What RVW Wealth, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1756543 · Filed Jul 8, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
DIMENSIONAL US CORE EQUITY MARKT ETFUS CORE EQT MKT | 4.8M | +4.2% | $249.4M | 16.4% |
AMERICAN CENTURY INVESTMENTS U S EQT ETFUS EQT ETF | 826.5K | +3.0% | $105.9M | 7% |
Wisdomtree US Divid EtfUS QTLY DIV GRT | 842.3K | +1.5% | $80.5M | 5.3% |
WISDOMTREE US QUALITY GROWTH ETF |
| 1.1M |
| +0.7% |
| $70.9M |
| 4.7% |
JP MORGAN ETF TRUST US QUALTY FCTR ETFUS QUALTY FCTR | 952.8K | +3.8% | $68.9M | 4.5% |
Dimensional International Cr Eq Mkt ETFINTL CORE EQT MK | 1.5M | +4.9% | $63M | 4.1% |
First Trst Nasdaq RsngRISNG DIVD ACHIV | 586.9K | +2.8% | $47.6M | 3.1% |
ISHARES TRUST INTL QLTY FACTOR ETFMSCI INTL QUALTY | 958.4K | +4.0% | $47.5M | 3.1% |
VictoryShares Free Cash Flow ETFSHARES FREE CASH | 1M | +1.8% | $46.6M | 3.1% |
INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETFS&P 500 MOMNTM | 259.2K | +4.9% | $41.9M | 2.8% |
AAPLApple Inc. | 132.2K | −2.8% | $38.2M | 2.5% |
Dimensional Emerging Core Equity Mkt ETFEMGR CRE EQT MNG | 892.3K | +3.9% | $35.9M | 2.4% |
iShares iBonds Dec 2027 Term Corp ETFIBONDS 27 ETF | 1.3M | +4.5% | $30.8M | 2% |
ISHARES TRUST IBDS DEC28 ETFIBDS DEC28 ETF | 1.2M | +4.1% | $30.5M | 2% |
iShares MSCI USA Quality Factor ETFMSCI USA QLT FCT | 131.9K | +0.3% | $28.9M | 1.9% |
ISHARES TRUST IBONDS DEC 2030 TERM CORPORIBONDS DEC 2030 | 1.3M | +8.6% | $28.5M | 1.9% |
ISHARES TRUST IBONDS DEC2026 E TFIBONDS DEC2026 | 1.2M | +2.2% | $28.2M | 1.9% |
ISHARES TRUST IBONDS DEC 29 ET FIBONDS DEC 29 | 1.2M | +5.4% | $28M | 1.8% |
First Tr Nasdaq 100 FundSHS | 83.5K | −0.4% | $28M | 1.8% |
SPDR SERIES TRUST PORTFOLIO TL STK ETFPORTFOLI S&P1500 | 304K | +0.5% | $27.6M | 1.8% |
AMERICAN CENTURY INVESTMENTS I NTL EQT ETFINTL EQT ETF | 292.8K | +0.6% | $26.1M | 1.7% |
iShares U.S. Technology ETFU.S. TECH ETF | 89.8K | +1.1% | $22.6M | 1.5% |
Flexshares MorningstarMORNSTAR USMKT | 68.3K | +0.1% | $18.9M | 1.2% |
INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ETS&P MDCP 400 REV | 128.5K | +9.2% | $18.8M | 1.2% |
QQQInvesco QQQ Trust, Series 1 | 21.2K | −0.5% | $15.6M | 1% |
NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETFNUVEEN ESG LRGCP | 132.7K | +3.5% | $15.5M | 1% |
Pacer US Large Cp CA Cows Gr Ldrs ETFUS LRG CP CASH | 385.8K | +12.8% | $15.5M | 1% |
HOGHarley-Davidson, Inc. | 604.1K | New | $14.8M | 1% |
Ishares Tr Msci Eafe FdMSCI EAFE ETF | 138.4K | −2.6% | $14.4M | 0.9% |
FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETFTECH ALPHADEX | 63.9K | +3.6% | $13.9M | 0.9% |
