RVW Wealth, LLC

13F filer, CIK 1756543, LOS ANGELES, CA

RVW Wealth, LLC reported $1,071,948,264 across 144 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-23. Its ten largest share positions make up 50.32% of the portfolio.

Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001756543-25-000001

Period: 2024-12-31
Reported value: $1.07B
Holdings: 144
Top 10 weight: 50.32%
New: 7
Sold out: 18

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IBDUadded	+743,743	$17M
SCHDadded	+428,693	$11.7M
AAPLadded	+33,993	$8.51M
DFAUadded	+161,905	$6.56M
QGRWadded	+56,685	$2.79M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
ISHARESexited	-805,215	-$20.3M
ICSHexited	-94,533	-$4.8M
INVESCOexited	-167,889	-$3.55M
NVDAreduced	-22,233	-$2.99M
AVUSreduced	-24,402	-$2.37M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001756543-25-000001, largest first. % of portfolio is the value over $1,071,948,264, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AVUSAMERICAN CENTY ETF TR	1,037,078	$101M	9.38%	-24,402	Timeline
DGRWWISDOMTREE TR	839,339	$67.9M	6.34%	+9,062	Timeline
DFAUDIMENSIONAL ETF TRUST	1,448,756	$58.7M	5.47%	+161,905	Timeline
QGRWWISDOMTREE TR	1,182,836	$58.3M	5.44%	+56,685	Timeline
DFAIDIMENSIONAL ETF TRUST	1,857,233	$54.2M	5.06%	+31,190	Timeline
JQUAJ P MORGAN EXCHANGE TRADED F	797,250	$45.7M	4.26%	+11,588	Timeline
IQLTISHARES TR	1,176,428	$43.7M	4.07%	-1,179	Timeline
COWZPACER FDS TR	762,674	$43.1M	4.02%	-22,306	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	639,327	$37.8M	3.53%	+6,382	Timeline
AAPLAPPLE INC	118,321	$29.6M	2.76%	+33,993	Timeline
FXLFIRST TR EXCHANGE-TRADED FD	198,216	$29.4M	2.75%	-2,684	Timeline
DFAEDIMENSIONAL ETF TRUST	1,046,024	$26.5M	2.48%	+9,010	Timeline
AVUVAMERICAN CENTY ETF TR	259,919	$25.1M	2.34%	-5,040	Timeline
AVDEAMERICAN CENTY ETF TR	404,833	$24.8M	2.32%	-8,112	Timeline
ISHARES TRISHARES TR	956,187	$24M	2.23%	+90,275
IBDRISHARES TR	959,586	$23.1M	2.15%	+79,163	Timeline
IBDSISHARES TR	956,044	$22.9M	2.14%	+80,187	Timeline
QUALISHARES TR	128,230	$22.8M	2.13%	-5,659	Timeline
SPTMSPDR SERIES TRUST	315,913	$22.6M	2.11%	+7,521	Timeline
IBDTISHARES TR	869,496	$21.7M	2.02%	+62,756	Timeline
IBDUISHARES TR	811,880	$18.5M	1.73%	+743,743	Timeline
QTECFIRST TR EXCHANGE-TRADED FD	95,787	$18M	1.68%	-3,237	Timeline
SCHDSCHWAB STRATEGIC TR	655,766	$17.9M	1.67%	+428,693	Timeline
RWKINVESCO EXCH TRADED FD TR II	143,392	$16.7M	1.55%	-11,149	Timeline
TILTFLEXSHARES TR	75,973	$16.4M	1.53%	-3,950	Timeline
EFAISHARES TR	210,382	$15.9M	1.48%	-9,097	Timeline
