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
586 檔
31.8%
During the Q2 2025 filing period, Rwa Wealth Partners, LLC (CIK: 0001544576) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $10.4B across 586 reported positions.
During Q2 2025, 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 586 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.94% | +0.60% | -12.31% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.04% | +0.05% | +3.94% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.23% | -0.65% | +34.95% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.15% | -0.07% | -15.88% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 3.17% | -0.39% | -9.67% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.88% | -0.78% | +167.81% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.40% | -0.01% | +9.24% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | -0.03% | -0.61% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.23% | -0.15% | +5.97% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.89% | +0.13% | -0.55% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | — | +0.86% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.05% | +5.02% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.24% | +0.09% | +7.11% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.14% | +0.01% | +8.03% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.01% | -0.27% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.08% | -6.34% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | +0.07% | +58.32% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | +0.03% | -1.29% | |
| 19 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.71% | -0.07% | -3.22% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.06% | +69.68% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | +0.08% | +1.36% | |
| 22 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.68% | -0.01% | — | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | -0.03% | -7.84% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.09% | +9.31% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.19% | +49.03% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.07% | +0.46% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.03% | -2.51% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.06% | -1.45% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.05% | +3.71% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.52% | -0.08% | -85.80% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.10% | -5.77% | |
| 32 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.51% | -0.07% | -81.59% | |
| 33 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.50% | -0.05% | -30.77% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.10% | +24.41% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.27% | +197.94% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.02% | -0.45% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.20% | -6.72% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.03% | -1.32% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | +0.01% | +2.18% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.11% | -1.20% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.03% | -8.09% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.38% | -0.31% | EXIT | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.38% | -0.04% | -5.72% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | -0.07% | -5.44% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.37% | -0.01% | -3.39% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.37% | -0.09% | -3.48% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.36% | -0.12% | -19.14% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.02% | -30.20% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | +0.06% | +19.76% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.33% | — | -0.93% |
According to official SEC Form 13F filings, Rwa Wealth Partners, LLC reported a total U.S. public equity portfolio value of $10.4B across 586 disclosed positions in Q2 2025.
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, VEA, AGG) accounted for 31.8% of total reported equity market value during Q2 2025.
During Q2 2025, Rwa Wealth Partners, LLC's top holdings by market value included VUG (11.9%)、VEA (10.0%)、AGG (8.2%). The largest single position, VUG, represented 11.9% of total portfolio value.
In Q2 2025, 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.