Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RWA WEALTH PARTNERS, LLC (CIK 1544576) reported $9.14B across 617 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($960.2M, 10.51%), VEA ($936.4M, 10.25%), AGG ($858.3M, 9.39%), VTV ($673.1M, 7.37%), VGSH ($298.6M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $960.2M | 10.51% | 2.2M | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $936.4M | 10.25% | 14.6M | Trimmed |
| 3 | AGG | ISHARES TR | $858.3M | 9.39% | 8.6M | Added |
| 4 | VTV | VANGUARD INDEX FDS | $673.1M | 7.37% | 3.4M | Trimmed |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $298.6M | 3.27% | 5.1M | Added |
| 6 | MUB | ISHARES TR | $247.5M | 2.71% | 2.3M | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $244.2M | 2.67% | 4.5M | Added |
| 8 | VTEB | VANGUARD MUN BD FDS | $212.1M | 2.32% | 4.3M | Added |
| 9 | AAPL | APPLE INC | $199.9M | 2.19% | 791,995 | Trimmed |
| 10 | CNEQ | THE ALGER ETF TRUST | $156.4M | 1.71% | 5.0M | Added |
| 11 | MSFT | MICROSOFT CORP | $155.5M | 1.70% | 420,166 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $115.0M | 1.26% | 390,917 | Added |
| 13 | IVV | ISHARES TR | $113.7M | 1.24% | 174,062 | Trimmed |
| 14 | VBR | VANGUARD INDEX FDS | $113.6M | 1.24% | 522,808 | Added |
| 15 | VBK | VANGUARD INDEX FDS | $111.4M | 1.22% | 368,412 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $95.6M | 1.05% | 149,003 | Added |
| 17 | GOOGL | ALPHABET INC | $89.1M | 0.98% | 310,002 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $78.8M | 0.86% | 322,215 | Trimmed |
| 19 | AVGO | BROADCOM INC | $71.8M | 0.79% | 232,119 | Trimmed |
| 20 | CAT | CATERPILLAR INC | $70.3M | 0.77% | 99,266 | Trimmed |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $67.5M | 0.74% | 313,729 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $65.9M | 0.72% | 380,354 | Added |
| 23 | V | VISA INC | $63.8M | 0.70% | 211,074 | Added |
| 24 | LLY | ELI LILLY & CO | $61.7M | 0.68% | 67,109 | Added |
| 25 | EDV | VANGUARD WORLD FD | $56.9M | 0.62% | 875,815 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31