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CIK: 0001544576
Total reported value
$10.4B
$10.4B
601 檔
36.4%
In Q4 2025, Rwa Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $10.4B, distributed across 601 disclosed stock positions.
Rwa Wealth Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 3 holdings and trimming 21 positions.
Showing top 200 holdings (of 601 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.95% | +0.60% | +3.68% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.49% | +0.05% | +6.17% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.72% | -0.65% | +11.79% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 7.66% | -0.07% | -1.75% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 2.77% | -0.39% | -1.19% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.46% | -0.01% | +3.30% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.44% | -0.78% | -11.26% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.38% | +0.13% | +2.36% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.21% | -0.15% | +4.53% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -0.03% | -0.62% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.05% | +0.21% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | — | -1.94% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.16% | +0.09% | -3.70% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.15% | +0.01% | +2.66% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | +0.01% | +3.06% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.06% | +1.15% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.08% | +0.94% | |
| 18 | QLYS | Qualys Inc | Stock-Tech | 0.86% | +0.19% | -3.60% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.19% | -0.24% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.09% | +6.09% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | +0.08% | -13.69% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | +0.03% | +215.91% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.20% | +1.91% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.03% | +5.30% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | -0.03% | +1.08% | |
| 26 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.62% | -0.07% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.10% | +9.16% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.05% | +19.70% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.03% | +5.49% | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.56% | -0.01% | -8.33% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.06% | +17.52% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.52% | -0.09% | -9.85% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | +0.01% | +31.28% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.07% | +0.07% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.11% | +0.10% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.45% | -0.28% | +231.69% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.10% | +0.70% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.07% | -2.70% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.02% | +20.04% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.44% | +0.14% | -0.26% | |
| 41 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.42% | -0.05% | — | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.42% | -0.04% | +0.21% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.02% | +3.92% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | +0.07% | -43.15% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.36% | -0.03% | -0.61% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | +0.06% | +15.76% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.36% | -0.07% | -3.59% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.35% | — | +1.41% | |
| 49 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.34% | -0.07% | -9.56% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | -0.03% | -0.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.6% | +6.17% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.6% | +11.79% | Add |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.5% | +215.91% | Add |
| 4 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +231.69% | Add |
| 5 | IWD | Ishares Russell 1000 Value E | +0.3% | +644.17% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.15% | Add |
| 7 | LLY | Eli Lilly & Co | +0.2% | -0.24% | Trim |
| 8 | VUG | Vanguard Growth ETF | +0.2% | +3.68% | Add |
| 9 | SYK | Stryker CORP | +0.2% | +180.59% | Add |
| 10 | AAPL | Apple Inc | +0.1% | +2.36% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | +1.91% | Add |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +280.89% | Add |
| 13 | SPGI | S&p Global Inc | +0.1% | +47.68% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +117.52% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +19.70% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +0.07% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +36.12% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +9.16% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +31.28% | Add |
| 20 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +32.70% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +15.76% | Add |
| 22 | MAR | Marriott International -cl A | +0.1% | +1021.49% | Add |
| 23 | DE | Deere & Co | +0.1% | +66.09% | Add |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | +23.78% | Add |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +4.53% | Add |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.30% | Add |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -69.46% | Trim |
| 28 | MMM | 3m Co | -0.1% | -52.71% | Trim |
| 29 | NKE | Nike Inc -cl B | -0.1% | -59.71% | Trim |
| 30 | TIP | Ishares Tips Bond ETF | -0.1% | -93.07% | Trim |
| 31 | TMUS | T-mobile US Inc | -0.1% | -47.34% | Trim |
| 32 | SPOT | Spotify Technology S.A. | -0.1% | -57.73% | Trim |
| 33 | CVX | Chevron CORP | -0.1% | -36.56% | Trim |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | -94.20% | Trim |
| 35 | PM | Philip Morris International | -0.1% | -50.45% | Trim |
| 36 | ORCL | Oracle CORP | -0.1% | -4.43% | Trim |
| 37 | WM | Waste Management Inc | -0.1% | -83.90% | Trim |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -81.07% | Trim |
| 39 | PGR | Progressive CORP | -0.1% | -56.61% | Trim |
| 40 | PEP | Pepsico Inc | -0.2% | -60.33% | Trim |
| 41 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -60.98% | Trim |
| 42 | ELV | Elevance Health Inc | -0.2% | -81.96% | Trim |
| 43 | MSFT | Microsoft CORP | -0.3% | -0.62% | Trim |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -62.20% | Trim |
| 45 | IWF | Ishares Russell 1000 Growth | -0.3% | -43.15% | Trim |
| 46 | VGSH | Vanguard Short-term Treasury | -0.4% | -11.26% | Trim |
| 47 | GAP | Gap Inc/the | — | EXIT | Sold out |
| 48 | VNQI | Vanguard Glbl Ex-us Real Est | — | EXIT | Sold out |
| 49 | JBL | Jabil Inc | — | NEW | New buy |
| 50 | SE | Sea Ltd-adr | — | 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 601 disclosed positions in Q4 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 36.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
JBL
市值: $5.7M
Top Position Liquidated / Trimmed
GAP
前期市值: $7.5M
During Q4 2025, Rwa Wealth Partners, LLC's top holdings by market value included VUG (11.9%)、VEA (10.5%)、AGG (8.7%). The largest single position, VUG, represented 11.9% of total portfolio value.
In Q4 2025, Rwa Wealth Partners, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 21 holdings, and fully liquidating 3 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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