RWA WEALTH PARTNERS, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$8.0B

Holdings

586

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (586 positions)

#StockSharesValue% PortfolioType
1
VUGVANGUARD INDEX FDS
2,176,216$954.1B11937.12%
2
VEAVANGUARD TAX-MANAGED FDS
14,076,338$802.5B10040.79%
3
AGGISHARES TR
6,634,648$658.2B8234.87%
4
VTVVANGUARD INDEX FDS
3,684,307$651.2B8147.38%
5
MUBISHARES TR
2,423,680$253.2B3168.37%
6
VGSHVANGUARD SCOTTSDALE FDS
3,913,888$230.1B2878.49%
7
VWOVANGUARD INTL EQUITY INDEX F
3,880,468$191.9B2401.41%
8
MSFTMICROSOFT CORP
384,472$190.7B2386.02%Put
9
VTEBVANGUARD MUN BD FDS
3,638,035$178.4B2231.80%
10
AAPLAPPLE INC
735,722$150.8B1886.36%Put
11
JPMJPMORGAN CHASE & CO.
431,284$125.0B1564.42%
12
IVVISHARES TR
188,694$117.2B1465.90%
13
VBKVANGUARD INDEX FDS
357,304$99.0B1238.09%
14
VBRVANGUARD INDEX FDS
467,411$91.1B1140.47%
15
SPYSPDR S&P 500 ETF TR
138,769$85.7B1072.76%
16
AVGOBROADCOM INC
235,813$65.0B813.30%
17
IWFISHARES TR
141,610$60.1B752.28%
18
VVISA INC
166,276$59.0B738.66%
19
EDVVANGUARD WORLD FD
846,098$56.9B712.46%
20
GOOGLALPHABET INC
316,973$55.9B698.92%
21
JNJJOHNSON & JOHNSON
358,938$54.8B686.01%
22
HELOJ P MORGAN EXCHANGE TRADED F
873,399$54.7B683.87%
23
ABBVABBVIE INC
271,979$50.5B631.66%
24
NVDANVIDIA CORPORATION
318,886$50.4B630.36%
25
LLYELI LILLY & CO
64,533$50.3B629.42%
26
COSTCOSTCO WHSL CORP NEW
48,766$48.3B604.03%
27
VTIVANGUARD INDEX FDS
150,326$45.7B571.66%
28
PGPROCTER AND GAMBLE CO
268,785$42.8B535.80%
29
VOOVANGUARD INDEX FDS
73,631$41.8B523.31%
30
VGITVANGUARD SCOTTSDALE FDS
693,774$41.5B519.18%
31
WMTWALMART INC
418,941$41.0B512.54%
32
SPBOSPDR SERIES TRUST
1,399,638$40.9B511.71%
33
ZROZPIMCO ETF TR
598,288$40.1B502.07%
34
AMZNAMAZON COM INC
182,234$40.0B500.23%
35
NDQINVESCO QQQ TR
71,028$39.2B490.25%
36
HDHOME DEPOT INC
100,379$36.8B460.48%
37
CATCATERPILLAR INC
89,179$34.6B433.16%
38
ABTABBOTT LABS
247,978$33.7B422.00%
39
METAMETA PLATFORMS INC
45,189$33.4B417.32%
40
MCDMCDONALDS CORP
111,034$32.4B405.90%
41
PEPPEPSICO INC
233,256$30.8B385.36%
42
HONHONEYWELL INTL INC
131,988$30.7B384.59%
43
RTXRTX CORPORATION
209,429$30.6B382.63%
44
NEENEXTERA ENERGY INC
433,649$30.1B376.66%
45
LINLINDE PLC
62,377$29.3B366.18%
46
TJXTJX COS INC NEW
236,740$29.2B365.79%
47
QCOMQUALCOMM INC
181,829$29.0B362.32%
48
BRK/BBERKSHIRE HATHAWAY INC DEL
