RVW Wealth, LLC
CIK 1756543 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.5B
- Posisi
- 183
- Per tanggal
- 30 Juni 2026
#1.847 dari 9.443 berdasarkan nilai 13F · top 19.6%
Nilai portofolio QoQ: +18.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 54,12%
- Bobot 25 kepemilikan teratas
- 80,90%
- Posisi di atas 1%
- 27
- Jumlah posisi efektif
- 20,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,17% Perkiraan pembelian $76.161.628 · penjualan $16.340.035
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 86,3% masih dipegang
- Posisi baru
- 11
- Meningkat
- 62
- Menurun
- 49
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
3,6%
Consumer Discretionary
1,2%
Healthcare
0,5%
Communication Services
0,4%
Financials
0,3%
Industrials
0,3%
Retail
0,3%
Financial Services
0,2%
Energy
0,1%
Utilities
0,0%
Lainnya/Tidak terpetakan
93,1%
Portofolio lengkap 183 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAU | $249.404.264 | 16,42% | 4.825.000 | $40.474.506 | Naik ×6 | ||
| AVUS | $105.857.338 | 6,97% | 826.494 | $16.629.337 | Naik ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $80.541.436 | 5,30% | 842.307 | $7.637.605 | Naik ×4 | ||
| QGRW | $70.866.172 | 4,67% | 1.073.242 | $13.928.971 | Naik ×1 | ||
| JQUA | $68.867.998 | 4,53% | 952.795 | $12.569.837 | Naik ×4 | ||
| DFAI | $63.014.455 | 4,15% | 1.527.623 | $6.269.673 | Naik ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $47.574.639 | 3,13% | 586.906 | $8.606.561 | Naik ×1 | ||
| IQLT | $47.486.787 | 3,13% | 958.361 | $4.873.029 | Naik ×1 | ||
| VFLO VictoryShares Free Cash Flow ETF | $46.585.639 | 3,07% | 1.018.265 | $7.081.239 | Naik ×2 | ||
| SPMO | $41.878.803 | 2,76% | 259.247 | $14.164.230 | Naik ×6 | ||
| AAPL Apple Inc. - Common Stock | $38.240.867 | 2,52% | 132.157 | $3.728.502 | Turun ×1 | ||
| DFAE | $35.879.582 | 2,36% | 892.305 | $6.808.568 | Naik ×1 | ||
| IBDS | $30.815.692 | 2,03% | 1.272.324 | $1.293.313 | Naik ×6 | ||
| IBDT | $30.468.671 | 2,01% | 1.206.680 | $1.105.477 | Naik ×6 | ||
| QUAL | $28.943.574 | 1,91% | 131.903 | $3.723.283 | Naik ×1 | ||
| IBDV | $28.542.216 | 1,88% | 1.309.276 | $2.140.463 | Naik ×2 | ||
| IBDR | $28.230.155 | 1,86% | 1.165.091 | $583.346 | Naik ×1 | ||
| IBDU | $28.039.446 | 1,85% | 1.210.684 | $1.318.854 | Naik ×6 | ||
| QTEC First Trust NASDAQ-100-Technology Sector Index Fund | $27.955.652 | 1,84% | 83.527 | $9.850.913 | Turun ×6 | ||
| SPTM | $27.600.976 | 1,82% | 304.009 | $3.687.792 | Naik ×1 | ||
| AVDE | $26.117.656 | 1,72% | 292.799 | $1.414.656 | Naik ×1 | ||
| IYW | $22.644.343 | 1,49% | 89.777 | $6.540.409 | Naik ×2 | ||
| TILT | $18.868.079 | 1,24% | 68.346 | $2.384.337 | Naik ×1 | ||
| RWK | $18.788.831 | 1,24% | 128.463 | $3.707.122 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $15.618.314 | 1,03% | 21.209 | $3.320.912 | Turun ×2 | ||
| NULG | $15.530.551 | 1,02% | 132.672 | $3.868.886 | Naik ×1 | ||
| COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | $15.489.926 | 1,02% | 385.836 | $3.951.615 | Naik ×4 | ||
| HOG Harley-Davidson, Inc. Common Stock | $14.775.112 | 0,97% | 604.052 | Naik ×1 | |||
| EFA | $14.380.998 | 0,95% | 138.439 | $577.746 | Turun ×6 | ||
| FXL | $13.872.837 | 0,91% | 63.865 | $4.081.460 | Naik ×1 | ||
| SPSM | $10.089.943 | 0,66% | 174.960 | $2.691.378 | Naik ×1 | ||
| RSP | $8.988.615 | 0,59% | 42.246 | $3.701.443 | Naik ×1 | ||
| VTI | $8.502.671 | 0,56% | 22.978 | $2.934.845 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $8.329.052 | 0,55% | 41.627 | $1.065.167 | Turun ×2 | ||
| JPME | $7.921.948 | 0,52% | 63.776 | $634.455 | Naik ×1 | ||
| QDEF | $7.663.553 | 0,50% | 88.065 | $1.225.091 | Naik ×1 | ||
| COWZ | $6.952.887 | 0,46% | 111.783 | $483.840 | Naik ×1 | ||
| AVTM | $6.065.662 | 0,40% | 111.410 | $827.999 | |||
| ESGD iShares ESG Aware MSCI EAFE ETF | $5.906.023 | 0,39% | 57.446 | $629.998 | Naik ×1 | ||
| DFAC | $5.579.433 | 0,37% | 125.776 | $582.710 | Turun ×4 | ||
| RWL | $5.462.251 | 0,36% | 42.754 | $573.060 | Naik ×1 | ||
| DEUS | $5.147.377 | 0,34% | 78.826 | $457.391 | Naik ×1 | ||
| XLK XLK | $4.793.483 | 0,32% | 25.160 | $1.449.719 | |||
| VOO | $4.456.514 | 0,29% | 6.489 | $2.820.614 | Naik ×2 | ||
| SCHD | $4.315.921 | 0,28% | 136.106 | $500.924 | Naik ×1 | ||
| DGRO | $4.134.208 | 0,27% | 54.548 | $254.520 | Turun ×4 | ||
| VUG | $3.967.264 | 0,26% | 46.056 | $532.347 | Naik ×1 | ||
| GBFH GBank Financial Holdings Inc. - Common Stock | $3.607.587 | 0,24% | 119.023 | $-643.346 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $3.384.046 | 0,22% | 8.046 | $42.104 | Turun ×1 | ||
| LRGF | $3.369.619 | 0,22% | 44.554 | $400.741 | Turun ×1 | ||
| IJR | $3.293.763 | 0,22% | 22.209 | $518.002 | Turun ×1 | ||
| SCHB | $3.100.718 | 0,20% | 107.069 | $419.285 | Naik ×1 | ||
| ESG | $2.822.836 | 0,19% | 16.058 | $387.561 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.755.458 | 0,18% | 7.799 | $518.371 | |||
| BRKB | $2.744.735 | 0,18% | 5.485 | $269.575 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $2.739.774 | 0,18% | 2.332 | $-173.093 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.679.003 | 0,18% | 11.240 | $3.096 | Turun ×1 | ||
| SPHQ | $2.666.973 | 0,18% | 29.600 | $516.002 | Naik ×1 | ||
| MDY | $2.651.592 | 0,17% | 3.770 | $413.370 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2.590.769 | 0,17% | 2.160 | $1.494.403 | Naik ×1 | ||
| AVUV | $1.813.805 | 0,12% | 14.538 | $144.012 | Turun ×1 | ||
| VEU | $1.753.390 | 0,12% | 20.936 | $1.184.057 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1.693.034 | 0,11% | 6.728 | $229.761 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.664.314 | 0,11% | 4.657 | $320.794 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.519.278 | 0,10% | 4.073 | $-306.797 | Turun ×1 | ||
| AVEM | $1.467.709 | 0,10% | 15.211 | $231.692 | Turun ×6 | ||
| VIG | $1.372.633 | 0,09% | 5.801 | $161.200 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1.359.900 | 0,09% | 3.600 | $555.174 | Naik ×1 | ||
