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 | |
|---|---|---|---|---|---|---|---|
151
Capital One
COF
$121B
| $296K | 0.02% |
1,531
| – | – |
2024 Q3
8 quarters
|
|
152
Teradata
TDC
$2.96B
| $294K | 0.02% |
+10,209
| New | +$302K |
2026 Q3
0 quarters
|
|
153
Netflix
NFLX
$260B
| $291K | 0.02% |
4,188
+244
| +6% | +$18.3K |
2024 Q4
7 quarters
|
|
154
IBM
IBM
$232B
| $291K | 0.02% |
1,321
+103
| +8% | +$24.5K |
2024 Q1
10 quarters
|
|
155
First Trust Intermediate Duration Preferred & Income Fund
FPF
$961M
| $286K | 0.02% |
17,849
| – | – |
2023 Q1
14 quarters
|
|
156
Amplify BlueStar Israel Technology ETF
ITEQ
$95M
| $286K | 0.02% |
4,604
+47
| +1% | +$2.99K |
2024 Q2
9 quarters
|
|
157
iShares Residential and Multisector Real Estate ETF
REZ
$821M
| $285K | 0.02% |
3,228
-202
| -6% | -$19.1K |
2020 Q4
23 quarters
|
|
158
Western Asset High Yield Opportunity Fund Inc
HYI
$124M
| $272K | 0.02% |
27,623
| – | – |
2023 Q1
14 quarters
|
|
159
Invesco FTSE RAFI US 1000 ETF
PRF
$9.9B
| $270K | 0.02% |
4,956
-642
| -11% | -$35.5K |
2025 Q2
5 quarters
|
|
160
Invesco Variable Rate Preferred ETF
VRP
$3B
| $268K | 0.02% |
11,314
| – | – |
2022 Q4
15 quarters
|
|
161
Global X US Preferred ETF
PFFD
$1.82B
| $267K | 0.02% |
15,155
-41
| -0.3% | -$753 |
2020 Q4
23 quarters
|
|
162
Avantis International Small Cap Value ETF
AVDV
$19.2B
| $266K | 0.02% |
2,435
-285
| -10% | -$30.9K |
2024 Q4
7 quarters
|
|
163
Barron's 400 ETF
BFOR
$233M
| $266K | 0.02% |
11,597
+1
| +0% | +$24 |
2024 Q1
10 quarters
|
|
164
Invesco S&P MidCap Momentum ETF
XMMO
$6.23B
| $263K | 0.02% |
1,789
| – | – |
2025 Q4
3 quarters
|
|
165
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.77B
| $260K | 0.02% |
6,425
| – | – |
2025 Q2
5 quarters
|
|
166
Axon Enterprise
AXON
$25.4B
| $254K | 0.02% |
600
| – | – |
2024 Q3
8 quarters
|
|
167
Morgan Stanley
MS
$284B
| $253K | 0.02% |
1,345
+2
| +0.1% | +$425 |
2025 Q1
6 quarters
|
|
168
Revolution Medicines
RVMD
$41.6B
| $245K | 0.02% |
1,194
| – | – |
2026 Q2
1 quarter
|
|
169
Vanguard Morningstar Small-Cap ETF
VB
$77.3B
| $242K | 0.02% |
850
| – | – |
2023 Q3
12 quarters
|
|
170
Applied Materials
AMAT
$264B
| $241K | 0.02% |
471
+7
| +2% | +$3.55K |
2026 Q2
1 quarter
|
|
171
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$367M
| $239K | 0.02% |
3,779
| – | – |
2025 Q2
5 quarters
|
|
172
Phillips 66
PSX
$95.8B
| $237K | 0.02% |
+928
| New | +$212K |
2026 Q3
0 quarters
|
|
173
Analog Devices
ADI
$176B
| $236K | 0.02% |
596
| – | – |
2026 Q2
1 quarter
|
|
174
Emerson Electric
EMR
$90.6B
| $233K | 0.02% |
1,505
-170
| -10% | -$25.6K |
2025 Q1
6 quarters
|
|
175
iShares Russell 1000 ETF
IWB
$46.8B
| $231K | 0.01% |
555
| – | – |
2026 Q2
1 quarter
|
|
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.