Rvw-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ABT",
  null,
  "ABBV",
  null,
  null,
  "GOOGL",
  "JFR",
  null,
  "ASML",
  null,
  "AVDE",
  null,
  null,
  "AVEM",
  null,
  "BSX",
  null,
  null,
  "COF",
  null,
  null,
  null,
  null,
  "D",
  null,
  "EOG",
  null,
  null,
  null,
  "HD",
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  null,
  "EMR",
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "JGH",
  "MMC",
  "HYI",
  "MA",
  "MSFT",
  "MS",
  "GE",
  "NVS",
  null,
  "FPF",
  "IJR",
  null,
  "VHT",
  "IWF",
  null,
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  null,
  "PG",
  null,
  "JPC",
  null,
  null,
  "IEFA",
  null,
  "IBM",
  "SYK",
  null,
  "VO",
  "SCHW",
  null,
  "IWV",
  "LGF-B",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  "AON",
  "AXON",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "MGV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  null,
  "SCHD",
  null,
  null,
  null,
  "TDY",
  null,
  null,
  "DGRO",
  "ADP",
  "BRK-A",
  "BRK-B",
  "CVX",
  "COST",
  null,
  "DFAX",
  "RSP",
  "EFA",
  "ADI",
  "QQQ",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 160
Total Value: 1062186640
Accession Number: 0001756543-25-000006
Form Type: 13F-HR
CIK: rvw-wealth
Manager Name: Rvw-Wealth

Data Enrichment

53% identified

85 identified75 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

160 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V104

Shares:2.8M

Value:$106.7M

% of Portfolio:10.0% ($106.7M/$1.1B)

025072885

Shares:892.3K

Value:$82.4M

% of Portfolio:7.8% ($82.4M/$1.1B)

78464A805

Shares:996.2K

Value:$67.7M

% of Portfolio:6.4% ($67.7M/$1.1B)

97717X669

Shares:832.8K

Value:$66.5M

% of Portfolio:6.3% ($66.5M/$1.1B)

97717Y477

Shares:1.2M

Value:$54.1M

% of Portfolio:5.1% ($54.1M/$1.1B)

46641Q761

Shares:882.8K

Value:$49.8M

% of Portfolio:4.7% ($49.8M/$1.1B)

25434V203

Shares:1.5M

Value:$47.4M

% of Portfolio:4.5% ($47.4M/$1.1B)

46434V456

Shares:931.4K

Value:$37.0M

% of Portfolio:3.5% ($37.0M/$1.1B)

33738R506

Shares:575.5K

Value:$33.7M

% of Portfolio:3.2% ($33.7M/$1.1B)

Apple Inc.

AAPL|037833100

Shares:124.9K

Value:$27.7M

% of Portfolio:2.6% ($27.7M/$1.1B)

92647X830

Shares:800.4K

Value:$27.4M

% of Portfolio:2.6% ($27.4M/$1.1B)

46435GAA0

Shares:1.0M

Value:$24.7M

% of Portfolio:2.3% ($24.7M/$1.1B)

46434VBD1

Shares:963.8K

Value:$24.2M

% of Portfolio:2.3% ($24.2M/$1.1B)

25434V302

Shares:911.1K

Value:$23.6M

% of Portfolio:2.2% ($23.6M/$1.1B)

46435UAA9

Shares:967.9K

Value:$23.4M

% of Portfolio:2.2% ($23.4M/$1.1B)

46435U515

Shares:889.3K

Value:$22.5M

% of Portfolio:2.1% ($22.5M/$1.1B)

025072703

AVDE|025072703

Shares:323.2K

Value:$21.4M

% of Portfolio:2.0% ($21.4M/$1.1B)

46432F339

QUAL|46432F339

Shares:123.5K

Value:$21.1M

% of Portfolio:2.0% ($21.1M/$1.1B)

46436E205

Shares:830.8K

Value:$19.2M

% of Portfolio:1.8% ($19.2M/$1.1B)

