RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings604 positions
VANGUARD INDEX FDS | 2.2M | $1B | 11.8% | $35.27 | +125.67% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 14.5M | $867.1M | 9.9% | $41.44 | +40.87% | 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 INDEX FDS | 3.7M | $696.6M | 7.9% | $130.79 | +39.74% | 27 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 2.4M | $255.1M | 2.9% | $98.78 | +4.69% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 4.3M | $252.1M | 2.9% | $56.01 | +1.50% | 15 qtrssince 2022-Q1 | Increased 58 |
VANGUARD INTL EQUITY INDEX F | 4.1M | $219.5M | 2.5% | $39.28 | +34.85% | 13 qtrssince 2022-Q3 | Increased 55 |
MICROSOFT CORP | 412,112 | $212.9M | 2.4% | $314.37 | +63.41% | 27 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 785,404 | $199.7M | 2.3% | $158.43 | +60.13% | 27 qtrssince 2019-Q1 | Increased 56 |
VANGUARD MUN BD FDS | 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% | $144.31 | +114.48% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 181,955 | $121.8M | 1.4% | $427.63 | +54.68% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 365,995 | $108.9M | 1.2% | $209.35 | +41.55% | 27 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INDEX FDS | 483,851 | $101M | 1.1% | $158.64 | +29.02% | 13 qtrssince 2022-Q3 | Increased 49 |
SPDR S&P 500 ETF TR | 138,593 | $92.3M | 1.0% | $401.81 | +64.02% | 27 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 255,666 | $84.3M | 1.0% | $131.11 | +149.76% | 10 qtrssince 2023-Q2 | Increased 46 |
QUALYS INC | 610,746 | $80.8M | 0.9% | $132.33 | 0.00% | 1 qtr | New 58 |
ALPHABET INC | 297,395 | $72.3M | 0.8% | $148.68 | +63.08% | 27 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 378,652 | $70.2M | 0.8% | $141.66 | +28.01% | 27 qtrssince 2019-Q1 | Increased 44 |
NVIDIA CORPORATION | 349,678 | $64.8M | 0.7% | $82.07 | +126.79% | 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 Score: 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.
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