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Simon Liu

Rvw Wealth, Llc

Assets Managed
$1.284B
Holdings
176
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-1.95%(2Q avg: 0.14%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rvw Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 176 positions.

Assets under management

The assets under management (AUM) of Rvw Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.284B in assets, with a quarterly growth rate of -1.95% and a 2-quarter average growth rate of 0.14%. The portfolio is managed by Simon Liu, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 2.62%
16.28%
$208.93M
4.631M shares@ $45.13 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -2.34%
6.96%
$89.228M
802,554 shares@ $111.19 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 0.85%
5.68%
$72.904M
829,962 shares@ $87.84 avg price
QGRW
Wisdomtree Us Quality Growth
Recent Activity
Decreased -1.52%
4.44%
$56.937M
1.066M shares@ $53.44 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -2.54%
4.43%
$56.745M
1.456M shares@ $38.97 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 1.57%
4.39%
$56.298M
918,104 shares@ $61.33 avg price
IQLT
Ishares Msci International Q
Recent Activity
Decreased -1.94%
3.32%
$42.614M
921,777 shares@ $46.24 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Increased 1.9%
3.08%
$39.504M
1.001M shares@ $39.49 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -1.1%
3.04%
$38.968M
570,710 shares@ $68.28 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.02%
2.69%
$34.512M
135,988 shares@ $253.79 avg price

1-10 of 176