RWA WEALTH PARTNERS, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$7.9B
Holdings
541
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (541 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 2,481,796 | $920.3B | 11604.51% | |
| 2 | VTVVANGUARD INDEX FDS | 4,379,717 | $756.6B | 9539.74% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 13,542,589 | $688.4B | 8680.00% | |
| 4 | AGGISHARES TR | 4,916,363 | $486.3B | 6132.33% | |
| 5 | VGITVANGUARD SCOTTSDALE FDS | 4,886,694 | $290.3B | 3660.15% | |
| 6 | MUBISHARES TR | 2,683,246 | $282.9B | 3567.50% | |
| 7 | SPBOSPDR SER TR | 7,601,785 | $220.7B | 2782.66% | |
| 8 | VTEBVANGUARD MUN BD FDS | 3,432,972 | $170.3B | 2147.95% | |
| 9 | AAPLAPPLE INC | 739,819 | $164.1B | 2069.61% | Put |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 3,552,252 | $160.8B | 2027.29% | |
| 11 | MSFTMICROSOFT CORP | 386,848 | $144.4B | 1820.84% | Put |
| 12 | MBBISHARES TR | 1,415,635 | $132.8B | 1674.02% | |
| 13 | JPMJPMORGAN CHASE & CO. | 427,625 | $104.9B | 1322.69% | |
| 14 | IVVISHARES TR | 179,671 | $101.0B | 1273.02% | |
| 15 | VGSHVANGUARD SCOTTSDALE FDS | 1,461,439 | $85.8B | 1081.54% | |
| 16 | VBKVANGUARD INDEX FDS | 333,598 | $84.0B | 1059.07% | |
| 17 | VBRVANGUARD INDEX FDS | 432,678 | $80.6B | 1016.37% | |
| 18 | SPYSPDR S&P 500 ETF TR | 139,150 | $77.8B | 981.51% | |
| 19 | EDVVANGUARD WORLD FD | 874,224 | $62.2B | 783.88% | |
| 20 | ZROZPIMCO ETF TR | 864,229 | $61.9B | 780.59% | |
| 21 | ABBVABBVIE INC | 295,121 | $61.8B | 779.69% | |
| 22 | VVISA INC | 168,454 | $59.0B | 744.42% | |
| 23 | JNJJOHNSON & JOHNSON | 354,105 | $58.7B | 740.49% | |
| 24 | VFVAVANGUARD WELLINGTON FD | 509,809 | $58.1B | 732.84% | |
| 25 | MRKMERCK & CO INC | 547,984 | $49.2B | 620.22% | |
| 26 | PGPROCTER AND GAMBLE CO | 272,727 | $46.5B | 586.06% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 48,542 | $45.9B | 578.92% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 84,269 | $44.9B | 565.92% | |
| 29 | VTIVANGUARD INDEX FDS | 154,195 | $42.4B | 534.38% | |
| 30 | AVGOBROADCOM INC | 251,764 | $42.2B | 531.53% | |
| 31 | WMTWALMART INC | 444,602 | $39.0B | 492.17% | |
| 32 | PEPPEPSICO INC | 253,789 | $38.1B | 479.83% | |
| 33 | QUALISHARES TR | 220,605 | $37.7B | 475.37% | |
| 34 | HDHOME DEPOT INC | 100,828 | $37.0B | 465.95% | |
| 35 | VOOVANGUARD INDEX FDS | 71,000 | $36.5B | 460.09% | |
| 36 | LLYELI LILLY & CO | 43,302 | $35.8B | 450.96% | |
| 37 | MCDMCDONALDS CORP | 112,381 | $35.1B | 442.65% | |
| 38 | QCOMQUALCOMM INC | 224,868 | $34.5B | 435.56% | |
| 39 | ABTABBOTT LABS | 251,293 | $33.3B | 420.33% | |
| 40 | NEENEXTERA ENERGY INC | 458,617 | $32.5B | 409.95% | |
| 41 | IWFISHARES TR | 89,447 | $32.3B | 407.27% | |
| 42 | CATCATERPILLAR INC | 95,599 | $31.5B | 397.56% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 60,122 | $31.5B | 397.06% | |
| 44 | NVDANVIDIA CORPORATION | 291,730 | $31.4B | 395.98% | Put |
| 45 | LINLINDE PLC | 64,563 | $30.1B | 379.08% | |
| 46 | TJXTJX COS INC NEW | 245,288 | $29.9B | 376.72% | |
| 47 | RTXRTX CORPORATION | 222,130 | $29.4B | 371.01% | |
| 48 | GOOGLALPHABET INC | 186,808 | $28.9B | 364.26% | |
