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 | |
|---|---|---|---|---|---|---|---|
101
iShares Bitcoin Trust
IBIT
$61.7B
| $677K | 0.04% |
14,311
+449
| +3% | +$18.1K |
2024 Q4
7 quarters
|
|
102
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
| $677K | 0.04% |
18,951
| – | – |
2022 Q3
16 quarters
|
|
103
iShares ESG Screened S&P Mid-Cap ETF
XJH
$412M
| $666K | 0.04% |
13,663
| – | – |
2021 Q3
20 quarters
|
|
104
iShares Russell 3000 ETF
IWV
$19.7B
| $657K | 0.04% |
1,522
| – | – |
2019 Q3
28 quarters
|
|
105
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$2.99B
| $622K | 0.04% |
31,862
+7,651
| +32% | +$149K |
2021 Q4
19 quarters
|
|
106
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$187M
| $602K | 0.04% |
13,631
+13
| +0.1% | +$591 |
2020 Q1
26 quarters
|
|
107
iShares Core S&P 500 ETF
IVV
$847B
| $601K | 0.04% |
784
-31
| -4% | -$23.7K |
2023 Q2
13 quarters
|
|
108
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.42B
| $574K | 0.04% |
11,920
| – | – |
2026 Q2
1 quarter
|
|
109
VanEck Israel ETF
ISRA
$143M
| $574K | 0.04% |
8,602
+34
| +0.4% | +$2.25K |
2023 Q3
12 quarters
|
|
110
Northern Trust International Quality Dividend ETF
IQDF
$1.1B
| $572K | 0.04% |
16,624
+749
| +5% | +$26.3K |
2020 Q4
23 quarters
|
|
111
Mastercard
MA
$569B
| $572K | 0.04% |
1,036
-8
| -0.8% | -$4.5K |
2024 Q1
10 quarters
|
|
112
Vanguard Information Technology ETF
VGT
$133B
| $566K | 0.04% |
4,504
-56
| -1% | -$6.65K |
2021 Q3
20 quarters
|
|
113
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.17B
| $558K | 0.04% |
5,512
| – | – |
2020 Q2
25 quarters
|
|
114
Intel
INTC
$299B
| $556K | 0.04% |
4,625
| – | – |
2025 Q4
3 quarters
|
|
115
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$261M
| $544K | 0.03% |
11,215
-349
| -3% | -$17.5K |
2026 Q1
2 quarters
|
|
116
iShares California Muni Bond ETF
CMF
$5.43B
| $536K | 0.03% |
9,896
-340
| -3% | -$19.1K |
2026 Q1
2 quarters
|
|
117
Nuveen ESG Large-Cap Value ETF
NULV
$2.56B
| $535K | 0.03% |
10,168
+642
| +7% | +$33.8K |
2023 Q2
13 quarters
|
|
118
Dimensional California Municipal Bond ETF
DFCA
$544M
| $511K | 0.03% |
10,711
| – | – |
2026 Q1
2 quarters
|
|
119
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
| $508K | 0.03% |
13,729
| – | – |
2021 Q3
20 quarters
|
|
120
Vanguard Morningstar Mid-Cap ETF
VO
$105B
| $505K | 0.03% |
6,442
-45
| -0.7% | -$3.66K |
2024 Q1
10 quarters
|
|
121
iShares S&P 500 Growth ETF
IVW
$72.1B
| $501K | 0.03% |
3,525
| – | – |
2022 Q4
15 quarters
|
|
122
Nuveen Preferred & Income Opportunities Fund
JPC
$2.67B
| $484K | 0.03% |
70,922
| – | – |
2023 Q1
14 quarters
|
|
123
ASML
ASML
$549B
| $473K | 0.03% |
261
+1
| +0.4% | +$1.73K |
2025 Q1
6 quarters
|
|
124
Dominion Energy
D
$60.3B
| $467K | 0.03% |
7,725
| – | – |
2021 Q3
20 quarters
|
|
125
Nuveen Global High Income Fund
JGH
$324M
| $462K | 0.03% |
39,379
| – | – |
2023 Q1
14 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.