SPDR SERIES TRUST PORTFOLIO SM ETFPORTFOLIO S&P600 | 175K | +14.3% | $10.1M | 0.7% |
Rydex Etf TRUSTS&P500 EQL WGT | 42.2K | +53.3% | $9M | 0.6% |
Vanguard Total Stock MktTOTAL STK MKT | 23K | +32.4% | $8.5M | 0.6% |
NVDANVIDIA Corp | 41.6K | −0.1% | $8.3M | 0.5% |
JP MORGAN ETF TRUST DIVERSFED RTRN ETFDIVERSFED RTRN | 63.8K | +0.2% | $7.9M | 0.5% |
FLEXSHARES TRUST QLT DIV DEF I DX ETFQLT DIV DEF IDX | 88.1K | +9.2% | $7.7M | 0.5% |
PACER FDS TR US CASH COWS 100 ETFUS CASH COWS 100 | 111.8K | +8.1% | $7M | 0.5% |
AMERICAN CENTURY ETF TRUST ETFAVANTIS TOTAL EQ | 111.4K | ±0% | $6.1M | 0.4% |
Ishares Esg Msci EafeESG AW MSCI EAFE | 57.4K | +4.1% | $5.9M | 0.4% |
DIMENSIONAL U S CORE EQUITY 2 ETFUS CORE EQUITY 2 | 125.8K | −2.2% | $5.6M | 0.4% |
INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETFS&P 500 REVENUE | 42.8K | +0.5% | $5.5M | 0.4% |
Dutsch X Trck Rusl 1000XTRACKERS RUSSEL | 78.8K | +0.7% | $5.1M | 0.3% |
Sector Spdr Tech SelectTECHNOLOGY | 25.2K | ±0% | $4.8M | 0.3% |
Vanguard S&P 500 EtfS&P 500 ETF SHS | 6.5K | +137.0% | $4.5M | 0.3% |
SCHWAB US DIVIDEND EQ ETFUS DIVIDEND EQ | 136.1K | +9.5% | $4.3M | 0.3% |
Ishares Core DividendCORE DIV GRWTH | 54.5K | −1.3% | $4.1M | 0.3% |
Vanguard GrowthGROWTH ETF | 46.1K | +485.7% | $4M | 0.3% |
GBFHGBank Financial Holdings Inc. | 119K | −25.1% | $3.6M | 0.2% |
TSLATesla, Inc. | 8K | −10.5% | $3.4M | 0.2% |
ISHARES TRUST MULTIFACTOR USA ETFU S EQUITY FACTR | 44.6K | −1.0% | $3.4M | 0.2% |
Ishares Tr S&P SmallcapCORE S&P SCP ETF | 22.2K | −0.5% | $3.3M | 0.2% |
Schw US Brd Mkt EtfUS BRD MKT ETF | 107.1K | +0.2% | $3.1M | 0.2% |
Flexsh Stoxx US EsgSTOX US ESG SLCT | 16.1K | +0.1% | $2.8M | 0.2% |
GOOGAlphabet Inc. | 7.8K | ±0% | $2.8M | 0.2% |
Berkshire Hathaway Inc BCL B NEW | 5.5K | +6.2% | $2.7M | 0.2% |
GEVGE Vernova Inc. | 2.3K | −30.1% | $2.7M | 0.2% |
AMZNAmazon Com Inc | 11.2K | −12.5% | $2.7M | 0.2% |
INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETFS&P500 QUALITY | 29.6K | +3.5% | $2.7M | 0.2% |
MDYSPDR S&P Midcap 400 ETF Trust | 3.8K | +3.9% | $2.7M | 0.2% |
LLYELI LILLY & Co | 2.2K | +81.2% | $2.6M | 0.2% |
AVANTIS US SMALL CAP VALUE ETFUS SML CP VALU | 14.5K | −3.8% | $1.8M | 0.1% |
Vanguard Intl Eqty IndexALLWRLD EX US | 20.9K | +176.2% | $1.8M | 0.1% |
ABBVAbbVie Inc. | 6.7K | ±0% | $1.7M | 0.1% |
GOOGLAlphabet Inc. | 4.7K | −0.3% | $1.7M | 0.1% |
MSFTMicrosoft Corp | 4.1K | −17.4% | $1.5M | 0.1% |
AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETFAVENTIS EMGMKT | 15.2K | −0.8% | $1.5M | 0.1% |
Vanguard Div ApprciationDIV APP ETF | 5.8K | +3.0% | $1.4M | 0.1% |
