RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings534 positions
VANGUARD INDEX FDS | 2.6M | $897.4M | 12.1% | $35.24 | +60.94% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 4.8M | $773.8M | 10.4% | $129.09 | +19.53% | 21 qtrssince 2019-Q1 | Increased 63 |
VANGUARD TAX-MANAGED FDS | 10.7M | $536.8M | 7.2% | $38.27 | +22.17% | 21 qtrssince 2019-Q1 | Increased 62 |
VANGUARD SCOTTSDALE FDS | 8.7M | $507.8M | 6.8% | $52.07 | +2.63% | 7 qtrssince 2022-Q3 | Increased 62 |
SPDR SERIES TRUST | 13M | $377.1M | 5.1% | $24.16 | +6.40% | 3 qtrssince 2023-Q3 | Increased 62 |
ISHARES TR | 2.8M | $297.5M | 4.0% | $98.76 | +1.03% | 21 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 2.3M | $210.6M | 2.8% | $80.07 | +4.46% | 4 qtrssince 2023-Q2 | Increased 53 |
VANGUARD MUN BD FDS | 3.2M | $160.1M | 2.2% | $44.60 | +4.81% | 21 qtrssince 2019-Q1 | Increased 54 |
MICROSOFT CORP | 378,755 | $159.4M | 2.1% | $289.21 | +42.69% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 820,500 | $140.7M | 1.9% | $148.47 | +14.25% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 209,029 | $109.9M | 1.5% | $405.80 | +25.55% | 21 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INTL EQUITY INDEX F | 2.6M | $109.8M | 1.5% | $35.86 | +9.44% | 7 qtrssince 2022-Q3 | Increased 50 |
JPMORGAN CHASE & CO | 412,427 | $82.6M | 1.1% | $138.52 | +37.20% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 296,649 | $77.3M | 1.0% | $194.00 | +32.66% | 21 qtrssince 2019-Q1 | Increased 48 |
VANGUARD WELLINGTON FD | 614,512 | $73.3M | 1.0% | $82.73 | +36.95% | 8 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 367,971 | $70.6M | 1.0% | $148.75 | +22.63% | 7 qtrssince 2022-Q3 | Increased 43 |
ISHARES TR | 183,147 | $61.7M | 0.8% | $75.50 | +10.46% | 21 qtrssince 2019-Q1 | Increased 48 |
ABBVIE INC | 307,011 | $55.9M | 0.8% | $124.52 | +33.62% | 21 qtrssince 2019-Q1 | Decreased 0 |
NEXTERA ENERGY INC | 787,242 | $50.3M | 0.7% | $55.21 | +7.73% | 21 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 93,020 | $48.7M | 0.7% | $327.18 | +55.29% | 21 qtrssince 2019-Q1 | Increased 44 |
RWA WEALTH PARTNERS, LLC manages $7.4B across 534 positions as of Q1 2024. Top holdings: VUG (12.1%), VTV (10.4%), VEA (7.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 38 new positions, 20 exits, 162 increased. Top move: VTV (INCREASED, conviction 63). Portfolio: $7.4B across 534 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
Verify source filings on SEC EDGAR