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CIK: 0001544576
Total reported value
$10.4B
$10.4B
604 檔
34.2%
According to the latest 13F quarterly dataset, Rwa Wealth Partners, LLC managed an equity portfolio of $10.4B at the end of Q3 2025, spanning 604 distinct U.S. exchange-listed positions.
In Q3 2025, Rwa Wealth Partners, LLC displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 604 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.77% | +0.60% | -0.69% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.85% | +0.05% | +2.81% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.13% | -0.65% | +7.67% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 7.91% | -0.07% | +1.38% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 2.90% | -0.39% | -1.17% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.86% | -0.78% | +9.45% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.49% | -0.01% | +4.40% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | -0.03% | +7.19% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.27% | +0.13% | +6.75% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.18% | -0.15% | +5.57% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | — | -9.47% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.05% | -3.57% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.24% | +0.09% | +2.43% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.15% | +0.01% | +3.52% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | +0.01% | -0.13% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | +0.08% | +8.42% | |
| 17 | QLYS | Qualys Inc | Stock-Tech | 0.92% | +0.19% | — | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.06% | -6.18% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | +0.08% | +5.49% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.09% | +9.66% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | +0.07% | -8.12% | |
| 22 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.68% | -0.07% | +3.51% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | -0.03% | -6.93% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.03% | +1.50% | |
| 25 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.63% | -0.01% | -2.90% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.20% | +20.85% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.19% | +1.47% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.03% | +0.91% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.56% | -0.09% | +44.92% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.10% | +20.58% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.06% | +12.61% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.07% | +0.68% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.05% | -1.32% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.11% | +24.65% | |
| 35 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.46% | -0.05% | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.27% | -5.51% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.02% | -2.24% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.10% | -11.91% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | +0.01% | +13.69% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.41% | +0.14% | +17.30% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.41% | -0.03% | +25.85% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.40% | -0.04% | -0.73% | |
| 43 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.39% | -0.07% | -17.11% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.07% | -1.54% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.02% | +14.85% | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.38% | -0.08% | -18.88% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.37% | -0.03% | -0.67% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.36% | -0.07% | -2.92% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.34% | — | +12.56% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.33% | -0.01% | -3.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +2% | +7.67% | Add |
| 2 | VGSH | Vanguard Short-term Treasury | +1.8% | +9.45% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +1.2% | +2.81% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +7.19% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +4.40% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -6.18% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | +8.42% | Add |
| 8 | NVDA | Nvidia CORP | +0.3% | +9.66% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -5.51% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.3% | -8.12% | Add |
| 11 | AXP | American Express Co | +0.2% | +222.18% | Add |
| 12 | AAPL | Apple Inc | +0.2% | +6.75% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +20.58% | Add |
| 14 | ETN | Eaton Corporation plc | +0.2% | +250.88% | Add |
| 15 | DHR | Danaher CORP | +0.2% | +14.11% | Add |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +2.43% | Add |
| 17 | CAT | Caterpillar Inc | +0.2% | +20.85% | Add |
| 18 | TJX | Tjx Companies Inc | +0.2% | +44.92% | Add |
| 19 | VUG | Vanguard Growth ETF | +0.2% | -0.69% | Trim |
| 20 | PGR | Progressive CORP | +0.2% | +1226.31% | Add |
| 21 | ASML | ASML Holding N.V. | +0.2% | +17.30% | Add |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +90.04% | Add |
| 23 | ALL | Allstate CORP | +0.1% | -3.73% | Add |
| 24 | VBR | Vanguard Small-cap Value ETF | +0.1% | +3.52% | Add |
| 25 | PM | Philip Morris International | +0.1% | +666.63% | Add |
| 26 | LLY | Eli Lilly & Co | +0.1% | +1.47% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | -3.57% | Add |
| 28 | BLK | Blackrock Inc | +0.1% | +25.85% | Add |
| 29 | META | Meta Platforms Inc-class A | +0.1% | +13.69% | Add |
| 30 | GOOG | Alphabet Inc-cl C | +0.1% | -1.54% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | -9.47% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.13% | Trim |
| 33 | JNJ | Johnson & Johnson | +0.1% | +5.49% | Add |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +5.57% | Add |
| 35 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -12.97% | Trim |
| 36 | PEP | Pepsico Inc | -0.2% | -32.67% | Trim |
| 37 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -7.07% | Trim |
| 38 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | -0.3% | — | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.4% | -39.13% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.5% | -28.35% | Trim |
| 41 | VFVA | Vanguard U.s. Value Factor | -0.6% | -22.41% | Trim |
| 42 | MUB | Ishares National Muni Bond E | -0.7% | -1.17% | Trim |
| 43 | MBB | Ishares Mbs ETF | -1.5% | -18.39% | Trim |
| 44 | VTV | Vanguard Value ETF | -1.6% | +1.38% | Trim |
| 45 | SPBO | Ss Spdr P CORP Bond ETF | -2.4% | -17.11% | Trim |
| 46 | VGIT | Vanguard Intermediate-term T | -3.3% | -18.88% | Trim |
| 47 | QLYS | Qualys Inc | — | NEW | New buy |
| 48 | HELO | Jpmorgan Hedged Equity ETF | — | NEW | New buy |
| 49 | EAGG | Ishares Esg Aware US Aggrega | — | NEW | New buy |
| 50 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | Sold out |
According to official SEC Form 13F filings, Rwa Wealth Partners, LLC reported a total U.S. public equity portfolio value of $10.4B across 604 disclosed positions in Q3 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 34.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
QLYS
市值: $80.8M
Top Position Liquidated / Trimmed
TLT
前期市值: $11.2M
During Q3 2025, Rwa Wealth Partners, LLC's top holdings by market value included VUG (11.8%)、VEA (9.8%)、AGG (8.1%). The largest single position, VUG, represented 11.8% of total portfolio value.
In Q3 2025, Rwa Wealth Partners, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 16 holdings, and fully liquidating 1 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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