RVW Wealth, LLC holds a focused book of 183 stocks worth $1.5B as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they opened Harley-Davidson Inc and trimmed Apple Inc. Their largest long position is Dimensional US Core Equity M at 16% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+15.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning RVW Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as RVW Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $471.7B |
| FMR LLC | 78 / 80 | $630.3B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $331.4B |
| ROYAL BANK OF CANADA | 78 / 80 | $125.1B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $121.7B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $87.7B |
| LPL Financial LLC | 78 / 80 | $84.1B |
| Cetera Investment Advisers | 78 / 80 | $20.2B |
Ranked by how many of RVW Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional US Core Equity Markt ETF US CORE EQT MKT | $249.4M | 4.83M | 16.4% | ▲+4.2% Added · +194K sh | |
| 2 | American Century Investments U S Eqt ETF US EQT ETF | $105.9M | 826.5K | 7.0% | ▲+3.0% Added · +24K sh | |
| 3 | Wisdomtree US Divid Etf US QTLY DIV GRT | $80.5M | 842.3K | 5.3% | ▲+1.5% Added · +12K sh | |
| 4 | Wisdomtree US Quality Growth ETF US QUALITY GROW | $70.9M | 1.07M | 4.7% | ▲+0.7% Added · +8K sh | |
| 5 | JP Morgan ETF Trust US Qualty FCTR ETF US QUALTY FCTR | $68.9M | 952.8K | 4.5% | ▲+3.8% Added · +35K sh | |
| 6 | Dimensional International Cr Eq Mkt ETF INTL CORE EQT MK | $63.0M | 1.53M | 4.1% | ▲+4.9% Added · +71K sh | |
| 7 | First Trst Nasdaq Rsng RISNG DIVD ACHIV | $47.6M | 586.9K | 3.1% | ▲+2.8% Added · +16K sh | |
| 8 | Ishares Trust Intl Qlty Factor ETF MSCI INTL QUALTY | $47.5M | 958.4K | 3.1% | ▲+4.0% Added · +37K sh | |
| 9 | VictoryShares Free Cash Flow ETF SHARES FREE CASH | $46.6M | 1.02M | 3.1% | ▲+1.8% Added · +18K sh | |
| 10 | Invesco Exchange Traded Fund T S&P 500 Momntm ETF S&P 500 MOMNTM | $41.9M | 259.2K | 2.8% | ▲+4.9% Added · +12K sh | |
| 11 | Apple Computer Inc COM | $38.2M | 132.2K | 2.5% | ▼−2.8% Reduced · −4K sh | |
| 12 | Dimensional Emerging Core Equity Mkt ETF EMGR CRE EQT MNG | $35.9M | 892.3K | 2.4% | ▲+3.9% Added · +34K sh | |
| 13 | iShares iBonds Dec 2027 Term Corp ETF IBONDS 27 ETF | $30.8M | 1.27M | 2.0% | ▲+4.5% Added · +54K sh | |
| 14 | Ishares Trust Ibds Dec28 ETF IBDS DEC28 ETF | $30.5M | 1.21M | 2.0% | ▲+4.1% Added · +47K sh | |
| 15 | iShares MSCI USA Quality Factor ETF MSCI USA QLT FCT | $28.9M | 131.9K | 1.9% | ▲+0.3% Added · +417 sh | |
| 16 | Ishares Trust Ibonds Dec 2030 Term Corpor IBONDS DEC 2030 | $28.5M | 1.31M | 1.9% | ▲+8.6% Added · +103K sh | |
| 17 | Ishares Trust Ibonds Dec2026 E TF IBONDS DEC2026 | $28.2M | 1.17M | 1.9% | ▲+2.1% Added · +25K sh | |
| 18 | Ishares Trust Ibonds Dec 29 Et F IBONDS DEC 29 | $28.0M | 1.21M | 1.8% | ▲+5.4% Added · +62K sh | |
| 19 | First Tr Nasdaq 100 Fund SHS | $28.0M | 83.5K | 1.8% | ▼−0.3% Reduced · −299 sh | |
| 20 | SPDR Series Trust Portfolio TL STK ETF PORTFOLI S&P1500 | $27.6M | 304.0K | 1.8% | ▲+0.5% Added · +2K sh | |
| 21 | American Century Investments I NTL Eqt ETF INTL EQT ETF | $26.1M | 292.8K | 1.7% | ▲+0.6% Added · +2K sh | |
| 22 | iShares U.S. Technology ETF U.S. TECH ETF | $22.6M | 89.8K | 1.5% | ▲+1.1% Added · +1K sh | |
| 23 | Flexshares Morningstar MORNSTAR USMKT | $18.9M | 68.3K | 1.2% | ▲+0.1% Added · +53 sh | |