AVGOBroadcom Inc. | 3.6K | +38.5% | $1.4M | 0.1% |
Wisdomtree TRUST MidcapUS MIDCAP FUND | 16.2K | ±0% | $1.2M | 0.1% |
GSGoldman Sachs Group Inc | 1.2K | +0.4% | $1.2M | 0.1% |
INTUIntuit Inc. | 4.6K | ±0% | $1.2M | 0.1% |
SYKStryker Corp | 3.6K | ±0% | $1.1M | 0.1% |
SPYSPDR S&P 500 ETF Trust | 1.5K | +50.0% | $1.1M | 0.1% |
JPMJPMorgan Chase & Co | 3.4K | −2.1% | $1.1M | 0.1% |
First TRUST ValueSHS | 22K | +2.4% | $1.1M | 0.1% |
Jpmorgan Dvrsfd RtrnDIV RTN INT EQ | 13.9K | +0.1% | $1M | 0.1% |
DISWalt Disney Co | 10.1K | ±0% | $968.2K | 0.1% |
WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETFWISDOMTREE US VA | 9.5K | ±0% | $967.4K | 0.1% |
iShares MSCI Israel ETFMSCI ISRAEL ETF | 8K | −3.5% | $966.6K | 0.1% |
Nuveen Esg Small CapNUVEEN ESG SMLCP | 18.4K | ±0% | $956.8K | 0.1% |
COSTCostco Wholesale Corp | 1K | −3.2% | $937.3K | 0.1% |
Exxon Mobil CorporationCOM | 6.7K | ±0% | $922K | 0.1% |
Invesco RAFI Strategic US ETFRAFI STRATGIC US | 14K | +3.9% | $919.7K | 0.1% |
JNJJohnson & Johnson | 3.6K | ±0% | $905.9K | 0.1% |
Ishares Tr S&P 100 IndexS&P 100 ETF | 2.4K | −3.4% | $885.8K | 0.1% |
Ishares Russell MidcapRUS MD CP GR ETF | 5.9K | −0.2% | $857.9K | 0.1% |
SPCXSpace Exploration Technologies Corp | 4.8K | New | $828K | 0.1% |
iShares ESG MSCI USA Leaders ETFESG MSCI LEADR | 5.8K | +2.2% | $776K | 0.1% |
VVisa Inc. | 2.2K | ±0% | $750.7K | 0.1% |
Berkshire Hathaway Inc ACL A | 1 | ±0% | $748.9K | 0.1% |
Nuveen Esg Mid Cap ValueNUVEEN ESG MIDVL | 17.1K | ±0% | $744.2K | 0.1% |
iShares ESG Screened S&P Mid-Cap ETFESG SCRD S&P MID | 13.7K | −0.2% | $712.5K | 0.1% |
Ishares Core Msci EafeCORE MSCI EAFE | 7.3K | +0.6% | $703.5K | 0.1% |
iShares Broad USD High Yield Corp Bd ETFBROAD USD HIGH | 19K | ±0% | $701.6K | 0.1% |
METAMeta Platforms, Inc. | 1.2K | ±0% | $652K | 0.1% |
Ishares Russell 3000RUSSELL 3000 ETF | 1.5K | ±0% | $649K | 0.1% |
INTCIntel Corp | 4.6K | −17.7% | $645.8K | 0.1% |
FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETFEM SML CP ALPH | 13.6K | +0.1% | $621.8K | 0.1% |
Ishares TRUST S&PCORE S&P500 ETF | 815 | −4.6% | $610.5K | 0.1% |
Pwrshr S&P500 HidivS&P500 HDL VOL | 11.9K | New | $606K | 0.1% |
Spdr Barclays CnvBBG CONV SEC ETF | 5.5K | ±0% | $594.3K | 0.1% |
Goldman Sachs Dynamic CA Muncpl Inc ETFDYNAMIC CAL MUNI | 11.6K | −13.8% | $592.1K | 0.1% |
iShares California Muni Bond ETFCALIF MUN BD ETF | 10.2K | −14.0% | $590K | 0.1% |
LRCXLAM Research Corp | 1.3K | ±0% | $580.7K | 0.1% |
CVXChevron Corp | 3.5K | ±0% | $574.7K | 0.1% |
JPCNuveen Preferred & Income Opportunities Fund | 70.9K | ±0% | $558.9K | 0.1% |
Vaneck Vectors Israel ETFISRAEL ETF | 8.6K | −5.4% | $555.8K | 0.1% |
