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Simon Liu

Rvw Wealth, Llc

Assets Managed
$1.519B
Holdings
183
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
18.33%(2Q avg: 8.19%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Rvw Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 183 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.519B in assets, with a quarterly growth rate of 18.33% and a 2-quarter average growth rate of 8.19%. The portfolio is managed by Simon Liu, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 4.2%
16.42%
$249.404M
4.825M shares@ $51.7 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 2.99%
6.97%
$105.857M
826,494 shares@ $128.08 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 1.49%
5.31%
$80.541M
842,307 shares@ $95.63 avg price
QGRW
Wisdomtree Us Quality Growth
Recent Activity
Increased 0.72%
4.67%
$70.866M
1.073M shares@ $66.04 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 3.78%
4.54%
$68.868M
952,795 shares@ $72.28 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 4.89%
4.15%
$63.014M
1.528M shares@ $41.26 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 2.84%
3.14%
$47.575M
586,906 shares@ $81.07 avg price
IQLT
Ishares Msci International Q
Recent Activity
Increased 3.97%
3.13%
$47.487M
958,361 shares@ $49.55 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Increased 1.77%
3.07%
$46.586M
1.018M shares@ $45.76 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 4.87%
2.76%
$41.879M
259,247 shares@ $161.55 avg price

1-10 of 183