13F Insight
DOSSIER · 13F-HR · Q2 2026

RW Investment Management LLC

$1.1B in tracked AUM across 122 positions as of Q2 2026.

RI
CIK 0001631627 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
122
—
positions
Whale Score
74
74
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

RW Investment Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$171M461K15.0%02
DFIC
DIMENSIONAL ETF TRUST
$157M4.2M13.8%03
AVUV
AMERICAN CENTY ETF TR
$113M903K9.9%04
DUHP
DIMENSIONAL ETF TRUST
$110M2.6M9.7%05
BSV
VANGUARD BD INDEX FDS
$109M1.4M9.6%06
VCSH
VANGUARD SCOTTSDALE FDS
$105M1.3M9.2%07
DFEM
DIMENSIONAL ETF TRUST
$79M2.0M7.0%08
DFCF
DIMENSIONAL ETF TRUST
$53M1.3M4.7%09
DFAT
DIMENSIONAL ETF TRUST
$52M742K4.6%10
DFUV
DIMENSIONAL ETF TRUST
$32M576K2.8%

Filing history

2026Q2Jun 30
$1.1B▲ 10.3%
122 positionsView →2026Q1Mar 31
$1.0B▲ 6.5%
120 positionsView →2025Q3Sep 30
$970M▲ 8.1%
118 positionsView →2025Q2Jun 30
$897M▲ 10.3%
120 positionsLocked2025Q1Mar 31
$814M▼ 0.9%
108 positionsLocked2024Q4Dec 31
$821M▲ 2.1%
111 positionsLocked2024Q3Sep 30
$804M▲ 8.7%
102 positionsLocked2024Q2Jun 30
$740M▲ 3.0%
97 positionsLocked2024Q1Mar 31
$718M▲ 9.5%
94 positionsLocked2023Q4Dec 31
$656M▲ 19.1%
87 positionsLocked2023Q3Sep 30
$551M▲ 14.1%
85 positionsLocked2023Q2Jun 30
$483M▲ 34.3%
89 positionsLocked
Showing 12 of 14