RVW Wealth, LLC
•CIK: 1756543•Filing: Q4 2025
**RVW Wealth, LLC** manages $1.3B across a diversified portfolio of 181 positions. The strategy exhibits significant conviction in select growth and technology names, evidenced by the top holding in DFAU at $211.2M. Further notable allocations include substantial positions in AVUS ($91.9M), DGRW ($73.6M), and QGRW ($63.5M). This concentrated exposure suggests a focused, high-conviction approach to capital appreciation.
Total AUM
$1.3B
QoQ Performance
+2.2%
Positions
180
Top 10 Concentration
54.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
AVUS
DGRW
DFAU16.1%
AVUS7.0%
DGRW5.6%
QGRW4.8%
JQUA4.4%
DFAI4.3%
IQLT3.3%
RDVY3.1%
📈 Biggest Buys
IBDV
ISHARES TRUST IBONDS DEC 2030 TERM CORPOR
NEW
1.9% of portfolio
IBDR
ISHARES TRUST IBONDS DEC2026 E TF
+16.1%
2.4% of portfolio
IBDS
iShares iBonds Dec 2027 Term Corp ETF
+12.9%
2.2% of portfolio
IBDU
ISHARES TRUST IBONDS DEC 29 ET F
+12.8%
1.9% of portfolio
IBDT
ISHARES TRUST IBDS DEC28 ETF
+11.0%
2.1% of portfolio
📉 Biggest Sells
QGRW
WISDOMTREE US QUALITY GROWTH ETF
-7.1%
4.8% of portfolio
RWK
INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET
-4.6%
1.3% of portfolio
BRK/A
Berkshire Hathaway Inc A
-50.0%
0.1% of portfolio
AVDE
AMERICAN CENTURY INVESTMENTS I NTL EQT ETF
-2.6%
1.9% of portfolio
DFAE
Dimensional Emerging Core Equity Mkt ETF
-2.2%
2.2% of portfolio
Sector Breakdown
Other93.4%
Technology4.3%
Financial0.7%
Consumer0.6%
Healthcare0.4%
ETF0.2%
Communication0.2%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
—
ISHARES IBONDS 2025 TERM TREASURY ETF
SOLD
$515.5K
+4 more exited positions
Changes from Q3 2025
NEW14 new positions
↑59 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023