RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings557 positions
VANGUARD INDEX FDS | 2.5M | $1B | 12.8% | $35.27 | +92.44% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 4.9M | $831.6M | 10.2% | $130.07 | +25.48% | 24 qtrssince 2019-Q1 | Increased 62 |
VANGUARD TAX-MANAGED INTL FD | 11.2M | $537M | 6.6% | $38.65 | +18.46% | 24 qtrssince 2019-Q1 | Increased 63 |
VANGUARD SCOTTSDALE FDS | 8.6M | $501.3M | 6.2% | $52.18 | +4.64% | 10 qtrssince 2022-Q3 | Increased 62 |
SPDR SER TR | 13.8M | $394.6M | 4.9% | $24.29 | +8.74% | 6 qtrssince 2023-Q3 | Increased 59 |
ISHARES TR | 2.8M | $296.3M | 3.7% | $98.78 | +2.55% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.4M | $220.3M | 2.7% | $80.45 | +6.54% | 7 qtrssince 2023-Q2 | Increased 54 |
APPLE INC | 850,324 | $212.9M | 2.6% | $151.85 | +63.72% | 24 qtrssince 2019-Q1 | Increased 53 |
MICROSOFT CORP | 411,078 | $172.3M | 2.1% | $299.42 | +38.86% | 24 qtrssince 2019-Q1 | Increased 55 |
VANGUARD MUN BD FDS | 3.3M | $167.3M | 2.1% | $44.75 | +6.21% | 24 qtrssince 2019-Q1 | Increased 53 |
VANGUARD FTSE EMERGING MARKE | 3M | $133M | 1.6% | $36.73 | +16.16% | 10 qtrssince 2022-Q3 | Increased 53 |
ISHARES TR | 208,539 | $122.8M | 1.5% | $418.38 | +37.78% | 24 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 437,097 | $104.8M | 1.3% | $143.12 | +61.72% | 24 qtrssince 2019-Q1 | Increased 47 |
VANGUARD INDEX FDS | 320,680 | $89.8M | 1.1% | $200.48 | +38.47% | 24 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 411,046 | $81.5M | 1.0% | $152.94 | +25.10% | 10 qtrssince 2022-Q3 | Increased 51 |
SPDR S&P 500 ETF TRUST | 108,795 | $63.8M | 0.8% | $360.40 | +59.49% | 24 qtrssince 2019-Q1 | Increased 45 |
VANGUARD WELLINGTON FD | 534,554 | $63.3M | 0.8% | $82.88 | +38.20% | 11 qtrssince 2022-Q2 | Decreased 0 |
ISHARES TR | 153,507 | $61.6M | 0.8% | $79.18 | +25.95% | 24 qtrssince 2019-Q1 | Increased 49 |
BROADCOM INC | 258,124 | $59.8M | 0.7% | $114.58 | +99.42% | 7 qtrssince 2023-Q2 | Increased 43 |
VISA INC-CLASS A SHARES | 177,730 | $56.2M | 0.7% | $223.42 | +39.62% | 24 qtrssince 2019-Q1 | Decreased 0 |
RWA WEALTH PARTNERS, LLC manages $8.1B across 557 positions as of Q4 2024. Top holdings: VUG (12.8%), VTV (10.2%), VEA (6.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Active quarter - 46 new positions, 48 exits, 265 increased. Top move: VEA (INCREASED, conviction 63). Portfolio: $8.1B across 557 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