RVW Wealth, LLC

RIA/Wealth

RVW Wealth, LLC is a RIA/Wealth based in Los Angeles, CA led by Selwyn Gerber, reporting $1.3B in AUM as of Q3 2025 with 93% ETF concentration, 55% concentrated in top 10 holdings, 16% allocation to DFAU, and minimal technology exposure.

PresidentSelwyn Gerber

Portfolio Value: $1.3B
Positions: 175
Top Holding: DFAU at 16.07%
Last Reported: Q3 2025

Address1880 Century Park East, Ste. 200, Los Angeles, CA, 90067, United States

Top Holdings

Largest long holdings in RVW Wealth, LLC's portfolio (54.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional US Core Equity Market DFAU	ETF ETF	$205.9M	16.07%	+$7.7M Bought	— 4.5M shares	Q1 2022 Held for 3y 8m
2 Avantis U.S. Equity AVUS	ETF ETF	$89.9M	7.02%	-$501.5K Sold	— 827.1K shares	Q1 2020 Held for 5y 8m
3 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$73.2M	5.71%	+$1.6M Bought	— 822.6K shares	Q1 2019 Held for 6y 8m
4 QGRW WisdomTree U.S. Quality Growth Fund QGRW	ETF ETF	$66.8M	5.22%	-$4.0M Sold	— 1.2M shares	Q4 2023 Held for 1y 11m
5 JPMorgan U.S. Quality Factor JQUA	ETF ETF	$56.8M	4.44%	+$2.2M Bought	— 903.2K shares	Q4 2022 Held for 2y 11m
6 Dimensional International Core Equity Market DFAI	ETF ETF	$54.6M	4.26%	+$684.0K Bought	— 1.5M shares	Q3 2021 Held for 4y 2m
7 IQLT iShares MSCI Intl Quality Factor IQLT	ETF ETF	$41.8M	3.27%	+$1.0M Bought	— 946.8K shares	Q2 2022 Held for 3y 5m
8 First Trust Rising Dividend Achievers RDVY	ETF ETF	$39.2M	3.06%	+$324.5K Bought	— 582.9K shares	Q1 2019 Held for 6y 8m
9 VictoryShares Free Cash Flow VFLO	ETF ETF	$37.1M	2.90%	+$922.8K Bought	— 990.5K shares	Q2 2024 Held for 1y 5m
10 Apple AAPL	Consumer Electronics Technology	$33.8M	2.64%	+$2.0M Bought	0.00% 132.7K shares	Q1 2019 Held for 6y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in RVW Wealth, LLC's latest filing

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Market Value

$1.3B

Prior: $1.2B

Q/Q Change

+8.75%

+$103.0M

Net Flows % of MV

+1.81%

Turnover Ratio

1.75%

New Purchases

4 stocks

$2.5M

Added To

43 stocks

+$30.5M

Sold Out Of

4 stocks

$788.1K

Reduced Holdings

67 stocks

-$9.0M

Increased Positions

Position	Shares Δ	Change
1 Broadcom Inc. AVGO	New	0 → 2.6K +$872.9K
2 Northrop Grumman NOC	New	0 → 1.4K +$828.7K
3 General Electric GEV	New	0 → 820.0 +$504.2K
4 Elme Communities ELME	New	0 → 17.5K +$294.5K
5 Pacer US Large Cap Cash Cows Growth Leaders COWG	+208.38%	80.0K → 246.8K +$6.1M

Decreased Positions

Position	Shares Δ	Change
1 Elevance Health ELV	Sold	695.0 → 0 −$270.3K
2 Procter & Gamble PG	Sold	1.3K → 0 −$210.8K
3 Honeywell International HON	Sold	900.0 → 0 −$209.6K
4 Lionsgate Studios Corp. LION	Sold	16.8K → 0 −$97.3K
5 iShares S&P 100 OEF	-31.12%	3.5K → 2.4K −$361.1K