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RVW Wealth, LLC
hedge fundUpdated 30 days agoManaged by Rvw Wealth, Llc • Latest filing Q3 2026
Portfolio value
$1.6B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.3B |
| Q4 2025 | $1.3B |
| Q1 2026 | $1.3B |
| Q2 2026 | $1.5B |
| Q3 2026 | $1.6B |
Top holdings
185 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL US CORE EQUITY MARKT ETF | $247.2M | 4.72M | 15.86% | Trimmed(-2.2%) |
| 2 | ? N/A AMERICAN CENTURY INVESTMENTS U S EQT ETF | $116.7M | 911.0K | 7.49% | Added(+10.2%) |
| 3 | $81.1M | 833.6K | 5.20% | Trimmed(-1.0%) | |
| 4 | $76.7M | 1.12M | 4.92% | Added(+4.1%) | |
| 5 | $74.5M | 1.01M | 4.78% | Added(+6.0%) | |
| 6 | $57.3M | 1.38M | 3.68% | Trimmed(-9.5%) | |
| 7 | $56.9M | 1.11M | 3.65% | Added(+9.1%) | |
| 8 | $49M | 990.8K | 3.15% | Added(+3.4%) | |
| 9 | $46.7M | 596.4K | 3.00% | Added(+1.6%) | |
| 10 | $45.1M | 135.4K | 2.89% | Added(+2.5%) | |
| 11 | $41.3M | 272.6K | 2.65% | Added(+5.2%) | |
| 12 | $32.2M | 819.2K | 2.07% | Trimmed(-8.2%) | |
| 13 | ? N/A AMERICAN CENTURY INVESTMENTS I NTL EQT ETF | $32.1M | 356.7K | 2.06% | Added(+21.8%) |
| 14 | $30.1M | 1.25M | 1.93% | Trimmed(-1.9%) | |
| 15 | $29.8M | 1.20M | 1.92% | Trimmed(-0.9%) | |
| 16 | $29.1M | 131.1K | 1.87% | Trimmed(-0.6%) | |
| 17 | ? N/A ISHARES TRUST IBONDS DEC 29 ET F | $28.1M | 1.24M | 1.81% | Added(+2.4%) |
| 18 | $27.8M | 104.9K | 1.78% | Added(+16.8%) | |
| 19 | $27.4M | 297.6K | 1.76% | Trimmed(-2.1%) | |
| 20 | $27.4M | 83.1K | 1.76% | Trimmed(-0.6%) |