RW Investment Management LLC holds a focused book of 115 stocks worth $1.1B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Intel Corp and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 15% of the equity book. Cloning the disclosed picks since 2025 would be +19% (+18.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning RW Investment Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as RW Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.0B |
| JPMORGAN CHASE & CO | 79 / 80 | $571.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $169.1B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $87.1B |
| LPL Financial LLC | 79 / 80 | $82.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $19.9B |
| MORGAN STANLEY | 78 / 80 | $597.2B |
| MERCER GLOBAL ADVISORS INC /ADV | 78 / 80 | $27.9B |
Ranked by how many of RW Investment Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $170.6M | 460.9K | 15.0% | ▼−1.1% Reduced · −5K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $157.1M | 4.22M | 13.8% | ▼−0.4% Reduced · −17K sh | |
| 3 | American Centy ETF TR US SML CP VALU | $112.6M | 902.6K | 9.9% | ▼−1.3% Reduced · −12K sh | |
| 4 | Dimensional ETF Trust US HIGH PROF ETF | $110.4M | 2.64M | 9.7% | ▲+2.2% Added · +56K sh | |
| 5 | Vanguard BD Index FDS SHORT TRM BOND | $108.8M | 1.40M | 9.6% | ▲+4.4% Added · +59K sh | |
| 6 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $104.6M | 1.32M | 9.2% | ▲+3.8% Added · +49K sh | |
| 7 | Dimensional ETF Trust EMERGING MKTS CO | $79.4M | 1.95M | 7.0% | ▼−1.0% Reduced · −19K sh | |
| 8 | Dimensional ETF Trust CORE FIXE IN ETF | $53.0M | 1.26M | 4.7% | ▲+1.2% Added · +15K sh | |
| 9 | Dimensional ETF Trust US TARGETED VLU | $51.8M | 741.8K | 4.6% | ▼−2.7% Reduced · −21K sh | |
| 10 | Dimensional ETF Trust US MKTWIDE VALUE | $31.7M | 575.7K | 2.8% | ▼−2.0% Reduced · −12K sh | |
| 11 | Micron Technology Inc COM | $13.8M | 11.9K | 1.2% | ▼−12% Reduced · −2K sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $9.4M | 13.8K | 0.8% | ▲+9.9% Added · +1K sh | |
| 13 | Vanguard Index FDS SMALL CP ETF | $8.7M | 28.5K | 0.8% | ▲+1.7% Added · +470 sh | |
| 14 | Dimensional ETF Trust NATL MUN BD ETF | $7.9M | 164.2K | 0.7% | ▼−1.0% Reduced · −2K sh | |
| 15 | Apple Inc COM | $7.4M | 25.7K | 0.7% | ▼−0.3% Reduced · −88 sh | |
| 16 | Vanguard Wellington FD SHORT TRM TAX EX | $6.2M | 61.3K | 0.5% | ▲+27% Added · +13K sh | |
| 17 | Vanguard Mun BD FDS SHORT TAX EXEMPT | $5.4M | 70.3K | 0.5% | ▲+41% Added · +20K sh | |
| 18 | Ishares TR CORE S&P TTL STK | $5.2M | 31.9K | 0.5% | ▼−2.0% Reduced · −668 sh | |
| 19 | Vanguard Index FDS MID CAP ETF | $4.6M | 57.1K | 0.4% | ▲+302% Added · +43K sh | |
| 20 | Microsoft Corp COM | $4.6M | 12.3K | 0.4% | ▲+3.9% Added · +456 sh | |
| 21 | Costco Wholesale Corporation COM | $4.5M | 4.8K | 0.4% | ▼−0.4% Reduced · −21 sh | |
| 22 | Dimensional ETF Trust INTERNATIONAL | $3.9M | 86.0K | 0.3% | ▲+1.1% Added · +936 sh | |
| 23 | Dimensional ETF Trust WORLD EX US CORE | $3.7M | 101.5K | 0.3% | ▼−1.6% Reduced · −2K sh | |
| 24 | JPMorgan Chase & Co COM | $3.4M | 10.3K | 0.3% | —Held | |
| 25 | SPDR Series Trust ST NUVE TERM ETF | $3.1M | 63.8K | 0.3% | ▼−2.2% Reduced · −1K sh | |
| 26 | US Bancorp COM NEW | $3.0M | 49.5K | 0.3% | ▼~0% Reduced · −2 sh | |
| 27 | Vanguard BD Index FDS TOTAL BND MRKT | $2.8M | 38.3K | 0.2% | —Held | |
| 28 | Dimensional ETF Trust US SUSTAINABILTY | $2.4M | 51.3K | 0.2% | ▲+1.8% Added · +924 sh | |
| 29 | Deere & Co COM | $2.4M | 3.7K | 0.2% | ▲+12% Added · +400 sh | |
| 30 | Morgan Stanley ETF Trust CALVERT US LARCP | $2.1M | 22.3K | 0.2% | ▲+8.7% Added · +2K sh | |
| 31 | Idacorp Inc COM | $2.0M | 13.4K | 0.2% | —Held | |
| 32 | Packaging Corp Amer COM | $1.7M | 7.1K | 0.1% | —Held | |
| 33 | Dimensional ETF Trust EMER MARK SU ETF | $1.7M | 34.1K | 0.1% | ▲+3.6% Added · +1K sh | |
| 34 | Broadcom Inc COM | $1.6M | 4.2K | 0.1% | ▼−7.0% Reduced · −317 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $1.6M | 3.1K | 0.1% | —Held | |
| 36 | Quanta Svcs Inc COM | $1.5M | 2.0K | 0.1% | —Held | |
| 37 | Pimco ETF TR 0-5 HIGH YIELD | $1.4M | 14.8K | 0.1% | ▲+133% Added · +8K sh | |
| 38 | Walmart Inc COM | $1.4M | 12.1K | 0.1% | —Held | |
| 39 | Freeport McMoran Inc CL B | $1.3M | 20.0K | 0.1% | ▼−0.4% Reduced · −80 sh | |
| 40 | Eli Lilly & Co COM | $1.2M | 1.0K | 0.1% | —Held | |
| 41 | Johnson & Johnson COM | $1.2M | 4.7K | 0.1% | ▲+4.3% Added · +198 sh | |
| 42 | American Centy ETF TR INTL EQT ETF | $1.2M | 13.3K | 0.1% | ▼−7.2% Reduced · −1K sh | |
| 43 | Dimensional ETF Trust GLOBAL SUSTAINA | $1.2M | 22.3K | 0.1% | ▲+0.3% Added · +64 sh | |
| 44 | Alphabet Inc CAP STK CL A | $1.1M | 3.2K | 0.1% | ▼−1.6% Reduced · −51 sh | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.5K | 0.1% | —Held | |
| 46 | Meta Platforms Inc CL A | $1.1M | 1.9K | 0.1% | —Held | |
| 47 | Caterpillar Inc COM | $1.0M | 978 | 0.1% | —Held | |
| 48 | Exxon Mobil Corp COM | $1.0M | 7.5K | 0.1% | ▼−2.0% Reduced · −154 sh | |
| 49 | Oracle Corp COM | $1.0M | 7.0K | 0.1% | ▼−2.9% Reduced · −205 sh | |
| 50 | Eaton Corp PLC SHS | $976K | 2.3K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1631627/holdings"
Use Arkolith to show RW Investment Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.