RVW Wealth Portfolio holdings
RVW Wealth is a wealth management firm that grew out of an accounting practice: it was founded in 2006 by senior partners of the accounting firm Gerber & Co., which was formed in 1986. Its principal owners are Jonathan L. Gerber and Selwyn Gerber, and it also trades as The Jerusalem Portfolio and RVW Investing. Planning, portfolio management and tax strategy are handled by one team. Client money is split mainly between stocks and precious metals on one side and corporate and municipal bonds on the other, with the stock portion held through ETFs and mutual funds. The firm serves individuals, families, institutions and foundations.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis US Equity ETF
AVUS
|
+$10.9M |
| 2 |
Avantis International Equity ETF
AVDE
|
+$5.87M |
| 3 |
VictoryShares Free Cash Flow ETF
VFLO
|
+$4.76M |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
+$4.21M |
| 5 |
iShares US Technology ETF
IYW
|
+$3.77M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional International Core Equity Market ETF
DFAI
|
+$6.12M |
| 2 |
Harley-Davidson
HOG
|
+$5.74M |
| 3 |
Dimensional US Core Equity Market ETF
DFAU
|
+$5.47M |
| 4 |
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
|
+$3.25M |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$2.85M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 92.39% |
| 2 | Technology | 4.14% |
| 3 | Consumer Discretionary | 0.99% |
| 4 | Healthcare | 0.65% |
| 5 | Financials | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
iShares US Equity Factor ETF
LRGF
$3.64B
| $3.47M | 0.22% |
44,554
| – | – |
2020 Q1
26 quarters
|
|
52
Schwab US Broad Market ETF
SCHB
$44.2B
| $3.16M | 0.2% |
107,656
+587
| +0.5% | +$17.2K |
2019 Q1
30 quarters
|
|
53
iShares Core S&P Small-Cap ETF
IJR
$105B
| $3.02M | 0.19% |
22,213
+4
| +0% | +$579 |
2019 Q1
30 quarters
|
|
54
Tesla
TSLA
$1.58T
| $2.9M | 0.19% |
8,169
+123
| +2% | +$44K |
2020 Q1
26 quarters
|
|
55
Northern Trust STOXX US ESG Select ETF
ESG
$137M
| $2.85M | 0.18% |
15,885
-173
| -1% | -$31K |
2020 Q2
25 quarters
|
|
56
Amazon
AMZN
$2.6T
| $2.77M | 0.18% |
11,136
-104
| -0.9% | -$26.4K |
2019 Q1
30 quarters
|
|
57
JPMorgan Ultra-Short Income ETF
JPST
$42.9B
| $2.75M | 0.18% |
54,634
+49,726
| +1,013% | +$2.51M |
2026 Q1
2 quarters
|
|
58
Berkshire Hathaway Class B
BRK.B
$1.16T
| $2.69M | 0.17% |
5,403
-82
| -1% | -$41.4K |
2019 Q1
30 quarters
|
|
59
Alphabet (Google) Class C
GOOG
$3.42T
| $2.65M | 0.17% |
7,763
-36
| -0.5% | -$12.4K |
2024 Q2
9 quarters
|
|
60
Plains GP Holdings
PAGP
$5.62B
| $2.59M | 0.17% |
+100,000
| New | +$2.64M |
2026 Q3
0 quarters
|
|
61
Invesco S&P 500 Quality ETF
SPHQ
$18.5B
| $2.44M | 0.16% |
29,069
-531
| -2% | -$45.4K |
2022 Q2
17 quarters
|
|
62
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.81B
| $2.41M | 0.15% |
149,572
+138,756
| +1,283% | +$2.29M |
2026 Q2
1 quarter
|
|
63
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.9B
| $2.31M | 0.15% |
3,521
-249
| -7% | -$171K |
2022 Q4
15 quarters
|
|
64
Alphabet (Google) Class A
GOOGL
$3.44T
| $2.31M | 0.15% |
6,708
+2,051
| +44% | +$712K |
2019 Q3
28 quarters
|
|
65
Vanguard FTSE All-World ex-US ETF
VEU
$66.2B
| $2.08M | 0.13% |
25,097
+4,161
| +20% | +$350K |
2019 Q1
30 quarters
|
|
66
AbbVie
ABBV
$521B
| $1.76M | 0.11% |
6,728
| – | – |
2020 Q2
25 quarters
|
|
67
Avantis US Small Cap Value ETF
AVUV
$32.1B
| $1.7M | 0.11% |
14,438
-100
| -0.7% | -$12.5K |
2022 Q1
18 quarters
|
|
68
Broadcom
AVGO
$1.56T
| $1.64M | 0.11% |
4,663
+1,063
| +30% | +$400K |
2025 Q3
4 quarters
|
|
69
Southern Company
SO
$108B
| $1.54M | 0.1% |
+18,585
| New | +$1.69M |
2026 Q3
0 quarters
|
|
70
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.54B
| $1.51M | 0.1% |
77,469
+63,426
| +452% | +$1.24M |
2021 Q4
19 quarters
|
|
71
GBank Financial Holdings
GBFH
$220M
| $1.34M | 0.09% |
73,499
-45,524
| -38% | -$1.07M |
2025 Q2
5 quarters
|
|
72
GE Vernova
GEV
$227B
| $1.29M | 0.08% |
1,356
-976
| -42% | -$967K |
2025 Q3
4 quarters
|
|
73
Vanguard Dividend Appreciation ETF
VIG
$116B
| $1.27M | 0.08% |
5,455
-346
| -6% | -$83.1K |
2020 Q2
25 quarters
|
|
74
Intuit
INTU
$91.2B
| $1.27M | 0.08% |
4,591
| – | – |
2022 Q2
17 quarters
|
|
75
WisdomTree US MidCap Fund
EZM
$937M
| $1.16M | 0.07% |
16,165
| – | – |
2019 Q1
30 quarters
|
|
Similar funds
RVW Wealth's Q3 2026 Portfolio in Review
As of Q3 2026, RVW Wealth held 190 positions worth $1.56B, up 2.6% from $1.52B the previous quarter. Its ten largest holdings account for 55% of the portfolio.
RVW Wealth's Q3 2026 filing shows 7 new, 61 increased, 61 reduced and 5 closed positions. Its largest new stake was Plains GP Holdings: 100,000 shares worth $2.59M. The largest sale was Dimensional International Core Equity Market ETF, an estimated $6.12M.
By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, down from 93% a quarter earlier, followed by Technology and Consumer Discretionary.
- RVW Wealth's largest Q3 2026 buy was Plains GP Holdings: 100,000 shares worth $2.59M.
- RVW Wealth added most to Avantis US Equity ETF in Q3 2026, an estimated $10.9M increase.
- RVW Wealth's biggest Q3 2026 reduction was Dimensional International Core Equity Market ETF, cutting an estimated $6.12M.
- RVW Wealth fully exited First Trust S&P REIT Index Fund in Q3 2026, selling an estimated $241K.
- RVW Wealth's ten largest holdings make up 55% of its $1.56B portfolio in Q3 2026.
- RVW Wealth opened 7 new positions and closed 5 in Q3 2026.
- RVW Wealth's portfolio value rose 2.6% quarter-over-quarter to $1.56B.
Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.