RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings645 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 13.5M | $1.2B | 11.1% | $78.11 | +12.49% | 30 qtrssince 2019-Q1 | Increased 100 |
VANGUARD FTSE DEVELOPED ETF | 15.1M | $1.1B | 10.3% | $44.00 | +64.52% | 30 qtrssince 2019-Q1 | Increased 64 |
ISHARES TR | 9.2M | $912.5M | 8.7% | $94.87 | +2.62% | 10 qtrssince 2024-Q1 | Increased 66 |
VANGUARD VALUE ETF | 3.5M | $762.7M | 7.3% | $134.41 | +68.38% | 30 qtrssince 2019-Q1 | Increased 63 |
VANGUARD FTSE EMERGING MARKETS | 4.7M | $278.2M | 2.7% | $41.56 | +45.31% | 16 qtrssince 2022-Q3 | Increased 55 |
VANGUARD SHORT-TERM TREASURY | 4.5M | $260M | 2.5% | $56.43 | +3.06% | 18 qtrssince 2022-Q1 | Decreased 0 |
APPLE INC | 841,768 | $242.3M | 2.3% | $178.34 | +71.35% | 30 qtrssince 2019-Q1 | Increased 56 |
ISHARES NATIONAL MUNI BOND E | 2.2M | $242M | 2.3% | $98.78 | +6.67% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALGER CONCENTRATED EQUITY ETF | 5.5M | $228.5M | 2.2% | $32.95 | +20.63% | 4 qtrssince 2025-Q3 | Increased 58 |
VANGUARD TAX-EXEMPT BOND ETF | 4.5M | $226.4M | 2.2% | $45.78 | +8.19% | 30 qtrssince 2019-Q1 | Increased 55 |
MICROSOFT CORP | 467,438 | $174.4M | 1.7% | $323.94 | +48.68% | 30 qtrssince 2019-Q1 | Increased 53 |
VANGUARD SMALL-CAP GRWTH ETF | 375,004 | $137.1M | 1.3% | $217.26 | +64.96% | 30 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P 500 ETF | 179,288 | $134.3M | 1.3% | $440.09 | +75.19% | 30 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 401,962 | $131.6M | 1.3% | $153.77 | +136.23% | 30 qtrssince 2019-Q1 | Increased 49 |
VANGUARD SMALL-CAP VALUE ETF | 535,469 | $130.1M | 1.2% | $167.23 | +47.93% | 16 qtrssince 2022-Q3 | Increased 49 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 165,670 | $110.7M | 1.1% | $455.95 | +68.32% | 30 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC-CL A | 303,547 | $108.5M | 1.0% | $158.34 | +117.38% | 30 qtrssince 2019-Q1 | Decreased 0 |
CATERPILLAR INC | 94,652 | $100.8M | 1.0% | $341.82 | +146.00% | 30 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 387,249 | $98.3M | 0.9% | $161.97 | +67.39% | 30 qtrssince 2019-Q1 | Increased 50 |
ELI LILLY & CO | 76,026 | $91.2M | 0.9% | $667.12 | +77.35% | 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: Steady Compounder. HoldingsIntel Rating: 5/5.0.
Active quarter - 54 new positions, 27 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
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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