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 | |
|---|---|---|---|---|---|---|---|
76
JPMorgan Chase
JPM
$895B
| $1.12M | 0.07% |
3,383
+18
| +0.5% | +$6.3K |
2024 Q2
9 quarters
|
|
77
State Street SPDR S&P 500 ETF Trust
SPY
$802B
| $1.12M | 0.07% |
1,463
-38
| -3% | -$28.9K |
2021 Q1
22 quarters
|
|
78
ExxonMobil
XOM
$764B
| $1.1M | 0.07% |
6,759
+15
| +0.2% | +$2.34K |
2021 Q3
20 quarters
|
|
79
Goldman Sachs
GS
$260B
| $1.08M | 0.07% |
1,199
+12
| +1% | +$12.3K |
2024 Q1
10 quarters
|
|
80
Walt Disney
DIS
$192B
| $1.05M | 0.07% |
10,053
-6
| -0.1% | -$615 |
2019 Q1
30 quarters
|
|
81
JPMorgan Diversified Return International Equity ETF
JPIN
$384M
| $1.03M | 0.07% |
13,907
+43
| +0.3% | +$3.24K |
2019 Q1
30 quarters
|
|
82
First Trust Value Line Dividend Fund
FVD
$8.09B
| $1.01M | 0.06% |
21,474
-500
| -2% | -$24.8K |
2019 Q1
30 quarters
|
|
83
Milestone Pharmaceuticals
MIST
$90.9M
| $994K | 0.06% |
+1,148,260
| New | +$1.27M |
2026 Q3
0 quarters
|
|
84
Stryker
SYK
$112B
| $985K | 0.06% |
3,578
+3
| +0.1% | +$945 |
2022 Q2
17 quarters
|
|
85
WisdomTree US Value Fund
WTV
$3.3B
| $974K | 0.06% |
9,510
| – | – |
2020 Q1
26 quarters
|
|
86
iShares MSCI Israel ETF
EIS
$836M
| $973K | 0.06% |
8,021
+13
| +0.2% | +$1.59K |
2023 Q3
12 quarters
|
|
87
Invesco RAFI Strategic US ETF
IUS
$1B
| $958K | 0.06% |
14,134
+110
| +0.8% | +$7.54K |
2022 Q4
15 quarters
|
|
88
Johnson & Johnson
JNJ
$658B
| $945K | 0.06% |
3,569
+2
| +0.1% | +$528 |
2022 Q4
15 quarters
|
|
89
iShares S&P 100 ETF
OEF
$20B
| $925K | 0.06% |
2,421
| – | – |
2024 Q2
9 quarters
|
|
90
SpaceX
SPCX
$1.83T
| $913K | 0.06% |
6,051
+1,205
| +25% | +$167K |
2026 Q2
1 quarter
|
|
91
Costco
COST
$449B
| $891K | 0.06% |
979
-23
| -2% | -$21.5K |
2023 Q3
12 quarters
|
|
92
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
| $891K | 0.06% |
18,356
-2
| -0% | -$102 |
2020 Q2
25 quarters
|
|
93
Meta Platforms (Facebook)
META
$1.6T
| $864K | 0.06% |
1,191
+34
| +3% | +$21.2K |
2019 Q1
30 quarters
|
|
94
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
| $809K | 0.05% |
5,933
+88
| +2% | +$11.9K |
2025 Q1
6 quarters
|
|
95
Visa
V
$773B
| $762K | 0.05% |
2,120
-68
| -3% | -$24.9K |
2024 Q2
9 quarters
|
|
96
iShares Russell Mid-Cap Growth ETF
IWP
$18.5B
| $751K | 0.05% |
5,456
-403
| -7% | -$56.6K |
2025 Q4
3 quarters
|
|
97
Berkshire Hathaway Class A
BRK.A
$1.16T
| $747K | 0.05% |
1
| – | – |
2019 Q3
28 quarters
|
|
98
Nuveen ESG Mid-Cap Value ETF
NUMV
$453M
| $724K | 0.05% |
17,113
| – | – |
2020 Q4
23 quarters
|
|
99
iShares Core MSCI EAFE ETF
IEFA
$190B
| $717K | 0.05% |
7,399
+115
| +2% | +$11.4K |
2019 Q3
28 quarters
|
|
100
Chevron
CVX
$459B
| $707K | 0.05% |
3,463
-4
| -0.1% | -$788 |
2021 Q3
20 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.