RVW Wealth, LLC

CIK 0001756543 · Q1 2026

13F Equity AUM

$1.3B

-1.9% QoQ

Positions

176

-5 QoQ

AUM Rank

#2,407

Top 19%

Skill Alpha (FF)

-2.3%/yr

Underperformer

Rank #5,540 · Top 67%

vs S&P -6.9%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 37.8%Top 10: 54.3%Top 20: 75.3%

DFAU16.3%

AVUS7.0%

DGRW5.7%

QGRW4.4%

DFAI4.4%

JQUA4.4%

IQLT3.3%

VFLO3.1%

RDVY3.0%

AAPL2.7%

Others (166)45.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services93.6%

Technology3.7%

Other2.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 176Median: 0.06%Avg: 0.57%

0–0.5%

141(11.7%)

0.5–1%

10(6.8%)

1–3%

16(29.9%)

3–5%

6(22.7%)

5%+

3(28.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 169Unique: 7vs 20 funds

2.3%Low

176

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.1%

BANK OF AMERICA CORP /DE/

3.4%

3.9%

2.4%

1.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.6%

GEODE CAPITAL MANAGEMENT, LLC

1.3%

VANGUARD CAPITAL MANAGEMENT LLC

1.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New12Increased41Decreased69Exited17

New Positions

JPST0.5%

+129K

AMERICAN CENTURY ETF…0.4%

+111K

DFCA0.1%

+14K

GCAL0.1%

+13K

CMF0.1%

+12K

UNH0.0%

+2K

ICOW0.0%

+10K

MKL0.0%

+132

VLO0.0%

+862

IEMG0.0%

+3K

Increased

GBFH0.3%

+119K(+299%)

DFAU16.3%

+118K(+3%)

IBDV2.1%

+93K(+8%)

IBDU2.1%

+89K(+8%)

IBDT2.3%

+71K(+6%)

IBDS2.3%

+47K(+4%)

COWG0.9%

+45K(+15%)

VFLO3.1%

+19K(+2%)

BSCR0.0%

+16K(+124%)

JQUA4.4%

+14K(+2%)

Decreased

IBDR2.1%

-177,816(-13%)

DFAI4.4%

-37,987(-3%)

SCHB0.2%

-29,032(-21%)

SPSM0.6%

-26,866(-15%)

DFAE2.3%

-26,641(-3%)

AVUS7.0%

-19,294(-2%)

IQLT3.3%

-18,253(-2%)

SCHD0.3%

-18,121(-13%)

QGRW4.4%

-16,479(-2%)

RSP0.4%

-15,326(-36%)

Exited

-2,903

-11,920

-1,376

-4,316

-4,514

-670

-1,916

-478

-555

-1,510

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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