RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings645 positions
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 13.5M | $1.2B | 11.1% | $37.89 | +140.96% | 30 qtrssince 2019-Q1 | Increased 100 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 15.1M | $1.1B | 10.3% | $43.54 | +60.44% | 30 qtrssince 2019-Q1 | Increased 64 |
ISHARES TR | 9.2M | $912.5M | 8.7% | $94.87 | -0.25% | 10 qtrssince 2024-Q1 | Increased 66 |
VANGUARD INDEX FDS | 3.5M | $762.7M | 7.3% | $132.49 | +65.77% | 30 qtrssince 2019-Q1 | Increased 63 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 4.7M | $278.2M | 2.7% | $41.36 | +42.90% | 16 qtrssince 2022-Q3 | Increased 55 |
VANGUARD SHORT-TERM TREASURY ETF | 4.5M | $260M | 2.5% | $56.43 | +2.03% | 18 qtrssince 2022-Q1 | Decreased 0 |
Apple Inc. | 841,768 | $242.3M | 2.3% | $168.60 | +101.91% | 30 qtrssince 2019-Q1 | Increased 56 |
ISHARES NATIONAL MUNI BOND ETF | 2.2M | $242M | 2.3% | $98.78 | +1.98% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALGER CONCENTRATED EQUITY ETF | 5.5M | $228.5M | 2.2% | $20.79 | +95.52% | 4 qtrssince 2025-Q3 | Increased 58 |
VANGUARD TAX-EXEMPT BOND ETF | 4.5M | $226.4M | 2.2% | $45.78 | +2.95% | 30 qtrssince 2019-Q1 | Increased 55 |
Microsoft Corp. | 467,438 | $174.4M | 1.7% | $321.46 | +62.57% | 30 qtrssince 2019-Q1 | Increased 53 |
Vanguard Index Funds MORNINGSTAR SMALL-CAP GROWTH ETF | 375,004 | $137.1M | 1.3% | $216.02 | +57.67% | 30 qtrssince 2019-Q1 | Increased 48 |
iShares Trust CORE S&P500 ETF | 179,288 | $134.3M | 1.3% | $437.45 | +77.68% | 30 qtrssince 2019-Q1 | Increased 49 |
JPMorgan Chase & Co. | 401,962 | $131.6M | 1.3% | $152.23 | +117.71% | 30 qtrssince 2019-Q1 | Increased 49 |
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | 535,469 | $130.1M | 1.2% | $164.58 | +42.13% | 16 qtrssince 2022-Q3 | Increased 49 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 165,670 | $110.7M | 1.1% | $452.50 | +71.03% | 30 qtrssince 2019-Q1 | Increased 53 |
Alphabet Inc. | 303,547 | $108.5M | 1.0% | $154.59 | +125.30% | 30 qtrssince 2019-Q1 | Decreased 0 |
Caterpillar Inc | 94,652 | $100.8M | 1.0% | $341.82 | +132.93% | 30 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 387,249 | $98.3M | 0.9% | $160.31 | +59.99% | 30 qtrssince 2019-Q1 | Increased 50 |
Eli Lilly & Co. | 76,026 | $91.2M | 0.9% | $667.12 | +75.32% | 19 qtrssince 2021-Q4 | Increased 48 |
RWA WEALTH PARTNERS, LLC manages $10.4B across 645 positions as of Q2 2026. Top holdings: VUG (11.1%), VEA (10.3%), AGG (8.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 56 new positions, 29 exits, 308 increased. Top move: VUG (INCREASED, conviction 100). Portfolio: $10.4B across 645 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR