What does RWA WEALTH PARTNERS, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of RWA Wealth Partners, LLC SEC 13F Filing

Portfolio Overview

RWA Wealth Partners, LLC manages a substantial portfolio valued at approximately $8.80 billion as of September 30, 2025, representing a growth of 10.1% from the previous quarter's $7.99 billion. The portfolio is highly diversified, comprising 832 individual holdings. The investment strategy is characterized by a "Core and Satellite" approach, utilizing broad-market ETFs to establish a foundational asset al...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VUG

VANGUARD INDEX FDS

$960M2.2M10.5%

VEA

VANGUARD TAX-MANAGED FDS

$936M14.6M10.2%

AGG

ISHARES TR

$858M8.6M9.4%

VTV

VANGUARD INDEX FDS

$673M3.4M7.4%

VGSH

VANGUARD SCOTTSDALE FDS

$299M5.1M3.3%

MUB

ISHARES TR

$247M2.3M2.7%

VWO

VANGUARD INTL EQUITY INDEX F

$244M4.5M2.7%

VTEB

VANGUARD MUN BD FDS

$212M4.3M2.3%

AAPL

APPLE INC

$200M792K2.2%

CNEQ

THE ALGER ETF TRUST

$156M5.0M1.7%

Filing history

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