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RW Investment Management LLC
RW Investment Management LLC is a fee-based, SEC-registered investment adviser headquartered in Eagle, Idaho. Founded in 2016, the firm manages investment portfolios and provides comprehensive financial planning services, including retirement planning, estate planning, and risk management. RW Investment Management serves a diverse clientele, primarily high net worth individuals, with a staff of 19 employees. They emphasize customized advice and fiduciary responsibility.
Investment Strategy
RW Investment Management LLC focuses on holistic, client-centered financial planning and investment management. Their strategy emphasizes comprehensive analysis across key areas: portfolio management, liability management, risk management, and estate planning. The firm tailors its investment advice to each client’s financial situation and goals, guided by prudent, ethical practices and a commitment to fiduciary responsibility. They do not accept commissions, instead charging transparent, asset-based and fixed fees.
Latest 13F Filing Activity
RW Investment Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 105 equity positions and 1 options positions with a total 13F market value of $897M. The fund increased holdings in Vanguard Index FDS, Dimensional Etf Trust, Dimensional Etf Trust among other positions. RW Investment Management LLC reduced exposure to Dimensional Etf Trust, SPDR Series Trust, Intel Corp. among others.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 16.71% | $149.9M | 493,315 | $220.58 | $303.93 | +$17.9M |
D DFIC | DIMENSIONAL ETF TRUST | 16.31% | $146.3M | 4,707,212 | $23.93 | $31.09 | +$14.6M |
B BSV | VANGUARD BD INDEX FDS | 10.26% | $92.1M | 1,170,018 | $75.85 | $78.70 | +$598.4K |
D DFAT | DIMENSIONAL ETF TRUST | 9.90% | $88.9M | 1,647,101 | $46.60 | $53.96 | +$3.5M |
V VCSH | VANGUARD SCOTTSDALE FDS | 9.71% | $87.2M | 1,096,486 | $76.01 | $79.50 | +$1.3M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M MU | MICRON TECHNOLOGY INC | — | Call | $123.3K | 10 | $123.25 | $102.25 | 0 | +$36.4K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | Boise, ID , United States |
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