How many stocks does RWA Wealth Partners, LLC own?

As of Q2 2026, RWA Wealth Partners, LLC holds 645 positions in their 13F portfolio.

What is RWA Wealth Partners, LLC's largest holding?

VUG at 11.1% of portfolio, worth $1.2B.

What is RWA Wealth Partners, LLC's total portfolio value?

$10.4B as of Q2 2026, tracked across 645 holdings.

Is RWA Wealth Partners, LLC a hedge fund?

RWA Wealth Partners, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does RWA Wealth Partners, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has RWA Wealth Partners, LLC's portfolio changed in Q2 2026?

View RWA Wealth Partners, LLC's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is RWA Wealth Partners, LLC's investment strategy?

RWA Wealth Partners, LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

RWA Wealth Partners, LLC

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings645 positions

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Activity:

				Price Trend
VUG ETF VANGUARD INDEX FDS	13.5M	$1.2B	11.1%	—	$37.89	+124.33%	30 qtrssince 2019-Q1	Increased 63
VEA ETF VANGUARD TAX-MANAGED FDS	15.1M	$1.1B	10.3%	—	$43.54	+59.45%	30 qtrssince 2019-Q1	Increased 64
AGG ETF ISHARES TR	9.2M	$912.5M	8.7%	—	$94.20	+1.08%	10 qtrssince 2024-Q1	Increased 66
VTV ETF VANGUARD INDEX FDS	3.5M	$762.7M	7.3%	—	$132.49	+72.88%	30 qtrssince 2019-Q1	Increased 63
VWO ETF VANGUARD INTL EQUITY INDEX F	4.7M	$278.2M	2.7%	—	$41.36	+36.44%	16 qtrssince 2022-Q3	Increased 55
VGSH ETF VANGUARD SCOTTSDALE FDS	4.5M	$260M	2.5%	—	$56.08	+2.81%	18 qtrssince 2022-Q1	Decreased 0
AAPL Apple Inc.	841,768	$242.3M	2.3%	—	$168.47	+110.65%	30 qtrssince 2019-Q1	Increased 56
MUB ETF ISHARES TR	2.2M	$242M	2.3%	—	$97.97	+6.10%	30 qtrssince 2019-Q1	Decreased 0
CNEQ ETF THE ALGER ETF TRUST	5.5M	$228.5M	2.2%	—	$32.06	+14.21%	4 qtrssince 2025-Q3	Increased 58
VTEB ETF VANGUARD MUN BD FDS	4.5M	$226.4M	2.2%	—	$45.51	+7.86%	30 qtrssince 2019-Q1	Increased 55
MSFT Microsoft Corporation	467,438	$174.4M	1.7%	—	$321.46	+65.85%	30 qtrssince 2019-Q1	Increased 53
VBK ETF VANGUARD INDEX FDS	375,004	$137.1M	1.3%	—	$216.02	+52.37%	30 qtrssince 2019-Q1	Increased 48
IVV ETF ISHARES TR	179,288	$134.3M	1.3%	—	$437.45	+73.91%	30 qtrssince 2019-Q1	Increased 49
JPM JPMorgan Chase & Co.	401,962	$131.6M	1.3%	—	$151.48	+125.82%	30 qtrssince 2019-Q1	Increased 49
VBR ETF VANGUARD INDEX FDS	535,469	$130.1M	1.2%	—	$164.58	+50.60%	16 qtrssince 2022-Q3	Increased 49
SPY ETF STATE STR SPDR S&P 500 ETF T	165,670	$110.7M	1.1%	—	$452.50	+65.73%	30 qtrssince 2019-Q1	Increased 53
GOOGL Alphabet Inc.	303,547	$108.5M	1.0%	—	$154.59	+93.22%	30 qtrssince 2019-Q1	Decreased 0
CAT Caterpillar, Inc.	94,652	$100.8M	1.0%	—	$341.01	+77.50%	30 qtrssince 2019-Q1	Decreased 0
JNJ Johnson & Johnson	387,249	$98.3M	0.9%	—	$160.31	+75.15%	30 qtrssince 2019-Q1	Increased 50
LLY Eli Lilly and Company	76,026	$91.2M	0.9%	—	$667.12	+114.70%	19 qtrssince 2021-Q4	Increased 48

$10.4B

AUM

645

Positions

Q2 2026

Filing

HI rating · 4.5/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$7,930,530,397	-2.27955082418%
2025-Q2	$7,992,320,676	0.779144343528%
2025-Q3	$8,803,416,043	10.1484337263%
2025-Q4	$9,149,371,855	3.92979055301%
2026-Q1	$9,136,527,348	-0.140386763196%
2026-Q2	$10,442,241,777	14.2911456319%