RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings590 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 2.2M | $954.1M | 11.9% | $35.31 | +106.06% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 14.1M | $802.5M | 10.0% | $41.41 | +34.33% | 26 qtrssince 2019-Q1 | Increased 64 |
ISHARES TR | 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% | $132.01 | +31.75% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 2.4M | $253.2M | 3.2% | $98.78 | +1.89% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SHORT-TERM TREASURY | 3.9M | $230.1M | 2.9% | $55.93 | +0.50% | 14 qtrssince 2022-Q1 | Increased 85 |
VANGUARD FTSE EMERGING MARKETS | 3.9M | $191.9M | 2.4% | $38.80 | +24.21% | 12 qtrssince 2022-Q3 | Increased 57 |
MICROSOFT CORP | 383,372 | $190.7M | 2.4% | $301.40 | +63.97% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-EXEMPT BOND ETF | 3.6M | $178.4M | 2.2% | $44.96 | +4.84% | 26 qtrssince 2019-Q1 | Increased 55 |
APPLE INC | 734,722 | $150.7M | 1.9% | $163.19 | +25.12% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 431,284 | $125M | 1.6% | $145.74 | +94.23% | 26 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P 500 ETF | 188,694 | $117.2M | 1.5% | $430.26 | +42.57% | 26 qtrssince 2019-Q1 | Increased 50 |
VANGUARD SMALL-CAP GRWTH ETF | 357,304 | $99M | 1.2% | $207.84 | +32.29% | 26 qtrssince 2019-Q1 | Increased 51 |
VANGUARD SMALL-CAP VALUE ETF | 467,411 | $91.1M | 1.1% | $159.15 | +21.30% | 12 qtrssince 2022-Q3 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 138,769 | $85.7M | 1.1% | $403.92 | +51.37% | 26 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 235,813 | $65M | 0.8% | $167.22 | +60.50% | 9 qtrssince 2023-Q2 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 141,610 | $60.1M | 0.8% | $89.01 | +18.80% | 26 qtrssince 2019-Q1 | Increased 59 |
VISA INC-CLASS A SHARES | 166,276 | $59M | 0.7% | $223.42 | +57.38% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD WORLD FD | 846,098 | $56.9M | 0.7% | $65.01 | -1.74% | 3 qtrssince 2024-Q4 | Decreased 0 |
ALPHABET INC-CL A | 316,973 | $55.9M | 0.7% | $152.07 | +17.22% | 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: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
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