NULGNUSHARES ETF TR	148,488	$12.7M	1.19%	-7,077	Timeline
SPSMSPDR SERIES TRUST	248,705	$11.2M	1.04%	-8,094	Timeline
QQQINVESCO QQQ TR	20,723	$10.6M	0.99%	-496	Timeline
ESGDISHARES TR	120,830	$9.2M	0.86%	-1,172	Timeline
RSPINVESCO EXCHANGE TRADED FD T	43,739	$7.66M	0.71%	0	Timeline
JPMEJ P MORGAN EXCHANGE TRADED F	72,808	$7.46M	0.7%	-564	Timeline
DEUSDBX ETF TR	127,305	$6.83M	0.64%	-15,839	Timeline
VTIVANGUARD INDEX FDS	22,240	$6.45M	0.6%	-579	Timeline
QDEFFLEXSHARES TR	89,621	$6.29M	0.59%	-1,891	Timeline
SPMOINVESCO EXCH TRADED FD TR II	63,953	$6.08M	0.57%	+19,016	Timeline
VFLOVICTORY PORTFOLIOS II	174,106	$5.94M	0.55%	+57,149	Timeline
RWLINVESCO EXCH TRADED FD TR II	50,041	$4.9M	0.46%	-1,513	Timeline
INTUINTUIT	5,560	$3.49M	0.33%	+1	Timeline
NVDANVIDIA CORPORATION	25,772	$3.46M	0.32%	-22,233	Timeline
VUGVANGUARD INDEX FDS	8,397	$3.45M	0.32%	-52	Timeline
IJRISHARES TR	29,761	$3.43M	0.32%	-1,008	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	5,825	$3.32M	0.31%	-478	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	74,477	$3.25M	0.3%	-6,282	Timeline
TSLATESLA INC	7,895	$3.19M	0.3%	+82	Timeline
XLKSELECT SECTOR SPDR TR	13,397	$3.12M	0.29%	0	Timeline
SCHBSCHWAB STRATEGIC TR	128,781	$2.92M	0.27%	+85,900	Timeline
LRGFISHARES TR	47,651	$2.88M	0.27%	-280	Timeline
MSFTMICROSOFT CORP	6,754	$2.85M	0.27%	+81	Timeline
ESGFLEXSHARES TR	16,782	$2.31M	0.22%	-154	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	33,317	$2.23M	0.21%	-3,283	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,404	$2M	0.19%	+692	Timeline
XJHISHARES TR	35,860	$1.5M	0.14%	-780	Timeline
FEMSFIRST TR EXCH TRD ALPHDX FD	34,701	$1.31M	0.12%	-399	Timeline
SYKSTRYKER CORPORATION	3,569	$1.29M	0.12%	0	Timeline
AVEMAMERICAN CENTY ETF TR	21,555	$1.27M	0.12%	+670	Timeline
INVESCOINVESCO	60,511	$1.25M	0.12%	-1,761
VIGVANGUARD SPECIALIZED FUNDS	6,212	$1.22M	0.11%	-22	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	25,098	$1.16M	0.11%	+13,551	Timeline
AMZNAMAZON COM INC	5,163	$1.13M	0.11%	-134	Timeline
EZMWISDOMTREE TR	17,617	$1.1M	0.1%	0	Timeline
IUSINVESCO EXCH TRD SLF IDX FD	21,511	$1.07M	0.1%	-2,170	Timeline
OEFISHARES TR	3,486	$1.01M	0.09%	0	Timeline
NUSCNUSHARES ETF TR	23,853	$999K	0.09%	+212	Timeline
JPINJ P MORGAN EXCHANGE TRADED F	17,596	$942K	0.09%	+86	Timeline
ABBVABBVIE INC	5,113	$909K	0.08%	0	Timeline
USHYISHARES TR	22,296	$820K	0.08%	-2,878	Timeline
VOOVANGUARD INDEX FDS	1,511	$814K	0.08%	+730	Timeline
DISDISNEY WALT CO	7,221	$804K	0.08%	+1,198	Timeline
WTVWISDOMTREE TR	9,582	$801K	0.07%	-263	Timeline
