RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings604 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 2.2M | $1B | 11.8% | $35.31 | +125.67% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 14.5M | $867.1M | 9.9% | $41.88 | +40.22% | 27 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR | 7.1M | $716.1M | 8.1% | $94.02 | +2.82% | 7 qtrssince 2024-Q1 | Increased 66 |
VANGUARD VALUE ETF | 3.7M | $696.6M | 7.9% | $132.72 | +39.24% | 27 qtrssince 2019-Q1 | Increased 62 |
ISHARES NATIONAL MUNI BOND E | 2.4M | $255.1M | 2.9% | $98.78 | +4.69% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SHORT-TERM TREASURY | 4.3M | $252.1M | 2.9% | $56.01 | +1.50% | 15 qtrssince 2022-Q1 | Increased 58 |
VANGUARD FTSE EMERGING MARKETS | 4.1M | $219.5M | 2.5% | $39.39 | +34.29% | 13 qtrssince 2022-Q3 | Increased 55 |
MICROSOFT CORP | 412,112 | $212.9M | 2.4% | $316.20 | +62.44% | 27 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 785,404 | $199.7M | 2.3% | $169.03 | +50.09% | 27 qtrssince 2019-Q1 | Increased 56 |
VANGUARD TAX-EXEMPT BOND ETF | 3.8M | $192.3M | 2.2% | $45.15 | +7.52% | 27 qtrssince 2019-Q1 | Increased 55 |
JPMORGAN CHASE & CO | 390,461 | $123.2M | 1.4% | $145.74 | +114.60% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 181,955 | $121.8M | 1.4% | $430.26 | +54.42% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SMALL-CAP GRWTH ETF | 365,995 | $108.9M | 1.2% | $209.98 | +41.91% | 27 qtrssince 2019-Q1 | Increased 48 |
VANGUARD SMALL-CAP VALUE ETF | 483,851 | $101M | 1.1% | $160.77 | +28.75% | 13 qtrssince 2022-Q3 | Increased 49 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 138,593 | $92.3M | 1.0% | $403.92 | +63.82% | 27 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 255,666 | $84.3M | 1.0% | $178.87 | +83.41% | 10 qtrssince 2023-Q2 | Increased 46 |
QUALYS INC | 610,746 | $80.8M | 0.9% | $136.50 | 0.00% | 1 qtr | New 58 |
ALPHABET INC-CL A | 297,395 | $72.3M | 0.8% | $152.07 | +60.38% | 27 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 378,652 | $70.2M | 0.8% | $143.40 | +25.85% | 27 qtrssince 2019-Q1 | Increased 44 |
NVIDIA CORP | 349,678 | $64.8M | 0.7% | $127.51 | +42.61% | 16 qtrssince 2021-Q4 | Increased 46 |
RWA WEALTH PARTNERS, LLC manages $8.8B across 604 positions as of Q3 2025. Top holdings: VUG (11.8%), VEA (9.9%), AGG (8.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 5/5.0.
Active quarter - 41 new positions, 23 exits, 261 increased. Top move: AGG (INCREASED, conviction 66). Portfolio: $8.8B across 604 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