Q2 2026 13F · SEC CIK 1507683

Rwwm, Inc.

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.4B
Reported positions: 40
Top holdings a year, 3 yrs: +12.7%
Assets under management: $1.5B

Rwwm, Inc. is a wealth manager that reported 40 positions worth $1.4B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Daily Journal Corp (DJCO, 15.7%), Alibaba Group Hldg Ltd (BABA, 15.7%), Wells Fargo & Co (WFC, 10.3%). A portfolio copying its top holdings returned 12.7% a year over the last 3 years, against 22.3% for the S&P 500.

Rwwm, Inc. holdings all 40 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Rwwm, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DJCODaily Journal Corp	15.7%	12.7%	354,295	-1.7%	$213.0M
BABAAlibaba Group Hldg Ltd	15.7%	19.8%	2,217,364	+2.6%	$212.8M
WFCWells Fargo & Co	10.3%	10.0%	1,680,197	-2.4%	$138.9M
BRK-BBerkshire Hathaway Inc Del	9.5%	8.5%	255,944	+5.1%	$128.1M
WHRWhirlpool Corp Com	9.1%	9.5%	3,140,419	+29.6%	$123.8M
FOXFFox Factory Hldg Corp	6.7%	6.6%	5,381,694	-2.7%	$91.2M
SGOVIshares Tr	6.3%	5.3%	845,240	+17.3%	$85.1M
CRICarters Inc	4.4%	6.1%	1,444,045	-38.4%	$59.4M
KHCKraft Heinz Co	4.1%	5.3%	2,349,610	-26.7%	$55.5M
XOMExxon Mobil Corp	3.0%	4.0%	301,524	-6.2%	$41.2M
PIIPolaris Inc	2.5%	3.5%	499,211	-43.8%	$34.2M
MSFTMicrosoft Corp	2.5%	2.5%	90,349	-0.3%	$33.7M
LULULululemon Athletica Inc	2.0%	0.8%	235,581	+221.0%	$26.9M
ADBEAdobe Inc	1.6%	0.9%	104,151	+106.2%	$21.4M
CROXCrocs Inc	1.4%	New	160,316	—	$19.3M
AMCXAmc Global Media Inc	1.0%	0.8%	1,401,949	-7.9%	$14.0M
HELEHelen of Troy Ltd	1.0%	1.2%	474,611	-59.6%	$13.8M
HRBBlock H & R Inc Com	0.8%	0.8%	296,272	-17.8%	$11.3M
TMETencent Music Entmt Group	0.7%	New	1,054,403	—	$8.9M
WGOWinnebago Industries Inc	0.3%	0.4%	129,757	-21.9%	$4.1M
COSTCostco Wholesale Corporation	0.3%	0.3%	4,319	+2.2%	$4.0M
AAPLApple Inc	0.2%	0.1%	7,841	+7.7%	$2.3M
IBMInternational Business Machs	0.1%	0.1%	6,378	-0.1%	$1.8M
RSGRepublic Svcs Inc	0.1%	0.1%	6,006	-1.2%	$1.3M
CLTLInvesco Exch Traded Fd Tr II	0.1%	0.1%	11,684	-2.0%	$1.2M
NVDANvidia Corporation	0.1%	0.1%	5,919	+3.1%	$1.2M
GILDGilead Sciences Inc	0.1%	0.1%	7,169	+0.0%	$906K
BRK-ABerkshire Hathaway Inc Del	0.1%	New	1	—	$749K
ACNAccenture PLC Ireland	0.0%	0.1%	3,960	-4.6%	$493K
CVXChevron Corporation	0.0%	0.0%	2,728	+4.0%	$452K
SBUXStarbucks Corp	0.0%	0.0%	4,079	+0.1%	$417K
GOOGAlphabet Inc	0.0%	New	815	—	$288K
IVVIshares Tr	0.0%	0.0%	381	-2.8%	$285K
SYKStryker Corporation	0.0%	New	803	—	$253K
USFDUS Foods Hldg Corp	0.0%	New	2,137	—	$219K
GOOGLAlphabet Inc	0.0%	New	605	—	$216K
ORCLOracle Corp	0.0%	0.0%	1,460	-1.8%	$214K
TJXTjx Cos Inc New	0.0%	0.0%	1,371	+0.3%	$208K
XPOFXponential Fitness Inc	0.0%	0.0%	30,000	+0.0%	$208K
AMZNAmazon Com Inc	0.0%	New	851	—	$203K

What Rwwm, Inc. bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: -7.3% /yr; S&P 500 +11.7%
3 years: +12.7% /yr; S&P 500 +22.3%
5 years: +8.5% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.4B	40
Q1 2026	$1.4B	34
Q4 2025	$1.5B	34
Q3 2025	$1.4B	33
Q2 2025	$1.2B	22
Q1 2025	$1.2B	19
Q4 2024	$1.1B	21
Q3 2024	$1.1B	21
Q2 2024	$920.9M	20
Q1 2024	$926.8M	18
Q4 2023	$862.1M	17
Q3 2023	$745.9M	16

Questions about Rwwm, Inc.'s portfolio

What stocks does Rwwm, Inc. own?

Rwwm, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 40 positions worth $1.4B. The largest are Daily Journal Corp (DJCO) at 15.7%, Alibaba Group Hldg Ltd (BABA) at 15.7%, Wells Fargo & Co (WFC) at 10.3%, Berkshire Hathaway Inc Del (BRK-B) at 9.5% and Whirlpool Corp Com (WHR) at 9.1%.

What did Rwwm, Inc. buy last quarter?

In Q2 2026, Rwwm, Inc. added a new position in Crocs Inc (CROX), a new position in Tencent Music Entmt Group (TME), a new position in Berkshire Hathaway Inc Del (BRK-A), a new position in Alphabet Inc (GOOG), a new position in Stryker Corporation (SYK), Lululemon Athletica Inc (LULU) (+221.0% shares), Adobe Inc (ADBE) (+106.2% shares) and Whirlpool Corp Com (WHR) (+29.6% shares), compared with its Q1 2026 filing.

What did Rwwm, Inc. sell last quarter?

In Q2 2026, Rwwm, Inc. sold all of First American Financial (FAF), sold all of Wabash National Corp (WNC), Helen of Troy Ltd (HELE) (-59.6% shares), Polaris Inc (PII) (-43.8% shares) and Carters Inc (CRI) (-38.4% shares), compared with its Q1 2026 filing.

How has Rwwm, Inc.'s portfolio performed?

A portfolio copying Rwwm, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.7% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -7.3% against +11.7%. Over 5 years: +8.5% a year against +10.6%.

When is Rwwm, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Rwwm, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Rwwm, Inc. manage?

Rwwm, Inc. reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.