13F
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RVW Wealth, LLC

13F equity value
$1.3B
Positions
176
Top 10 concentration
54.3%
Quarters / total new picks
25 / 236
13F equity value over time
$0M$655M$1B20192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 25 quarters, returned +6.5% per quarter — versus +3.2% per quarter from simply owning every 13F stock. It beat that baseline in only 56.0% of quarters (excess t = 0.05, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.2%
t-stat
0.05
Quarterly win rate
56%
Annualized excess
+14.1%
$1 → follow vs universe
$4.12 vs $1.96
Cumulative return: $1 invested in new picks vs universe
1.00 20190630: universe 1.07520190930: universe 1.15620191231: universe 0.93320200331: universe 1.12420200630: universe 1.24220200930: universe 1.52320210331: universe 1.53720210630: universe 1.66020210930: universe 1.49020211231: universe 1.26820220331: universe 1.36120220630: universe 1.26120220930: universe 1.35520221231: universe 1.25820230331: universe 1.32620230630: universe 1.27820230930: universe 1.45120240331: universe 1.48320240630: universe 1.61820240930: universe 1.60420241231: universe 1.49720250331: universe 1.63220250630: universe 1.68320250930: universe 1.89320251231: universe 1.958 20190630: follow 1.08820190930: follow 1.25020191231: follow 1.13920200331: follow 1.62720200630: follow 1.69520200930: follow 2.07420210331: follow 2.27320210630: follow 1.99520210930: follow 2.02220211231: follow 1.74820220331: follow 1.81420220630: follow 1.60020220930: follow 1.99520221231: follow 2.00820230331: follow 2.02420230630: follow 2.05220230930: follow 2.27220240331: follow 2.26220240630: follow 2.24520240930: follow 2.38420241231: follow 2.74220250331: follow 2.86720250630: follow 3.34120250930: follow 3.42820251231: follow 4.120 0.86 2.65 4.45 2019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 176 · 2026 Q1

Ticker Value Weight QoQ
DFAU $209M
16.3%
ADD
AVUS $89M
7.0%
TRIM
DGRW $73M
5.7%
HOLD
QGRW $57M
4.4%
HOLD
DFAI $57M
4.4%
TRIM
JQUA $56M
4.4%
HOLD
IQLT $43M
3.3%
HOLD
VFLO $40M
3.1%
HOLD
RDVY $39M
3.0%
HOLD
AAPL $35M
2.7%
HOLD
IBDS $30M
2.3%
ADD
IBDT $29M
2.3%
ADD
DFAE $29M
2.3%
TRIM
SPMO $28M
2.2%
ADD
IBDR $28M
2.1%
TRIM
IBDU $27M
2.1%
ADD
IBDV $26M
2.1%
ADD
QUAL $25M
2.0%
TRIM
AVDE $25M
1.9%
TRIM
SPTM $24M
1.9%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

BSCVCMFDFCAICOWIEMGJPSTLMTMKLUNHVLO

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.