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RW Investment Management LLC - Portfolio Stock Holdings

RW Investment Management LLC disclosed 118 stock positions in a recent SEC 13F filing. $1,138,149,733 of stock holdings were filed, with the largest holdings including VTI, DFIC, and AVUV. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,731,699,388 and has 20 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

118

Est. Stock Holding Value:

$1,138,149,733

Top Stock Holdings By Sector

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Portfolio Stock Holdings - RW Investment Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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