RVW Wealth, LLC has filed its latest Form 13F-HR, disclosing equity holdings as of September 30, 2026. The filing lists 185 distinct positions held by the firm, managed by Senior Equity Trader Simon Liu, who is based in Los Angeles.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The top individual stock holding is Nvidia Corporation, which is reported to hold 9,080,052 shares. Other major technology positions include Microsoft Corporation with 4,143,763 shares, Apple Computer Inc with 13,542,532 shares, and Tesla Motors Inc with 2,898,357 shares.
In addition to individual equities, the firm holds significant stakes in various ETFs. Notable ETF holdings include the Invesco S&P 500 Momentum ETF with 41,318,694 shares, the iShares MSCI USA Quality Factor ETF with 29,140,830 shares, and the Vanguard Total Stock Market ETF with 8,560,028 shares. The filing also includes positions in Bitcoin Investment Ord SHS REP COM, with 443,862 shares, and the iShares Bitcoin Trust ETF SHS BEN INT, with 677,483 shares.
The portfolio also includes a mix of other sectors. Notable holdings include JPMorgan Chase & Co, Johnson & Johnson, Meta Platforms Inc, and Berkshire Hathaway Inc Class A and B. The filing details the specific number of shares held for each of these positions, with the largest non-technology individual holding being Harley Davidson Inc at 3,846,789 shares.
