EdgeMarket › What Rwa Wealth Partners, Llc reported owning
What Rwa Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
9.1BPositions
618Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VUG Vanguard Morningstar Growth ETF | 960.2M | 10.5% | 2.2M | 87.50 | +15.9% |
| VEA Vanguard FTSE Developed Markets ETF | 936.4M | 10.2% | 14.6M | 73.42 | +24.7% |
| AGG iShares Core U.S. Aggregate Bond ETF | 858.3M | 9.4% | 8.6M | 97.35 | -1.7% |
| VTV Vanguard Morningstar Value ETF | 673.1M | 7.4% | 3.4M | 226.40 | +24.6% |
| VGSH Vanguard Short-Term Treasury ETF | 298.6M | 3.3% | 5.1M | 58.13 | -0.9% |
| MUB iShares National Muni Bond ETF | 247.5M | 2.7% | 2.3M | 105.34 | +1.2% |
| VWO Vanguard FTSE Emerging Markets ETF | 244.2M | 2.7% | 4.5M | 60.45 | +17.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 212.1M | 2.3% | 4.3M | 49.54 | +1.4% |
| AAPL Apple Inc. | 199.9M | 2.2% | 792.0K | 309.35 | +36.9% |
| CNEQ Alger Concentrated Equity ETF | 156.4M | 1.7% | 5.0M | 39.59 | +26.2% |
| MSFT MICROSOFT CORP | 155.5M | 1.7% | 420.2K | 483.24 | -4.4% |
| JPM JPMORGAN CHASE & CO | 115.0M | 1.3% | 390.9K | 351.58 | +20.3% |
| IVV iShares Core S&P 500 ETF | 113.7M | 1.2% | 174.1K | 769.31 | +20.0% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 113.6M | 1.2% | 522.8K | 249.18 | +22.7% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 111.4M | 1.2% | 368.4K | 358.65 | +26.5% |
| SPY SPDR S&P 500 ETF TRUST | 95.6M | 1.0% | 149.0K | 765.72 | +20.0% |
| GOOGL Alphabet Inc. | 89.1M | 1.0% | 310.0K | 344.82 | +73.0% |
| JNJ JOHNSON & JOHNSON | 78.8M | 0.9% | 322.2K | 270.24 | +51.1% |
| AVGO Broadcom Inc. | 71.8M | 0.8% | 232.1K | 368.45 | +26.5% |
| CAT CATERPILLAR INC | 70.3M | 0.8% | 99.3K | 827.90 | +96.8% |
| VIG Vanguard Div Appreciation ETF | 67.5M | 0.7% | 313.7K | 243.91 | +16.2% |
| NVDA NVIDIA CORP | 65.9M | 0.7% | 380.4K | 214.72 | +22.4% |
| V VISA INC. | 63.8M | 0.7% | 211.1K | 371.04 | +7.9% |
| LLY ELI LILLY & Co | 61.7M | 0.7% | 67.1K | 1,255.40 | +78.0% |
| EDV Vanguard Extended Duration Treasury ETF | 56.9M | 0.6% | 875.8K | 59.51 | -8.7% |
| ABBV AbbVie Inc. | 54.9M | 0.6% | 252.5K | 264.96 | +26.7% |
| VTI Vanguard Morningstar Total Stock Market ETF | 53.8M | 0.6% | 167.8K | 378.24 | +20.5% |
| XOM ExxonMobil Holdings Corp | 50.8M | 0.6% | 299.2K | 165.11 | +52.1% |
| PG PROCTER & GAMBLE Co | 50.7M | 0.6% | 350.8K | 144.68 | -9.3% |
| AMZN AMAZON COM INC | 50.2M | 0.5% | 240.8K | 258.63 | +15.6% |
| TJX TJX COMPANIES INC /DE/ | 49.3M | 0.5% | 308.4K | 140.53 | +1.6% |
| QLYS QUALYS, INC. | 48.2M | 0.5% | 548.8K | 181.98 | +37.7% |
| COST COSTCO WHOLESALE CORP /NEW | 47.7M | 0.5% | 47.9K | 947.74 | -4.7% |
| VOO Vanguard S&P 500 ETF | 46.8M | 0.5% | 78.4K | 703.71 | +20.0% |
| HD HOME DEPOT, INC. | 45.7M | 0.5% | 139.1K | 335.61 | -16.5% |
| WMT Walmart Inc. | 45.7M | 0.5% | 367.4K | 103.70 | +1.1% |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 45.3M | 0.5% | 708.6K | 69.41 | +8.7% |
| VYM Vanguard High Dividend Yield ETF | 45.0M | 0.5% | 303.7K | 164.97 | +19.9% |
| GQGU GQG US Equity ETF | 44.6M | 0.5% | 1.7M | 26.06 | +1.7% |
| MCD MCDONALDS CORP | 43.4M | 0.5% | 139.8K | 270.95 | -13.5% |
| ASML ASML HOLDING NV | 42.6M | 0.5% | 32.3K | 1,763.76 | +135.3% |
| NEE NEXTERA ENERGY INC | 41.1M | 0.4% | 442.1K | 83.65 | +9.8% |
| RTX RTX Corp | 40.2M | 0.4% | 208.5K | 209.91 | +34.1% |
| AXP AMERICAN EXPRESS CO | 40.0M | 0.4% | 132.3K | 336.00 | +8.9% |
| GOOG Alphabet Inc. | 39.7M | 0.4% | 138.3K | 341.75 | +70.7% |
| ZROZ PIMCO 25 Year Zero Coupon U.S. Treasury Index | 38.3M | 0.4% | 598.3K | 57.97 | -10.3% |
| LIN LINDE PLC | 32.1M | 0.4% | 64.8K | 487.57 | +1.1% |
| IWF iShares Russell 1000 Growth Fund | 31.8M | 0.3% | 74.6K | 122.39 | +11.2% |
| unmapped CUSIP 084670702 | 30.7M | 0.3% | 64.0K | — | — |
| TPL Texas Pacific Land Corp | 30.7M | 0.3% | 64.6K | 383.64 | +28.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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