FlexShares Intl Qual Div ETFINTL QLTDV IDX | 15.9K | +3.6% | $548.6K | 0.1% |
Vanguard Info TechnologyINF TECH ETF | 4.6K | +700.0% | $545K | 0.1% |
Dimensional California Municipal Bd ETFCALIF MUN BD ETF | 10.7K | −21.4% | $537.5K | 0.1% |
MAMastercard Inc | 1K | −2.5% | $536K | 0.1% |
DDominion Energy, Inc | 7.7K | ±0% | $527.5K | 0.1% |
Vanguard Mid CapMID CAP ETF | 6.5K | +299.9% | $522.6K | 0.1% |
ASMLASML Holding NV | 260 | ±0% | $517.3K | 0.1% |
DIMENSIONAL WLD EX US CR EQ 2 ETFWORLD EX US CORE | 13.7K | ±0% | $505.8K | 0.1% |
JGHNuveen Global High Income Fund | 39.4K | ±0% | $501.3K | 0.1% |
Ishares S&P 500 GrowthS&P 500 GRWT ETF | 3.5K | −15.1% | $484.8K | 0.1% |
NUVEEN ESG NUVEEN ESG LRG CAP VAL ETFNUVEEN ESG LRGVL | 9.5K | +1.3% | $476.2K | 0.1% |
INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETFBULSHS 2026 CB | 24.2K | −15.0% | $472.7K | 0.1% |
IBITiShares Bitcoin Trust ETF | 13.9K | +0.2% | $461.5K | 0.1% |
GEGeneral Electric Co | 1.2K | ±0% | $457.9K | 0.1% |
Nuveen Esg EmergingNUVEEN ESG EMRGN | 9.8K | ±0% | $417.4K | 0.1% |
Ishares Tr S&P MidcapCORE S&P MCP ETF | 5.3K | ±0% | $409.9K | 0.1% |
WMTWalmart Inc. | 3.6K | ±0% | $406.7K | 0.1% |
MCDMcDonald's Corp | 1.5K | −6.4% | $398.4K | 0.1% |
INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETFINVSCO BLSH 28 | 19.5K | +7.0% | $397.5K | 0.1% |
ISHARES TRUST CRE U S REIT ETFCRE U S REIT ETF | 5.7K | ±0% | $379.9K | 0.1% |
Vanguard ValueVALUE ETF | 1.6K | −8.9% | $356.5K | 0.1% |
Real Estate Select SctrRL EST SEL SEC | 7.8K | ±0% | $345.5K | 0.1% |
ISHARES TRUST IBONDS DEC 2031 TERM CORPORIBONDS DEC 2031 | 16.6K | ±0% | $345.1K | 0.1% |
FLEXSHARES TRUST HIG YLD VL ET FHIG YLD VL ETF | 8.5K | ±0% | $342.6K | 0.1% |
IBMInternational Business Machines Corp | 1.2K | ±0% | $342.4K | 0.1% |
Fidelity MSCI Information Tech ETFMSCI INFO TECH I | 1.2K | ±0% | $342.4K | 0.1% |
PANWPalo Alto Networks Inc | 1K | New | $342K | 0.1% |
FIRST TRUST SENIOR LN FD ETFSENIOR LN FD | 7.6K | −12.4% | $339.9K | 0.1% |
AXONAxon Enterprise, Inc. | 600 | ±0% | $336.4K | 0.1% |
AMATApplied Materials Inc | 464 | New | $335.5K | 0.1% |
Nuveen Esg Mid CapNUVEEN ESG MIDCP | 7.1K | −0.9% | $334.2K | 0.1% |
Schwab 1000 ETF1000 INDEX ETF | 9.1K | ±0% | $329.9K | 0.1% |
Vanguard Mega Cap Value ETFMEGA CAP VAL ETF | 2K | ±0% | $326.9K | 0.1% |
Ishares Ftse Nareit ResRESIDENTIAL MULT | 3.4K | −2.1% | $324.8K | 0.1% |
FPFFirst Trust Intermediate Duration Preferred & Income Fund | 17.8K | ±0% | $324.3K | 0.1% |
GLDSPDR Gold Trust | 879 | +2.8% | $323.8K | 0.1% |
GBTCGrayscale Bitcoin Trust ETF | 6.9K | ±0% | $312.8K | 0.1% |
