RVW Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2026
Date filed
10/6/2026
Form type
13F-HR
Num holdings
185
Total value ($000)
$1,558,106
Net value change ($000)
+39,084 (2.6%)
New positions
8
Sold out positions
6
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AVUS 10,832 10.2%
VFLO 10,272 22.0%
AAPL 6,858 17.9%
AVDE 6,020 23.0%
QGRW 5,864 8.3%
JQUA 5,681 8.2%
IYW 5,142 22.7%
AVEM 3,377 230.0%
MSFT 2,625 172.8%
PAGP 2,590 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAI -5,715 -9.1%
HOG -5,326 -36.0%
DFAE -3,676 -10.2%
COWG -3,419 -22.1%
IBDV -2,662 -9.3%
GBFH -2,272 -63.0%
DFAU -2,223 -0.9%
IBDR -1,556 -5.5%
GEV -1,451 -53.0%
RWK -1,059 -5.6%
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