RVW Wealth, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,283,760
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 176 | 1,283,760 | 13F-HR | RVW Wealth, LLC |
| Q4 2025 | 1/12/2026 | 181 | 1,309,323 | 13F-HR | RVW Wealth, LLC |
| Q3 2025 | 10/21/2025 | 176 | 1,280,937 | 13F-HR | RVW Wealth, LLC |
| Q2 2025 | 7/15/2025 | 170 | 1,177,781 | 13F-HR | RVW Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 188.1 K | 14.7% | 0 | 812.6 K | -812.6 K |
| ETFs | 984.6 K | 76.7% | 787.4 K | 0 | 787.4 K |
| Debt | 111 K | 8.6% | 386 | 0 | 386 |
| Other | 0 | 0.0% | 0 | 735 | -735 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
1,283,760
Holdings
176
QoQ value change ($000)
-25,563
(-2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.