| 24 | Invesco Exchange Traded Fund T S&P MDCP 400 Rev Et S&P MDCP 400 REV | $18.8M | 128.5K | 1.2% | ▲+9.2% Added · +11K sh | |
| 25 | Powershs Qqq TRUST Ser UNIT SER 1 | $15.6M | 21.2K | 1.0% | ▼−0.5% Reduced · −97 sh | |
| 26 | Nuveen Esg Nuveen Esg LRG Cap GRWTH ETF NUVEEN ESG LRGCP | $15.5M | 132.7K | 1.0% | ▲+3.5% Added · +4K sh | |
| 27 | Pacer US Large Cp CA Cows Gr Ldrs ETF US LRG CP CASH | $15.5M | 385.8K | 1.0% | ▲+13% Added · +44K sh | |
| 28 | Harley Davidson Inc COM | $14.8M | 604.1K | 1.0% | ▲New New position | |
| 29 | Ishares Tr Msci Eafe Fd MSCI EAFE ETF | $14.4M | 138.4K | 0.9% | ▼−2.6% Reduced · −4K sh | |
| 30 | First Trust Exch Traded Fund 2 Tech Alphadex ETF TECH ALPHADEX | $13.9M | 63.9K | 0.9% | ▲+3.6% Added · +2K sh | |
| 31 | SPDR Series Trust Portfolio SM ETF PORTFOLIO S&P600 | $10.1M | 175.0K | 0.7% | ▲+14% Added · +22K sh | |
| 32 | Rydex Etf TRUST S&P500 EQL WGT | $9.0M | 42.2K | 0.6% | ▲+53% Added · +15K sh | |
| 33 | Vanguard Total Stock Mkt TOTAL STK MKT | $8.5M | 23.0K | 0.6% | ▲+32% Added · +6K sh | |
| 34 | Nvidia Corp COM | $8.3M | 41.6K | 0.5% | ▼−0.1% Reduced · −24 sh | |
| 35 | JP Morgan ETF Trust Diversfed RTRN ETF DIVERSFED RTRN | $7.9M | 63.8K | 0.5% | ▲+0.2% Added · +146 sh | |
| 36 | Flexshares Trust QLT Div Def I DX ETF QLT DIV DEF IDX | $7.7M | 88.1K | 0.5% | ▲+9.2% Added · +7K sh | |
| 37 | Pacer FDS TR US Cash Cows 100 ETF US CASH COWS 100 | $7.0M | 111.8K | 0.5% | ▲+8.1% Added · +8K sh | |
| 38 | American Century ETF Trust ETF AVANTIS TOTAL EQ | $6.1M | 111.4K | 0.4% | —Held | |
| 39 | Ishares Esg Msci Eafe ESG AW MSCI EAFE | $5.9M | 57.4K | 0.4% | ▲+4.1% Added · +2K sh | |
| 40 | Dimensional U S Core Equity 2 ETF US CORE EQUITY 2 | $5.6M | 125.8K | 0.4% | ▼−2.2% Reduced · −3K sh | |
| 41 | Invesco Exchange Traded Fund T S&P 500 Revenue ETF S&P 500 REVENUE | $5.5M | 42.8K | 0.4% | ▲+0.5% Added · +206 sh | |
| 42 | Dutsch X Trck Rusl 1000 XTRACKERS RUSSEL | $5.1M | 78.8K | 0.3% | ▲+0.7% Added · +516 sh | |
| 43 | Sector Spdr Tech Select TECHNOLOGY | $4.8M | 25.2K | 0.3% | —Held | |
| 44 | Vanguard S&P 500 Etf S&P 500 ETF SHS | $4.5M | 6.5K | 0.3% | ▲+137% Added · +4K sh | |
| 45 | Schwab US Dividend Eq ETF US DIVIDEND EQ | $4.3M | 136.1K | 0.3% | ▲+9.4% Added · +12K sh | |
| 46 | Ishares Core Dividend CORE DIV GRWTH | $4.1M | 54.5K | 0.3% | ▼−1.3% Reduced · −734 sh | |
| 47 | Vanguard Growth GROWTH ETF | $4.0M | 46.1K | 0.3% | ▲+486% Added · +38K sh | |
| 48 | GBank Financial Holdings Inc COM | $3.6M | 119.0K | 0.2% | ▼−25% Reduced · −40K sh | |
| 49 | Tesla Motors Inc COM | $3.4M | 8.0K | 0.2% | ▼−11% Reduced · −944 sh | |
| 50 | Ishares Trust Multifactor USA ETF U S EQUITY FACTR | $3.4M | 44.6K | 0.2% | ▼−0.9% Reduced · −429 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1756543/holdings"
Use Arkolith to show RVW Wealth, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 183 | $1.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 176 | $1.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 181 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 176 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 170 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 160 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 144 | $1.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 155 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.