SEC 13F Intelligence

Managers / Q3 2019 · view latest →

RVW Wealth, LLC

CIK 0001756543 · 1880 CENTURY PARK EAST, SUITE 200, LOS ANGELES, CA, 90067 · 310-945-4000

Reported Value
$420M
Q3 2019
Positions
79
Filings on Record
31
2019–present window
Filed
Oct 25, 2019
original filing

Summary

Rvw Wealth, Llc reported $420M in U.S.-listed holdings across 79 positions for Q3 2019.

Its largest position, IJR, represents 8.0% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $392MQ1 ’19Q2 ’19: $420MQ3 ’19: $420MQ4 ’19: $457MQ1 ’20: $428MQ1 ’20Q2 ’20: $547MQ3 ’20: $592MQ4 ’20: $682MQ1 ’21: $766MQ1 ’21Q2 ’21: $800MQ3 ’21: $832MQ4 ’21: $895MQ1 ’22: $866MQ1 ’22Q2 ’22: $747MQ3 ’22: $713MQ4 ’22: $785.2BQ1 ’23: $807MQ1 ’23Q2 ’23: $847MQ3 ’23: $830MQ4 ’23: $910MQ1 ’24: $973MQ1 ’24Q2 ’24: $1.0BQ3 ’24: $1.1BQ4 ’24: $1.1BQ1 ’25: $1.1BQ1 ’25Q2 ’25: $1.2BQ3 ’25: $1.3BQ4 ’25: $1.3BQ1 ’26: $1.3BQ1 ’26Q2 ’26: $1.5Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$1.5B183Jul 8, 202613F-HRchanges · EDGAR ↗
Q1 2026$1.3B176Apr 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.3B181Jan 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.3B176Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.2B170Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.1B160May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B144Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.1B155Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.0B151Jul 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$973M144Apr 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$910M142Jan 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$830M377Oct 12, 202313F-HRchanges · EDGAR ↗
Q2 2023$847M150Jul 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$807M155Apr 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$785.2B150Jan 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$713M125Oct 13, 202213F-HRchanges · EDGAR ↗
Q2 2022$747M126Jul 13, 202213F-HRchanges · EDGAR ↗
Q1 2022$866M138Apr 7, 202213F-HRchanges · EDGAR ↗
Q4 2021$895M140Jan 14, 2022RESTATEMENTchanges · EDGAR ↗
Q3 2021$832M125Oct 7, 202113F-HRchanges · EDGAR ↗
Q2 2021$800M108Jul 8, 202113F-HRchanges · EDGAR ↗
Q1 2021$766M103Apr 2, 202113F-HRchanges · EDGAR ↗
Q4 2020$682M95Jan 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$592M96Oct 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$547M93Jul 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$428M93Apr 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$457M75Jan 21, 202013F-HRchanges · EDGAR ↗
Q3 2019$420M79Oct 25, 201913F-HRchanges · EDGAR ↗
Q2 2019$420M65Jul 8, 201913F-HRchanges · EDGAR ↗
Q1 2019$392M64Apr 24, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.