Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
RWA WEALTH PARTNERS, LLC manages $9.1B across 601 positions as of Q4 2025. Top holdings: VUG (11.9%), VEA (10.5%), AGG (8.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 33 new positions, 36 exits, 250 increased. Top move: AGG (INCREASED, conviction 69). Portfolio: $9.1B across 601 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile