13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001544576
Total reported value
$10.4B
$10.4B
543 檔
30.2%
According to the latest 13F quarterly dataset, Rwa Wealth Partners, LLC managed an equity portfolio of $10.4B at the end of Q2 2024, spanning 543 distinct U.S. exchange-listed positions.
During Q2 2024, Rwa Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 543 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.87% | +0.60% | +0.12% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.21% | -0.07% | +1.64% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.07% | +0.05% | +1.38% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 6.40% | -0.08% | -3.83% | |
| 5 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 5.00% | -0.07% | +2.04% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.91% | -0.39% | +0.51% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.96% | -0.04% | +7.24% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.34% | +0.13% | +2.54% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.03% | +0.64% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.11% | -0.15% | +0.69% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | +0.05% | +8.77% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.55% | -0.01% | +2.26% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | — | -1.26% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.00% | +0.09% | +2.40% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.90% | +0.01% | +1.84% | |
| 16 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 0.89% | -0.01% | -2.78% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | +0.07% | -6.02% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | -0.03% | +4.08% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.01% | +6.75% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | -0.07% | -5.14% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.07% | -0.74% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.03% | +0.97% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.59% | -0.01% | +1.08% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | +0.08% | +0.48% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.06% | -3.22% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.19% | -1.69% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.10% | -1.25% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | +0.02% | -5.82% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.08% | +12.24% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.02% | -2.46% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.02% | -0.11% | |
| 32 | ELV | Elevance Health Inc | Stock-Healthcare | 0.48% | — | -20.96% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.03% | -3.22% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.01% | +0.07% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.06% | -1.18% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.04% | +559.99% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.03% | -4.96% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.09% | +1002.94% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.05% | +19.15% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.10% | +2.69% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | +0.06% | -0.27% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | — | +58.40% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | -0.12% | -1.11% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.11% | -9.88% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.07% | -0.29% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.36% | -0.09% | -1.22% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.36% | -0.31% | EXIT | |
| 48 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.36% | +0.01% | +5.21% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | +0.01% | -1.33% | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.34% | — | +1.41% |
According to official SEC Form 13F filings, Rwa Wealth Partners, LLC reported a total U.S. public equity portfolio value of $10.4B across 543 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VEA) accounted for 30.2% of total reported equity market value during Q2 2024.
During Q2 2024, Rwa Wealth Partners, LLC's top holdings by market value included VUG (12.9%)、VTV (10.2%)、VEA (7.1%). The largest single position, VUG, represented 12.9% of total portfolio value.
In Q2 2024, Rwa Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.