Rw Investment Management Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.03B
Q ending 2026-03-31
Prior quarter
Q ending 2025-12-31
Change
QoQ · +27.0% YoY
Positions
113
reported holdings

Largest positions

Top 100 of 113 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Dimensional Etf TrustDFICShares$150.5M4.2M
Vanguard Index FdsVTIShares$149.5M466K
Vanguard Bd Index FdsBSVShares$104.9M1.3M
Vanguard Scottsdale FdsVCSHShares$101.1M1.3M
American Centy Etf TrAVUVShares$101.0M915K
Dimensional Etf TrustDUHPShares$95.1M2.6M
Dimensional Etf TrustDFEMShares$68.2M2.0M
Dimensional Etf TrustDFCFShares$52.4M1.2M
Dimensional Etf TrustDFATShares$47.6M763K
Dimensional Etf TrustDFUVShares$28.5M587K
Dimensional Etf TrustDFNMShares$7.9M166K
Vanguard Index FdsVOOShares$7.5M13K
Vanguard Index FdsVBShares$7.4M28K
Apple IncAAPLShares$6.5M26K
Vanguard Wellington FdVTESShares$4.9M48K
Costco Wholesale CorporationCOSTShares$4.8M5K
Ishares TrITOTShares$4.6M33K
Micron Technology IncMUShares$4.6M14K
Microsoft CorpMSFTShares$4.4M12K
Vanguard Index FdsVOShares$4.1M14K
Vanguard Mun Bd FdsVSDMShares$3.8M50K
Dimensional Etf TrustDFSIShares$3.6M85K
Dimensional Etf TrustDFAXShares$3.5M103K
Spdr Series TrustSHMShares$3.1M65K
Jpmorgan Chase & CoJPMShares$3.0M10K
Vanguard Bd Index FdsBNDShares$2.8M38K
Us BancorpUSBShares$2.6M49K
Dimensional Etf TrustDFSUShares$2.1M50K
Idacorp IncIDAShares$1.9M13K
Deere & CoDEShares$1.9M3K
Morgan Stanley Etf TrustCVLCShares$1.6M21K
Walmart IncWMTShares$1.5M12K
Packaging Corp AmerPKGShares$1.5M7K
Berkshire Hathaway Inc DelBRK/BShares$1.5M3K
Broadcom IncAVGOShares$1.4M5K
Dimensional Etf TrustDFSEShares$1.4M33K
Exxon Mobil CorpXOMShares$1.3M8K
American Centy Etf TrAVDEShares$1.2M14K
Freeport Mcmoran IncFCXShares$1.2M20K
Dimensional Etf TrustDFSBShares$1.1M22K
Quanta Svcs IncPWRShares$1.1M2K
Johnson & JohnsonJNJShares$1.1M5K
Meta Platforms IncMETAShares$1.1M2K
Oracle CorpORCLShares$1.1M7K
Eli Lilly & CoLLYShares$952K1K
Blackstone IncBXShares$949K8K
State Str Spdr S&P 500 Etf TSPYShares$948K1K
Alphabet IncGOOGLShares$921K3K
Kkr & Co IncKKRShares$903K10K
Ishares TrPFFShares$873K29K
Eaton Corp PlcShares$819K2K
Boeing CoBAShares$800K4K
Lockheed Martin CorpLMTShares$753K1K
Alphabet IncGOOGShares$739K3K
Amazon Com IncAMZNShares$721K3K
Caterpillar IncCATShares$693K978
Marathon Pete CorpMPCShares$687K3K
Morgan Stanley Etf TrustCVSBShares$682K13K
Amgen IncAMGNShares$678K2K
Rtx CorporationRTXShares$666K3K
Tesla IncTSLAShares$664K2K
Ishares TrIVVShares$632K968
Schwab Charles CorpSCHWShares$628K7K
Lowes Cos IncLOWShares$621K3K
Jbt Marel CorporationJBTMShares$604K5K
Pimco Etf TrHYSShares$591K6K
Blackrock Etf Trust IiBINCShares$584K11K
Bank America CorpBACShares$583K12K
Invesco Qqq TrQQQShares$530K919
Chevron CorporationCVXShares$504K2K
Ishares TrAGGShares$459K5K
Coca Cola CoKOShares$450K6K
Waste Mgmt Inc DelWMShares$447K2K
Proshares TrSHShares$441K12K
Pepsico IncPEPShares$440K3K
Wells Fargo & CoWFCShares$419K5K
Proshares TrPSQShares$416K13K
Ishares IncESGEShares$411K9K
Microchip Technology Inc.MCHPShares$402K6K
Mckesson CorpMCKShares$402K464
Applied Matls IncAMATShares$400K1K
Nvidia CorporationNVDAShares$399K2K
Morgan Stanley Etf TrustCVIEShares$373K5K
Marriott Intl Inc NewMARShares$365K1K
Northrop Grumman CorpNOCShares$325K476
Williams Cos IncWMBShares$323K4K
Edwards Lifesciences CorpEWShares$315K4K
Mcdonalds CorpMCDShares$310K997
Home Depot IncHDShares$302K919
Agilent Technologies IncAShares$299K3K
Citigroup IncCShares$296K3K
Pan Amern Silver CorpPAASShares$285K5K
Darden Restaurants IncDRIShares$284K1K
Paychex IncPAYXShares$269K3K
Emerson Elec CoEMRShares$269K2K
Artivion IncAORTShares$268K7K
Oneok Inc NewOKEShares$267K3K
Loews CorpLShares$259K2K
General Dynamics CorpGDShares$253K737
Cisco Sys IncCSCOShares$249K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.