Rw Investment Management LLC Portfolio Holdings

Rw Investment Management LLC

  • $814 Billion
  • Q1 2025

Rw Investment Management LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $814 Billion distributed in 108 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 $132B, Dimensional ETF Tr Dimensional with a value of $132B, Vanguard Bd Index Fd Inc Short with a value of $91.5B, Vanguard Sht Term Corp Bd ETF with a value of $85.9B, and Dimensional ETF Tr U S Target with a value of $85.4B.

Examining the 13F form we can see an decrease of $6.98B in the current position value, from $821B to 814B.

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 $814 Billion
ETFs: $748 Billion
Technology: $14.8 Billion
Consumer Defensive: $8.64 Billion
Financial Services: $8.45 Billion
Industrials: $7.13 Billion
Consumer Cyclical: $4.43 Billion
Energy: $3.87 Billion
Healthcare: $2.72 Billion
Other: $4.97 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$132 Billion 16.22% of portfolio
480,359
Q1 2025 Reduced 2.32%
$0
$132 Billion 16.19% of portfolio
4,743,178
Q1 2025 Reduced 3.51%
$0
$91.5 Billion 11.24% of portfolio
1,168,651
Q1 2025 Added 1.04%
$0
$85.9 Billion 10.55% of portfolio
1,088,057
Q1 2025 Added 1.02%
$0
$85.4 Billion 10.49% of portfolio
1,657,644
Q1 2025 Reduced 3.98%
$0
$49.4 Billion 6.07% of portfolio
1,199,203
Q1 2025 Reduced 4.18%
$0
$47.1 Billion 5.79% of portfolio
1,780,739
Q1 2025 Reduced 1.05%
$0
$45.4 Billion 5.58% of portfolio
1,079,413
Q1 2025 Added 3.28%
$0
$25.9 Billion 3.18% of portfolio
781,622
Q1 2025 Added 30.89%
$0
$20.9 Billion 2.57% of portfolio
239,646
Q1 2025 Added 28.45%
$0
$7.72 Billion 0.95% of portfolio
34,805
Q1 2025 Added 16.43%
$0
$7.02 Billion 0.86% of portfolio
13,669
Q1 2025 Added 43.48%
$0
$4.34 Billion 0.53% of portfolio
16,775
Q1 2025 Added 5.31%
$0
$3.91 Billion 0.48% of portfolio
82,238
Q1 2025 Reduced 0.07%
$0
$3.55 Billion 0.44% of portfolio
74,523
Q1 2025 Added 0.53%
$0
$2.89 Billion 0.35% of portfolio
39,284
Q1 2025 Added 1.19%
$0
$884 Million 0.11% of portfolio
28,777
Q3 2024 Added 3.59%
$0
$751 Million 0.09% of portfolio
1,342
Q1 2025 Added 0.22%
$0
$506 Million 0.06% of portfolio
900
Q1 2025 Reduced 32.13%
$0
$447 Million 0.05% of portfolio
954
Q1 2025 Reduced 24.04%
$0
$306 Million 0.04% of portfolio
8,744
Q1 2025 Reduced 0.65%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $814 Billion
  • Prior Value $821 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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