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RW Investment Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1631627

$1.14B

disclosed book value

115

positions

15%

largest position share

Positions, as of 2026-06-30

top 100 of 115 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VTIVANGUARD INDEX FDS460,902$170.6M15%
2DFICDIMENSIONAL ETF TRUST4.2M$157.1M13.8%
3AVUVAMERICAN CENTY ETF TR902,611$112.6M9.9%
4DUHPDIMENSIONAL ETF TRUST2.6M$110.4M9.7%
5BSVVANGUARD BD INDEX FDS1.4M$108.8M9.6%
6VCSHVANGUARD SCOTTSDALE FDS1.3M$104.6M9.2%
7DFEMDIMENSIONAL ETF TRUST2.0M$79.4M7%
8DFCFDIMENSIONAL ETF TRUST1.3M$53.0M4.7%
9DFATDIMENSIONAL ETF TRUST741,761$51.8M4.6%
10DFUVDIMENSIONAL ETF TRUST575,717$31.7M2.8%
11MUMICRON TECHNOLOGY INC11,939$13.8M1.2%
12VOOVANGUARD INDEX FDS13,753$9.4M0.8%
13VBVANGUARD INDEX FDS28,546$8.7M0.8%
14DFNMDIMENSIONAL ETF TRUST164,205$7.9M0.7%
15AAPLAPPLE INC25,662$7.4M0.7%
16VTESVANGUARD WELLINGTON FD61,269$6.2M0.5%
17VSDMVANGUARD MUN BD FDS70,309$5.4M0.5%
18ITOTISHARES TR31,876$5.2M0.5%
19VOVANGUARD INDEX FDS57,062$4.6M0.4%
20MSFTMICROSOFT CORP12,251$4.6M0.4%
21COSTCOSTCO WHOLESALE CORPORATION4,795$4.5M0.4%
22DFSIDIMENSIONAL ETF TRUST85,972$3.9M0.3%
23DFAXDIMENSIONAL ETF TRUST101,497$3.7M0.3%
24JPMJPMORGAN CHASE & CO10,318$3.4M0.3%
25SHMSPDR SERIES TRUST63,821$3.1M0.3%
26USBUS BANCORP49,466$3.0M0.3%
27BNDVANGUARD BD INDEX FDS38,301$2.8M0.2%
28DFSUDIMENSIONAL ETF TRUST51,315$2.4M0.2%
29DEDEERE & CO3,735$2.4M0.2%
30CVLCMORGAN STANLEY ETF TRUST22,317$2.1M0.2%
31IDAIDACORP INC13,382$2.0M0.2%
32PKGPACKAGING CORP AMER7,074$1.7M0.1%
33DFSEDIMENSIONAL ETF TRUST34,137$1.7M0.1%
34AVGOBROADCOM INC4,200$1.6M0.1%
35BRK/BBERKSHIRE HATHAWAY INC DEL3,114$1.6M0.1%
36PWRQUANTA SVCS INC2,050$1.5M0.1%
37HYSPIMCO ETF TR14,782$1.4M0.1%
38WMTWALMART INC12,110$1.4M0.1%
39FCXFREEPORT MCMORAN INC19,960$1.3M0.1%
40LLYELI LILLY & CO1,035$1.2M0.1%
41JNJJOHNSON & JOHNSON4,744$1.2M0.1%
42AVDEAMERICAN CENTY ETF TR13,273$1.2M0.1%
43DFSBDIMENSIONAL ETF TRUST22,272$1.2M0.1%
44GOOGLALPHABET INC3,152$1.1M0.1%
45SPYSTATE STR SPDR S&P 500 ETF T1,457$1.1M0.1%
46METAMETA PLATFORMS INC1,869$1.1M0.1%
47CATCATERPILLAR INC978$1.0M0.1%
48EXMOCEXXON MOBIL CORP7,485$1.0M0.1%
49ORCLORACLE CORP6,956$1.0M0.1%
50EATON CORP PLC2,291$976,2410.1%
51BXBLACKSTONE INC8,050$947,2440.1%
52KKRKKR & CO INC9,762$895,9570.1%
53GOOGALPHABET INC2,531$894,2300.1%
54BABOEING CO4,021$870,4260.1%
55AMATAPPLIED MATLS INC1,170$845,9100.1%
56TSLATESLA INC1,786$751,1920.1%
57IVVISHARES TR986$738,4060.1%
58MPCMARATHON PETE CORP2,815$719,6370.1%
59AMZNAMAZON COM INC2,970$707,8700.1%
60RTXRTX CORPORATION3,686$699,3450.1%
61JBTMJBT MAREL CORPORATION4,720$684,4000.1%
62AMGNAMGEN INC1,872$677,8890.1%
63QQQINVESCO QQQ TR919$676,7520.1%
64LMTLOCKHEED MARTIN CORP1,246$634,7880.1%
65AGGISHARES TR6,311$624,6830.1%
66INTCINTEL CORP4,421$617,3050.1%
67SCHWSCHWAB CHARLES CORP6,686$616,9180.1%
68BACBANK OF AMER CORP10,779$614,1880.1%
69MCHPMICROCHIP TECHNOLOGY INC.6,631$604,7480.1%
70LOWLOWES COS INC2,628$579,4480.1%
71BINCBLACKROCK ETF TRUST II10,869$568,8840%
72ESGEISHARES INC9,474$518,1590%
73KOCOCA COLA CO5,920$481,1190%
74CVIEMORGAN STANLEY ETF TRUST5,562$472,8410%
75NVDANVIDIA CORPORATION2,283$456,8160%
76WMWASTE MGMT INC DEL1,945$433,5020%
77MARMARRIOTT INTL INC NEW1,116$413,5790%
78CVSBMORGAN STANLEY ETF TRUST8,131$411,7540%
79CVXCHEVRON CORPORATION2,435$403,6260%
80AMDADVANCED MICRO DEVICES INC685$397,9240%
81WFCWELLS FARGO & CO4,713$389,4830%
82SHPROSHARES TR11,635$384,1880%
83PEPPEPSICO INC2,833$383,6000%
84CSCOCISCO SYS INC3,130$367,6120%
85CCITIGROUP INC2,607$364,8760%
86EWEDWARDS LIFESCIENCES CORP3,936$356,0510%
87MCKMCKESSON CORP465$351,1940%
88TSMTAIWAN SEMICONDUCTOR MANUFAC731$349,1040%
89AAGILENT TECHNOLOGIES INC2,620$348,0150%
90QTUMETF SER SOLUTIONS1,976$326,8230%
91HDHOME DEPOT INC922$325,0690%
92PSQPROSHARES TR12,920$323,7760%
93WMBWILLIAMS COS INC4,314$320,7030%
94DRIDARDEN RESTAURANTS INC1,451$298,9210%
95EMREMERSON ELEC CO2,050$293,4580%
96PAYXPAYCHEX INC2,924$287,5170%
97TGTTARGET CORP2,160$282,1180%
98LLOEWS CORP2,424$274,4220%
99MCDMCDONALDS CORP997$269,5000%
100GDGENERAL DYNAMICS CORP737$261,0750%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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