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 TAX-MANAGED FDS | 15.4M | $959.9M | 10.5% | $42.63 | +45.18% | 28 qtrssince 2019-Q1 | Increased 66 |
ISHARES TR | 8M | $797.6M | 8.7% | $94.39 | +3.38% | 8 qtrssince 2024-Q1 | Increased 69 |
VANGUARD INDEX FDS | 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 INTL EQUITY INDEX F | 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 |
State Street Spdr S&P 500 Etf | 142,832 | $97.4M | 1.1% | $409.97 | +65.04% | 28 qtrssince 2019-Q1 | Increased 49 |
Alphabet Inc Cap Stock Cl A | 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 |
Lilly Eli & 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: Balanced Allocator. 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
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