What is RWA WEALTH PARTNERS, LLC's portfolio value?

As of Q4 2025, RWA WEALTH PARTNERS, LLC manages $9.1B across 601 reported positions in their SEC 13F filing.

What are RWA WEALTH PARTNERS, LLC's top holdings?

RWA WEALTH PARTNERS, LLC's largest 13F positions include VUG, VEA, AGG, representing approximately 31.1% of the reported portfolio.

How many stocks does RWA WEALTH PARTNERS, LLC hold?

RWA WEALTH PARTNERS, LLC holds 601 reported positions as of their Q4 2025 13F filing.

When did RWA WEALTH PARTNERS, LLC last file a 13F?

The most recent 13F filing from RWA WEALTH PARTNERS, LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

RWA WEALTH PARTNERS, LLC

CIK: 0001544576SEC EDGAR →

Portfolio Value

$9.1B

Holdings

601

As of

Q4 2025

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VUG VANGUARD INDEX FDS	2,240,580	$1.1B	11.94%
2	VEA VANGUARD TAX-MANAGED FDS	15,365,116	$959.0M	10.48%
3	AGG ISHARES TR	7,986,037	$796.0M	8.70%
4	VTV VANGUARD INDEX FDS	3,669,869	$700.0M	7.65%
5	MUB ISHARES TR	2,366,971	$253.0M	2.77%
6	VWO VANGUARD INTL EQUITY INDEX F	4,184,943	$224.0M	2.45%
7	VGSH VANGUARD SCOTTSDALE FDS	3,801,654	$222.0M	2.43%
8	AAPL APPLE INC	803,952	$216.0M	2.36%
9	VTEB VANGUARD MUN BD FDS	4,014,749	$201.0M	2.20%
10	MSFT MICROSOFT CORP	409,549	$197.0M	2.15%

Quarterly Changes

Top Buys

VEA↑ Increased

$91.9M

AGG↑ Increased

$79.9M

VUG↑ Increased

$56.2M

CAT↑ Increased

$51.4M

VIG↑ Increased

$45.4M

Top Sells

MSFT↓ Decreased

$196.8M

VGSH↓ Decreased

$30.1M

IWF↓ Decreased

$26.9M

PEP↓ Decreased

$14.1M

QUAL↓ Decreased

$13.5M

New Positions (33)

$5.0M · 25K shares

$3.0M · 14K shares

$2.0M · 8K shares

$2.0M · 8K shares

$1.0M · 18K shares

$1.0M · 60K shares

$1.0M · 5K shares

$4K · 4K shares

$0 · 2K shares

$0 · 24K shares

$0 · 1K shares

$0 · 10K shares

$0 · 2K shares

$0 · 5K shares

SOLS

$0 · 5K shares

$0 · 2K shares

$0 · 9K shares

$0 · 6K shares

$0 · 1K shares

$0 · 646 shares

$0 · 13K shares

$0 · 31K shares

$0 · 12K shares

$0 · 7K shares

$0 · 2K shares

$0 · 3K shares

$0 · 1K shares

$0 · 3K shares

$0 · 4K shares

$0 · 9K shares

$0 · 2K shares

$0 · 16K shares

Closed Positions (36)

GAP

$7.5M · 353K shares

VNQI

$6.6M · 139K shares

$5.6M · 31K shares

$4.6M · 72K shares

$4.2M · 32K shares

$2.9M · 14K shares

$2.1M · 21K shares

$1.7M · 67K shares

$1.3M · 20K shares

$1.1M · 87K shares

$817K · 14K shares

$689K · 3K shares

$652K · 3K shares

$543K · 10K shares

$455K · 5K shares

$444K · 13K shares

$402K · 16K shares

$385K · 20K shares

$370K · 4K shares

$361K · 24K shares

$278K · 2K shares

$247K · 1K shares

$244K · 8K shares

$227K · 4K shares

$214K · 298 shares

$214K · 2K shares

$210K · 5K shares

$207K · 3K shares

$204K · 775 shares

$203K · 866 shares

$203K · 5K shares

PODD

$200K · 648 shares

PSLV/U

$196K · 13K shares

CNHI

$132K · 12K shares

$114K · 15K shares

LYG

$46K · 10K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	263	$5.9B	73.5%
Technology	75	$866.1M	10.7%
Consumer Cyclical	41	$266.0M	3.3%
Healthcare	42	$263.1M	3.3%
Industrials	47	$195.1M	2.4%
Communication Services	12	$154.0M	1.9%
Consumer Defensive	19	$131.0M	1.6%
Unknown	35	$113.0M	1.4%
Energy	24	$66.0M	0.8%
Basic Materials	22	$45.0M	0.6%
Utilities	12	$38.0M	0.5%
Real Estate	9	$4.0M	0.0%