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Latest RW Investment Management LLC Stock Portfolio

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.

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.

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 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

Sector%
Others93.8
Technology1.9

Market Cap. Distribution

Category%
UNALLOCATED93.8
MEGA-CAP3.9
LARGE-CAP2

Stocks belong to which Index?

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

Last Reported on: 28 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions