RW Investment Management LLC
RW Investment Management LLC reported 115 positions worth $1.14B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VTI (15.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $170.6M | 14.97% | 460,902 | — | — | |
| ▸ 2 | DFIC | SH | $157.1M | 13.79% | 4,217,089 | — | — | |
| ▸ 3 | AVUV | SH | $112.6M | 9.89% | 902,611 | — | — | |
| ▸ 4 | DUHP | SH | $110.4M | 9.69% | 2,644,596 | — | — | |
| ▸ 5 | BSV | SH | $108.8M | 9.55% | 1,396,886 | — | — | |
| ▸ 6 | VCSH | SH | $104.6M | 9.18% | 1,323,784 | — | — | |
| ▸ 7 | DFEM | SH | $79.4M | 6.97% | 1,953,688 | — | — | |
| ▸ 8 | DFCF | SH | $53.0M | 4.66% | 1,256,426 | — | — | |
| ▸ 9 | DFAT | SH | $51.8M | 4.55% | 741,761 | — | — | |
| ▸ 10 | DFUV | SH | $31.7M | 2.78% | 575,717 | — | — |
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Frequently Asked Questions
What stocks does RW Investment Management LLC hold as of Q2 2026?
RW Investment Management LLC reported 115 positions worth $1.14B in its Q2 2026 13F filing. Largest positions: VTI (15.0%), DFIC (13.8%), AVUV (9.9%), DUHP (9.7%) and BSV (9.6%).
What did RW Investment Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did RW Investment Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.