RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings559 positions
VANGUARD INDEX FDS | 2.6M | $995.4M | 12.4% | $35.27 | +79.78% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 4.9M | $847.7M | 10.6% | $129.69 | +29.03% | 23 qtrssince 2019-Q1 | Increased 62 |
VANGUARD TAX-MANAGED INTL FD | 10.9M | $574.4M | 7.2% | $38.42 | +29.67% | 23 qtrssince 2019-Q1 | Increased 61 |
VANGUARD SCOTTSDALE FDS | 8.4M | $509.7M | 6.4% | $52.12 | +7.77% | 9 qtrssince 2022-Q3 | Increased 61 |
SPDR SER TR | 13.4M | $402M | 5.0% | $24.23 | +12.36% | 5 qtrssince 2023-Q3 | Increased 61 |
ISHARES TR | 2.8M | $303.5M | 3.8% | $98.78 | +3.50% | 23 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 2.3M | $224.9M | 2.8% | $80.32 | +10.07% | 6 qtrssince 2023-Q2 | Decreased 0 |
APPLE INC | 834,004 | $194.3M | 2.4% | $149.96 | +54.09% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MUN BD FDS | 3.3M | $167.5M | 2.1% | $44.70 | +7.30% | 23 qtrssince 2019-Q1 | Increased 54 |
MICROSOFT CORP | 387,760 | $165.9M | 2.1% | $292.43 | +44.86% | 23 qtrssince 2019-Q1 | Increased 53 |
VANGUARD FTSE EMERGING MARKE | 2.7M | $129.6M | 1.6% | $36.05 | +25.56% | 9 qtrssince 2022-Q3 | Increased 48 |
ISHARES TR | 205,408 | $118.5M | 1.5% | $415.97 | +35.31% | 23 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 433,596 | $91.4M | 1.1% | $142.41 | +42.10% | 23 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 300,309 | $80.3M | 1.0% | $195.25 | +35.55% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 377,173 | $75.7M | 0.9% | $149.49 | +28.96% | 9 qtrssince 2022-Q3 | Increased 42 |
VANGUARD WELLINGTON FD | 600,306 | $72.4M | 0.9% | $82.88 | +39.83% | 10 qtrssince 2022-Q2 | Increased 42 |
ABBVIE INC | 306,367 | $60.5M | 0.8% | $126.61 | +46.06% | 23 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 100,204 | $57.5M | 0.7% | $342.01 | +63.97% | 23 qtrssince 2019-Q1 | Increased 42 |
NEXTERA ENERGY INC | 677,834 | $57.3M | 0.7% | $55.21 | +44.34% | 23 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 680,497 | $55M | 0.7% | $53.00 | +49.63% | 22 qtrssince 2019-Q2 | Increased 47 |
RWA WEALTH PARTNERS, LLC manages $8B across 559 positions as of Q3 2024. Top holdings: VUG (12.4%), VTV (10.6%), VEA (7.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Active quarter - 43 new positions, 27 exits, 244 increased. Top move: VTV (INCREASED, conviction 62). Portfolio: $8.0B across 559 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR