RVW Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$1.08B
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 155 stock holdings with total value $1.08B as of Q3 2024. Top holdings included AVUS, DGRW, DFAI, QGRW, and DFAU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 -$30.7M +$27.6M AVUS, DGRW, DFAI, DFAU, QGRW 13F-HR 7/8/2024, 05:26 PM
Q1 2024 144 $973M +$28.8M -$29M -$206K 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 -$32.5M +$7.31M AVUS, DGRW, DFAI, DFAU, JQUA 13F-HR 10/12/2023, 05:18 PM
Q2 2023 150 $847M +$82.7M -$78.3M +$4.41M AVUS, DGRW, DFAU, DFAI, JQUA 13F-HR 7/6/2023, 05:35 PM
Q1 2023 155 $807M +$63.5M -$89.2M -$25.7M AVUS, DGRW, DFAU, DFAI, AVDE 13F-HR 4/11/2023, 05:21 PM
Q4 2022 150 $785M +$153M -$137M +$16.7M AVUS, DGRW, QUAL, DFAU, SLY 13F-HR 1/12/2023, 05:35 PM
Q3 2022 125 $713M +$69.4M -$60M +$9.38M AVUS, DGRW, SPTM, QUAL, RWK 13F-HR 10/12/2022, 06:09 PM
Q2 2022 126 $747M +$98M -$107M -$8.98M AVUS, DGRW, QUAL, SPTM, RWK 13F-HR 7/12/2022, 05:35 PM
Q1 2022 138 $866M +$33M -$9.26M +$23.7M SPTM, AVUS, DGRW, QUAL, EFA 13F-HR 4/6/2022, 05:43 PM
Q4 2021 138 $895M +$93.9M -$65.7M +$28.2M SPTM, AVUS, DGRW, QUAL, EFA Restatement 1/14/2022, 12:16 PM
Q3 2021 85 $820M +$42.1M -$6.23M +$35.9M EFA, SPTM, DGRW, AVUS, QUAL 13F-HR 10/6/2021, 06:25 PM
Q2 2021 77 $788M +$31.3M -$23.3M +$7.96M EFA, SPTM, DGRW, AVUS, QUAL 13F-HR 7/7/2021, 06:08 PM
Q1 2021 103 $757M $0 $0 EFA, AVUS, RWK, DGRW, SPTM 13F-HR 4/2/2021, 03:15 PM
Q4 2020 95 $660M $0 $0 EFA, OGIG, DGRW, QUAL, RWK 13F-HR 1/8/2021, 06:13 PM
Q3 2020 96 $592M +$37.9M -$16.1M +$21.8M EFA, DGRW, OGIG, IBDO, QUAL 13F-HR 10/9/2020, 05:13 PM
Q2 2020 93 $547M +$214M -$153M +$60.7M EFA, DGRW, IBDO, QUAL, OGIG 13F-HR 7/13/2020, 01:06 PM
Q1 2020 93 $428M +$213M -$154M +$59.1M JPST, AVUS, SLY, IBDO, AVDE 13F-HR 4/15/2020, 02:25 PM
Q4 2019 75 $457M +$27.2M -$16.3M +$10.8M IJR, EZM, IBDO, DGRW, DEUS 13F-HR 1/21/2020, 05:16 PM
Q3 2019 79 $417M +$33.5M -$32.5M +$1.02M IJR, EZM, JPST, IBDO, DGRW 13F-HR 10/24/2019, 06:09 PM
Q2 2019 64 $416M +$29.1M -$9.65M +$19.4M IJR, EZM, IBDO, DGRW, JPST 13F-HR 7/5/2019, 05:34 PM
Q1 2019 64 $388M $0 $0 IJR, EZM, IBDO, JPST, DGRW 13F-HR 4/24/2019, 03:49 PM