58,822$28.6B357.52%
49
XOMEXXON MOBIL CORP
249,925$26.9B337.10%
50
UNPUNION PAC CORP
114,059$26.2B328.35%
51
BLKBLACKROCK INC
24,549$25.8B322.29%
52
ASMLASML HOLDING N V
32,032$25.7B321.19%
53
GOOGALPHABET INC
141,836$25.2B314.80%
54
TPLTEXAS PACIFIC LAND CORPORATI
23,724$25.1B313.58%
55
IVEISHARES TR
117,466$23.0B287.22%
56
QUALISHARES TR
118,687$21.7B271.49%
57
MBBISHARES TR
222,910$20.9B261.86%
58
VIGVANGUARD SPECIALIZED FUNDS
98,816$20.2B253.05%
59
CBCHUBB LIMITED
67,677$19.6B245.33%
60
CSCOCISCO SYS INC
278,965$19.4B242.16%
61
CRMSALESFORCE INC
70,885$19.3B241.85%
62
LMTLOCKHEED MARTIN CORP
41,498$19.2B240.47%
63
CMFISHARES TR
344,078$19.2B239.97%
64
ESGVVANGUARD WORLD FD
171,192$18.8B234.84%
65
SPGIS&P GLOBAL INC
35,131$18.5B231.78%
66
NYFISHARES TR
353,480$18.4B230.60%
67
TRVCCITIGROUP INC
214,305$18.2B228.24%
68
IJHISHARES TR
292,281$18.1B226.81%
69
SCHWSCHWAB CHARLES CORP
195,225$17.8B222.87%
70
IJRISHARES TR
162,145$17.7B221.72%
71
IUSGISHARES TR
116,843$17.6B219.88%
72
EAGGISHARES TR
368,471$17.5B219.17%
73
IEIISHARES TR
146,825$17.5B218.78%
74
NVONOVO-NORDISK A S
242,060$16.7B209.04%
75
CLCOLGATE PALMOLIVE CO
183,083$16.6B208.23%
76
KLACKLA CORP
18,083$16.2B202.66%
77
DHRDANAHER CORPORATION
80,891$16.0B199.93%
78
ELVELEVANCE HEALTH INC
40,299$15.7B196.13%
79
MMM3M CO
101,461$15.4B193.27%
80
ORCLORACLE CORP
69,914$15.3B191.25%
81
CVXCHEVRON CORP NEW
106,523$15.3B190.85%
82
ACNACCENTURE PLC IRELAND
50,309$15.0B188.14%
83
BNDVANGUARD BD INDEX FDS
195,608$14.4B180.21%
84
EFGISHARES TR
128,593$14.4B180.20%
85
VFVAVANGUARD WELLINGTON FD
120,395$14.2B178.20%
86
TSMTAIWAN SEMICONDUCTOR MFG LTD
58,788$13.3B166.60%
87
IBMINTERNATIONAL BUSINESS MACHS
44,015$13.0B162.34%
88
PANWPALO ALTO NETWORKS INC
62,040$12.7B158.85%
89
MRKMERCK & CO INC
155,968$12.3B154.48%
90
TMUST-MOBILE US INC
51,590$12.3B153.80%
91
LDOSLEIDOS HOLDINGS INC
77,165$12.2B152.32%
92
FHLCFIDELITY COVINGTON TRUST
190,273$12.2B152.25%
93
ORLYOREILLY AUTOMOTIVE INC
132,307$11.9B149.20%
94
ALSALLSTATE CORP
58,500$11.8B147.35%
95
FTECFIDELITY COVINGTON TRUST
59,190$11.7B146.06%
96
VYMVANGUARD WHITEHALL FDS
86,982$11.6B145.08%
97
SCHVSCHWAB STRATEGIC TR
417,376$11.5B144.50%
98
AQLTISHARES TR
134,935$11.3B140.94%
99
LOWLOWES COS INC
50,716$11.3B140.79%
100
SAPSAP SE
36,789$11.2B139.98%
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