RVW Wealth, LLC

CIK

1756543

Location

LOS ANGELES, CA

Portfolio Value

Micro $6,742,881

Diversification

Diversified

Filing Date

Global Rank

#5,291 / 8,232 ▲ 140

Top Industry

Consumer Electronics 39.8%

3Y Alpha vs SPY

-3.2%

Period ended 2 months ago

Filed Apr 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.7%

SPY

+76.3%

Annualised alpha

-3.2%

Max drawdown

−24.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

33.5%

+0.5 pts

Top 5

59.8%

+1.8 pts

Top 10

71.7%

+3.0 pts

HHI

1,393

Diversified+45

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.4%	$47,781,703	11
Unclassified	16.0%	$16,448,843	6
Financial Services	12.2%	$12,615,769	14
Consumer Cyclical	6.5%	$6,742,881	4
Industrials	6.0%	$6,184,511	7
Healthcare	5.2%	$5,322,335	7
Communication Services	3.8%	$3,954,572	5
Energy	2.0%	$2,074,491	3
Consumer Defensive	1.4%	$1,477,594	2
Utilities	0.5%	$477,559	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
GBFH	GBank Financial Holdings Inc.	+119,000	158,854	$4,250,933
AMZN	Amazon Com Inc	+4,928	12,848	$2,675,852
RTX	RTX Corp	+2,000	3,109	$599,726
AAPL	Apple Inc.	+1,372	135,988	$34,512,394
TSLA	Tesla, Inc.	+1,056	8,990	$3,342,032
GEV	GE Vernova Inc.	+1,001	3,337	$2,912,867
NOC	Northrop Grumman Corp /De/	+1,000	2,360	$1,610,086
MSFT	Microsoft Corp	+310	4,933	$1,826,048
GLD	Spdr Gold Trust	+135	855	$367,897
GOOGL	Alphabet Inc.	+54	4,672	$1,343,480
INTC	Intel Corp	+20	5,620	$248,010
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
DIS	Walt Disney Co	−5,668	10,059	$969,486
V	Visa Inc.	−2,190	2,188	$661,301
MS	Morgan Stanley	−2,143	1,343	$221,017
NVDA	Nvidia Corp	−1,367	41,651	$7,263,934
XOM	Exxon Mobil Corp	−1,340	6,744	$1,144,187
WMT	Walmart Inc.	−1,251	3,591	$446,289
JPM	Jpmorgan Chase & Co	−1,230	3,438	$1,011,322
LLY	ELI LILLY & Co	−1,000	1,192	$1,096,365
BRK-B	Berkshire Hathaway Inc	−767	5,165	$2,475,068
SPY	Spdr S&P 500 ETF Trust	−704	1,001	$650,990
NVS	Novartis AG	−606	1,542	$235,540
MDY	Spdr S&P Midcap 400 ETF Trust	−500	3,629	$2,238,222
ASML	Asml Holding NV	−343	260	$343,415
COST	Costco Wholesale Corp /New	−203	1,035	$1,031,305
ABBV	AbbVie Inc.	−185	6,728	$1,463,272
NFLX	Netflix Inc	−90	7,790	$749,008
QQQ	Invesco Qqq Trust, Series 1	−69	21,306	$12,297,397
META	Meta Platforms, Inc.	−64	1,157	$661,954
AVGO	Broadcom Inc.	−61	2,600	$804,726
GE	General Electric Co	−27	1,225	$347,618
IBM	International Business Machines Corp	−24	1,218	$295,231
COF	Capital One Financial Corp	−22	1,531	$279,300
MA	Mastercard Inc	−10	1,071	$535,135
GS	Goldman Sachs Group Inc	−4	1,182	$999,960
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	1,563	$422,932
MKL	Markel Group Inc.	132	$252,657
LMT	Lockheed Martin Corp	397	$239,942
VLO	Valero Energy Corp/Tx	862	$212,982
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	2,903	$516,008
SCHW	Schwab Charles Corp	4,514	$450,993
BSX	Boston Scientific Corp	4,316	$411,530
ADI	Analog Devices Inc	1,376	$373,171
MRSH	Marsh & Mclennan Companies, Inc.	1,664	$308,705
AON	Aon plc	800	$282,304
TDY	Teledyne Technologies Inc	538	$274,772
AXP	American Express Co	670	$247,866
PG	PROCTER & GAMBLE Co	1,510	$216,398
PEP	Pepsico Inc	1,441	$206,812
EOG	Eog Resources Inc	1,916	$201,199
LION	Lionsgate Studios Corp.	16,752	$152,945
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $6,742,881 total · Consumer Cyclical only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,990	+1,056	$3,342,032	−6.3%	49.56%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,848	+4,928	$2,675,852	+46.4%	39.68%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,574	0	$489,183	+1.7%	7.25%
HD	Home Depot, Inc. Consumer Cyclical	Held	717	0	$235,814	−4.4%	3.50%