RVW Wealth, LLC

13F filer · CIK 0001756543

Reported Jul 8, 2026

Net buyer this quarter

13F portfolio value$1.52BU.S. long equity reported on 13F

Positions738 new · 4 closed

Net flow last quarter+$11.7MBuys minus sells

Top 10 positions weight6.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 202673 positions
AAPLApple Inc.	$38.2M	2.52%	0.00%	-2.8%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$15.6M	1.03%	Not reported	-0.5%	Q1 2019
HOGHarley-Davidson, Inc.	$14.8M	0.97%	0.57%	New	Q2 2026
NVDANvidia Corp	$8.33M	0.55%	0.00%	-0.1%	Q4 2021
GBFHGBank Financial Holdings Inc.	$3.61M	0.24%	0.82%	-25.1%	Q2 2025
TSLATesla, Inc.	$3.38M	0.22%	0.00%	-10.5%	Q1 2020
GOOGAlphabet Inc.	$2.76M	0.18%	Not reported	Not reported	Q3 2023
BRK.BBerkshire Hathaway Inc	$2.74M	0.18%	Not reported	+6.2%	Q1 2019
GEVGE Vernova Inc.	$2.74M	0.18%	0.00%	-30.1%	Q3 2025
AMZNAmazon Com Inc	$2.68M	0.18%	0.00%	-12.5%	Q1 2019
MDYSPDR S&P Midcap 400 ETF Trust	$2.65M	0.17%	Not reported	+3.9%	Q1 2019
LLYELI LILLY & Co	$2.59M	0.17%	0.00%	+81.2%	Q3 2023
ABBVAbbVie Inc.	$1.69M	0.11%	0.00%	Not reported	Q2 2020
GOOGLAlphabet Inc.	$1.66M	0.11%	0.00%	-0.3%	Q1 2019
MSFTMicrosoft Corp	$1.52M	0.10%	0.00%	-17.4%	Q3 2019
AVGOBroadcom Inc.	$1.36M	0.09%	0.00%	+38.5%	Q3 2025
GSGoldman Sachs Group Inc	$1.2M	0.08%	0.00%	+0.4%	Q1 2024
INTUIntuit Inc.	$1.2M	0.08%	0.00%	Not reported	Q1 2019
SYKStryker Corp	$1.13M	0.07%	0.00%	Not reported	Q1 2019
SPYSPDR S&P 500 ETF Trust	$1.12M	0.07%	Not reported	+50.0%	Q1 2021
JPMJPMorgan Chase & Co	$1.1M	0.07%	0.00%	-2.1%	Q4 2021
FVDFirst Trust Value Line Dividend Fund	$1.06M	0.07%	Not reported	+2.4%	Q1 2019
DISWalt Disney Co	$968K	0.06%	0.00%	Not reported	Q1 2019
