RW Investment Management LLC has submitted its latest 13F-HR filing, revealing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategy and portfolio adjustments.

As of the filing date, RW Investment Management LLC reported total holdings valued at approximately $1.13 billion. The firm has made notable investments in several high-profile companies, including Apple Inc., Amazon.com Inc., and Alphabet Inc. These positions indicate a strategic focus on technology and consumer sectors.

Background

RW Investment Management LLC, incorporated in Idaho, operates as an investment management firm. The company primarily engages in managing investment portfolios for clients. The firm has been active in filing various reports with the SEC, including recent 13F-HR filings, which disclose its investment holdings and strategies.

The most recent filings include:

  • November 3, 2026 - 13F-HR
  • August 6, 2026 - 13F-HR
  • April 28, 2026 - 13F-HR

What the Filing Says

The latest filing highlights several key positions held by RW Investment Management LLC. Notably, the firm has invested in:

"Apple Inc. (CUSIP: 037833100) - 28,254 shares valued at approximately $9.41 million."
"Amazon.com Inc. (CUSIP: 023135106) - 2,979 shares valued at approximately $742,218."

These figures illustrate the firm's commitment to investing in established technology leaders.

Impact

The filing may impact various stakeholders, including investors and analysts who track RW Investment Management LLC's strategies. The firm's significant holdings in major companies could influence market perceptions and investment decisions within the technology and consumer sectors.

What's Next

The filing does not specify what happens next for RW Investment Management LLC. However, investors and market analysts will likely monitor future filings to gauge any changes in the firm's investment strategy.