RVW Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
176
Total value ($000)
$1,283,760
Net value change ($000)
-25,563 (-2.0%)
New positions
12
Sold out positions
17
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JPST 6,548 NEW
AMERICAN CENTURY ETF TRUST 5,238 NEW
GBFH 2,900 214.7%
IBDU 1,912 7.7%
IBDV 1,835 7.5%
IBDT 1,651 6.0%
GEV 1,386 90.8%
IBDS 1,100 3.9%
COWG 1,095 10.5%
AMZN 848 46.4%
Top Reduces (Value $000, Stocks/ETFs)
QGRW -6,551 -10.3%
IBDR -4,297 -13.5%
RSP -2,926 -35.6%
AVUS -2,638 -2.9%
VTI -2,631 -32.1%
DFAU -2,249 -1.1%
AAPL -2,085 -5.7%
NULG -1,882 -13.9%
QTEC -1,622 -8.2%
QUAL -1,523 -5.7%
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