RVW Wealth, LLC
Top Portfolio Positions
60 positions ·
$103,080,258 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
135,988 | $34,512,394 | 33.48% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
21,306 | $12,297,397 | 11.93% | |
| NVDA |
Nvidia Corp
Technology
|
41,651 | $7,263,934 | 7.05% | |
| GBFH |
GBank Financial Holdings Inc.
Financial Services
|
158,854 | $4,250,933 | 4.12% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,990 | $3,342,032 | 3.24% | |
| GEV |
GE Vernova Inc.
Industrials
|
3,337 | $2,912,867 | 2.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,848 | $2,675,852 | 2.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,165 | $2,475,068 | 2.40% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
3,629 | $2,238,222 | 2.17% | |
| INTU |
Intuit Inc.
Technology
|
4,591 | $1,985,056 | 1.93% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JFR
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,424 | 40,349 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $315,932 | 40,349 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $330,054 | 40,349 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $341,756 | 40,349 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $341,756 | 40,349 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $359,913 | 40,349 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $256,106 | 29,037 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $251,170 | 29,037 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $253,493 | 29,037 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $238,684 | 29,037 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $238,393 | 29,037 | Shares | Sole | 2023-10-12 | |
| No 13F history on record for this holder in this stock. | ||||||