RVW Wealth, LLC

All 13F Filings

Location
Los Angeles, CA
Most recent 13F
Q2 2026
Holdings value ($000)
1,519,022
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/7/2026 183 1,519,022 13F-HR RVW Wealth, LLC
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 236.2 K 15.5% 48.08 K 0 48.08 K
ETFs 1.167 M 76.8% 181.9 K 0 181.9 K
Debt 116.3 K 7.7% 5.285 K 0 5.285 K
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Fund Snapshot

Q2 2026
Latest filed
7/7/2026
Total value ($000)
1,519,022
Holdings
183
QoQ value change ($000)
235,262 (18.3%)
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.