RVW Wealth, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$1.3T
Holdings
181
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (181 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPHDPwrshr S&P500 Hidiv | 11,920 | $572.0M | 0.04% | |
| 102 | FEMSFIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF | 13,596 | $572.0M | 0.04% | |
| 103 | BSCQINVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF | 27,811 | $544.0M | 0.04% | |
| 104 | WMTWal Mart Stores Inc | 4,842 | $539.0M | 0.04% | |
| 105 | CVXChevron Corporation | 3,467 | $528.0M | 0.04% | |
| 106 | PLTRPALANTIR TECH INC COM CL A | 2,903 | $516.0M | 0.04% | |
| 107 | IVVIshares TRUST S&P | 752 | $515.0M | 0.04% | |
| 108 | ISRAVaneck Vectors Israel ETF | 8,560 | $503.0M | 0.04% | |
| 109 | IBDWISHARES TRUST IBONDS DEC 2031 TERM CORPOR | 23,682 | $500.0M | 0.04% | |
| 110 | JGHNUVEEN GLOBAL HIGH INCM FD SHS | 39,379 | $496.0M | 0.04% | |
| 111 | CWBSpdr Barclays Cnv | 5,512 | $491.0M | 0.04% | |
| 112 | MCDMc Donalds Corp | 1,574 | $481.0M | 0.04% | |
| 113 | VOVanguard Mid Cap | 1,622 | $470.0M | 0.04% | |
| 114 | GBTCBitcoin Investment Ord | 6,872 | $469.0M | 0.04% | |
| 115 | IQDFFlexShares Intl Qual Div ETF | 15,318 | $465.0M | 0.04% | |
| 116 | DFAXDIMENSIONAL WLD EX US CR EQ 2 ETF | 14,168 | $463.0M | 0.04% | |
| 117 | DDominion Res Inc Va New | 7,725 | $452.0M | 0.03% | |
| 118 | SCHWThe Charles Schwab Corp | 4,514 | $450.0M | 0.03% | |
| 119 | IVWIshares S&P 500 Growth | 3,525 | $434.0M | 0.03% | |
| 120 | VGTVanguard Info Technology | 570 | $429.0M | 0.03% | |
| 121 | NULVNUVEEN ESG NUVEEN ESG LRG CAP VAL ETF | 9,423 | $424.0M | 0.03% | |
| 122 | BSXBoston Scientific Corp | 4,316 | $411.0M | 0.03% | |
| 123 | FTSLFIRST TRUST SENIOR LN FD ETF | 8,668 | $397.0M | 0.03% | |
| 124 | GEGeneral Electric Company | 1,252 | $385.0M | 0.03% | |
| 125 | COFCapital One Financial Cp | 1,553 | $376.0M | 0.03% | |
| 126 | ADIAnalog Devices Inc | 1,376 | $373.0M | 0.03% | |
| 127 | IBMIntl Business Machines | 1,242 | $367.0M | 0.03% | |
| 128 | BSCSINVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF | 17,064 | $351.0M | 0.03% | |
| 129 | IJHIshares Tr S&P Midcap | 5,315 | $350.0M | 0.03% | |
| 130 | NUEMNuveen Esg Emerging | 9,835 | $349.0M | 0.03% | |
| 131 | HYGVFLEXSHARES TRUST HIG YLD VL ET F | 8,509 | $346.0M | 0.03% | |
| 132 | NUMGNuveen Esg Mid Cap | 7,179 | $342.0M | 0.03% | |
| 133 | AXONAXON ENTERPRISE INC COM | 600 | $340.0M | 0.03% | |
| 134 | FPFFirst TRUST Intermediate | 17,849 | $332.0M | 0.03% | |
| 135 | USRTISHARES TRUST CRE U S REIT ETF | 5,717 | $325.0M | 0.02% | |
| 136 | XLREReal Estate Select Sctr | 7,846 | $316.0M | 0.02% | |
| 137 | JFRNuveen Floating Rate Income | 40,349 | $315.0M | 0.02% | |
| 138 | VTVVanguard Value | 1,626 | $310.0M | 0.02% | |
| 139 | SCHKSchwab 1000 ETF | 9,436 | $309.0M | 0.02% | |