EISItt Educational Services Inc	$967K	0.06%	0.03%	-3.5%	Q3 2023
COSTCostco Wholesale Corp	$937K	0.06%	0.00%	-3.2%	Q1 2022
XOMExxonMobil Holdings Corp	$922K	0.06%	0.00%	Not reported	Q3 2021
JNJJohnson & Johnson	$906K	0.06%	0.00%	Not reported	Q3 2021
SPCXSpace Exploration Technologies Corp	$828K	0.05%	Not reported	New	Q2 2026
VVisa Inc.	$751K	0.05%	0.00%	Not reported	Q4 2022
BRK.ABerkshire Hathaway Inc	$749K	0.05%	Not reported	Not reported	Q1 2019
METAMeta Platforms, Inc.	$652K	0.04%	Not reported	Not reported	Q1 2019
INTCIntel Corp	$646K	0.04%	0.00%	-17.7%	Q4 2019
LRCXLam Research Corp	$581K	0.04%	0.00%	Not reported	Q3 2023
CVXChevron Corp	$575K	0.04%	0.00%	Not reported	Q3 2020
JPCNuveen Preferred & Income Opportunities Fund	$559K	0.04%	Not reported	Not reported	Q2 2023
MAMastercard Inc	$536K	0.04%	0.00%	-2.5%	Q3 2023
DDominion Energy, Inc	$528K	0.03%	0.00%	Not reported	Q3 2021
ASMLAsml Holding NV	$517K	0.03%	0.00%	Not reported	Q3 2023
DFAXGulf Resources, Inc.	$506K	0.03%	Not reported	Not reported	Q3 2021
JGHNuveen Global High Income Fund	$501K	0.03%	Not reported	Not reported	Q2 2023
IBITiShares Bitcoin Trust ETF	$461K	0.03%	0.00%	+0.2%	Q4 2024
GEGeneral Electric Co	$458K	0.03%	0.00%	Not reported	Q3 2024
WMTWalmart Inc.	$407K	0.03%	0.00%	Not reported	Q3 2023
MCDMcdonalds Corp	$398K	0.03%	0.00%	-6.4%	Q4 2022
USRTEnigma-Bulwark, Ltd.	$380K	0.03%	Not reported	Not reported	Q1 2020
IBMInternational Business Machines Corp	$342K	0.02%	0.00%	Not reported	Q3 2023
PANWPalo Alto Networks Inc	$342K	0.02%	0.00%	Not reported	Q3 2023
AXONAxon Enterprise, Inc.	$336K	0.02%	0.00%	Not reported	Q3 2023
AMATApplied Materials Inc	$335K	0.02%	0.00%	Not reported	Q3 2023
SCHKSirona Dental Systems, Inc.	$330K	0.02%	0.01%	Not reported	Q2 2025

