RCW Management, LLC

Est. AUM

$97.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.7M	265472	7.93%	SOLE
2	SCHWAB STRATEGIC TR	US BRD MKT ETF	$7.1M	283362	7.29%	SOLE
3	VANGUARD WORLD FD	INF TECH ETF	$6.4M	9112	6.52%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.8M	36107	4.92%	SOLE
5	VANGUARD INDEX FDS	LARGE CAP ETF	$3.9M	13096	4.01%	SOLE
6	SCHWAB STRATEGIC TR	US LRG CAP ETF	$3.5M	137000	3.60%	SOLE
7	VANGUARD WORLD FD	FINANCIALS ETF	$3.4M	28222	3.49%	SOLE
8	VANGUARD WORLD FD	HEALTH CAR ETF	$3.1M	11384	3.18%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.9M	45026	2.96%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$2.5M	4382	2.59%	SOLE
11	WORLD GOLD TR	SPDR GLD MINIS	$2.3M	25156	2.39%	SOLE
12	VANGUARD WORLD FD	INDUSTRIAL ETF	$2.3M	7289	2.33%	SOLE
13	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.3M	38902	2.32%	SOLE
14	VANGUARD WORLD FD	CONSUM STP ETF	$2.2M	9945	2.29%	SOLE
15	ISHARES TR	TIPS BD ETF	$2.1M	19175	2.17%	SOLE
16	VANGUARD INDEX FDS	VALUE ETF	$2.1M	10651	2.14%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.9M	31615	1.99%	SOLE
18	ISHARES TR	CORE S&P SCP ETF	$1.9M	14942	1.90%	SOLE
19	VANGUARD WORLD FD	COMM SRVC ETF	$1.7M	9593	1.77%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.7M	34591	1.75%	SOLE
21	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.6M	53485	1.59%	SOLE
22	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.5M	49564	1.57%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET IND	$1.5M	9472	1.57%	SOLE
24	VANECK ETF TRUST	MRNGSTR WDE MOAT	$1.5M	15314	1.52%	SOLE
25	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.4M	57864	1.47%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET MAT	$1.3M	25934	1.33%	SOLE
27	ISHARES TR	CORE 30/70 CONSE	$1.3M	31989	1.31%	SOLE
28	VANGUARD WORLD FD	CONSUM DIS ETF	$1.2M	3364	1.24%	SOLE
29	ISHARES TR	CORE UNIVRSL USD	$1.1M	24213	1.15%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET CON	$1.0M	9498	1.06%	SOLE
31	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$974K	12287	1.00%	SOLE
32	ISHARES GOLD TR	ISHARES NEW	$972K	11020	1.00%	SOLE
33	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$936K	37586	0.96%	SOLE
34	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$858K	18807	0.88%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$791K	8639	0.81%	SOLE
36	SCHWAB STRATEGIC TR	US REIT ETF	$771K	35897	0.79%	SOLE
37	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$770K	25095	0.79%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$714K	7233	0.73%	SOLE
39	SPDR INDEX SHS FDS	STATE STREET SPD	$654K	13941	0.67%	SOLE
40	VANGUARD INDEX FDS	S&P 500 ETF SHS	$616K	1031	0.63%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET COM	$595K	5367	0.61%	SOLE
42	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$560K	3780	0.57%	SOLE
43	WELLTOWER INC	COM	$532K	2689	0.55%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$522K	1090	0.54%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$489K	1915	0.50%	SOLE
46	SCHWAB STRATEGIC TR	US AGGREGATE B	$479K	20609	0.49%	SOLE
47	FIRST TR EXCHANGE-TRADED FD	TECH ALPHADEX	$466K	2935	0.48%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$442K	7429	0.45%	SOLE
49	APPLE INC	COM	$439K	1730	0.45%	SOLE
50	CSX CORP	COM	$434K	10575	0.44%	SOLE

1–50 of 68

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.