Institutional Fund
Rvw Wealth, LLC
Los Angeles, CACIK 17565435 filings on record
Portfolio Value
$1.28B
Q1 2026
Holdings
176
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-2.0%
from $1.31B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust16.3%
- American Centy ETF Tr7.0%
- Wisdomtree Tr5.7%
- Wisdomtree Tr4.4%
- Dimensional ETF Trust4.4%
- J P Morgan Exchange Traded F4.4%
- Other57.9%
Portfolio Holdings
176 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 4.63M | $208.93M | 16.3% | +118.2K | Added |
| 2 | American Centy ETF Tr | 802.6K | $89.23M | 7.0% | −19.3K | Reduced |
| 3 | Wisdomtree Tr | 830.0K | $72.90M | 5.7% | +6.9K | Added |
| 4 | Wisdomtree Tr | 1.07M | $56.94M | 4.4% | −16.5K | Reduced |
| 5 | Dimensional ETF Trust | 1.46M | $56.74M | 4.4% | −38.0K | Reduced |
| 6 | J P Morgan Exchange Traded F | 918.1K | $56.30M | 4.4% | +14.1K | Added |
| 7 | Ishares Tr | 921.8K | $42.61M | 3.3% | −18.3K | Reduced |
| 8 | Victory Portfolios II | 1.00M | $39.50M | 3.1% | +18.6K | Added |
| 9 | First Tr Exchange Traded Fd | 570.7K | $38.97M | 3.0% | −6.4K | Reduced |
| 10 | Apple Inc | 136.0K | $34.51M | 2.7% | +1.4K | Added |
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