RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings544 positions
VANGUARD INDEX FDS | 2.5M | $920.3M | 11.6% | $35.27 | +74.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 4.4M | $756.6M | 9.5% | $130.07 | +28.78% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 13.5M | $688.4M | 8.7% | $40.40 | +21.02% | 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 SCOTTSDALE FDS | 4.9M | $290.3M | 3.7% | $52.18 | +7.84% | 11 qtrssince 2022-Q3 | Decreased 0 |
ISHARES TR | 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 MUN BD FDS | 3.4M | $170.3M | 2.1% | $44.83 | +5.53% | 25 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 738,819 | $164.1M | 2.1% | $151.85 | +45.38% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 3.6M | $160.8M | 2.0% | $37.81 | +16.10% | 11 qtrssince 2022-Q3 | Increased 61 |
MICROSOFT CORP | 384,448 | $144.3M | 1.8% | $299.42 | +23.92% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 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% | $143.12 | +66.35% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 179,671 | $101M | 1.3% | $418.38 | +31.92% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 1.5M | $85.8M | 1.1% | $55.46 | +0.16% | 13 qtrssince 2022-Q1 | Increased 76 |
VANGUARD INDEX FDS | 333,598 | $84M | 1.1% | $202.39 | +23.49% | 25 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 432,678 | $80.6M | 1.0% | $154.35 | +17.29% | 11 qtrssince 2022-Q3 | Increased 49 |
STATE STR SPDR S&P 500 ETF T | 139,150 | $77.8M | 1.0% | $401.81 | +36.94% | 25 qtrssince 2019-Q1 | Increased 52 |
VANGUARD WORLD FD | 874,224 | $62.2M | 0.8% | $62.37 | +4.60% | 2 qtrssince 2024-Q4 | Increased 45 |
PIMCO ETF TR | 864,229 | $61.9M | 0.8% | $63.42 | +3.95% | 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: Balanced Allocator. HoldingsIntel Score: 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
Verify source filings on SEC EDGAR