RWA WEALTH PARTNERS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
RWA WEALTH PARTNERS, LLC 13F Holdings
CIK 0001544576 · NEWTON, MA
As of Sep 30, 2025, RWA WEALTH PARTNERS, LLC reported
832 positions worth $8.1B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 2,161,108 |
|
.0B12.85% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 14,471,672 | $867.1M | 10.75% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 7,116,495 | $713.4M | 8.84% |
| VANGUARD VALUE INDEX FUND | VTV | — | 3,735,111 | $696.6M | 8.64% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 2,395,411 | $255.1M | 3.16% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 4,283,808 | $252.1M | 3.13% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 4,051,221 | $219.5M | 2.72% |
| MICROSOFT CORP | MSFT | Technology | 411,012 | $212.9M | 2.64% |
| APPLE INC | AAPL | Technology | 784,404 |
99.7M | 2.48% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 3,840,677 |
92.3M | 2.38% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 390,461 |
23.2M | 1.53% |
| ISHARES CORE S&P 500 ETF | IVV | — | 181,955 |
21.8M | 1.51% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 359,903 |
07.1M | 1.33% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 479,676 |
00.1M | 1.24% |
| SPDR S&P 500 ETF TRUST | SPY | — | 138,593 | $92.3M | 1.14% |
| BROADCOM INC | AVGO | Technology | 255,666 | $84.3M | 1.05% |
| QUALYS INC | QLYS | Technology | 610,746 | $80.8M | 1.00% |
| ALPHABET INC | GOOGL | Equity | 297,395 | $72.3M | 0.90% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 378,652 | $70.2M | 0.87% |
| NVIDIA CORP | NVDA | Technology | 346,878 | $64.7M | 0.80% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 130,108 | $60.9M | 0.76% |
| VANGUARD EXTENDED DURATION TREASURY INDEX FUND | EDV | — | 875,815 | $59.9M | 0.74% |
| ABBVIE INC | ABBV | Equity | 253,128 | $58.6M | 0.73% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 848,042 | $55.1M | 0.68% |
| VISA INC-CLASS A SHARES | V | Financial Services | 157,893 | $53.9M | 0.67% |