CIK 1756543
RVW Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
181
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 181
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ESG | Flexsh Stoxx US Esg | 16K | $1M+ | SH |
| MDY | Mid Cap SPDR | 4K | $1M+ | SH |
| GOOG | Google Inc Class C | 8K | $1M+ | SH |
| LLY | Lilly Eli & Company | 2K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF | 30K | $1M+ | SH |
| MSFT | Microsoft Corp | 5K | $1M+ | SH |
| AMZN | Amazon Com Inc | 8K | $1M+ | SH |
| DIS | Disney Walt Co | 16K | $1M+ | SH |
| ABBV | Abbvie Inc | 7K | $1M+ | SH |
| V | Visa Inc Cl A | 4K | $1M+ | SH |
| GEV | Ge Vernova Llc Com | 2K | $1M+ | SH |
| JPM | Jpmorgan Chase & Co | 5K | $1M+ | SH |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 15K | $1M+ | SH |
| GOOGL | Google Inc Class A | 5K | $1M+ | SH |
| GBFH | GBank Financial Holdings Inc | 40K | $1M+ | SH |
| VIG | Vanguard Div Apprciation | 6K | $1M+ | SH |
| SYK | Stryker Corp | 4K | $1M+ | SH |
| AVEM | AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF | 16K | $1M+ | SH |
| SPY | S P D R TRUST Unit SR | 2K | $1M+ | SH |
| VOO | Vanguard S&P 500 Etf | 2K | $1M+ | SH |
| EZM | Wisdomtree TRUST Midcap | 16K | $1M+ | SH |
| COST | Costco Whsl Corp New | 1K | $1M+ | SH |
| GS | Goldman Sachs Group Inc | 1K | $1M+ | SH |
| FVD | First TRUST Value | 22K | $1M+ | SH |
| XOM | Exxon Mobil Corporation | 8K | $500K+ | SH |
| JPIN | Jpmorgan Dvrsfd Rtrn | 14K | $500K+ | SH |
| AVGO | Avago Technologies | 3K | $500K+ | SH |
| WTV | WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF | 10K | $500K+ | SH |
| EIS | iShares MSCI Israel ETF | 8K | $500K+ | SH |
| OEF | Ishares Tr S&P 100 Index | 2K | $500K+ | SH |
| NUSC | Nuveen Esg Small Cap | 18K | $500K+ | SH |
| IUS | Invesco RAFI Strategic US ETF | 14K | $500K+ | SH |
| META | Meta Platforms Inc | 1K | $500K+ | SH |
| IWP | Ishares Russell Midcap | 6K | $500K+ | SH |
| NOC | Northrop Grumman Corp | 1K | $500K+ | SH |
| BRK.A | Berkshire Hathaway Inc A | 1 | $500K+ | SH |
| NFLX | Netflix Inc | 8K | $500K+ | SH |
| JNJ | Johnson & Johnson | 4K | $500K+ | SH |
| USHY | iShares Broad USD High Yield Corp Bd ETF | 20K | $500K+ | SH |
| SUSL | iShares ESG MSCI USA Leaders ETF | 6K | $500K+ | SH |
| IBIT | iShares Bitcoin Trust ETF | 14K | $500K+ | SH |
| NUMV | Nuveen Esg Mid Cap Value | 17K | $500K+ | SH |
| ASML | Asml Hldgs Nv | 603 | $500K+ | SH |
| IEFA | Ishares Core Msci Eafe | 7K | $500K+ | SH |
| MS | Morgan Stanley | 3K | $500K+ | SH |
| MA | Mastercard Inc | 1K | $500K+ | SH |
| XJH | iShares ESG Screened S&P Mid-Cap ETF | 14K | $500K+ | SH |
| VEU | Vanguard Intl Eqty Index | 8K | $500K+ | SH |
| IWV | Ishares Russell 3000 | 2K | $500K+ | SH |
| JPC | Nuveen Preferred Income | 71K | $500K+ | SH |