• 13F History

RVW Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$1.07B
Signature - Title
Simon Liu - Senior Equity Trader
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by RVW Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RVW Wealth, LLC reported 144 stock holdings with total value $1.07B as of Q4 2024. Top holdings included AVUS, DGRW, DFAU, QGRW, and DFAI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 144 $1.07B +$68.9M -$51.2M +$17.7M AVUS, DGRW, DFAU, QGRW, DFAI 13F-HR 1/23/2025, 02:08 PM
Q3 2024 155 $1.08B +$36.6M -$15.8M +$20.7M AVUS, DGRW, DFAI, QGRW, DFAU 13F-HR 10/15/2024, 12:57 PM
Q2 2024 151 $1B +$58.3M -$30.6M +$27.7M AVUS, DGRW, DFAI, DFAU, QGRW 13F-HR 7/8/2024, 05:26 PM
Q1 2024 141 $971M +$28.8M -$29M -$198K AVUS, DGRW, DFAI, DFAU, COWZ 13F-HR 4/5/2024, 05:47 PM
Q4 2023 142 $910M +$72.4M -$72.1M +$215K AVUS, DGRW, DFAI, DFAU, COWZ 13F-HR 1/8/2024, 01:35 PM
Q3 2023 377 $830M +$39.8M -$29.7M +$10.1M AVUS, DGRW, DFAI, DFAU, JQUA 13F-HR 10/12/2023, 05:18 PM
Q2 2023 150 $847M +$82.7M -$49M +$33.7M AVUS, DGRW, DFAU, DFAI, JQUA 13F-HR 7/6/2023, 05:35 PM
Q1 2023 155 $807M +$63.5M -$84.1M -$20.5M AVUS, DGRW, DFAU, DFAI, AVDE 13F-HR 4/11/2023, 05:21 PM
Q4 2022 150 $785M +$153M -$103M +$50.3M AVUS, DGRW, QUAL, DFAU, SLY 13F-HR 1/12/2023, 04:35 PM
Q3 2022 125 $713M +$69.4M -$55.7M +$13.7M AVUS, DGRW, SPTM, QUAL, RWK 13F-HR 10/12/2022, 06:09 PM
Q2 2022 125 $739M +$97.3M -$61.4M +$35.9M AVUS, DGRW, QUAL, SPTM, RWK 13F-HR 7/12/2022, 05:35 PM
Q1 2022 137 $860M +$31.4M -$6.25M +$25.2M SPTM, AVUS, DGRW, QUAL, EFA 13F-HR 4/6/2022, 05:43 PM
Q4 2021 138 $890M +$92.2M -$65.7M +$26.5M SPTM, AVUS, DGRW, QUAL, EFA Restatement 1/14/2022, 11:16 AM
Q3 2021 75 $822M +$41.5M -$5.84M +$35.6M EFA, SPTM, AVUS, DGRW, QUAL 13F-HR 10/6/2021, 06:25 PM
Q2 2021 70 $792M +$31.3M -$14.1M +$17.2M EFA, SPTM, AVUS, DGRW, QUAL 13F-HR 7/7/2021, 06:08 PM
Q1 2021 66 $728M $0 $0 EFA, RWK, AVUS, DGRW, SPTM 13F-HR 4/2/2021, 03:15 PM
Q4 2020 54 $635M EFA, OGIGXXXX, DGRW, QUAL, AVUS 13F-HR 1/8/2021, 05:13 PM
Q3 2020 96 $592M +$37.9M -$7.12M +$30.8M EFA, DGRW, OGIGXXXX, IBDO, QUAL 13F-HR 10/9/2020, 05:13 PM
Q2 2020 93 $547M +$214M -$108M +$105M EFA, DGRW, IBDO, QUAL, OGIGXXXX 13F-HR 7/13/2020, 01:06 PM
Q1 2020 92 $428M +$213M -$144M +$69.1M JPST, AVUS, SLY, IBDO, AVDE 13F-HR 4/15/2020, 02:25 PM
Q4 2019 75 $457M +$27.2M -$11.6M +$15.6M IJR, EZM, IBDO, DGRW, DEUS 13F-HR 1/21/2020, 04:16 PM
Q3 2019 78 $417M +$33.5M -$26M +$7.55M IJR, EZM, JPST, IBDO, DGRW 13F-HR 10/24/2019, 06:09 PM
Q2 2019 63 $416M +$29.1M -$3.16M +$25.9M IJR, EZM, IBDO, DGRW, JPST 13F-HR 7/5/2019, 05:34 PM
Q1 2019 63 $388M IJR, EZM, IBDO, JPST, DGRW 13F-HR 4/24/2019, 03:49 PM