How many stocks does RWA WEALTH PARTNERS, LLC own?

As of Q1 2026, RWA WEALTH PARTNERS, LLC holds 618 positions in their 13F portfolio.

What is RWA WEALTH PARTNERS, LLC's largest holding?

VUG at 10.5% of portfolio, worth $960.2M.

What is RWA WEALTH PARTNERS, LLC's total portfolio value?

$9.1B as of Q1 2026, tracked across 618 holdings.

Is RWA WEALTH PARTNERS, LLC a hedge fund?

RWA WEALTH PARTNERS, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does RWA WEALTH PARTNERS, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has RWA WEALTH PARTNERS, LLC's portfolio changed in Q1 2026?

View RWA WEALTH PARTNERS, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is RWA WEALTH PARTNERS, LLC's investment strategy?

RWA WEALTH PARTNERS, LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

RWA WEALTH PARTNERS, LLC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

RWA WEALTH PARTNERS, LLC

Institutional investor · Portfolio as of Q1 2026

Elite(4.5 / 5.0)

$9.1B

AUM

618

Positions

New

Q1 2026

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

RWA WEALTH PARTNERS, LLC manages $9.1B across 618 positions as of Q1 2026. Top holdings: VUG (10.5%), VEA (10.2%), AGG (9.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.

Q1 2026 Summary

Active quarter - 42 new positions, 25 exits, 246 increased. Top move: CNEQ (INCREASED, conviction 77). Portfolio: $9.1B across 618 positions.

Portfolio Allocation

Top holdings by portfolio weight

VUG10.51%

VEA10.25%

AGG9.39%

VTV7.37%

VGSH3.27%

MUB2.71%

VWO2.67%

VTEB2.32%

AAPL2.19%

CNEQ1.71%

Other1.70%

Similar Funds

Funds with similar investing DNA

Amova Asset Management Americas, Inc.

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

APP13Q held

APPLOVIN CORP

Avg $21.20 · $3.2M est. P&L

Est. P&L

+2252.23%

SOXL10Q held

DIREXION SHARES ETF TRUST

Avg $31.00 · $1.4M est. P&L

Est. P&L

+429.70%

SVM8Q held

SILVERCORP METALS INC

Avg $3.34 · $266,236 est. P&L

Est. P&L

+306.29%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings618 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG ETF VANGUARD INDEX FDS	2.2M	$960.2M	10.5%	—	$222.15	-60.64%	29 qtrssince 2019-Q1	Decreased 0
VEA ETF VANGUARD TAX-MANAGED FDS	14.6M	$936.4M	10.2%	—	$43.09	+60.30%	29 qtrssince 2019-Q1	Decreased 0
AGG ETF ISHARES TR	8.6M	$858.3M	9.4%	—	$96.48	+1.60%	9 qtrssince 2024-Q1	Increased 67
VTV ETF VANGUARD INDEX FDS	3.4M	$673.1M	7.4%	—	$132.72	+55.71%	29 qtrssince 2019-Q1	Decreased 0
VGSH ETF VANGUARD SCOTTSDALE FDS	5.1M	$298.6M	3.3%	—	$57.47	+1.24%	17 qtrssince 2022-Q1	Increased 73
MUB ETF ISHARES TR	2.3M	$247.5M	2.7%	—	$100.38	+5.72%	29 qtrssince 2019-Q1	Decreased 0
VWO ETF VANGUARD INTL EQUITY INDEX F	4.5M	$244.2M	2.7%	—	$40.99	+42.58%	15 qtrssince 2022-Q3	Increased 57
VTEB ETF VANGUARD MUN BD FDS	4.3M	$212.1M	2.3%	—	$46.34	+7.53%	29 qtrssince 2019-Q1	Increased 56
AAPL APPLE INC	791,995	$199.9M	2.2%	—	$171.50	+75.06%	29 qtrssince 2019-Q1	Decreased 0
CNEQ ETF THE ALGER ETF TRUST	5M	$156.4M	1.7%	—	$32.11	+21.56%	3 qtrssince 2025-Q3	Increased 77
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