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 | |
|---|---|---|---|---|---|---|---|
126
Lam Research
LRCX
$278B
| $448K | 0.03% |
1,365
+25
| +2% | +$7.81K |
2025 Q4
3 quarters
|
|
127
Grayscale Bitcoin Trust
GBTC
$11B
| $444K | 0.03% |
6,872
| – | – |
2024 Q2
9 quarters
|
|
128
Nuveen ESG Emerging Markets Equity ETF
NUEM
$442M
| $419K | 0.03% |
9,835
| – | – |
2022 Q4
15 quarters
|
|
129
GE Aerospace
GE
$351B
| $416K | 0.03% |
1,331
+106
| +9% | +$36.7K |
2025 Q1
6 quarters
|
|
130
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
| $411K | 0.03% |
20,440
+922
| +5% | +$18.7K |
2025 Q4
3 quarters
|
|
131
Palo Alto Networks
PANW
$267B
| $399K | 0.03% |
1,003
| – | – |
2026 Q2
1 quarter
|
|
132
Valero Energy
VLO
$97.8B
| $392K | 0.03% |
1,012
+150
| +17% | +$50.6K |
2026 Q1
2 quarters
|
|
133
iShares Core S&P Mid-Cap ETF
IJH
$125B
| $382K | 0.02% |
5,315
| – | – |
2020 Q3
24 quarters
|
|
134
Walmart Inc
WMT
$996B
| $375K | 0.02% |
3,610
+19
| +0.5% | +$2.09K |
2025 Q1
6 quarters
|
|
135
SPDR Gold Trust
GLD
$135B
| $369K | 0.02% |
970
+91
| +10% | +$35.6K |
2025 Q4
3 quarters
|
|
136
Fidelity MSCI Information Technology Index ETF
FTEC
$19.7B
| $360K | 0.02% |
1,199
| – | – |
2025 Q2
5 quarters
|
|
137
iShares Core US REIT ETF
USRT
$4.31B
| $352K | 0.02% |
5,717
| – | – |
2020 Q1
26 quarters
|
|
138
McDonald's
MCD
$199B
| $340K | 0.02% |
1,474
| – | – |
2024 Q3
8 quarters
|
|
139
First Trust Senior Loan Fund ETF
FTSL
$2.5B
| $339K | 0.02% |
7,595
| – | – |
2020 Q1
26 quarters
|
|
140
Schwab 1000 Index ETF
SCHK
$5.65B
| $335K | 0.02% |
9,148
| – | – |
2025 Q2
5 quarters
|
|
141
IMAX
IMAX
$2.68B
| $333K | 0.02% |
6,068
| – | – |
2025 Q4
3 quarters
|
|
142
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.71B
| $332K | 0.02% |
16,560
| – | – |
2024 Q4
7 quarters
|
|
143
Advanced Micro Devices
AMD
$845B
| $332K | 0.02% |
543
+92
| +20% | +$47.3K |
2026 Q2
1 quarter
|
|
144
Northern Trust High Yield Value-Scored Bond ETF
HYGV
$1.02B
| $331K | 0.02% |
8,509
| – | – |
2020 Q1
26 quarters
|
|
145
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$3.11B
| $325K | 0.02% |
17,842
+1,874
| +12% | +$34.6K |
2025 Q1
6 quarters
|
|
146
Vanguard Morningstar Mega Cap Value ETF
MGV
$14.2B
| $322K | 0.02% |
2,000
| – | – |
2024 Q1
10 quarters
|
|
147
Nuveen ESG Mid-Cap Growth ETF
NUMG
$303M
| $322K | 0.02% |
7,117
| – | – |
2022 Q4
15 quarters
|
|
148
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.47B
| $321K | 0.02% |
7,846
| – | – |
2020 Q1
26 quarters
|
|
149
Nuveen Floating Rate Income Fund
JFR
$1.18B
| $300K | 0.02% |
40,349
| – | – |
2023 Q3
12 quarters
|
|
150
Vanguard Morningstar Value ETF
VTV
$196B
| $298K | 0.02% |
1,381
-255
| -16% | -$56.7K |
2022 Q2
17 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.