METAMETA PLATFORMS INC	1,291	$756K	0.07%	+168	Timeline
VEUVANGUARD INTL EQUITY INDEX F	12,162	$698K	0.07%	-262	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	35,386	$688K	0.06%	-2,113	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	1	$681K	0.06%	0	Timeline
GSGOLDMAN SACHS GROUP INC	1,180	$676K	0.06%	0	Timeline
NUMVNUSHARES ETF TR	18,994	$661K	0.06%	+117	Timeline
COSTCOSTCO WHOLESALE CORPORATION	706	$647K	0.06%	-17	Timeline
NFLXNETFLIX INC.	724	$645K	0.06%	new	Timeline
AVDVAMERICAN CENTY ETF TR	9,438	$614K	0.06%	new	Timeline
EISISHARES INC	7,914	$610K	0.06%	-3,767	Timeline
SPHDINVESCO EXCH TRADED FD TR II	12,163	$588K	0.05%	0	Timeline
XOMEXXON MOBIL CORP	5,317	$572K	0.05%	+2	Timeline
JPCNUVEEN PFD & INCOME OPPORTUN	70,922	$557K	0.05%	+12,422	Timeline
IYWISHARES TR	3,413	$544K	0.05%	new	Timeline
GOOGLALPHABET INC	2,850	$540K	0.05%	+6	Timeline
IEFAISHARES TR	7,536	$530K	0.05%	0	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	7,059	$523K	0.05%	+100	Timeline
JGHNUVEEN GLOBAL HIGH INCOME FD	39,379	$506K	0.05%	+7,479	Timeline
VGTVANGUARD WORLD FD	813	$506K	0.05%	0	Timeline
IBTGISHARES TR	21,955	$501K	0.05%	new	Timeline
ISHARES TRISHARES TR	21,474	$501K	0.05%	-4,725
DFAXDIMENSIONAL ETF TRUST	19,736	$491K	0.05%	-331	Timeline
IWVISHARES TR	1,464	$489K	0.05%	0	Timeline
IBITISHARES BITCOIN TRUST ETF	9,091	$482K	0.04%	new	Timeline
VOVANGUARD INDEX FDS	1,768	$467K	0.04%	0	Timeline
MAMASTERCARD INCORPORATED	868	$457K	0.04%	-65	Timeline
IQDFFLEXSHARES TR	19,485	$453K	0.04%	-439	Timeline
CVXCHEVRON CORPORATION	3,098	$449K	0.04%	-175	Timeline
IVVISHARES TR	742	$437K	0.04%	-79	Timeline
ISRAVANECK ETF TRUST	9,884	$430K	0.04%	-4,510	Timeline
CWBSPDR SERIES TRUST	5,512	$429K	0.04%	+38	Timeline
VBVANGUARD INDEX FDS	1,753	$421K	0.04%	+120	Timeline
DDOMINION ENERGY INC	7,725	$416K	0.04%	0	Timeline
PFFDGLOBAL X FDS	20,803	$406K	0.04%	0	Timeline
NUMGNUSHARES ETF TR	7,881	$373K	0.03%	0	Timeline
IJHISHARES TR	5,802	$362K	0.03%	-255	Timeline
JFRNUVEEN FLOATING RATE INCOME	40,349	$360K	0.03%	+11,312	Timeline
HYGVFLEXSHARES TR	8,819	$359K	0.03%	-9,585	Timeline
IVWISHARES TR	3,525	$358K	0.03%	0	Timeline
AXONAXON ENTERPRISE INC	600	$357K	0.03%	0	Timeline
GOOGALPHABET INC	1,871	$356K	0.03%	-88	Timeline
JPMJPMORGAN CHASE & CO	1,465	$351K	0.03%	-296	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	595	$349K	0.03%	-2	Timeline
VTVVANGUARD INDEX FDS	1,998	$338K	0.03%	-82	Timeline
NUEMNUSHARES ETF TR	11,587	$336K	0.03%	+170	Timeline
USRTISHARES TR	5,717	$328K	0.03%	-6,194	Timeline
