1y return+21.0%S&P 500 +20.9%
3y return+53.9%S&P 500 +68.5%
5y return+46.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2019: $194 against $264 in the S&P 500.2
RVW Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DFAUDimensional Us Core Equity Markt Etf | $249.4M | 16.4% | +4.2% |
| AVUSAmerican Century Investments U S Eqt Etf | $105.9M | 7.0% | +3.0% |
| DGRWWisdomtree US Divid Etf | $80.5M | 5.3% | +1.5% |
| QGRWWisdomtree Us Quality Growth Etf | $70.9M | 4.7% | |
| JQUAJp Morgan Etf Trust Us Qualty Fctr Etf | $68.9M | 4.5% | +3.8% |
| DFAIDimensional International Cr Eq Mkt ETF | $63.0M | 4.1% | +4.9% |
| RDVYFirst Trst Nasdaq Rsng | $47.6M | 3.1% | +2.8% |
| IQLTIshares Trust Intl Qlty Factor Etf | $47.5M | 3.1% | +4.0% |
| VFLOVictoryShares Free Cash Flow ETF | $46.6M | 3.1% | +1.8% |
| SPMOInvesco Exchange Traded Fund T S&p 500 Momntm Etf | $41.9M | 2.8% | +4.9% |
| AAPLApple Computer Inc | $38.2M | 2.5% | −2.8% |
| DFAEDimensional Emerging Core Equity Mkt ETF | $35.9M | 2.4% | +3.9% |
| IBDSiShares iBonds Dec 2027 Term Corp ETF | $30.8M | 2.0% | +4.5% |
| IBDTIshares Trust Ibds Dec28 Etf | $30.5M | 2.0% | +4.1% |
| QUALiShares MSCI USA Quality Factor ETF | $28.9M | 1.9% | |
| IBDVIshares Trust Ibonds Dec 2030 Term Corpor | $28.5M | 1.9% | +8.6% |
| IBDRIshares Trust Ibonds Dec2026 E Tf | $28.2M | 1.9% | +2.2% |
| IBDUIshares Trust Ibonds Dec 29 Et F | $28.0M | 1.8% | +5.4% |
| QTECFirst Tr Nasdaq 100 Fund | $28.0M | 1.8% | |
| SPTMSpdr Series Trust Portfolio Tl Stk Etf | $27.6M | 1.8% | |
| AVDEAmerican Century Investments I Ntl Eqt Etf | $26.1M | 1.7% | |
| IYWiShares U.S. Technology ETF | $22.6M | 1.5% | +1.1% |
| TILTFlexshares Morningstar | $18.9M | 1.2% | |
| RWKInvesco Exchange Traded Fund T S&p Mdcp 400 Rev Et | $18.8M | 1.2% | +9.2% |
| QQQPowershs Qqq TRUST Ser | $15.6M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | December 31, 2021 | +580.3% | $8.3M |
| AAPLApple Computer Inc | June 30, 2020 | +217.3% | $38.2M |
| QTECFirst Tr Nasdaq 100 Fund | June 30, 2020 | +206.8% | $28.0M |
| QQQPowershs Qqq TRUST Ser | June 30, 2020 | +197.4% | $15.6M |
| RWKInvesco Exchange Traded Fund T S&p Mdcp 400 Rev Et | June 30, 2020 | +184.3% | $18.8M |
| RDVYFirst Trst Nasdaq Rsng | June 30, 2020 | +162.8% | $47.6M |
| FXLFirst Trust Exch Traded Fund 2 Tech Alphadex Etf | June 30, 2020 | +160.5% | $13.9M |
| AVUSAmerican Century Investments U S Eqt Etf | June 30, 2020 | +156.4% | $105.9M |
| NULGNuveen Esg Nuveen Esg Lrg Cap Grwth Etf | June 30, 2020 | +155.2% | $15.5M |
| TILTFlexshares Morningstar | June 30, 2020 | +143.2% | $18.9M |
Sold off last quarter
- NOCNorthrop Grumman Corp was $1.6M
- UNHUnitedhealth Group Inc was $423K
- MKLMarkel Corp was $253K
- Brera Holdings Plc COM USD0.05 CL B (P/S)CUSIP G13311116 was $13K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.9% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +6.0% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −13.9% | −16.5% |
| March 31, 2022 | −5.8% | −4.9% |
| December 31, 2021 | +4.9% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: RVW Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1756543&type=13F-HR&dateb=&owner=include&count=40CIK 1756543
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1756543/000175654326000003/Filed July 8, 2026 · accession 0001756543-26-000003