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 | |
|---|---|---|---|---|---|---|---|
176
RTX Corp
RTX
$256B
| $229K | 0.01% |
1,232
+123
| +11% | +$25.2K |
2025 Q4
3 quarters
|
|
177
Novartis
NVS
$307B
| $220K | 0.01% |
1,542
| – | – |
2025 Q1
6 quarters
|
|
178
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.77B
| $211K | 0.01% |
5,020
| – | – |
2026 Q1
2 quarters
|
|
179
iShares Core MSCI Emerging Markets ETF
IEMG
$142B
| $211K | 0.01% |
2,600
+7
| +0.3% | +$563 |
2026 Q1
2 quarters
|
|
180
Coca-Cola
KO
$412B
| $207K | 0.01% |
+2,407
| New | +$209K |
2026 Q3
0 quarters
|
|
181
Vanguard Health Care ETF
VHT
$20.6B
| $206K | 0.01% |
651
-99
| -13% | -$31K |
2022 Q4
15 quarters
|
|
182
Lockheed Martin
LMT
$131B
| $202K | 0.01% |
397
| – | – |
2026 Q1
2 quarters
|
|
183
Charles Schwab
SCHW
$158B
| $200K | 0.01% |
+2,048
| New | +$216K |
2026 Q3
0 quarters
|
|
184
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.89B
| $161K | 0.01% |
10,220
| – | – |
2026 Q1
2 quarters
|
|
|
CWBR
185
DELISTED
CohBar, Inc. Common Stock
CWBR
| $74.4K | ﹤0.01% |
181,490
| – | – |
2023 Q4
11 quarters
|
|
186
American Express
AXP
$215B
| – | – |
-645
| Closed | -$218K | – |
|
187
First Trust S&P REIT Index Fund
FRI
$205M
| – | – |
-7,591
| Closed | -$241K | – |
|
188
Home Depot
HD
$343B
| – | – |
-677
| Closed | -$239K | – |
|
189
Oracle
ORCL
$362B
| – | – |
-1,387
| Closed | -$203K | – |
|
190
Turn Therapeutics
TTRX
$288M
| – | – |
-18,000
| Closed | -$131K | – |
|
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.