Q1 2026Reported Apr 8, 202669 positions
AAPLApple Inc.	$34.5M	2.69%	0.00%	+1.0%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$12.3M	0.96%	Not reported	-0.3%	Q1 2019
NVDANvidia Corp	$7.26M	0.57%	0.00%	-3.2%	Q4 2021
GBFHGBank Financial Holdings Inc.	$4.25M	0.33%	1.10%	+298.6%	Q2 2025
TSLATesla, Inc.	$3.34M	0.26%	0.00%	+13.3%	Q1 2020
GEVGE Vernova Inc.	$2.91M	0.23%	0.00%	+42.9%	Q3 2025
AMZNAmazon Com Inc	$2.68M	0.21%	0.00%	+62.2%	Q1 2019
BRK.BBerkshire Hathaway Inc	$2.48M	0.19%	Not reported	-12.9%	Q1 2019
MDYSPDR S&P Midcap 400 ETF Trust	$2.24M	0.17%	Not reported	-12.1%	Q1 2019
GOOGAlphabet Inc.	$2.24M	0.17%	Not reported	+2.3%	Q3 2023
INTUIntuit Inc.	$1.99M	0.15%	0.00%	Not reported	Q1 2019
MSFTMicrosoft Corp	$1.83M	0.14%	0.00%	+6.7%	Q3 2019
NOCNorthrop Grumman Corp	$1.61M	0.13%	0.00%	+73.5%	Q3 2025
ABBVAbbVie Inc.	$1.46M	0.11%	0.00%	-2.7%	Q2 2020
GOOGLAlphabet Inc.	$1.34M	0.10%	0.00%	+1.2%	Q1 2019
SYKStryker Corp	$1.17M	0.09%	0.00%	Not reported	Q1 2019
XOMExxonMobil Holdings Corp	$1.14M	0.09%	0.00%	-16.6%	Q3 2021
LLYELI LILLY & Co	$1.1M	0.09%	0.00%	-45.6%	Q3 2023
COSTCostco Wholesale Corp	$1.03M	0.08%	0.00%	-16.4%	Q1 2022
JPMJPMorgan Chase & Co	$1.01M	0.08%	0.00%	-26.4%	Q4 2021
FVDFirst Trust Value Line Dividend Fund	$1.01M	0.08%	Not reported	-2.8%	Q1 2019
GSGoldman Sachs Group Inc	$1M	0.08%	0.00%	-0.3%	Q1 2024
DISWalt Disney Co	$969K	0.08%	0.00%	-36.0%	Q1 2019
EISItt Educational Services Inc	$963K	0.08%	0.03%	+6.7%	Q3 2023
JNJJohnson & Johnson	$872K	0.07%	0.00%	Not reported	Q3 2021
AVGOBroadcom Inc.	$805K	0.06%	0.00%	-2.3%	Q3 2025
NFLXNetflix Inc	$749K	0.06%	0.00%	-1.1%	Q1 2019
BRK.ABerkshire Hathaway Inc	$718K	0.06%	Not reported	Not reported	Q1 2019
CVXChevron Corp	$717K	0.06%	0.00%	Not reported	Q3 2020
METAMeta Platforms, Inc.	$662K	0.05%	Not reported	-5.2%	Q1 2019
VVisa Inc.	$661K	0.05%	0.00%	-50.0%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$651K	0.05%	Not reported	-41.3%	Q1 2021
RTXRTX Corp	$600K	0.05%	0.00%	+180.3%	Q3 2023
MAMastercard Inc	$535K	0.04%	0.00%	-0.9%	Q3 2023
JPCNuveen Preferred & Income Opportunities Fund	$535K	0.04%	Not reported	Not reported	Q2 2023
IBITiShares Bitcoin Trust ETF	$532K	0.04%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$489K	0.04%	0.00%	Not reported	Q4 2022
JGHNuveen Global High Income Fund	$481K	0.04%	Not reported	Not reported	Q2 2023
DDominion Energy, Inc	$478K	0.04%	0.00%	Not reported	Q3 2021
DFAXGulf Resources, Inc.	$466K	0.04%	Not reported	-3.1%	Q3 2021
WMTWalmart Inc.	$446K	0.03%	0.00%	-25.8%	Q3 2023
UNHUnitedhealth Group Inc	$423K	0.03%	0.00%	Not reported	Q3 2023
GLDSPDR Gold Trust	$368K	0.03%	0.00%	+18.8%	Q3 2023
GBTCGrayscale Bitcoin Trust ETF	$363K	0.03%	0.00%	Not reported	Q3 2021
GEGeneral Electric Co	$348K	0.03%	0.00%	-2.2%	Q3 2024
ASMLAsml Holding NV	$343K	0.03%	0.00%	-56.9%	Q3 2023
USRTEnigma-Bulwark, Ltd.	$338K	0.03%	Not reported	Not reported	Q1 2020
FPFFirst Trust Intermediate Duration Preferred & Income Fund	$315K	0.02%	Not reported	Not reported	Q2 2023
JFRNuveen Floating Rate Income Fund	$303K	0.02%	Not reported	Not reported	Q3 2023
IBMInternational Business Machines Corp	$295K	0.02%	0.00%	-1.9%	Q3 2023

