RVW Wealth, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,309,323
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 1.001 M | 76.4% | 14.54 K | 0 | 14.54 K |
| ETFs | 197.2 K | 15.1% | 4.793 K | 0 | 4.793 K |
| Debt | 110.6 K | 8.5% | 9.096 K | 0 | 9.096 K |
| Other | 735 | 0.1% | 0 | 40 | -40 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
1,309,323
Holdings
181
QoQ value change ($000)
28,386
(2.2%)
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.