RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings258 positions
VANGUARD INDEX FDS | 2.8M | $626.8M | 15.6% | $34.90 | -0.17% | 16 qtrssince 2019-Q1 | Increased 99 |
VANGUARD INDEX FDS | 4.2M | $602.6M | 15.0% | $128.23 | +0.41% | 16 qtrssince 2019-Q1 | Increased 99 |
VANGUARD TAX-MANAGED FDS | 9.5M | $418.1M | 10.4% | $37.58 | +0.14% | 16 qtrssince 2019-Q1 | Increased 98 |
VANGUARD SCOTTSDALE FDS | 6.1M | $362.8M | 9.0% | $51.63 | +0.02% | 2 qtrssince 2022-Q3 | Increased 97 |
Vanguard Muni Bond Tax Exempt | 6.7M | $339.4M | 8.4% | $44.49 | -0.65% | 16 qtrssince 2019-Q1 | Increased 97 |
VANGUARD SCOTTSDALE FDS | 3.7M | $285.3M | 7.1% | $63.20 | +0.02% | 2 qtrssince 2022-Q3 | Increased 97 |
VANGUARD SCOTTSDALE FDS | 3.4M | $159.7M | 4.0% | $39.43 | +0.01% | 2 qtrssince 2022-Q3 | Increased 90 |
VANGUARD INTL EQUITY INDEX F | 2M | $85.4M | 2.1% | $35.27 | +0.11% | 2 qtrssince 2022-Q3 | Increased 82 |
VANGUARD WELLINGTON FD | 691,736 | $71.6M | 1.8% | $82.73 | +9.57% | 3 qtrssince 2022-Q2 | Decreased 0 |
iShares National Muni Bond | 556,929 | $59.8M | 1.5% | $93.76 | +1.08% | 16 qtrssince 2019-Q1 | Increased 62 |
VANGUARD INDEX FDS | 255,406 | $54.1M | 1.3% | $188.10 | +4.30% | 16 qtrssince 2019-Q1 | Increased 75 |
VANGUARD INDEX FDS | 297,046 | $49.4M | 1.2% | $146.55 | +0.14% | 2 qtrssince 2022-Q3 | Increased 74 |
ISHARES TR | 112,284 | $44.6M | 1.1% | $348.26 | +4.90% | 16 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 284,264 | $37.9M | 0.9% | $64.24 | +98.70% | 16 qtrssince 2019-Q1 | Increased 43 |
MICROSOFT CORP | 132,809 | $31.3M | 0.8% | $150.67 | +54.48% | 16 qtrssince 2019-Q1 | Increased 41 |
STATE STR SPDR S&P 500 ETF T | 61,753 | $24.4M | 0.6% | $256.31 | +42.32% | 16 qtrssince 2019-Q1 | Increased 41 |
FIDELITY COVINGTON TRUST | 354,007 | $22.7M | 0.6% | $44.27 | +36.91% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD BD INDEX FDS | 279,908 | $20.6M | 0.5% | $69.56 | -9.30% | 10 qtrssince 2020-Q3 | Decreased 0 |
ISHARES TR | 616,173 | $19.6M | 0.5% | $27.07 | +8.80% | 2 qtrssince 2022-Q3 | Increased 38 |
ISHARES TR | 228,880 | $19M | 0.5% | $79.26 | 0.00% | 1 qtr | New 47 |
RWA WEALTH PARTNERS, LLC manages $4B across 258 positions as of Q4 2022. Top holdings: VUG (15.6%), VTV (15.0%), VEA (10.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 36 new positions, 20 exits, 91 increased. Top move: VUG (INCREASED, conviction 99). Portfolio: $4.0B across 258 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
Verify source filings on SEC EDGAR