Long-term investor

Rvw Wealth, LLC @rvwwealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001756543).

Record

  • Tracked since 2025-06-30 (434 days), 18 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.9% · 6 months +13.4% · 1 year +20.9% · all +20.9%
  • Max drawdown -2.3% · Sharpe 1.06 · win rate 44% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V104 · 16.4% · long · since 2025-06-30
  • 025072885 · 7.0% · long · since 2025-06-30
  • 97717X669 · 5.3% · long · since 2025-06-30
  • 97717Y477 · 4.7% · long · since 2025-06-30
  • 46641Q761 · 4.5% · long · since 2025-06-30
  • 25434V203 · 4.1% · long · since 2025-06-30
  • 33738R506 · 3.1% · long · since 2025-06-30
  • 46434V456 · 3.1% · long · since 2025-06-30
  • 92647X830 · 3.1% · long · since 2025-06-30
  • 46138E339 · 2.8% · long · since 2025-06-30
  • AAPL · 2.5% · long · since 2025-06-30
  • 25434V302 · 2.4% · long · since 2025-06-30

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