13F value (AUM)
$10.4B
Rwa Wealth Partners
RWA WEALTH PARTNERS, LLC
$10.4B
13F long value · 2026-Q2Positions645
CategoryAsset Manager
Quarters tracked8
● #506 of 581 by 13F value
Size rank 2/10
2 NEW31 ADD17 2×+30 TRIM5 NEAR EXIT
Snapshot
Rwa Wealth Partners's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
645 (20 unmapped)
Top 100 weight
88.8%
Quarters tracked
8
Latest 13F filed
Aug 7, 2026
New positions
2
Exits / near-exits
5
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 88.8% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 11.1% | $1.2B | 13.5M | — |
| VEA | VANGUARD TAX-MANAGED FDS | 10.3% | $1.1B | 15.1M | — |
| AGG | ISHARES TR | 8.7% | $912.5M | 9.2M | — |
| VTV | VANGUARD INDEX FDS | 7.3% | $762.7M | 3.5M | — |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.7% | $278.2M | 4.7M | — |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.5% | $260.0M | 4.5M | — |
| AAPL | APPLE INC | 2.3% | $242.3M | 841.8K | +15.4% |
| MUB | ISHARES TR | 2.3% | $242.0M | 2.2M | — |
| CNEQ | THE ALGER ETF TRUST | 2.2% | $228.5M | 5.5M | — |
| VTEB | VANGUARD MUN BD FDS | 2.2% | $226.4M | 4.5M | — |
| MSFT | MICROSOFT CORP | 1.7% | $174.4M | 467.4K | +38.7% |
| VBK | VANGUARD INDEX FDS | 1.3% | $137.1M | 375.0K | — |
| IVV | ISHARES TR | 1.3% | $134.3M | 179.3K | — |
| JPM | JPMORGAN CHASE & CO | 1.3% | $131.6M | 402.0K | +1.1% |
| VBR | VANGUARD INDEX FDS | 1.2% | $130.1M | 535.5K | — |
Quarterly changes — 2026-Q2
What Rwa Wealth Partners opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | VUG | VANGUARD INDEX FDS | 2.2M | 13.5M | +512.5% | +$199.6M |
| 2×+ | QQQ | INVESCO QQQ TR | 25.2K | 61.7K | +144.5% | +$30.9M |
| 2×+ | IWD | ISHARES TR | 26.5K | 127.3K | +380.7% | +$25.2M |
| TRIM | VYM | VANGUARD WHITEHALL FDS | 303.7K | 141.1K | -53.5% | -$22.7M |
| NEAR EXIT | USMV | ISHARES TR | 242.0K | 5.4K | -97.8% | -$21.9M |
| 2×+ | PM | PHILIP MORRIS INTL INC | 40.8K | 124.3K | +204.5% | +$15.7M |
| ADD | MU | MICRON TECHNOLOGY INC | 13.3K | 16.8K | +26.0% | +$14.8M |
| NEW | HONA | HONEYWELL AEROSPACE INC | — | 65.6K | — | +$14.5M |
| ADD | XONA | EXXON MOBIL CORP | 299.2K | 474.3K | +58.5% | +$14.1M |
| TRIM | HON | HONEYWELL INTL INC | 126.9K | 65.2K | -48.6% | -$14.1M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.