RVW Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
181
Total value ($000)
$1,309,323
Net value change ($000)
+28,386 (2.2%)
New positions
14
Sold out positions
9
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IBDV 24,567 NEW
DFAU 5,294 2.6%
IBDR 4,340 15.7%
IBDS 3,177 12.6%
AAPL 2,801 8.3%
IBDU 2,753 12.5%
IBDT 2,693 10.8%
DFAI 2,404 4.4%
AVUS 1,961 2.2%
VFLO 1,528 4.1%
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -24,911 -100.0%
QGRW -3,320 -5.0%
BSCP -995 -100.0%
BRK-B -753 -49.9%
RWK -587 -3.4%
QTEC -532 -2.6%
JPST -528 -100.0%
IBTG -515 -100.0%
iSHARES TRUST -515 -100.0%
NULG -474 -3.4%
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