StockDriftsStockDriftsTop 50 RW Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 14.97% | 460.9K | $170.6M | -1.10%(-5.12K) | $215.22(+78.13%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 13.79% | 4.22M | $157.1M | -0.41%(-17.37K) | $23.17(+69.73%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 9.89% | 902.6K | $112.6M | -1.31%(-12.02K) | $95.20(+34.62%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 9.69% | 2.64M | $110.4M | +2.18%(+56.41K) | $35.61(+19.55%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 9.55% | 1.40M | $108.8M | +4.41%(+59.04K) | $76.17(+1.90%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 9.18% | 1.32M | $104.6M | +3.84%(+48.96K) | $76.37(+2.96%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.97% | 1.95M | $79.4M | -0.97%(-19.16K) | $23.93(+68.83%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 4.66% | 1.26M | $53.0M | +1.17%(+14.58K) | $41.67(-0.58%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.55% | 741.8K | $51.8M | -2.75%(-20.94K) | $45.36(+59.49%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.78% | 575.7K | $31.7M | -2.00%(-11.72K) | $34.02(+69.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.06% | +40.70% | — | — | +45.01% |
| Top 20 Holdings Unweighted | +18.25% | +65.35% | — | — | +70.77% |
RW Investment Management LLC reports $1.14B in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are VTI (15.0%), DFIC (13.8%) and AVUV (9.9%). The top 20 holdings account for 92.45% of reported assets. Its disclosed equity book has returned +40.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from RW Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1631627). View RW Investment Management LLC’s 13F filings on SEC