RW Investment Management LLC
CIK 1631627
13F filing for Q2 2026・No. 2,364
- Holdings
- US$1.14B
- Quarter change
- +US$105.94M
- Entries
- 122
- Net bought (estimate)
- +US$7.82M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 4
- Cut 32
- Added 28
- Corporate actions 0
- Unchanged 49
Largest holdings
115 stocks worth US$1.14B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 460,902 | US$170.55M | 14.97% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Cut | 4,217,089 | US$157.13M | 13.79% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Cut | 902,611 | US$112.61M | 9.89% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 2,644,596 | US$110.36M | 9.69% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | Added | 1,396,886 | US$108.83M | 9.55% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 1,323,784 | US$104.62M | 9.18% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Cut | 1,953,688 | US$79.4M | 6.97% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 1,256,426 | US$53.03M | 4.66% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Cut | 741,761 | US$51.85M | 4.55% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 575,717 | US$31.67M | 2.78% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.