Q2 2026 13F · SEC CIK 1544576

Rwa Wealth Partners, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $10.4B
Reported positions: 645
Top holdings a year, 3 yrs: +13.5%
Assets under management: $19.8B

Rwa Wealth Partners, LLC is a wealth manager that reported 645 positions worth $10.4B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Vanguard Indx Fd (VUG, 11.1%), Vanguard Tax-Managed Fds (VEA, 10.3%), Ishares Tr (AGG, 8.7%). A portfolio copying its top holdings returned 13.5% a year over the last 3 years, against 20.4% for the S&P 500.

Rwa Wealth Partners, LLC holdings largest 50 of 645 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Rwa Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Indx Fd	11.1%	10.5%	13,463,288	+512.5%	$1.2B
VEAVanguard Tax-Managed Fds	10.3%	10.2%	15,098,458	+3.3%	$1.1B
AGGIshares Tr	8.7%	9.4%	9,219,241	+6.6%	$912.5M
VTVVanguard Value ETF	7.3%	7.4%	3,499,691	+2.0%	$762.7M
VWOVanguard Intl Equity Index F	2.7%	2.7%	4,661,139	+3.2%	$278.2M
VGSHVanguard Short-Term Treasury ETF Total	2.5%	3.3%	4,467,285	-12.4%	$260.0M
AAPLApple Inc	2.3%	2.2%	841,768	+6.3%	$242.3M
MUBIshares National Muni Bond ETF	2.3%	2.7%	2,248,617	-3.6%	$242.0M
CNEQThe Alger ETF Trust	2.2%	1.7%	5,537,339	+10.2%	$228.5M
VTEBVanguard Tx Ex Bd	2.2%	2.3%	4,476,441	+5.3%	$226.4M
MSFTMicrosoft Corp	1.7%	1.7%	467,438	+11.3%	$174.4M
VBKVanguard Small Cap Growth ETF	1.3%	1.2%	375,004	+1.8%	$137.1M
IVVIshares Core S&p 500 ETF	1.3%	1.2%	179,288	+3.0%	$134.3M
JPMJpmorgan Chase & Co	1.3%	1.3%	401,962	+2.8%	$131.6M
VBRVanguard Small Cap Value ETF	1.2%	1.2%	535,469	+2.4%	$130.1M
SPYSpdr S&p 500 ETF Tr	1.1%	1.0%	165,670	+11.2%	$110.7M
GOOGLAlphabet Inc	1.0%	1.0%	303,547	-2.1%	$108.5M
CATCaterpillar Inc Com	1.0%	0.8%	94,652	-4.6%	$100.8M
JNJJohnson & Johnson	0.9%	0.9%	387,249	+20.2%	$98.3M
LLYLilly Eli & Co	0.9%	0.7%	76,026	+13.3%	$91.2M
AVGOBroadcom Inc	0.9%	0.8%	239,672	+3.3%	$90.5M
NVDANvidia Corporation Com	0.8%	0.7%	423,499	+11.3%	$84.2M
VIGVanguard Dividend Appreciation ETF	0.8%	0.7%	339,068	+8.1%	$80.2M
VVisa Inc Com Cl A	0.7%	0.7%	221,234	+4.8%	$75.9M
QLYSQualys Inc	0.7%	0.5%	548,756	-0.0%	$75.4M
AMZNAmazon Com Inc Com	0.7%	0.5%	285,691	+18.6%	$68.1M
XOMExxon Mobil Corp	0.6%	0.6%	474,342	+58.5%	$64.9M
VTIVanguard Index Fds	0.6%	0.6%	174,641	+4.1%	$64.6M
ASMLAsml Hldg NV	0.6%	0.5%	32,071	-0.6%	$63.8M
ABBVAbbvie Inc	0.6%	0.6%	235,826	-6.6%	$59.3M
VOOVanguard S&p 500 ETF	0.6%	0.5%	84,891	+8.3%	$58.3M
EDVVanguard World Fd	0.5%	0.6%	875,815	+0.0%	$57.0M
GOOGAlphabet Inc	0.5%	0.4%	148,169	+7.1%	$52.4M
HELOJ P Morgan Exchange Traded F	0.5%	0.5%	763,321	+7.7%	$51.6M
PGProcter & Gamble Co Com	0.5%	0.6%	349,801	-0.3%	$51.3M
HDHome Depot Inc Com	0.5%	0.5%	142,504	+2.5%	$50.3M
GQGUAdvisors Inner Circle Fd III	0.5%	0.5%	1,895,192	+14.3%	$48.1M
TJXTjx Cos Inc New Com	0.5%	0.5%	312,433	+1.3%	$47.3M
COSTCostco Whsl Corp New	0.4%	0.5%	49,856	+4.1%	$46.6M
AXPAmerican Express Co Com	0.4%	0.4%	134,515	+1.6%	$45.5M
QQQInvesco Qqq Tr	0.4%	—	61,672	—	$45.4M
IWFIshares Russell 1000 Growth ETF	0.4%	0.3%	357,371	+378.9%	$44.4M
KLACKla Corp	0.4%	—	139,836	—	$42.2M
WMTWalmart Inc	0.4%	0.5%	370,677	+0.9%	$42.0M
TSMTaiwan Semiconductor Manufac	0.4%	—	87,303	—	$41.7M
RTXRtx Corporation Com	0.4%	0.4%	218,399	+4.8%	$41.4M
NEENextera Energy Inc Com	0.4%	0.4%	451,739	+2.2%	$39.6M
MCDMcdonalds Corp Com	0.4%	0.5%	142,276	+1.8%	$38.5M
ZROZPimco ETF Tr	0.4%	0.4%	598,288	+0.0%	$38.4M
METAMeta Platforms Inc Class A	0.3%	—	62,978	—	$35.5M

