Rw Investment Management LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $970 Billion distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $152B, Dimensional ETF Tr Dimensional with a value of $142B, Vanguard Bd Index Fd Inc Short with a value of $98.8B, Vanguard Sht Term Corp Bd ETF with a value of $94.2B, and Dimensional ETF Tr Dimensional with a value of $92.2B.
Examining the 13F form we can see an increase of $72.8B in the current position value, from $897B to 970B.
Rw Investment Management LLC is based out at Eagle, ID
Below you can find more details about Rw Investment Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$970 Billion
ETFs: $887 Billion
Technology: $22.2 Billion
Financial Services: $12.5 Billion
Industrials: $8.58 Billion
Consumer Defensive: $7.49 Billion
Consumer Cyclical: $5.31 Billion
Healthcare: $4.03 Billion
Communication Services: $3.3 Billion
Other: $6.23 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
