RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings601 positions
VANGUARD INDEX FDS | 2.2M | $1.1B | 11.9% | $36.90 | +119.67% | 28 qtrssince 2019-Q1 | Increased 64 |
VANGUARD FTSE DEV MKT ETF | 15.4M | $959.9M | 10.5% | $42.63 | +45.18% | 28 qtrssince 2019-Q1 | Increased 66 |
iShares Core U.S. Aggregate Bond ETF | 8M | $797.6M | 8.7% | $94.39 | +3.38% | 8 qtrssince 2024-Q1 | Increased 69 |
Vanguard Value ETF | 3.7M | $700.9M | 7.7% | $130.79 | +43.85% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.4M | $253.5M | 2.8% | $98.78 | +6.43% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EMERGING MARKETS ETF | 4.2M | $225M | 2.5% | $39.74 | +34.87% | 14 qtrssince 2022-Q3 | Increased 54 |
VANGUARD SCOTTSDALE FDS | 3.8M | $223.3M | 2.4% | $56.01 | +2.60% | 16 qtrssince 2022-Q1 | Decreased 0 |
Apple Inc | 803,952 | $217.4M | 2.4% | $161.03 | +68.37% | 28 qtrssince 2019-Q1 | Increased 54 |
VANGUARD MUN BD FDS | 4M | $201.9M | 2.2% | $45.33 | +8.78% | 28 qtrssince 2019-Q1 | Increased 55 |
Microsoft Corp | 409,549 | $197.6M | 2.2% | $314.37 | +52.87% | 28 qtrssince 2019-Q1 | Decreased 0 |
iShares Core S&P 500 ETF | 182,345 | $124.9M | 1.4% | $428.17 | +58.66% | 28 qtrssince 2019-Q1 | Increased 47 |
JPMorgan Chase & Co | 382,891 | $123.4M | 1.3% | $144.31 | +120.16% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 352,451 | $106.5M | 1.2% | $209.35 | +43.87% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 496,724 | $105.2M | 1.1% | $159.94 | +30.50% | 14 qtrssince 2022-Q3 | Increased 48 |
SPDR S&P 500 ETF Trust | 142,832 | $97.4M | 1.1% | $409.97 | +65.04% | 28 qtrssince 2019-Q1 | Increased 49 |
Alphabet Inc | 300,812 | $94.2M | 1.0% | $150.54 | +107.52% | 28 qtrssince 2019-Q1 | Increased 48 |
Broadcom Inc | 258,065 | $89.3M | 1.0% | $133.10 | +158.61% | 11 qtrssince 2023-Q2 | Increased 42 |
Qualys Inc | 588,748 | $78.2M | 0.9% | $132.33 | +0.43% | 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% | $88.04 | +111.35% | 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 Score: 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
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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