| EZM | $1.225.042 | 0,08% | 16.165 | $138.431 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1.200.483 | 0,08% | 1.187 | $200.435 | Naik ×1 | ||
| INTU Intuit Inc. - Common Stock | $1.198.251 | 0,08% | 4.591 | $-786.806 | |||
| SYK Stryker Corporation Common Stock | $1.125.553 | 0,07% | 3.575 | $-49.156 | |||
| SPY SPY | $1.120.816 | 0,07% | 1.501 | $469.900 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.101.522 | 0,07% | 3.365 | $90.151 | Turun ×2 | ||
| FVD | $1.058.707 | 0,07% | 21.974 | $49.819 | Naik ×1 | ||
| JPIN | $1.002.506 | 0,07% | 13.864 | $15.333 | Naik ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $968.153 | 0,06% | 10.059 | $-1.308 | |||
| WTV | $967.357 | 0,06% | 9.510 | $66.475 | |||
| EIS | $966.646 | 0,06% | 8.008 | $3.282 | Turun ×1 | ||
| NUSC | $956.819 | 0,06% | 18.358 | $129.608 | |||
| COST Costco Wholesale Corporation - Common Stock | $937.341 | 0,06% | 1.002 | $-93.768 | Turun ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $922.040 | 0,06% | 6.744 | $-222.147 | |||
| IUS Invesco RAFI Strategic US ETF | $919.694 | 0,06% | 14.024 | $138.030 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $905.923 | 0,06% | 3.567 | $33.994 | |||
| OEF | $885.771 | 0,06% | 2.421 | $89.006 | Turun ×1 | ||
| IWP | $857.854 | 0,06% | 5.859 | $105.757 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $827.988 | 0,05% | 4.846 | Naik ×1 | |||
| SUSL iShares ESG MSCI USA Leaders ETF | $775.982 | 0,05% | 5.845 | $126.062 | Naik ×1 | ||
| V Visa Inc. | $750.681 | 0,05% | 2.188 | $89.380 | |||
| BRKA | $748.850 | 0,05% | 1 | $30.710 | |||
| NUMV | $744.244 | 0,05% | 17.113 | $80.773 | |||
| XJH | $712.525 | 0,05% | 13.663 | $91.228 | Turun ×1 | ||
| IEFA | $703.484 | 0,05% | 7.284 | $48.177 | Naik ×3 | ||
| USHY | $701.566 | 0,05% | 18.951 | $3.411 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $651.977 | 0,04% | 1.157 | $-10.229 | |||
| IWV | $648.981 | 0,04% | 1.522 | $84.806 | |||
| INTC Intel Corporation - Common Stock | $645.789 | 0,04% | 4.625 | $397.778 | Turun ×1 | ||
| FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund | $621.844 | 0,04% | 13.618 | $2.151 | Naik ×3 | ||
| IVV | $610.494 | 0,04% | 815 | $52.574 | Turun ×1 | ||
| SPHD | $606.013 | 0,04% | 11.920 | ||||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| DFAU | $249.404.264 | 16,42% | naik ×6 |
| DGRW | $80.541.436 | 5,30% | naik ×4 |
| JQUA | $68.867.998 | 4,53% | naik ×4 |
| SPMO | $41.878.803 | 2,76% | naik ×6 |
| IBDS | $30.815.692 | 2,03% | naik ×6 |
| IBDT | $30.468.671 | 2,01% | naik ×6 |
| IBDU | $28.039.446 | 1,85% | naik ×6 |
| COWG | $15.489.926 | 1,02% | naik ×4 |
| IEFA | $703.484 | 0,05% | naik ×3 |
| FEMS | $621.844 | 0,04% | naik ×3 |
| BSCT | $296.606 | 0,02% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| HOG | $14.775.112 | 604.052 | 0,97% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $827.988 | 4.846 | 0,05% |
