RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings544 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 2.5M | $920.3M | 11.6% | $35.31 | +74.10% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 4.4M | $756.6M | 9.5% | $132.01 | +27.40% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 13.5M | $688.4M | 8.7% | $40.85 | +21.80% | 25 qtrssince 2019-Q1 | Increased 73 |
ISHARES TR | 4.9M | $486.3M | 6.1% | $93.50 | +0.03% | 5 qtrssince 2024-Q1 | Increased 98 |
VANGUARD INTERMEDIATE-TERM T | 4.9M | $290.3M | 3.7% | $52.18 | +7.84% | 11 qtrssince 2022-Q3 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 2.7M | $282.9M | 3.6% | $98.78 | +2.01% | 25 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 7.6M | $220.7M | 2.8% | $24.29 | +11.18% | 7 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD TAX-EXEMPT BOND ETF | 3.4M | $170.3M | 2.1% | $44.83 | +5.53% | 25 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 738,819 | $164.1M | 2.1% | $163.19 | +35.29% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 3.6M | $160.8M | 2.0% | $37.93 | +16.22% | 11 qtrssince 2022-Q3 | Increased 61 |
MICROSOFT CORP | 384,448 | $144.3M | 1.8% | $301.40 | +25.01% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MBS ETF | 1.4M | $132.8M | 1.7% | $80.45 | +9.76% | 8 qtrssince 2023-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 427,625 | $104.9M | 1.3% | $144.56 | +64.61% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 179,671 | $101M | 1.3% | $421.06 | +31.28% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SHORT-TERM TREASURY | 1.5M | $85.8M | 1.1% | $55.46 | +0.16% | 13 qtrssince 2022-Q1 | Increased 76 |
VANGUARD SMALL-CAP GRWTH ETF | 333,598 | $84M | 1.1% | $203.07 | +24.04% | 25 qtrssince 2019-Q1 | Increased 49 |
VANGUARD SMALL-CAP VALUE ETF | 432,678 | $80.6M | 1.0% | $156.43 | +16.99% | 11 qtrssince 2022-Q3 | Increased 49 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 139,150 | $77.8M | 1.0% | $403.92 | +36.38% | 25 qtrssince 2019-Q1 | Increased 52 |
VANGUARD WORLD FD | 874,224 | $62.2M | 0.8% | $65.01 | +2.79% | 2 qtrssince 2024-Q4 | Increased 45 |
PIMCO ETF TR | 864,229 | $61.9M | 0.8% | $66.12 | +1.65% | 2 qtrssince 2024-Q4 | Increased 46 |
RWA WEALTH PARTNERS, LLC manages $7.9B across 544 positions as of Q1 2025. Top holdings: VUG (11.6%), VTV (9.5%), VEA (8.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 5/5.0.
Active quarter - 35 new positions, 51 exits, 127 increased. Top move: AGG (INCREASED, conviction 98). Portfolio: $7.9B across 544 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