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RVW Wealth, LLC
RVW Wealth, LLC is a Los Angeles, California-based registered investment adviser, founded in 2006 by senior partners of Gerber & Co., a CPA firm established in 1986. RVW specializes in investment management and financial advisory services for individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm's team includes CPAs, CFAs, personal financial planners, tax specialists, and economists, serving clients with comprehensive portfolio management, financial planning, and evidence-based investing. As of 2022, the firm is SEC-registered and employs around 11 people.
Investment Strategy
RVW Wealth implements a fiduciary, evidence-based investment approach rooted in academic research and Nobel prize-winning economics, focusing on optimizing expected rates of return within a client’s risk parameters. The firm emphasizes objective, simple, and low-cost advice using time-tested quantitative methodologies. Their philosophy often incorporates direct ownership of individual stocks to control costs and improve long-term performance, as opposed to mutual or index funds which incur ongoing management fees. RVW tailors strategies to meet clients’ individual objectives, risk tolerances, and financial situations, prioritizing transparency and a direct, fee-based structure.
Latest 13F Filing Activity
RVW Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 175 equity positions with a total 13F market value of $1B. The fund increased holdings in Dimensional Us Core Equity Markt Etf, Apple Computer Inc., Pacer Us Large CP Ca Cows GR LDRS Etf among other positions. RVW Wealth, LLC reduced exposure to Intuit Inc., Ishares Trust Ibonds Dec25 Etf, Disney Walt Co. among others.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | 16.07% | $205.9M | 4,499,238 | $37.13 | $45.76 | +$22.4M |
A AVUS | AMERICAN CENTURY INVESTMENTS U S EQT ETF | 7.02% | $89.9M | 827,091 | $60.03 | $108.70 | +$6.1M |
D DGRW | Wisdomtree US Divid Etf | 5.71% | $73.2M | 822,644 | $54.84 | $88.96 | +$5.8M |
Q QGRW | WISDOMTREE US QUALITY GROWTH ETF | 5.22% | $66.8M | 1,164,711 | $40.90 | $57.36 | +$2.0M |
J JQUA | JP MORGAN ETF TRUST US QUALTY FCTR ETF | 4.44% | $56.8M | 903,152 | $39.89 | $62.91 | +$4.6M |
Industry Allocation
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