RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings328 positions
VANGUARD INDEX FDS | 2.7M | $759.8M | 16.6% | $35.03 | +32.48% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 4.4M | $628.1M | 13.7% | $128.23 | +2.96% | 18 qtrssince 2019-Q1 | Increased 62 |
VANGUARD TAX-MANAGED INTL FD | 9.6M | $442.3M | 9.7% | $37.64 | +11.46% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 7M | $412.4M | 9.0% | $51.75 | +1.13% | 4 qtrssince 2022-Q3 | Increased 67 |
VANGUARD MUN BD FDS | 7.2M | $360.9M | 7.9% | $44.55 | +1.84% | 18 qtrssince 2019-Q1 | Increased 62 |
VANGUARD SCOTTSDALE FDS | 4M | $302.5M | 6.6% | $63.36 | +3.25% | 4 qtrssince 2022-Q3 | Increased 63 |
VANGUARD SCOTTSDALE FDS | 3.7M | $171M | 3.7% | $39.51 | +2.14% | 4 qtrssince 2022-Q3 | Increased 59 |
VANGUARD FTSE EMERGING MARKE | 2.2M | $90.4M | 2.0% | $35.41 | +4.73% | 4 qtrssince 2022-Q3 | Increased 50 |
VANGUARD WELLINGTON FD | 636,006 | $63.4M | 1.4% | $82.73 | +12.32% | 5 qtrssince 2022-Q2 | Decreased 0 |
ISHARES TR | 140,795 | $62.8M | 1.4% | $365.53 | +16.79% | 18 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 270,128 | $62.1M | 1.4% | $189.80 | +18.81% | 18 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 555,137 | $59.2M | 1.3% | $93.82 | +3.29% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 340,105 | $56.3M | 1.2% | $147.29 | +4.96% | 4 qtrssince 2022-Q3 | Increased 51 |
APPLE INC | 264,960 | $51.4M | 1.1% | $65.39 | +192.28% | 18 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 140,999 | $48M | 1.1% | $160.15 | +107.34% | 18 qtrssince 2019-Q1 | Increased 48 |
SPDR S&P 500 ETF TRUST | 69,314 | $30.7M | 0.7% | $279.51 | +52.41% | 18 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 172,154 | $25M | 0.5% | $106.78 | +26.63% | 18 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 650,738 | $23.4M | 0.5% | $27.46 | +26.51% | 4 qtrssince 2022-Q3 | Increased 42 |
JOHNSON & JOHNSON | 133,056 | $22M | 0.5% | $132.14 | +14.20% | 18 qtrssince 2019-Q1 | Increased 41 |
FIDELITY COVINGTON TRUST | 328,948 | $20.8M | 0.5% | $44.27 | +36.08% | 18 qtrssince 2019-Q1 | Decreased 0 |
RWA WEALTH PARTNERS, LLC manages $4.6B across 328 positions as of Q2 2023. Top holdings: VUG (16.6%), VTV (13.7%), VEA (9.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Active quarter - 104 new positions, 32 exits, 122 increased. Top move: VGIT (INCREASED, conviction 67). Portfolio: $4.6B across 328 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