AiSiWhale

AI & tech investing

RVW Wealth, LLC

CIK 1756543

13F filing for Q2 2026・No. 1,982

Holdings
US$1.52B
Quarter change
+US$235.26M
Entries
183
Net bought (estimate)
+US$55.57M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 11
  • Sold out 4
  • Cut 51
  • Added 59
  • Corporate actions 0
  • Unchanged 62

Largest holdings

183 stocks worth US$1.52B, options and bonds left out.

StockThis quarterValueWeight
DIMENSIONAL US CORE EQUITY MARKT ETFUS CORE EQT MKTAddedUS$249.4M16.42%
AMERICAN CENTURY INVESTMENTS U S EQT ETFUS EQT ETFAddedUS$105.86M6.97%
Wisdomtree US Divid EtfUS QTLY DIV GRTAddedUS$80.54M5.30%
WISDOMTREE US QUALITY GROWTH ETFUS QUALITY GROWAddedUS$70.87M4.67%
JP MORGAN ETF TRUST US QUALTY FCTR ETFUS QUALTY FCTRAddedUS$68.87M4.53%
Dimensional International Cr Eq Mkt ETFINTL CORE EQT MKAddedUS$63.01M4.15%
First Trst Nasdaq RsngRISNG DIVD ACHIVAddedUS$47.57M3.13%
ISHARES TRUST INTL QLTY FACTOR ETFMSCI INTL QUALTYAddedUS$47.49M3.13%
VictoryShares Free Cash Flow ETFSHARES FREE CASHAddedUS$46.59M3.07%
INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETFS&P 500 MOMNTMAddedUS$41.88M2.76%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.