46138E339

Shares:200.5K

Value:$18.5M

% of Portfolio:1.7% ($18.5M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V104)✕	2.8M	QoQ +91.51% (+1.3M) YoY +123.84% (+1.5M)	All Managers (Combined)	$106.7M	10.0% ($106.7M/$1.1B)	QoQ +81.82% (+$48.0M) YoY +135.48% (+$61.4M)
(cusip025072885)✕	892.3K	QoQ -13.96% (-144.8K) YoY -19.82% (-220.7K)	All Managers (Combined)	$82.4M	7.8% ($82.4M/$1.1B)	QoQ -18.00% (-$18.1M) YoY -17.24% (-$17.2M)
(cusip78464A805)✕	996.2K	QoQ +215.33% (+680.3K) YoY +200.38% (+664.5K)	All Managers (Combined)	$67.7M	6.4% ($67.7M/$1.1B)	QoQ +200.23% (+$45.2M) YoY +218.46% (+$46.5M)
(cusip97717X669)✕	832.8K	QoQ -0.77% (-6.5K) YoY +4.55% (+36.3K)	All Managers (Combined)	$66.5M	6.3% ($66.5M/$1.1B)	QoQ -2.08% (-$1.4M) YoY +9.59% (+$5.8M)
(cusip97717Y477)✕	1.2M	QoQ +4.13% (-48.9K) YoY +72.34% (+517.0K)	All Managers (Combined)	$54.1M	5.1% ($54.1M/$1.1B)	QoQ -7.20% (-$4.2M) YoY +84.08% (+$24.7M)
(cusip46641Q761)✕	882.8K	QoQ +10.72% (+85.5K) YoY +18.54% (+138.1K)	All Managers (Combined)	$49.8M	4.7% ($49.8M/$1.1B)	QoQ +9.17% (+$4.2M) YoY +26.62% (+$10.5M)
(cusip25434V203)✕	1.5M	QoQ -18.22% (-338.6K) YoY -7.37% (-120.9K)	All Managers (Combined)	$47.4M	4.5% ($47.4M/$1.1B)	QoQ -12.54% (-$6.8M) YoY -4.27% (-$2.1M)
(cusip46434V456)✕	931.4K	QoQ -20.83% (-245.1K) YoY -11.25% (-118.2K)	All Managers (Combined)	$37.0M	3.5% ($37.0M/$1.1B)	QoQ -15.35% (-$6.7M) YoY -11.19% (-$4.7M)
(cusip33738R506)✕	575.5K	QoQ -9.98% (-63.9K) YoY -7.18% (-44.5K)	All Managers (Combined)	$33.7M	3.2% ($33.7M/$1.1B)	QoQ -10.90% (-$4.1M) YoY -3.26% (-$1.1M)
Apple Inc.(AAPLcusip037833100)	124.9K	QoQ +5.52% (-6.5K) YoY +48.74% (+40.9K)	All Managers (Combined)	$27.7M	2.6% ($27.7M/$1.1B)	QoQ -6.39% (-$1.9M) YoY +92.68% (+$13.3M)
(cusip92647X830)✕	800.4K	QoQ +359.70% (+626.3K) YoY NEW(+800.4K)	All Managers (Combined)	$27.4M	2.6% ($27.4M/$1.1B)	QoQ +362.26% (+$21.5M) YoY NEW(+$27.4M)
(cusip46435GAA0)✕	1.0M	QoQ +6.47% (+62.1K) YoY +38.67% (+284.9K)	All Managers (Combined)	$24.7M	2.3% ($24.7M/$1.1B)	QoQ +7.09% (+$1.6M) YoY +40.76% (+$7.2M)
(cusip46434VBD1)✕	963.8K	QoQ +0.79% (+7.6K) YoY +31.60% (+231.4K)	All Managers (Combined)	$24.2M	2.3% ($24.2M/$1.1B)	QoQ +1.19% (+$287.3K) YoY +33.40% (+$6.1M)
(cusip25434V302)✕	911.1K	QoQ -12.89% (-134.9K) YoY -4.73% (-45.3K)	All Managers (Combined)	$23.6M	2.2% ($23.6M/$1.1B)	QoQ -11.11% (-$2.9M) YoY -0.22% (-$54.3K)
(cusip46435UAA9)✕	967.9K	QoQ +1.24% (+11.9K) YoY +35.02% (+251.1K)	All Managers (Combined)	$23.4M	2.2% ($23.4M/$1.1B)	QoQ +2.17% (+$497.5K) YoY +37.18% (+$6.3M)
(cusip46435U515)✕	889.3K	QoQ +2.27% (+19.8K) YoY +37.29% (+241.6K)	All Managers (Combined)	$22.5M	2.1% ($22.5M/$1.1B)	QoQ +3.75% (+$813.2K) YoY +39.25% (+$6.3M)
(AVDEcusip025072703)	323.2K	QoQ -20.17% (-81.7K) YoY -28.11% (-126.4K)	All Managers (Combined)	$21.4M	2.0% ($21.4M/$1.1B)	QoQ -13.79% (-$3.4M) YoY -25.26% (-$7.2M)
(QUALcusip46432F339)	123.5K	QoQ -3.71% (-4.8K) YoY -13.54% (-19.3K)	All Managers (Combined)	$21.1M	2.0% ($21.1M/$1.1B)	QoQ -7.59% (-$1.7M) YoY -10.10% (-$2.4M)
(cusip46436E205)✕	830.8K	QoQ +2.32% (+18.9K) YoY +4737.12% (+813.6K)	All Managers (Combined)	$19.2M	1.8% ($19.2M/$1.1B)	QoQ +3.80% (+$705.0K) YoY +4802.82% (+$18.8M)
(cusip46138E339)✕	200.5K	QoQ +213.43% (+136.5K) YoY NEW(+200.5K)	All Managers (Combined)	$18.5M	1.7% ($18.5M/$1.1B)	QoQ +205.25% (+$12.5M) YoY NEW(+$18.5M)