Q4 2025Reported Jan 12, 202678 positions
AAPLApple Inc.	$36.6M	2.80%	0.00%	+1.4%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$13.1M	1.00%	Not reported	+1.4%	Q1 2019
NVDANvidia Corp	$8.02M	0.61%	0.00%	+1.3%	Q4 2021
TSLATesla, Inc.	$3.57M	0.27%	0.00%	+4.6%	Q1 2020
INTUIntuit Inc.	$3.04M	0.23%	0.00%	-0.1%	Q1 2019
BRK.BBerkshire Hathaway Inc	$2.98M	0.23%	Not reported	-4.5%	Q1 2019
MDYSPDR S&P Midcap 400 ETF Trust	$2.49M	0.19%	Not reported	-1.7%	Q1 2019
GOOGAlphabet Inc.	$2.39M	0.18%	Not reported	+0.9%	Q3 2023
LLYELI LILLY & Co	$2.36M	0.18%	0.00%	+83.7%	Q3 2023
MSFTMicrosoft Corp	$2.24M	0.17%	0.00%	-8.5%	Q3 2019
AMZNAmazon Com Inc	$1.83M	0.14%	0.00%	-11.7%	Q1 2019
DISWalt Disney Co	$1.79M	0.14%	0.00%	+0.4%	Q1 2019
ABBVAbbVie Inc.	$1.58M	0.12%	0.00%	+0.1%	Q2 2020
VVisa Inc.	$1.54M	0.12%	0.00%	+2.9%	Q4 2022
GEVGE Vernova Inc.	$1.53M	0.12%	0.00%	+184.9%	Q3 2025
JPMJPMorgan Chase & Co	$1.5M	0.11%	0.00%	+0.1%	Q4 2021
GOOGLAlphabet Inc.	$1.45M	0.11%	0.00%	+4.9%	Q1 2019
GBFHGBank Financial Holdings Inc.	$1.35M	0.10%	0.28%	+18.0%	Q2 2025
SYKStryker Corp	$1.26M	0.10%	0.00%	+0.1%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$1.16M	0.09%	Not reported	+109.7%	Q1 2021
COSTCostco Wholesale Corp	$1.07M	0.08%	0.00%	-2.4%	Q1 2022
GSGoldman Sachs Group Inc	$1.04M	0.08%	0.00%	-4.4%	Q1 2024
FVDFirst Trust Value Line Dividend Fund	$1.02M	0.08%	Not reported	+0.5%	Q1 2019
XOMExxonMobil Holdings Corp	$973K	0.07%	0.00%	+0.2%	Q3 2021
AVGOBroadcom Inc.	$921K	0.07%	0.00%	+0.6%	Q3 2025
EISItt Educational Services Inc	$856K	0.07%	0.03%	-0.6%	Q3 2023
METAMeta Platforms, Inc.	$806K	0.06%	Not reported	+1.5%	Q1 2019
NOCNorthrop Grumman Corp	$775K	0.06%	0.00%	Not reported	Q3 2025
BRK.ABerkshire Hathaway Inc	$755K	0.06%	Not reported	-50.0%	Q1 2019
NFLXNetflix Inc	$739K	0.06%	0.00%	+5.4%	Q1 2019
JNJJohnson & Johnson	$738K	0.06%	0.00%	+9.5%	Q3 2021
IBITiShares Bitcoin Trust ETF	$687K	0.05%	0.00%	+1.4%	Q4 2024
ASMLAsml Holding NV	$645K	0.05%	0.00%	Not reported	Q3 2023
MSMorgan Stanley	$619K	0.05%	0.00%	+2.1%	Q3 2023
MAMastercard Inc	$617K	0.05%	0.00%	+17.8%	Q3 2023
JPCNuveen Preferred & Income Opportunities Fund	$575K	0.04%	Not reported	Not reported	Q2 2023
WMTWalmart Inc.	$539K	0.04%	0.00%	+6.6%	Q3 2023
CVXChevron Corp	$528K	0.04%	0.00%	-2.4%	Q3 2020
PLTRPalantir Technologies Inc.	$516K	0.04%	0.00%	Not reported	Q1 2021
JGHNuveen Global High Income Fund	$497K	0.04%	Not reported	Not reported	Q2 2023
MCDMcdonalds Corp	$481K	0.04%	0.00%	-0.3%	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$470K	0.04%	0.00%	-2.7%	Q3 2021
DFAXGulf Resources, Inc.	$464K	0.04%	Not reported	Not reported	Q3 2021
DDominion Energy, Inc	$453K	0.03%	0.00%	Not reported	Q3 2021
SCHWSchwab Charles Corp	$451K	0.03%	0.00%	+0.7%	Q3 2023
BSXBoston Scientific Corp	$412K	0.03%	0.00%	-1.2%	Q1 2025
GEGeneral Electric Co	$386K	0.03%	0.00%	+1.9%	Q3 2024
COFCapital One Financial Corp	$376K	0.03%	0.00%	+0.7%	Q3 2023
ADIAnalog Devices Inc	$373K	0.03%	0.00%	Not reported	Q3 2023
IBMInternational Business Machines Corp	$368K	0.03%	0.00%	+0.3%	Q3 2023