What Rwa Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.2% /yr; S&P 500 +20.1%
3 years: +13.5% /yr; S&P 500 +20.4%
5 years: +6.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$10.4B	645
Q1 2026	$9.1B	618
Q4 2025	$9.1B	601
Q3 2025	$8.8B	604
Q2 2025	$8.0B	586
Q1 2025	$7.9B	541
Q4 2024	$8.1B	557
Q3 2024	$8.0B	559
Q2 2024	$7.6B	543
Q1 2024	$7.4B	534
Q4 2023	$7.0B	516
Q3 2023	$4.6B	374

Questions about Rwa Wealth Partners, LLC's portfolio

What stocks does Rwa Wealth Partners, LLC own?

Rwa Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 645 positions worth $10.4B. The largest are Vanguard Indx Fd (VUG) at 11.1%, Vanguard Tax-Managed Fds (VEA) at 10.3%, Ishares Tr (AGG) at 8.7%, Vanguard Value ETF (VTV) at 7.3% and Vanguard Intl Equity Index F (VWO) at 2.7%.

What did Rwa Wealth Partners, LLC buy last quarter?

In Q2 2026, Rwa Wealth Partners, LLC added Vanguard Indx Fd (VUG) (+512.5% shares), Ishares Russell 1000 Growth ETF (IWF) (+378.9% shares) and Exxon Mobil Corp (XOM) (+58.5% shares), compared with its Q1 2026 filing.

What did Rwa Wealth Partners, LLC sell last quarter?

In Q2 2026, Rwa Wealth Partners, LLC cut from its top 50 Vym (VYM), cut from its top 50 Linde PLC (LIN), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Texas Pacific Land Corporati (TPL), Vanguard Short-Term Treasury ETF Total (VGSH) (-12.4% shares) and Abbvie Inc (ABBV) (-6.6% shares), compared with its Q1 2026 filing.

How has Rwa Wealth Partners, LLC's portfolio performed?

A portfolio copying Rwa Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.2% against +20.1%. Over 5 years: +6.1% a year against +11.6%.

When is Rwa Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Rwa Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Rwa Wealth Partners, LLC manage?

Rwa Wealth Partners, LLC reported $19.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $10.4B.