RVW Wealth, LLC
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$1.3B
Holdings
175
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAU
DIMENSIONAL US CORE EQUITY MARKT ETF
Held since at least Q1 2024
16.3%
02
$AVUS
AMERICAN CENTURY INVESTMENTS U S EQT ETF
Held since at least Q1 2024
7.0%
03
$DGRW
Wisdomtree US Divid Etf
Held since at least Q1 2024
5.7%
04
$QGRW
WISDOMTREE US QUALITY GROWTH ETF
Held since at least Q1 2024
4.4%
05
$DFAI
Dimensional International Cr Eq Mkt ETF
Held since at least Q1 2024
4.4%
06
$JQUA
JP MORGAN ETF TRUST US QUALTY FCTR ETF
Held since at least Q1 2024
4.4%
07
$IQLT
ISHARES TRUST INTL QLTY FACTOR ETF
Held since at least Q1 2024
3.3%
08
$VFLO
VictoryShares Free Cash Flow ETF
Held since at least Q1 2024
3.1%
09
$RDVY
First Trst Nasdaq Rsng
Held since at least Q1 2024
3.0%
10
$AAPL
Apple Computer Inc
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.