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RCW Management

Latest statistics and disclosures from RCW Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002104402

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Positions held by RCW Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for RCW Management

RCW Management holds 66 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.7	$8.6M	263k	32.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	7.5	$7.5M	285k	26.23	View chart
Vanguard World Inf Tech Etf (VGT)	7.0	$6.9M	9.1k	753.90	View chart
Select Sector Spdr Tr State Street Tec (XLK)	5.3	$5.2M	36k	143.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	4.0	$3.9M	13k	314.82	View chart
Vanguard World Financials Etf (VFH)	3.7	$3.7M	28k	133.49	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.7	$3.7M	137k	26.91	View chart
Vanguard World Health Car Etf (VHT)	3.3	$3.3M	12k	287.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$2.9M	4.6k	614.35	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.4	$2.4M	28k	85.37	View chart
Vanguard World Industrial Etf (VIS)	2.2	$2.2M	7.5k	298.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$2.2M	35k	62.47	View chart
Vanguard World Consum Stp Etf (VDC)	2.2	$2.1M	10k	211.24	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.1	$2.1M	35k	60.81	View chart
Ishares Tr Tips Bd Etf (TIP)	2.1	$2.0M	19k	109.91	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$2.0M	10k	190.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$2.0M	17k	120.19	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.9	$1.9M	35k	54.77	View chart
Vanguard World Comm Srvc Etf (VOX)	1.9	$1.9M	9.6k	193.63	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.7	$1.7M	16k	103.57	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.6	$1.5M	51k	30.07	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.6	$1.5M	54k	28.48	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.5	$1.5M	9.5k	155.12	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.4	$1.4M	32k	44.71	View chart
Vanguard World Consum Dis Etf (VCR)	1.4	$1.4M	3.4k	393.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$1.4M	56k	24.04	View chart
Ishares Tr Core 30/70 Conse (AOK)	1.3	$1.3M	32k	40.13	View chart
Select Sector Spdr Tr State Street Mat (XLB)	1.2	$1.2M	26k	45.35	View chart
Select Sector Spdr Tr State Street Con (XLY)	1.1	$1.1M	9.5k	119.41	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.1	$1.1M	23k	46.54	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$961k	12k	81.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$941k	12k	79.74	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.9	$857k	34k	25.08	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.8	$816k	18k	46.04	View chart
Spdr Series Trust State Street Spd (CWB)	0.8	$781k	8.8k	89.21	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.8	$750k	36k	20.89	View chart
Spdr Series Trust State Street Spd (XHB)	0.8	$745k	7.2k	102.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$731k	27k	27.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$666k	1.1k	627.31	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.6	$632k	5.4k	117.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$585k	1.2k	502.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$543k	3.8k	143.52	View chart
Spdr Series Trust State Street Spd (XNTK)	0.5	$532k	1.9k	277.88	View chart
Welltower Inc Com reit (WELL)	0.5	$497k	2.7k	185.64	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.5	$494k	2.9k	168.28	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$482k	21k	23.37	View chart
Apple (AAPL)	0.5	$470k	1.7k	271.95	View chart
Spdr Series Trust State Street Spd (KBE)	0.5	$451k	7.4k	60.69	View chart
Sprott Asset Management Physical Gold An (CEF)	0.4	$443k	9.7k	45.80	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$416k	8.9k	46.81	View chart
CSX Corporation (CSX)	0.4	$410k	11k	36.25	View chart
Ishares Tr Morningstar Valu (ILCV)	0.4	$402k	4.3k	94.36	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.4	$380k	9.4k	40.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$374k	1.7k	219.78	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$359k	3.8k	95.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$341k	6.7k	50.59	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$300k	9.2k	32.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$298k	1.0k	290.22	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.3	$263k	14k	19.08	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$256k	5.1k	50.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$237k	2.7k	88.50	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.2	$237k	4.4k	53.95	View chart
Vanguard World Utilities Etf (VPU)	0.2	$227k	1.2k	185.08	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$223k	5.4k	41.08	View chart
Johnson & Johnson (JNJ)	0.2	$222k	1.1k	206.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$216k	317.00	681.92	View chart

Past Filings by RCW Management

SEC 13F filings are viewable for RCW Management going back to 2025

RCW Management 2025 Q4 filed Jan. 30, 2026

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