RVW Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
183
Total value ($000)
$1,519,022
Net value change ($000)
+235,262 (18.3%)
New positions
11
Sold out positions
4
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 40,474 19.4%
AVUS 16,629 18.6%
HOG 14,775 NEW
SPMO 14,164 51.1%
QGRW 13,929 24.5%
JQUA 12,570 22.3%
QTEC 9,851 54.4%
RDVY 8,607 22.1%
DGRW 7,637 10.5%
VFLO 7,082 17.9%
Top Reduces (Value $000, Stocks/ETFs)
JPST -6,300 -96.2%
NOC -1,610 -100.0%
INTU -787 -39.6%
GBFH -643 -15.1%
NFLX -467 -62.3%
UNH -423 -100.0%
RTX -390 -65.0%
MSFT -307 -16.8%
BSCR -301 -52.3%
MKL -253 -100.0%
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