JFRNuveen Floating Rate Income Fund | 40.3K | ±0% | $309.5K | 0.1% |
COFCapital One Financial Corp | 1.5K | ±0% | $307.1K | 0.1% |
INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETFS&P MDCP MOMNTUM | 1.8K | ±0% | $304.4K | 0.1% |
BlueStar Israel Technology ETFAMPLIFY BLUESTAR | 4.6K | −4.7% | $302.5K | 0.1% |
Powershs Exch Trad Fd TrRAFI US 1000 ETF | 5.6K | ±0% | $302.5K | 0.1% |
INVSC BLTSHRS 2029 CORP BND ETFBULETSHS 2029 | 16K | +10.8% | $296.6K | 0.1% |
HYIWestern Asset High Yield Opportunity Fund Inc. | 27.6K | ±0% | $293.6K | 0.1% |
GLOBAL X FDS US PFD ETFUS PFD ETF | 15.2K | ±0% | $284K | 0.1% |
NFLXNetflix Inc | 3.9K | −49.4% | $281.6K | 0.1% |
MSMorgan Stanley | 1.3K | ±0% | $280.7K | 0.1% |
AVANTIS INTERNATNL SML CP VL ETFINTL SMCP VLU | 2.7K | −3.4% | $280.3K | 0.1% |
Alps TRUST EtfBARRONS 400 ETF | 2.9K | ±0% | $277.2K | 0.1% |
INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETFBULSHS 2027 CB | 14K | −52.2% | $275.5K | 0.1% |
Invesco Variable Rate Preferred ETFVAR RATE PFD | 11.3K | ±0% | $275K | 0.1% |
AMDAdvanced Micro Devices Inc | 451 | New | $262K | 0.1% |
Spdr Msci Acwi Ex UsMSCI ACWI EXUS | 6.4K | ±0% | $261.3K | 0.1% |
Vanguard Small CapSMALL CP ETF | 850 | −0.1% | $257.6K | 0.1% |
JP MORGAN ETF TRUST ULTRA SHRT INC ETFULTRA SHRT ETF | 4.9K | −96.2% | $248.2K | 0.1% |
IMAXImax Corp | 6.1K | ±0% | $241.9K | 0.1% |
NVSNovartis AG | 1.5K | ±0% | $241.7K | 0.1% |
FIRST TRUST PORTFOLIOS COM ETFCOM | 7.6K | −10.7% | $240.6K | 0.1% |
EMREmerson Electric Co | 1.7K | ±0% | $239.8K | 0.1% |
HDHome Depot, Inc. | 677 | −5.6% | $238.6K | 0.1% |
Jpmrg Dvsfd Retn EmrgDIV RTN EM EQT | 3.8K | ±0% | $237.2K | 0.1% |
ADIAnalog Devices Inc | 596 | New | $236.7K | 0.1% |
Ishares Tr RussellRUS 1000 ETF | 555 | New | $227.2K | 0.1% |
VLOValero Energy Corp | 862 | ±0% | $224.5K | 0.1% |
Vanguard Health CareHEALTH CAR ETF | 750 | −17.1% | $224.3K | 0.1% |
RVMDRevolution Medicines, Inc. | 1.2K | New | $223.6K | 0.1% |
AXPAmerican Express Co | 645 | New | $218.2K | 0.1% |
Ishares EtfCORE MSCI EMKT | 2.6K | −12.0% | $214.8K | 0.1% |
RTXRTX Corp | 1.1K | −64.3% | $210.4K | 0.1% |
Pacer Dev Mkts Intl Csh Cows 100 ETFDEVELOPED MRKT | 5K | −50.0% | $209K | 0.1% |
ORCLOracle Corp | 1.4K | ±0% | $203.3K | 0.1% |
LMTLockheed Martin Corp | 397 | ±0% | $202.3K | 0.1% |
INVESCO BULLTSHR 2030 COR BND ETFINVSCO 30 CORP | 10.8K | New | $180K | 0.1% |
INVESCO BULLTSHR 2031 CRP BND ETFBULETSHS 2031 CP | 10.2K | ±0% | $167.5K | 0.1% |
TTRXTurn Therapeutics Inc. | 18K | ±0% | $131.4K | 0.1% |
CohBar IncCOM NEW | 181.5K | ±0% | $74.4K | 0.1% |