RCW Management, LLC
Long book
$97.6M
Q1 2026
Positions
68
Top-10 weight
46%
concentration
Last quarter
+13.3%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filingsRCW Management, LLC is a wealth-management firm allocating client money, specialised in financials (73% of the long book), running a $97.6M US long book across 68 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SCHWAB US LARGE-CAP GROWTH, SCHWAB US BROAD MARKET ETF, VANGUARD INFO TECH ETF, SS TECHNOLOGY SELECT SECTOR, VANGUARD LARGE-CAP ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-2.2%
Q1 2026
+13.3%
Sector allocation
Financials 32%
Technology 26%
Industrials 26%
Healthcare 16%