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Showing Q3 2025 data
RW Investment Management LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
RW Investment Management LLC
•CIK: 1631627•Filing: Q3 2025
RW Investment Management LLC manages $970M across a diversified portfolio of 110 positions. The fund exhibits significant concentration in core US equities, with VTI representing the largest holding at $151.5M. Notable allocations include substantial positions in DFIC ($142.5M), BSV ($98.8M), and VCSH ($94.2M). This structure suggests a tactical, large-cap growth orientation within its current market positioning.
Total AUM
$970.1M
QoQ Performance
+8.3%
Positions
88
Top 10 Concentration
87.8%
Latest Filing
Q3 2025
Top Holdings Allocation
VTI
DFIC
BSV
VCSH
DUHP
AVUV
DFEM
DFCF
VTI15.6%
DFIC14.7%
BSV10.2%
VCSH9.7%
DUHP9.5%
AVUV8.8%
DFEM6.5%
DFCF5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.9%
Technology2.2%
ETF1.1%
Consumer0.9%
Financial0.7%
Industrial0.5%
Healthcare0.3%
Energy0.2%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW5 new positions
↑15 increased
↓50 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024