RCW Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Michelle L. Baron, the Chief Compliance Officer for the firm located in Jacksonville, Florida, lists 67 separate holdings.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and index funds. The top individual equity holding is Apple Inc., which is listed with 1,649 shares. Berkshire Hathaway Inc. is the second-largest individual stock holding, with 1,090 shares. The remainder of the portfolio consists primarily of various ETFs tracking broad market indices, sector-specific funds, and commodities.
Major ETF holdings include the Schwab Strategic Trust US Large Cap Growth ETF with 2,650,115 shares, the Vanguard Tax-Managed Funds Van FTSE Dev MkT ETF with 3,247,644 shares, and the Vanguard World FD Inf Tech ETF with 8,756,346 shares. The filing also lists significant positions in World Gold Trust SPDR GLD Minis with 1,885,702 shares and BlackRock ETF Trust iShares US Equity with 2,982,457 shares.
The report indicates that all positions are held in a Sole voting capacity with no shared investment power.
