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RVW Wealth, LLC - Portfolio Stock Holdings

RVW Wealth, LLC disclosed 185 stock positions in a recent SEC 13F filing. $1,518,120,626 of stock holdings were filed, with the largest holdings including DFAU, AVUS, and DGRW. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,594,561,451 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

185

Est. Stock Holding Value:

$1,518,120,626

Top Stock Holdings By Sector

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Portfolio Stock Holdings - RVW Wealth, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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