RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings618 positions
VANGUARD INDEX FDS | 2.2M | $960.2M | 10.5% | $36.90 | +96.90% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 14.6M | $936.4M | 10.2% | $42.63 | +49.17% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 8.6M | $858.3M | 9.4% | $94.64 | +3.13% | 9 qtrssince 2024-Q1 | Increased 67 |
VANGUARD INDEX FDS | 3.4M | $673.1M | 7.4% | $130.79 | +48.59% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 5.1M | $298.6M | 3.3% | $56.43 | +2.14% | 17 qtrssince 2022-Q1 | Increased 73 |
ISHARES TR | 2.3M | $247.5M | 2.7% | $98.78 | +6.03% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 4.5M | $244.2M | 2.7% | $40.78 | +32.12% | 15 qtrssince 2022-Q3 | Increased 57 |
VANGUARD MUN BD FDS | 4.3M | $212.1M | 2.3% | $45.54 | +8.02% | 29 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 791,995 | $199.9M | 2.2% | $161.03 | +57.33% | 29 qtrssince 2019-Q1 | Decreased 0 |
THE ALGER ETF TRUST | 5M | $156.4M | 1.7% | $20.79 | -0.19% | 3 qtrssince 2025-Q3 | Increased 77 |
MICROSOFT CORP | 420,166 | $155.5M | 1.7% | $315.74 | +16.76% | 29 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 390,917 | $115M | 1.3% | $147.33 | +97.76% | 29 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 174,062 | $113.7M | 1.2% | $428.17 | +51.71% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 522,808 | $113.6M | 1.2% | $162.70 | +32.35% | 15 qtrssince 2022-Q3 | Increased 50 |
VANGUARD INDEX FDS | 368,412 | $111.4M | 1.2% | $213.35 | +41.40% | 29 qtrssince 2019-Q1 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 149,003 | $95.6M | 1.0% | $419.79 | +54.14% | 29 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC | 310,002 | $89.1M | 1.0% | $154.59 | +85.79% | 29 qtrssince 2019-Q1 | Increased 43 |
JOHNSON & JOHNSON | 322,215 | $78.8M | 0.9% | $141.66 | +70.73% | 29 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 232,119 | $71.8M | 0.8% | $133.10 | +131.76% | 12 qtrssince 2023-Q2 | Decreased 0 |
CATERPILLAR INC | 99,266 | $70.3M | 0.8% | $341.82 | +106.49% | 29 qtrssince 2019-Q1 | Decreased 0 |
RWA WEALTH PARTNERS, LLC manages $9.1B across 618 positions as of Q1 2026. Top holdings: VUG (10.5%), VEA (10.2%), AGG (9.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 42 new positions, 25 exits, 246 increased. Top move: CNEQ (INCREASED, conviction 77). Portfolio: $9.1B across 618 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