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CIK: 0001544576
Total reported value
$10.4B
$10.4B
618 檔
35.7%
The Q1 2026 SEC filing reveals that Rwa Wealth Partners, LLC held a total portfolio value of $10.4B, covering 618 public equity positions.
Rwa Wealth Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 15 new positions while fully exiting 7 holdings and trimming 95 positions.
Showing top 200 holdings (of 618 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 10.51% | +0.60% | -1.89% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.25% | +0.05% | -4.90% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.39% | -0.65% | +8.27% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 7.37% | -0.07% | -6.52% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.27% | -0.78% | +34.18% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.71% | -0.39% | -1.49% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.67% | -0.01% | +7.97% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.32% | -0.15% | +5.88% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.19% | +0.13% | -1.49% | |
| 10 | CNEQ | Alger Concentrated Eqty ETF | ETF-Other | 1.71% | +0.48% | +36275.41% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.03% | +2.59% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | — | +2.10% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.05% | -4.54% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.24% | +0.01% | +5.25% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.22% | +0.09% | +4.53% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | +0.01% | +4.32% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.06% | +3.06% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | +0.08% | -1.41% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.08% | -10.05% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 0.77% | +0.20% | -9.62% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | +0.03% | +4.17% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.09% | +2.53% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.03% | +18.77% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.19% | +2.73% | |
| 25 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.62% | -0.07% | — | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.03% | -1.29% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.03% | +4.86% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | +0.06% | +10.03% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.06% | -1.38% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.10% | +0.40% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.54% | -0.09% | -0.27% | |
| 32 | QLYS | Qualys Inc | Stock-Tech | 0.53% | +0.19% | -6.79% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.07% | +0.27% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.05% | -9.91% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.02% | +18.07% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.10% | -1.14% | |
| 37 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.50% | -0.01% | -8.85% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.49% | -0.28% | +5.03% | |
| 39 | GQGU | Gqg US Equity ETF | ETF-Other | 0.49% | -0.03% | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.11% | +0.90% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.47% | +0.14% | -13.95% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.45% | -0.07% | +8.94% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.04% | +0.05% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.44% | — | +52.86% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.07% | -1.02% | |
| 46 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.42% | -0.05% | — | |
| 47 | LIN | Linde plc | Stock-Materials | 0.35% | -0.01% | -1.75% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | +0.07% | +0.90% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | -8.79% | |
| 50 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.34% | -0.09% | -8.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CNEQ | Alger Concentrated Eqty ETF | +1.7% | +36275.41% | Add |
| 2 | VGSH | Vanguard Short-term Treasury | +0.8% | +34.18% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.7% | +8.27% | Add |
| 4 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +4124.11% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +7.97% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +10.03% | Add |
| 7 | JNJ | Johnson & Johnson | +0.1% | -1.41% | Trim |
| 8 | TPL | Texas Pacific Land CORP | +0.1% | -8.78% | Trim |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +5.88% | Add |
| 10 | NEE | Nextera Energy Inc | +0.1% | +8.94% | Add |
| 11 | VBR | Vanguard Small-cap Value ETF | +0.1% | +5.25% | Add |
| 12 | AXP | American Express Co | +0.1% | +52.86% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | -9.62% | Trim |
| 14 | COST | Costco Wholesale CORP | +0.1% | +0.27% | Add |
| 15 | HD | Home Depot Inc | +0.1% | +18.07% | Add |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +4.53% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +7.83% | Add |
| 18 | NUE | Nucor CORP | +0.1% | +1948.37% | Add |
| 19 | WMT | Walmart Inc | +0.1% | -1.14% | Trim |
| 20 | LIN | Linde plc | 0% | -1.75% | Trim |
| 21 | VYM | Vanguard High Dvd Yield ETF | 0% | +5.03% | Add |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +22.24% | Add |
| 23 | LMT | Lockheed Martin CORP | 0% | -2.62% | Trim |
| 24 | HON | Honeywell International Inc | 0% | -2.06% | Trim |
| 25 | CASY | Casey's General Stores Inc | 0% | +30.53% | Add |
| 26 | TER | Teradyne Inc | 0% | -4.68% | Trim |
| 27 | MU | Micron Technology Inc | 0% | +111.33% | Add |
| 28 | ETN | Eaton Corporation plc | 0% | +1.22% | Add |
| 29 | CVX | Chevron CORP | 0% | -4.61% | Trim |
| 30 | ASML | ASML Holding N.V. | 0% | -13.95% | Trim |
| 31 | MRK | Merck & Co. Inc. | 0% | +7.68% | Add |
| 32 | DE | Deere & Co | 0% | -1.32% | Trim |
| 33 | BND | Vanguard Total Bond Market | 0% | +11.16% | Add |
| 34 | RTX | Rtx CORP | 0% | +0.05% | Add |
| 35 | TMO | Thermo Fisher Scientific Inc | 0% | +49.71% | Add |
| 36 | VXUS | Vanguard Total Intl Stock | 0% | +42.30% | Add |
| 37 | GLW | Corning Inc | 0% | +32.96% | Add |
| 38 | AEM | Agnico Eagle Mines LTD | 0% | +2.69% | Add |
| 39 | TJX | Tjx Companies Inc | 0% | -0.27% | Trim |
| 40 | PFE | Pfizer Inc | 0% | +15.55% | Add |
| 41 | IEMG | Ishares Core Msci Emerging | 0% | +15.15% | Add |
| 42 | V | Visa Inc-class A Shares | 0% | +18.77% | Add |
| 43 | OKE | Oneok Inc | 0% | +19.78% | Add |
| 44 | APH | Amphenol Corp-cl A | 0% | +57.51% | Add |
| 45 | UNP | Union Pacific CORP | 0% | -0.41% | Trim |
| 46 | VIG | Vanguard Dividend Apprec ETF | 0% | +4.17% | Add |
| 47 | GE | General Electric | 0% | +22.79% | Add |
| 48 | RSP | Invesco S&p 500 Equal Weight | 0% | +14.14% | Add |
| 49 | LDOS | Leidos Holdings Inc | 0% | +59.85% | Add |
| 50 | CB | Chubb Limited | 0% | +1.11% | Add |
According to official SEC Form 13F filings, Rwa Wealth Partners, LLC reported a total U.S. public equity portfolio value of $10.4B across 618 disclosed positions in Q1 2026.
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 35.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
GQGU
市值: $44.6M
Top Position Liquidated / Trimmed
AZNN
前期市值: $7.7M
During Q1 2026, Rwa Wealth Partners, LLC's top holdings by market value included VUG (10.5%)、VEA (10.3%)、AGG (9.4%). The largest single position, VUG, represented 10.5% of total portfolio value.
In Q1 2026, Rwa Wealth Partners, LLC made 198 total portfolio adjustments, initiating 15 new buys, adding to 81 positions, trimming 95 holdings, and fully liquidating 7 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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