RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings601 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 2.2M | $1.1B | 11.9% | $36.93 | +119.67% | 28 qtrssince 2019-Q1 | Increased 64 |
VANGUARD FTSE DEVELOPED ETF | 15.4M | $959.9M | 10.5% | $43.09 | +45.70% | 28 qtrssince 2019-Q1 | Increased 66 |
ISHARES TR | 8M | $797.6M | 8.7% | $94.39 | +3.38% | 8 qtrssince 2024-Q1 | Increased 69 |
VANGUARD VALUE ETF | 3.7M | $700.9M | 7.7% | $132.72 | +44.94% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 2.4M | $253.5M | 2.8% | $98.78 | +6.43% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 4.2M | $225M | 2.5% | $39.85 | +35.02% | 14 qtrssince 2022-Q3 | Increased 54 |
VANGUARD SHORT-TERM TREASURY | 3.8M | $223.3M | 2.4% | $56.01 | +2.60% | 16 qtrssince 2022-Q1 | Decreased 0 |
APPLE INC | 803,952 | $217.4M | 2.4% | $171.38 | +58.20% | 28 qtrssince 2019-Q1 | Increased 54 |
VANGUARD TAX-EXEMPT BOND ETF | 4M | $201.9M | 2.2% | $45.33 | +8.78% | 28 qtrssince 2019-Q1 | Increased 55 |
MICROSOFT CORP | 409,549 | $197.6M | 2.2% | $316.20 | +54.17% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 182,345 | $124.9M | 1.4% | $430.82 | +60.14% | 28 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 382,891 | $123.4M | 1.3% | $145.74 | +120.93% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SMALL-CAP GRWTH ETF | 352,451 | $106.5M | 1.2% | $209.98 | +45.30% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SMALL-CAP VALUE ETF | 496,724 | $105.2M | 1.1% | $162.15 | +31.93% | 14 qtrssince 2022-Q3 | Increased 48 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 142,832 | $97.4M | 1.1% | $412.32 | +66.62% | 28 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL A | 300,812 | $94.2M | 1.0% | $153.91 | +103.92% | 28 qtrssince 2019-Q1 | Increased 48 |
BROADCOM INC | 258,065 | $89.3M | 1.0% | $180.41 | +91.13% | 11 qtrssince 2023-Q2 | Increased 42 |
QUALYS INC | 588,748 | $78.2M | 0.9% | $136.50 | -1.41% | 2 qtrssince 2025-Q3 | Decreased 0 |
ELI LILLY & CO | 65,327 | $70.2M | 0.8% | $587.88 | +81.93% | 17 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 370,958 | $68.7M | 0.8% | $130.95 | +43.21% | 17 qtrssince 2021-Q4 | Increased 44 |
RWA WEALTH PARTNERS, LLC manages $9.1B across 601 positions as of Q4 2025. Top holdings: VUG (11.9%), VEA (10.5%), AGG (8.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 5/5.0.
Active quarter - 33 new positions, 36 exits, 250 increased. Top move: AGG (INCREASED, conviction 69). Portfolio: $9.1B across 601 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