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Latest RW Investment Management LLC Stock Portfolio

$1.03Billion | No. of Holdings #112

About RW Investment Management LLC and 13F Hedge Fund Stock Holdings

RW Investment Management LLC is a hedge fund based in Boise, ID. On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, RW Investment Management LLC reported an equity portfolio of $1 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of RW Investment Management LLC are DFAC, VB, BIV. The fund has invested 14.6% of it's portfolio in DIMENSIONAL ETF TRUST and 14.5% of portfolio in VANGUARD INDEX FDS. <br><br> RW Investment Management LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), VANGUARD INDEX FDS (VB) and VANGUARD BD INDEX FDS (BIV).
RW Investment Management LLC Equity Portfolio Value
Last Reported on: 28 Apr, 2026
$1.03Billion
  as of Apr 28, 2026

RW Investment Management LLC Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
dimensional etf trust150,450,000
vanguard index fds149,505,000
vanguard bd index fds104,901,000
vanguard scottsdale fds101,055,000
american centy etf tr101,039,000
dimensional etf trust95,141,600
dimensional etf trust68,162,100
dimensional etf trust52,430,600
New stocks bought by RW Investment Management LLC

Additions

No additions were made to existing positions by RW Investment Management LLC

Reductions

None of the existing positions were reduced by RW Investment Management LLC

Sold off

None of the stocks were completely sold off by RW Investment Management LLC

Sector Distribution

  • Others
  • Technology
Sector%
Others93.8
Technology1.9

Market Cap. Distribution

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED93.8
MEGA-CAP3.9
LARGE-CAP2

Stocks belong to which Index?

  • Others
  • S&P 500
Index%
Others94.1
S&P 5005.8
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

RW Investment Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RW Investment Management LLC

$1.03BTotal Value
113Positions
28 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of RW Investment Management LLC, last reported on 28 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RW Investment Management LLC's holding in Ishares Tr over time
0.08%28,777
$872.5K
0.08%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
RW Investment Management LLC's holding in Etf Ser Solutions over time
0.02%1,946
$208.9K
0.02%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
RW Investment Management LLC's holding in American Centy Etf Tr over time
9.78%914,627
$101.04M
9.78%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
RW Investment Management LLC's holding in American Centy Etf Tr over time
0.12%14,308
$1.21M
0.12%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
RW Investment Management LLC's holding in Spdr Series Trust over time
0.3%65,258
$3.12M
0.3%
new position
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
RW Investment Management LLC's holding in Vanguard Bd Index Fds over time
10.15%1,337,850
$104.90M
10.15%
new position
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
RW Investment Management LLC's holding in Vanguard Bd Index Fds over time
0.27%38,301
$2.82M
0.27%
new position
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
RW Investment Management LLC's holding in Vanguard Scottsdale Fds over time
9.78%1,274,820
$101.06M
9.78%
new position
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
RW Investment Management LLC's holding in Pimco Etf Tr over time
0.06%6,341
$591.4K
0.06%
new position