RVW Wealth, LLC

Q3 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
176
Total value ($000)
$1,280,937
Net value change ($000)
+103,156 (8.8%)
New positions
9
Sold out positions
3
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAU 22,396 12.2%
AAPL 8,148 31.8%
COWG 6,150 218.9%
AVUS 6,053 7.2%
DGRW 5,832 8.7%
JQUA 4,649 8.9%
DFAI 3,321 6.5%
SPMO 3,136 12.3%
VFLO 3,000 8.8%
NVDA 2,998 60.9%
Top Reduces (Value $000, Stocks/ETFs)
INTU -482 -13.3%
IBDQ -481 -1.9%
DIS -422 -19.1%
BSCP -292 -22.7%
ELV -270 -100.0%
OEF -262 -24.7%
AVUV -226 -12.3%
PG -211 -100.0%
HON -210 -100.0%
META -154 -14.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type