1.0k	+1,011 1.1%
23	FLEXSHARES TR MORNSTAR USMKT TILT	TILT	68,346	$18.9m1.24%	1.24%	Added +53	+53 0.1%
24	INVESCO EXCH TRADED FD TR II S&P MDCP 400 REV RWK	RWK	128,463	$18.8m1.24%	1.24%	Added +10.9k	+10,876 9.2%
25	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	21,209	$15.6m1.03%	1.03%	Reduced -97	-97 -0.5%
26	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	132,672	$15.5m1.02%	1.02%	Added +4.4k	+4,437 3.5%
27	PACER FDS TR US LRG CP CASH COWG	COWG	385,836	$15.5m1.02%	1.02%	Added +43.8k	+43,848 12.8%
28	HARLEY DAVIDSON INC COM HOG	HOG	604,052	$14.8m0.97%	0.97%	New
29	ISHARES TR MSCI EAFE ETF EFA	EFA	138,439	$14.4m0.95%	0.95%	Reduced -3.7k	-3,672 -2.6%
30	FIRST TR EXCHANGE TRADED FD TECH ALPHADEX FXL	FXL	63,865	$13.9m0.91%	0.91%	Added +2.2k	+2,234 3.6%
31	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	174,960	$10.1m0.66%	0.66%	Added +21.8k	+21,844 14.3%
32	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	42,246	$9.0m0.59%	0.59%	Added +14.7k	+14,697 53.4%
33	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	22,978	$8.5m0.56%	0.56%	Added +5.6k	+5,622 32.4%
34	NVIDIA CORPORATION COM NVDA	NVDA	41,627	$8.3m0.55%	0.55%	Reduced -24	-24 -0.1%
35	J P MORGAN EXCHANGE TRADED F DIVERSFED RTRN JPME	JPME	63,776	$7.9m0.52%	0.52%	Added +146	+146 0.2%
36	FLEXSHARES TR QLT DIV DEF IDX QDEF	QDEF	88,065	$7.7m0.50%	0.50%	Added +7.4k	+7,403 9.2%
37	PACER FDS TR US CASH COWS 100 COWZ	COWZ	111,783	$7.0m0.46%	0.46%	Added +8.4k	+8,378 8.1%
38	AMERICAN CENTY ETF TR AVAN TOTA EQ ETF AVTM	AVTM	111,410	$6.1m0.40%	0.40%	Unchanged
39	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	57,446	$5.9m0.39%	0.39%	Added +2.3k	+2,269 4.1%
40	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	125,776	$5.6m0.37%	0.37%	Reduced -2.8k	-2,807 -2.2%
41	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	42,754	$5.5m0.36%	0.36%	Added +206	+206 0.5%
42	DBX ETF TR XTRACKERS RUSSEL DEUS	DEUS	78,826	$5.1m0.34%	0.34%	Added +516	+516 0.7%
43	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	25,160	$4.8m0.32%	0.32%	Unchanged
44	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	6,489	$4.5m0.29%	0.29%	Added +3.8k	+3,751 137.0%
45	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	136,106	$4.3m0.28%	0.28%	Added +11.8k	+11,758 9.5%
46	ISHARES TR CORE DIV GRWTH DGRO	DGRO	54,548	$4.1m0.27%	0.27%	Reduced -734	-734 -1.3%
47	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	46,056	$4.0m0.26%	0.26%	Reduced -1.1k	-1,128 -2.4%
48	GBANK FINL HLDGS INC COM GBFH	GBFH	119,023	$3.6m0.24%	0.24%	Reduced -39.8k	-39,831 -25.1%
49	TESLA INC COM TSLA	TSLA	8,046	$3.4m0.22%	0.22%	Reduced -944	-944 -10.5%
50	ISHARES TR U S EQUITY FACTR LRGF	LRGF	44,554	$3.4m0.22%	0.22%	Reduced -429	-429 -0.9%
51	ISHARES TR CORE S&P SCP ETF IJR	IJR	22,209	$3.3m0.22%	0.22%	Reduced -120	-120 -0.5%
52	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	107,069	$3.1m0.20%	0.20%	Added +239	+239 0.2%
53	FLEXSHARES TR STOX US ESG SLCT ESG	ESG	16,058	$2.8m0.19%	0.19%	Added +9	+9 0.1%
54	ALPHABET INC CAP STK CL C GOOG	GOOG	7,799	$2.8m0.18%	0.18%	Unchanged
55	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,485	$2.7m0.18%	0.18%	Added +320	+320 6.2%
56	GE VERNOVA INC COM GEV	GEV	2,332	$2.7m0.18%	0.18%	Reduced -1.0k	-1,005 -30.1%
57	AMAZON COM INC COM AMZN	AMZN	11,240	$2.7m0.18%	0.18%	Reduced -1.6k	-1,608 -12.5%
58	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	29,600	$2.7m0.18%	0.18%	Added +993	+993 3.5%
59	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	3,770	$2.7m0.17%	0.17%	Added +141	+141 3.9%
60	ELI LILLY & CO COM LLY	LLY	2,160	$2.6m0.17%	0.17%	Added +968	+968 81.2%
