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Portfolio (Quarterly) Guide ↗

RCW Management, LLC

· CIK 0002104402
13F Portfolio $112M AUM 68 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 68 New
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TIPX SPDR SERIES TRUST 13,798.0 $261K 0.23% NEW $18.93 -1.3%
62 ICSH ISHARES TR 5,069.0 $256K 0.23% NEW $50.58 -0.1%
63 VNQ VANGUARD INDEX FDS 2,586.0 $249K 0.22% NEW $96.43 +2.9%
64 VAW VANGUARD WORLD FD 1,049.0 $240K 0.21% NEW $228.79 +5.2%
65 SPY STATE STR SPDR S&P 500 ETF T Financial Services 317.0 $237K 0.21% NEW $746.77 +2.6%
66 VPU VANGUARD WORLD FD 1,132.0 $222K 0.20% NEW $195.73 -4.3%
67 IXC ISHARES TR 4,146.0 $204K 0.18% NEW $49.13 +16.1%
68 PNQI INVESCO EXCHANGE TRADED FD T 4,400.0 $201K 0.18% NEW $45.58 +15.5%
Page 4 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 69.0%
Industrials 17.6%
Real Estate 5.5%
Technology 5.1%
Healthcare 2.9%