HYIWESTERN ASSET HIGH YIELD OPP	27,623	$327K	0.03%	+8,123	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	16,633	$324K	0.03%	+497	Timeline
FPFFIRST TR INTER DURATN PFD &	17,849	$321K	0.03%	+5,149	Timeline
XLRESELECT SECTOR SPDR TR	7,846	$319K	0.03%	-5,517	Timeline
REZISHARES TR	3,824	$310K	0.03%	-565	Timeline
VRPINVESCO EXCH TRADED FD TR II	12,072	$292K	0.03%	-379	Timeline
NULVNUSHARES ETF TR	7,074	$279K	0.03%	+48	Timeline
IBDWISHARES TR	13,680	$278K	0.03%	new	Timeline
VHTVANGUARD WORLD FD	1,045	$265K	0.02%	0	Timeline
VVISA INC	839	$265K	0.02%	+4	Timeline
PEPPEPSICO INC	1,733	$264K	0.02%	+66	Timeline
IWFISHARES TR	645	$259K	0.02%	-63	Timeline
ELVELEVANCE HEALTH INC FORMERLY	695	$256K	0.02%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,164	$256K	0.02%	+152	Timeline
COFCAPITAL ONE FINL CORP	1,404	$250K	0.02%	0	Timeline
MGVVANGUARD WORLD FD	2,000	$250K	0.02%	0	Timeline
ITEQAMPLIFY ETF TR	4,795	$247K	0.02%	-2,052	Timeline
DGROISHARES TR	3,763	$231K	0.02%	-8,043	Timeline
FRIFIRST TR EXCHANGE-TRADED FD	8,399	$230K	0.02%	0	Timeline
DONWISDOMTREE TR	4,428	$226K	0.02%	-300	Timeline
MCDMCDONALDS CORP	775	$225K	0.02%	+2	Timeline
BFORALPS ETF TR	3,068	$223K	0.02%	0	Timeline
AIQGLOBAL X FDS	5,488	$212K	0.02%	new	Timeline
PGPROCTER & GAMBLE CO	1,230	$206K	0.02%	0	Timeline
DFACDIMENSIONAL ETF TRUST	5,957	$206K	0.02%	0	Timeline
JNJJOHNSON & JOHNSON	1,422	$206K	0.02%	+1	Timeline
LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP	16,752	$126K	0.01%	0
CohBar IncCohBar Inc	181,490	$81.7K	0.01%	0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
ISHARESISHARES	805,215	$20.3M	shares
ICSHISHARES TR	94,533	$4.8M	shares
INVESCOINVESCO	167,889	$3.55M	shares
ISHARES TRISHARES TR	25,565	$614K	shares
INSMINSMED INC	4,239	$309K	shares
MNKDMANNKIND CORP	46,151	$290K	shares
ISHARES TRISHARES TR	10,765	$281K	shares
CRUSCIRRUS LOGIC INC	2,078	$258K	shares
FPEFIRST TR EXCH TRADED FD III	13,557	$245K	shares
HYLSFIRST TR EXCHANGE-TRADED FD	5,573	$234K	shares
GEGE AEROSPACE	1,194	$225K	shares
PGXINVESCO EXCH TRADED FD TR II	17,938	$222K	shares
JPEMJ P MORGAN EXCHANGE TRADED F	3,788	$215K	shares
BABOEING CO	1,350	$205K	shares
CWISPDR INDEX SHS FDS	6,651	$202K	shares
PFEPFIZER INC	6,919	$200K	shares
KEZAR LIFE SCIENCES INCKEZAR LIFE SCIENCES INC	23,765	$18.4K	shares
AFRICAN AGRICULTURE HOLDING…AFRICAN AGRICULTURE HOLDINGS ORD	10,000	$240	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001756543-25-000001	base		2025-01-23	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC