account_balance

Investment manager · 13F filer · SEC CIK 1631627

RW Investment Management LLC

Reported value$1.13Bas of Sep 30, 2026
Positions122 10 new, 3 sold out
Top 10 weight84.7%VTI alone is 15%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 15.2% Held
DFIC Dimensional ETF Trust 14.0% Held
DUHP Dfa Invt Dimensions Group In 9.9% Held
AVUV American Centy ETF Tr 9.4% Held
BSV Vanguard Bd Index FDS 9.3% Held
VCSH Vanguard Scottsdale FDS 9.0% Held
DFEM Dimensional ETF Trust 6.8% Held
DFAT Dimensional ETF Trust 4.2% Trimmed −3%
DFCF Dimensional ETF Trust 4.2% Trimmed −7%
DFUV Dimensional ETF Trust 2.7% Trimmed −3%
MU Micron Technology Inc 1.1% Held
VOO Vanguard Index FDS 0.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • DUSB $2.26M
  • DFSD $2.24M
  • IGSB $2.03M
  • SUB $968K
arrow_upwardAdded
  • VSDM +19%
  • SHM +17%
  • VTES +13%
  • AAPL +10%
arrow_downwardTrimmed
  • USB −17%
  • DE −8%
  • DFCF −7%
  • DFAT −3%
remove_circleSold out
  • SH $384K
  • PSQ $324K
  • MS $209K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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