| 49 | HONHONEYWELL INTL INC | 133,357 | $28.2B | 356.07% | |
| 50 | AMZNAMAZON COM INC | 146,474 | $27.9B | 351.40% | |
| 51 | UNPUNION PAC CORP | 115,129 | $27.2B | 342.95% | |
| 52 | METAMETA PLATFORMS INC | 44,226 | $25.5B | 321.42% | |
| 53 | XOMEXXON MOBIL CORP | 208,691 | $24.8B | 312.96% | |
| 54 | BLKBLACKROCK INC | 24,813 | $23.5B | 296.13% | |
| 55 | IVEISHARES TR | 123,188 | $23.5B | 296.04% | |
| 56 | CLCOLGATE PALMOLIVE CO | 246,846 | $23.1B | 291.65% | |
| 57 | IEIISHARES TR | 195,684 | $23.1B | 291.49% | |
| 58 | GOOGALPHABET INC | 141,284 | $22.1B | 278.33% | |
| 59 | TPLTEXAS PACIFIC LAND CORPORATI | 16,599 | $22.0B | 277.34% | |
| 60 | CVXCHEVRON CORP NEW | 130,922 | $21.9B | 276.17% | |
| 61 | CBCHUBB LIMITED | 67,725 | $20.5B | 257.89% | |
| 62 | ASMLASML HOLDING N V | 30,598 | $20.3B | 255.66% | |
| 63 | VIGVANGUARD SPECIALIZED FUNDS | 102,746 | $19.9B | 251.33% | |
| 64 | CMFISHARES TR | 350,687 | $19.7B | 248.87% | |
| 65 | ESGVVANGUARD WORLD FD | 195,034 | $19.1B | 240.89% | |
| 66 | NYFISHARES TR | 350,162 | $18.4B | 232.47% | |
| 67 | LMTLOCKHEED MARTIN CORP | 41,230 | $18.4B | 232.24% | |
| 68 | CSCOCISCO SYS INC | 295,681 | $18.2B | 230.08% | |
| 69 | TRVCCITIGROUP INC | 255,793 | $18.2B | 228.97% | |
| 70 | ELVELEVANCE HEALTH INC | 41,047 | $17.9B | 225.12% | |
| 71 | SPGIS&P GLOBAL INC | 34,813 | $17.7B | 223.05% | |
| 72 | LOWLOWES COS INC | 75,625 | $17.6B | 222.41% | |
| 73 | MMM3M CO | 111,155 | $16.3B | 205.84% | |
| 74 | FHLCFIDELITY COVINGTON TRUST | 238,757 | $16.3B | 205.68% | |
| 75 | ACNACCENTURE PLC IRELAND | 51,073 | $15.9B | 200.96% | |
| 76 | SCHWSCHWAB CHARLES CORP | 200,815 | $15.7B | 198.22% | |
| 77 | TMUST-MOBILE US INC | 55,987 | $14.9B | 188.29% | |
| 78 | IUSGISHARES TR | 117,305 | $14.9B | 187.97% | |
| 79 | IWDISHARES TR | 76,205 | $14.3B | 180.80% | |
| 80 | LDOSLEIDOS HOLDINGS INC | 98,699 | $13.3B | 167.94% | |
| 81 | BNDVANGUARD BD INDEX FDS | 175,378 | $12.9B | 162.43% | |
| 82 | ORLYOREILLY AUTOMOTIVE INC | 8,874 | $12.7B | 160.30% | |
| 83 | EFGISHARES TR | 125,871 | $12.6B | 158.72% | |
| 84 | IJRISHARES TR | 118,216 | $12.4B | 155.88% | |
| 85 | DUKDUKE ENERGY CORP NEW | 101,134 | $12.3B | 155.54% | |
| 86 | IJHISHARES TR | 209,867 | $12.2B | 154.41% | |
| 87 | USMVISHARES TR | 125,957 | $11.8B | 148.76% | |
| 88 | SANBANCO SANTANDER S.A. | 1,708,667 | $11.4B | 144.35% | |
| 89 | VYMVANGUARD WHITEHALL FDS | 88,396 | $11.4B | 143.74% | |
| 90 | REGNREGENERON PHARMACEUTICALS | 17,970 | $11.4B | 143.71% | |
| 91 | SPGSIMON PPTY GROUP INC NEW | 67,841 | $11.3B | 142.07% | |
| 92 | TLTISHARES TR | 122,818 | $11.2B | 140.98% | |
| 93 | NDQINVESCO QQQ TR | 23,840 | $11.2B | 140.96% | |
| 94 | HYLBDBX ETF TR | 305,842 | $11.1B | 139.41% | |
| 95 | AMGNAMGEN INC | 34,609 | $10.8B | 135.96% | |
| 96 | AQLTISHARES TR | 140,575 | $10.6B | 134.10% | |
| 97 | PANWPALO ALTO NETWORKS INC | 61,712 | $10.5B | 132.79% | |
| 98 | IBMINTERNATIONAL BUSINESS MACHS | 42,314 | $10.5B | 132.68% | |
| 99 | ADPAUTOMATIC DATA PROCESSING IN | 34,187 | $10.4B | 131.71% | |
| 100 | IEFISHARES TR | 108,790 | $10.4B | 130.83% |
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