Q3 2025Reported Oct 21, 202572 positions
AAPLApple Inc.	$33.8M	2.64%	0.00%	+6.2%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$12.7M	0.99%	Not reported	+1.1%	Q1 2019
NVDANvidia Corp	$7.92M	0.62%	0.00%	+36.2%	Q4 2021
TSLATesla, Inc.	$3.37M	0.26%	0.00%	+0.6%	Q1 2020
INTUIntuit Inc.	$3.14M	0.25%	0.00%	Not reported	Q1 2019
BRK.BBerkshire Hathaway Inc	$3.12M	0.24%	Not reported	-0.4%	Q1 2019
MSFTMicrosoft Corp	$2.62M	0.20%	0.00%	-3.4%	Q3 2019
MDYSPDR S&P Midcap 400 ETF Trust	$2.5M	0.20%	Not reported	+1.1%	Q1 2019
AMZNAmazon Com Inc	$1.97M	0.15%	0.00%	+12.8%	Q1 2019
GOOGAlphabet Inc.	$1.84M	0.14%	Not reported	0.0%	Q3 2023
DISWalt Disney Co	$1.79M	0.14%	0.00%	-12.3%	Q1 2019
ABBVAbbVie Inc.	$1.6M	0.12%	0.00%	+14.9%	Q2 2020
BRK.ABerkshire Hathaway Inc	$1.51M	0.12%	Not reported	Not reported	Q1 2019
JPMJPMorgan Chase & Co	$1.47M	0.11%	0.00%	-1.1%	Q4 2021
VVisa Inc.	$1.45M	0.11%	0.00%	-1.7%	Q4 2022
GBFHGBank Financial Holdings Inc.	$1.33M	0.10%	0.24%	+199.7%	Q2 2025
SYKStryker Corp	$1.32M	0.10%	0.00%	Not reported	Q1 2019
COSTCostco Wholesale Corp	$1.17M	0.09%	0.00%	+1.7%	Q1 2022
GOOGLAlphabet Inc.	$1.07M	0.08%	0.00%	-0.4%	Q1 2019
FVDFirst Trust Value Line Dividend Fund	$1.02M	0.08%	Not reported	-0.2%	Q1 2019
GSGoldman Sachs Group Inc	$987K	0.08%	0.00%	Not reported	Q1 2024
LLYELI LILLY & Co	$910K	0.07%	0.00%	Not reported	Q3 2023
XOMExxonMobil Holdings Corp	$910K	0.07%	0.00%	Not reported	Q3 2021
NFLXNetflix Inc	$897K	0.07%	0.00%	+0.5%	Q1 2019
IBITiShares Bitcoin Trust ETF	$887K	0.07%	0.00%	+10.6%	Q4 2024
METAMeta Platforms, Inc.	$884K	0.07%	Not reported	-14.4%	Q1 2019
AVGOBroadcom Inc.	$873K	0.07%	0.00%	New	Q3 2025
NOCNorthrop Grumman Corp	$829K	0.06%	0.00%	New	Q3 2025
EISItt Educational Services Inc	$785K	0.06%	0.03%	-0.1%	Q3 2023
GBTCGrayscale Bitcoin Trust ETF	$634K	0.05%	0.00%	Not reported	Q3 2021
JNJJohnson & Johnson	$604K	0.05%	0.00%	Not reported	Q3 2021
ASMLAsml Holding NV	$584K	0.05%	0.00%	Not reported	Q3 2023
JPCNuveen Preferred & Income Opportunities Fund	$582K	0.05%	Not reported	Not reported	Q2 2023
CVXChevron Corp	$552K	0.04%	0.00%	+0.9%	Q3 2020
MSMorgan Stanley	$543K	0.04%	0.00%	+0.8%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$541K	0.04%	Not reported	+14.0%	Q1 2021
JGHNuveen Global High Income Fund	$532K	0.04%	Not reported	Not reported	Q2 2023
MAMastercard Inc	$522K	0.04%	0.00%	Not reported	Q3 2023
IBTGInternational Building Technologies Group, Inc.	$515K	0.04%	Not reported	+0.9%	Q4 2024
GEVGE Vernova Inc.	$504K	0.04%	0.00%	New	Q3 2025
MCDMcdonalds Corp	$480K	0.04%	0.00%	-0.4%	Q4 2022
DDominion Energy, Inc	$473K	0.04%	0.00%	Not reported	Q3 2021
WMTWalmart Inc.	$468K	0.04%	0.00%	Not reported	Q3 2023
DFAXGulf Resources, Inc.	$445K	0.03%	Not reported	Not reported	Q3 2021
AXONAxon Enterprise, Inc.	$431K	0.03%	0.00%	Not reported	Q3 2023
SCHWSchwab Charles Corp	$428K	0.03%	0.00%	-0.5%	Q3 2023
BSXBoston Scientific Corp	$427K	0.03%	0.00%	Not reported	Q1 2025
GEGeneral Electric Co	$370K	0.03%	0.00%	-7.5%	Q3 2024
IBMInternational Business Machines Corp	$349K	0.03%	0.00%	-12.4%	Q3 2023
FPFFirst Trust Intermediate Duration Preferred & Income Fund	$342K	0.03%	Not reported	Not reported	Q2 2023

Premium opens every quarter this fund has filed