| 140 | HYIWestern Asset High Yld Def Opp | 27,623 | $308.0M | 0.02% | |
| 141 | MRSHMarsh & Mc Lennan Co Inc | 1,664 | $308.0M | 0.02% | |
| 142 | NVSNNovartis AG ADR | 2,148 | $296.0M | 0.02% | |
| 143 | REZIshares Ftse Nareit Res | 3,504 | $289.0M | 0.02% | |
| 144 | PFFDGLOBAL X FDS US PFD ETF | 15,196 | $287.0M | 0.02% | |
| 145 | GQ9SPDR Gold Shares | 720 | $285.0M | 0.02% | |
| 146 | AONA O N Plc | 800 | $282.0M | 0.02% | |
| 147 | MGVVanguard Mega Cap Value ETF | 2,000 | $282.0M | 0.02% | |
| 148 | VHTVanguard Health Care | 957 | $275.0M | 0.02% | |
| 149 | VRPInvesco Variable Rate Preferred ETF | 11,314 | $275.0M | 0.02% | |
| 150 | TDYTeledyne Technologie | 538 | $274.0M | 0.02% | |
| 151 | FTECFidelity MSCI Information Tech ETF | 1,209 | $271.0M | 0.02% | |
| 152 | ORCLOracle Corporation | 1,387 | $270.0M | 0.02% | |
| 153 | AVDVAVANTIS INTERNATNL SML CP VL ETF | 2,817 | $264.0M | 0.02% | |
| 154 | PRFPowershs Exch Trad Fd Tr | 5,598 | $262.0M | 0.02% | |
| 155 | BSCRINVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF | 13,097 | $258.0M | 0.02% | |
| 156 | ITEQBlueStar Israel Technology ETF | 4,418 | $256.0M | 0.02% | |
| 157 | AXPAmerican Express Company | 670 | $247.0M | 0.02% | |
| 158 | XMMOINVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETF | 1,789 | $247.0M | 0.02% | |
| 159 | BSCTINVSC BLTSHRS 2029 CORP BND ETF | 13,114 | $247.0M | 0.02% | |
| 160 | HDHome Depot Inc | 717 | $246.0M | 0.02% | |
| 161 | BFORAlps TRUST Etf | 2,899 | $238.0M | 0.02% | |
| 162 | FRIFIRST TRUST PORTFOLIOS COM ETF | 8,498 | $232.0M | 0.02% | |
| 163 | CWISpdr Msci Acwi Ex Us | 6,425 | $230.0M | 0.02% | |
| 164 | LRCXLam Research Corporation | 1,340 | $229.0M | 0.02% | |
| 165 | JPEMJpmrg Dvsfd Retn Emrg | 3,779 | $229.0M | 0.02% | |
| 166 | IWFIshares Tr Russell | 478 | $226.0M | 0.02% | |
| 167 | IMAImax Corp | 6,068 | $224.0M | 0.02% | |
| 168 | EMREmerson Electric Co | 1,675 | $222.0M | 0.02% | |
| 169 | VBVanguard Small Cap | 851 | $219.0M | 0.02% | |
| 170 | PGProcter & Gamble | 1,510 | $216.0M | 0.02% | |
| 171 | IWBIshares Tr Russell | 555 | $207.0M | 0.02% | |
| 172 | PEPPepsico Incorporated | 1,441 | $206.0M | 0.02% | |
| 173 | INTCIntel Corp | 5,600 | $206.0M | 0.02% | |
| 174 | RTXRaytheon Technologies Ord | 1,109 | $203.0M | 0.02% | |
| 175 | SRLNSpdr Blackstone Gso | 4,901 | $202.0M | 0.02% | |
| 176 | EOGE O G Resources Inc | 1,916 | $201.0M | 0.02% | |
| 177 | LIONLionsgate Studios Corp Registered Shs Isin#ca53626 | 16,752 | $152.0M | 0.01% | |
| 178 | —CohBar Inc | 181,490 | $74.0M | 0.01% | |
| 179 | TTRXTurn Therapeutics Inc. | 18,000 | $70.0M | 0.01% | |
| 180 | SLMTBrera Holdings Plc COM USD0.05 CL B (P/S) | 16,000 | $29.0M | 0.00% | |
| 181 | —Profusa Inc. COM USD 0.0001 | 29,300 | $3.0M | 0.00% |
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