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 101–150 of 181
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FEMS | FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF | 14K | $500K+ | SH |
| SPHD | Pwrshr S&P500 Hidiv | 12K | $500K+ | SH |
| BSCQ | INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF | 28K | $500K+ | SH |
| WMT | Wal Mart Stores Inc | 5K | $500K+ | SH |
| CVX | Chevron Corporation | 3K | $500K+ | SH |
| PLTR | PALANTIR TECH INC COM CL A | 3K | $500K+ | SH |
| IVV | Ishares TRUST S&P | 752 | $500K+ | SH |
| ISRA | Vaneck Vectors Israel ETF | 9K | $500K+ | SH |
| IBDW | ISHARES TRUST IBONDS DEC 2031 TERM CORPOR | 24K | $500K+ | SH |
| JGH | NUVEEN GLOBAL HIGH INCM FD SHS | 39K | $100K–$500K | SH |
| CWB | Spdr Barclays Cnv | 6K | $100K–$500K | SH |
| MCD | Mc Donalds Corp | 2K | $100K–$500K | SH |
| VO | Vanguard Mid Cap | 2K | $100K–$500K | SH |
| GBTC | Bitcoin Investment Ord | 7K | $100K–$500K | SH |
| IQDF | FlexShares Intl Qual Div ETF | 15K | $100K–$500K | SH |
| DFAX | DIMENSIONAL WLD EX US CR EQ 2 ETF | 14K | $100K–$500K | SH |
| D | Dominion Res Inc Va New | 8K | $100K–$500K | SH |
| SCHW | The Charles Schwab Corp | 5K | $100K–$500K | SH |
| IVW | Ishares S&P 500 Growth | 4K | $100K–$500K | SH |
| VGT | Vanguard Info Technology | 570 | $100K–$500K | SH |
| NULV | NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF | 9K | $100K–$500K | SH |
| BSX | Boston Scientific Corp | 4K | $100K–$500K | SH |
| FTSL | FIRST TRUST SENIOR LN FD ETF | 9K | $100K–$500K | SH |
| GE | General Electric Company | 1K | $100K–$500K | SH |
| COF | Capital One Financial Cp | 2K | $100K–$500K | SH |
| ADI | Analog Devices Inc | 1K | $100K–$500K | SH |
| IBM | Intl Business Machines | 1K | $100K–$500K | SH |
| BSCS | INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF | 17K | $100K–$500K | SH |
| IJH | Ishares Tr S&P Midcap | 5K | $100K–$500K | SH |
| NUEM | Nuveen Esg Emerging | 10K | $100K–$500K | SH |
| HYGV | FLEXSHARES TRUST HIG YLD VL ET F | 9K | $100K–$500K | SH |
| NUMG | Nuveen Esg Mid Cap | 7K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC COM | 600 | $100K–$500K | SH |
| FPF | First TRUST Intermediate | 18K | $100K–$500K | SH |
| USRT | ISHARES TRUST CRE U S REIT ETF | 6K | $100K–$500K | SH |
| XLRE | Real Estate Select Sctr | 8K | $100K–$500K | SH |
| JFR | Nuveen Floating Rate Income | 40K | $100K–$500K | SH |
| VTV | Vanguard Value | 2K | $100K–$500K | SH |
| SCHK | Schwab 1000 ETF | 9K | $100K–$500K | SH |
| MMC | Marsh & Mc Lennan Co Inc | 2K | $100K–$500K | SH |
| HYI | Western Asset High Yld Def Opp | 28K | $100K–$500K | SH |
| NVS | Novartis AG ADR | 2K | $100K–$500K | SH |
| REZ | Ishares Ftse Nareit Res | 4K | $100K–$500K | SH |
| PFFD | GLOBAL X FDS US PFD ETF | 15K | $100K–$500K | SH |
| GLD | SPDR Gold Shares | 720 | $100K–$500K | SH |
| MGV | Vanguard Mega Cap Value ETF | 2K | $100K–$500K | SH |
| AON | A O N Plc | 800 | $100K–$500K | SH |
| VHT | Vanguard Health Care | 957 | $100K–$500K | SH |
| VRP | Invesco Variable Rate Preferred ETF | 11K | $100K–$500K | SH |
| TDY | Teledyne Technologie | 538 | $100K–$500K | SH |