RVW Wealth, LLC

CIK 0001756543 · Q2 2026

13F Equity AUM

$1.5B

+18.3% QoQ

Positions

183

+7 QoQ

AUM Rank

#2,721

Top 22%

Skill Alpha (FF)

-1.5%/yr^ns

No Clear Edge

Rank #5,152 · Top 62%

vs S&P -3.8%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 37.9%Top 10: 54.1%Top 20: 74.2%

DFAU16.4%

AVUS7.0%

DGRW5.3%

QGRW4.7%

JQUA4.5%

DFAI4.2%

RDVY3.1%

IQLT3.1%

VFLO3.1%

SPMO2.8%

Others (173)45.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services93.1%

Technology3.6%

Other3.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 183Median: 0.05%Avg: 0.55%

0–0.5%

147(10.8%)

0.5–1%

9(6.2%)

1–3%

18(31.6%)

3–5%

6(22.7%)

5%+

3(28.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 183vs 20 funds

0%Low

183

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New11Increased62Decreased49Exited4

New Positions

HOG1.0%

+604K

Space Exploration Te…0.1%

+5K

SPHD0.0%

+12K

AMAT0.0%

+464

PANW0.0%

+1K

ADI0.0%

+596

AMD0.0%

+451

IWB0.0%

+555

BSCU0.0%

+11K

AXP0.0%

+645

Increased

DFAU16.4%

+194K(+4%)

IBDV1.9%

+103K(+9%)

DFAI4.2%

+71K(+5%)

IBDU1.9%

+62K(+5%)

IBDS2.0%

+54K(+4%)

IBDT2.0%

+47K(+4%)

COWG1.0%

+44K(+13%)

VUG0.3%

+38K(+486%)

IQLT3.1%

+37K(+4%)

JQUA4.5%

+35K(+4%)

Decreased

JPST0.0%

-124,464(-96%)

GBFH0.2%

-39,831(-25%)

BSCR0.0%

-15,313(-52%)

ICOW0.0%

-5,020(-50%)

BSCQ0.0%

-4,286(-15%)

NFLX0.0%

-3,846(-49%)

AAPL2.5%

-3,831(-3%)

EFA0.9%

-3,672(-3%)

DFCA0.0%

-2,916(-21%)

DFAC0.4%

-2,807(-2%)

Exited

-2,360

-1,563

-132

-16,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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