RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings590 positions
VANGUARD INDEX FDS | 2.2M | $954.1M | 11.9% | $35.27 | +106.06% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEV MKT ETF | 14.1M | $802.5M | 10.0% | $40.96 | +34.93% | 26 qtrssince 2019-Q1 | Increased 64 |
iShares Core U.S. Aggregate Bond ETF | 6.6M | $658.2M | 8.2% | $93.81 | +0.96% | 6 qtrssince 2024-Q1 | Increased 79 |
Vanguard Value ETF | 3.7M | $651.2M | 8.1% | $130.07 | +32.49% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.4M | $253.2M | 3.2% | $98.78 | +1.89% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 3.9M | $230.1M | 2.9% | $55.93 | +0.50% | 14 qtrssince 2022-Q1 | Increased 85 |
VANGUARD EMERGING MARKETS ETF | 3.9M | $191.9M | 2.4% | $38.68 | +24.38% | 12 qtrssince 2022-Q3 | Increased 57 |
Microsoft Corp | 383,372 | $190.7M | 2.4% | $299.42 | +64.50% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MUN BD FDS | 3.6M | $178.4M | 2.2% | $44.96 | +4.84% | 26 qtrssince 2019-Q1 | Increased 55 |
Apple Inc | 734,722 | $150.7M | 1.9% | $151.85 | +34.46% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 431,284 | $125M | 1.6% | $144.31 | +96.18% | 26 qtrssince 2019-Q1 | Increased 48 |
iShares Core S&P 500 ETF | 188,694 | $117.2M | 1.5% | $427.63 | +43.07% | 26 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 357,304 | $99M | 1.2% | $207.23 | +32.87% | 26 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 467,411 | $91.1M | 1.1% | $157.02 | +21.25% | 12 qtrssince 2022-Q3 | Increased 51 |
SPDR S&P 500 ETF Trust | 138,769 | $85.7M | 1.1% | $401.81 | +51.70% | 26 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 235,813 | $65M | 0.8% | $114.58 | +138.38% | 9 qtrssince 2023-Q2 | Decreased 0 |
iShares Russell 1000 Growth ETF | 141,610 | $60.1M | 0.8% | $88.93 | +18.80% | 26 qtrssince 2019-Q1 | Increased 59 |
Visa Inc | 166,276 | $59M | 0.7% | $223.42 | +57.38% | 26 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Extended Duration Treasury ETF | 846,098 | $56.9M | 0.7% | $62.37 | +0.11% | 3 qtrssince 2024-Q4 | Decreased 0 |
Alphabet Inc | 316,973 | $55.9M | 0.7% | $148.68 | +18.12% | 26 qtrssince 2019-Q1 | Increased 62 |
RWA WEALTH PARTNERS, LLC manages $8B across 590 positions as of Q2 2025. Top holdings: VUG (11.9%), VEA (10.0%), AGG (8.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Active quarter - 75 new positions, 30 exits, 197 increased. Top move: VGSH (INCREASED, conviction 85). Portfolio: $8.0B across 590 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