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CIK: 0001544576
Total reported value
$10.4B
$10.4B
557 檔
31.7%
According to the latest 13F quarterly dataset, Rwa Wealth Partners, LLC managed an equity portfolio of $10.4B at the end of Q4 2024, spanning 557 distinct U.S. exchange-listed positions.
During Q4 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 557 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.85% | +0.60% | -2.03% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.25% | -0.07% | +1.16% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.62% | +0.05% | +3.24% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 6.18% | -0.08% | +2.45% | |
| 5 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 4.86% | -0.07% | +2.92% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.65% | -0.39% | -0.48% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.72% | -0.04% | +2.38% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.13% | +1.96% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.03% | +6.01% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.06% | -0.15% | +1.85% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.64% | -0.01% | +11.49% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.05% | +1.52% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | — | +0.81% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.11% | +0.09% | +6.78% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.00% | +0.01% | +8.98% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | +0.01% | +8.57% | |
| 17 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 0.78% | -0.01% | -10.95% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.76% | +0.07% | +17.91% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.08% | +3.80% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.03% | -0.00% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | -0.03% | +1.52% | |
| 22 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.67% | -0.07% | — | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.67% | -0.01% | +61.19% | |
| 24 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.66% | -0.05% | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | +0.08% | +17.98% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.10% | -19.09% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.07% | -16.67% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.06% | +6.41% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.02% | +1.20% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | -0.01% | -11.05% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.02% | -0.01% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.05% | +15.12% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.06% | +2.66% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.09% | +10.09% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | -3.42% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.10% | +3.26% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.03% | -0.14% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.03% | +11.63% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.07% | -27.21% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.19% | +2.33% | |
| 41 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.43% | -0.04% | +0.12% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.11% | +2.44% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.38% | -0.09% | +3.10% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.07% | +2.83% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | — | +0.95% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.37% | -0.31% | EXIT | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | +0.01% | -2.51% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | -0.03% | +1.88% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | -0.12% | +29.72% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.34% | -0.01% | -1.28% |
According to official SEC Form 13F filings, Rwa Wealth Partners, LLC reported a total U.S. public equity portfolio value of $10.4B across 557 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VEA) accounted for 31.7% of total reported equity market value during Q4 2024.
During Q4 2024, Rwa Wealth Partners, LLC's top holdings by market value included VUG (12.8%)、VTV (10.3%)、VEA (6.6%). The largest single position, VUG, represented 12.8% of total portfolio value.
In Q4 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.
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