| SPHD | $606.013 | 11.920 | 0,04% |
| PANW | $342.043 | 1.003 | 0,02% |
| AMAT | $335.472 | 464 | 0,02% |
| AMD | $261.990 | 451 | 0,02% |
| ADI | $236.713 | 596 | 0,02% |
| IWB | $227.162 | 555 | 0,01% |
| RVMD | $223.612 | 1.194 | 0,01% |
| AXP | $218.171 | 645 | 0,01% |
| BSCU | $180.032 | 10.816 | 0,01% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFAU | Beli lebih banyak | +194K | +$40.5M |
| AVUS | Beli lebih banyak | +24K | +$16.6M |
| SPMO | Beli lebih banyak | +12K | +$14.2M |
| QGRW | Beli lebih banyak | +8K | +$13.9M |
| JQUA | Beli lebih banyak | +35K | +$12.6M |
| QTEC | Dipangkas | -299 | +$9.9M |
| RDVY | Beli lebih banyak | +16K | +$8.6M |
| DGRW | Beli lebih banyak | +12K | +$7.6M |
| VFLO | Beli lebih banyak | +18K | +$7.1M |
| DFAE | Beli lebih banyak | +34K | +$6.8M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| IBDQ | 31 Des. 2025 | 988.940 | $24.911.410 | Tidak lagi dilacak |
| NOC | 30 Juni 2026 | 2.360 | $1.610.086 | 13,6% |
| BSCP | 31 Des. 2025 | 48.097 | $995.127 | Tidak lagi dilacak |
| SPHD | 31 Maret 2026 | 11.920 | $572.160 | Tidak lagi dilacak |
| JPST | 31 Des. 2025 | 10.409 | $528.049 | Tidak lagi dilacak |
| PLTR | 31 Maret 2026 | 2.903 | $516.008 | 19,4% |
| IBTF | 31 Des. 2025 | 22.062 | $515.471 | Tidak lagi dilacak |
| IBTG | 31 Des. 2025 | 22.461 | $515.471 | 0,0% |
| SCHW | 31 Maret 2026 | 4.514 | $450.956 | 18,2% |
| UNH | 30 Juni 2026 | 1.563 | $422.932 | -5,6% |
| BSX | 31 Maret 2026 | 4.316 | $411.531 | -18,0% |
| ADI | 31 Maret 2026 | 1.376 | $373.171 | 17,4% |
| MRSH | 31 Maret 2026 | 1.664 | $308.705 | 8,5% |
| ELME | 31 Des. 2025 | 17.470 | $294.544 | -90,7% |
| AON | 31 Maret 2026 | 800 | $282.304 | 8,6% |
| TDY | 31 Maret 2026 | 538 | $274.773 | 6,2% |
| ELV | 30 Sep. 2025 | 695 | $270.327 | 22,2% |
| MKL | 30 Juni 2026 | 132 | $252.657 | -8,3% |
| AXP | 31 Maret 2026 | 670 | $247.867 | 10,6% |
| DON | 31 Des. 2025 | 4.428 | $231.584 | Tidak lagi dilacak |
| IWF | 31 Maret 2026 | 478 | $226.237 | Tidak lagi dilacak |
| ABT | 31 Des. 2025 | 1.650 | $221.001 | -8,3% |
| ABT | 30 Juni 2025 | 1.658 | $219.934 | -15,5% |
| PG | 31 Maret 2026 | 1.510 | $216.423 | -0,1% |
| AIQ | 31 Maret 2025 | 5.488 | $212.056 | |
| PG | 30 Sep. 2025 | 1.323 | $210.808 | -6,1% |
| HON | 30 Sep. 2025 | 900 | $209.592 | 11,5% |
| IWB | 31 Maret 2026 | 555 | $207.158 | Tidak lagi dilacak |
| PEP | 31 Maret 2026 | 1.441 | $206.879 | -8,4% |
| DFAC | 31 Maret 2025 | 5.957 | $206.053 | Tidak lagi dilacak |
| PANW | 31 Des. 2025 | 1.000 | $203.620 | 93,1% |
| ADP | 30 Juni 2025 | 666 | $203.483 | -9,4% |
| SRLN | 31 Maret 2026 | 4.901 | $202.264 | Tidak lagi dilacak |
| EOG | 31 Maret 2026 | 1.916 | $201.199 | 5,8% |
| LION | 31 Maret 2026 | 16.752 | $152.946 | 21,3% |
| LGFB | 30 Juni 2025 | 16.752 | $132.676 | Tidak lagi dilacak |
| SLMT | 30 Juni 2026 | 16.000 | $12.544 | -16,5% |
| PFSA | 31 Maret 2026 | 29.300 | $3.071 | 1878,3% |