RVW Wealth
RVW Wealth reported 185 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are DFAU (15.9%), AVUS (7.5%) and DGRW (5.2%). Compared with Q2 2026, the fund opened new positions in PAGP, SO and XOM, added to AVUS, QGRW and JQUA, trimmed DFAU, DGRW and DFAI and sold out of XOM, FRI and HD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAU Dimensional ETF Trust | $247M | 15.9% | 4.7M | −104K (−2%) | 8 of 8 | |
| 2 |  AVUS Avantis U.s. Equity ETF | $117M | 7.5% | 911K | +84K (+10%) | 8 of 8 | |
| 3 |  DGRW Wisdomtree TR | $81.1M | 5.2% | 834K | −8,683 (−1%) | 8 of 8 | |
| 4 |  QGRW Wisdomtree TR | $76.7M | 4.9% | 1.1M | +44K (+4%) | 8 of 8 | |
| 5 |  JQUA J P Morgan Exchange Traded F | $74.5M | 4.8% | 1M | +57K (+6%) | 8 of 8 | |
| 6 |  DFAI Dimensional Intern Core | $57.3M | 3.7% | 1.4M | −145K (−9%) | 8 of 8 | |
| 7 |  VFLO Victory Portfolios II | $56.9M | 3.6% | 1.1M | +92K (+9%) | 8 of 8 | |
| 8 |  IQLT Ishares Msci Intl Quality Factor ETF | $49M | 3.1% | 991K | +32K (+3%) | 8 of 8 | |
| 9 |  RDVY First TR Exchange Traded FD | $46.7M | 3.0% | 596K | +9,534 (+2%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $45.1M | 2.9% | 135K | +3,268 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $922K | 6,744 |
 FRI First TR Exchange-Traded FD | $241K | 7,591 |
 HD Home Depot Inc | $239K | 677 |
 AXP American Express Co | $218K | 645 |
 ORCL Oracle Corp | $203K | 1,387 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 6, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →RVW Wealth 13F FAQ
What does RVW Wealth own?
RVW Wealth reported 185 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are DFAU (15.9%), AVUS (7.5%) and DGRW (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did RVW Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 55 added to, 59 trimmed and 6 sold out. New positions include PAGP, SO and XOM. It sold all of XOM, FRI and HD.
When will RVW Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is RVW Wealth's portfolio worth?
The Q3 2026 filing reports $1.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.