RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings374 positions
VANGUARD INDEX FDS | 2.7M | $740.3M | 16.1% | $35.15 | +27.24% | 19 qtrssince 2019-Q1 | Increased 62 |
Vanguard Value ETF | 4.6M | $627.6M | 13.7% | $128.25 | +0.55% | 19 qtrssince 2019-Q1 | Increased 63 |
VANGUARD FTSE DEV MKT ETF | 9.8M | $430.3M | 9.4% | $37.70 | +6.07% | 19 qtrssince 2019-Q1 | Increased 62 |
Vanguard Intermediate-Term Treasury ETF | 7.3M | $416.1M | 9.1% | $51.74 | -0.79% | 5 qtrssince 2022-Q3 | Increased 63 |
VANGUARD MUN BD FDS | 7.5M | $358.4M | 7.8% | $44.52 | -1.70% | 19 qtrssince 2019-Q1 | Increased 63 |
SPDR SER TR | 10.2M | $280.6M | 6.1% | $23.73 | 0.00% | 1 qtr | New 95 |
iShares MBS ETF | 1.8M | $159.3M | 3.5% | $78.87 | -0.01% | 2 qtrssince 2023-Q2 | Increased 90 |
VANGUARD EMERGING MARKETS ETF | 2.3M | $89.9M | 2.0% | $35.42 | +1.72% | 5 qtrssince 2022-Q3 | Increased 48 |
VANGUARD WELLINGTON FD | 626,550 | $62.7M | 1.4% | $82.73 | +13.47% | 6 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 275,257 | $59M | 1.3% | $190.19 | +10.70% | 19 qtrssince 2019-Q1 | Increased 47 |
Apple Inc | 341,784 | $58.5M | 1.3% | $88.66 | +90.53% | 19 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 566,817 | $58.1M | 1.3% | $93.81 | -0.10% | 19 qtrssince 2019-Q1 | Increased 47 |
iShares Core S&P 500 ETF | 130,371 | $56M | 1.2% | $365.53 | +13.04% | 19 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 349,667 | $55.8M | 1.2% | $147.36 | +1.71% | 5 qtrssince 2022-Q3 | Increased 48 |
Microsoft Corp | 157,701 | $49.8M | 1.1% | $175.86 | +75.44% | 19 qtrssince 2019-Q1 | Increased 52 |
SPDR S&P 500 ETF Trust | 71,711 | $30.7M | 0.7% | $283.95 | +45.19% | 19 qtrssince 2019-Q1 | Increased 42 |
JPMorgan Chase & Co | 175,674 | $25.5M | 0.6% | $107.36 | +26.45% | 19 qtrssince 2019-Q1 | Increased 41 |
Johnson & Johnson | 149,025 | $23.2M | 0.5% | $133.30 | +7.29% | 19 qtrssince 2019-Q1 | Increased 45 |
ISHARES TR | 649,141 | $22.5M | 0.5% | $27.46 | +22.41% | 5 qtrssince 2022-Q3 | Decreased 0 |
Vanguard Total Bond Market ETF | 283,513 | $19.8M | 0.4% | $68.78 | -9.09% | 13 qtrssince 2020-Q3 | Increased 38 |
RWA WEALTH PARTNERS, LLC manages $4.6B across 374 positions as of Q3 2023. Top holdings: VUG (16.1%), VTV (13.7%), VEA (9.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Active quarter - 63 new positions, 16 exits, 197 increased. Top move: SPBO (NEW, conviction 95). Portfolio: $4.6B across 374 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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