61	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	14,538	$1.8m0.12%	0.12%	Reduced -577	-577 -3.8%
62	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	20,936	$1.8m0.12%	0.12%	Added +13.4k	+13,355 176.2%
63	ABBVIE INC COM ABBV	ABBV	6,728	$1.7m0.11%	0.11%	Unchanged
64	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,657	$1.7m0.11%	0.11%	Reduced -15	-15 -0.3%
65	MICROSOFT CORP COM MSFT	MSFT	4,073	$1.5m0.10%	0.10%	Reduced -860	-860 -17.4%
66	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	15,211	$1.5m0.10%	0.10%	Reduced -128	-128 -0.8%
67	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	5,801	$1.4m0.09%	0.09%	Added +168	+168 3.0%
68	BROADCOM INC COM AVGO	AVGO	3,600	$1.4m0.09%	0.09%	Added +1.0k	+1,000 38.5%
69	WISDOMTREE TR US MIDCAP FUND EZM	EZM	16,165	$1.2m0.08%	0.08%	Unchanged
70	GOLDMAN SACHS GROUP INC COM GS	GS	1,187	$1.2m0.08%	0.08%	Added +5	+5 0.4%
71	INTUIT COM INTU	INTU	4,591	$1.2m0.08%	0.08%	Unchanged
72	STRYKER CORPORATION COM SYK	SYK	3,575	$1.1m0.07%	0.07%	Unchanged
73	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,501	$1.1m0.07%	0.07%	Added +500	+500 50.0%
74	JPMORGAN CHASE & CO COM JPM	JPM	3,365	$1.1m0.07%	0.07%	Reduced -73	-73 -2.1%
75	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	21,974	$1.1m0.07%	0.07%	Added +522	+522 2.4%
76	J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ JPIN	JPIN	13,864	$1.0m0.07%	0.07%	Added +7	+7 0.1%
77	DISNEY WALT CO COM DIS	DIS	10,059	$968.2k0.06%	0.06%	Unchanged
78	WISDOMTREE TR WISDOMTREE US VA WTV	WTV	9,510	$967.4k0.06%	0.06%	Unchanged
79	ISHARES INC MSCI ISRAEL ETF EIS	EIS	8,008	$966.6k0.06%	0.06%	Reduced -294	-294 -3.5%
80	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	18,358	$956.8k0.06%	0.06%	Unchanged
81	COSTCO WHSL CORP NEW COM COST	COST	1,002	$937.3k0.06%	0.06%	Reduced -33	-33 -3.2%
82	EXXON MOBIL CORP COM XOM	XOM	6,744	$922.0k0.06%	0.06%	Unchanged
83	INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US IUS	IUS	14,024	$919.7k0.06%	0.06%	Added +527	+527 3.9%
84	JOHNSON & JOHNSON COM JNJ	JNJ	3,567	$905.9k0.06%	0.06%	Unchanged
85	ISHARES TR S&P 100 ETF OEF	OEF	2,421	$885.8k0.06%	0.06%	Reduced -84	-84 -3.4%
86	ISHARES TR RUS MD CP GR ETF IWP	IWP	5,859	$857.9k0.06%	0.06%	Reduced -11	-11 -0.2%
87	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	4,846	$828.0k0.05%	0.05%	New
88	ISHARES TR ESG MSCI LEADR SUSL	SUSL	5,845	$776.0k0.05%	0.05%	Added +124	+124 2.2%
89	VISA INC COM CL A V	V	2,188	$750.7k0.05%	0.05%	Unchanged
90	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.05%	0.05%	Unchanged
91	NUSHARES ETF TR NUVEEN ESG MIDVL NUMV	NUMV	17,113	$744.2k0.05%	0.05%	Unchanged
92	ISHARES TR ESG SELECT SCRE XJH	XJH	13,663	$712.5k0.05%	0.05%	Reduced -31	-31 -0.2%
93	ISHARES TR CORE MSCI EAFE IEFA	IEFA	7,284	$703.5k0.05%	0.05%	Added +45	+45 0.6%
94	ISHARES TR BROAD USD HIGH USHY	USHY	18,951	$701.6k0.05%	0.05%	Unchanged
95	META PLATFORMS INC CL A META	META	1,157	$652.0k0.04%	0.04%	Unchanged
96	ISHARES TR RUSSELL 3000 ETF IWV	IWV	1,522	$649.0k0.04%	0.04%	Unchanged
97	INTEL CORP COM INTC	INTC	4,625	$645.8k0.04%	0.04%	Reduced -995	-995 -17.7%
98	FIRST TR EXCH TRD ALPHDX FD EM SML CP ALPH FEMS	FEMS	13,618	$621.8k0.04%	0.04%	Added +14	+14 0.1%
99	ISHARES TR CORE S&P500 ETF IVV	IVV	815	$610.5k0.04%	0.04%	Reduced -39	-39 -4.6%
100	INVESCO EXCH TRADED FD TR II S&P500 HDL VOL SPHD	SPHD	11,920	$606.0k0.04%	0.04%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NORTHROP GRUMMAN CORP NOC	NOC	2,360	$1.6m2.4k shares
UNITEDHEALTH GROUP INC UNH	UNH	1,563	$422.9k1.6k shares
MARKEL GROUP INC MKL	MKL	132	$252.7k132 shares
BRERA HOLDINGS PLC BREA	BREA	16,000	$12.5k16.0k shares