Home / Institutions / RWA WEALTH PARTNERS, LLC
13F holdings

RWA WEALTH PARTNERS, LLC portfolio

Managed by . 618 reported positions worth $9.1B as of 2026-03-31, filed with the SEC on 2026-05-13. Parsed from the filing itself, not a reseller.

$9.1B
Book value
618
Positions
52%
Top 10 weight
+42
New this quarter
-25
Exited
134 days
Age today
How old this actually is

Every position on this page is a snapshot of 2026-03-31. It was already 43 days old on 2026-05-13, the day it first became public. Today it is 134 days old.

That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (42)
TickerIssuerValueShares% of book
GQGUADVISORS INNER CIRCLE FD III$44.6M1,658,6760.49%
AZNASTRAZENECA PLC$8.3M42,2460.09%
VTIPVANGUARD MALVERN FDS$7.3M145,4930.08%
PDBCINVESCO ACTVELY MNGD ETC FD$7.2M414,1800.08%
VIKVIKING HOLDINGS LTD$6.5M88,8330.07%
XMLVINVESCO EXCH TRADED FD TR II$4.4M70,2770.05%
XSLVINVESCO EXCH TRADED FD TR II$4.4M93,6920.05%
EEMVISHARES INC$3.9M60,0780.04%
RLRALPH LAUREN CORP$3.4M9,8540.04%
QXOQXO INC$1.3M67,3240.01%
CDECOEUR MNG INC$950,73850,6520.01%
VSTVISTRA CORP$860,8905,7270.01%
IBITISHARES BITCOIN TRUST ETF$853,23122,2080.01%
BONDPIMCO ETF TR$827,3228,9650.01%
SPSKTIDAL TRUST I$821,59245,8990.01%
WATWATERS CORP$601,8542,0210.01%
SLVISHARES SILVER TR$484,0677,1040.01%
LNGCHENIERE ENERGY INC$448,9961,5820.00%
TLGTOUCHSTONE ETF TRUST$367,53015,7360.00%
RTHVANECK ETF TRUST$326,1591,3000.00%
APAAPA CORPORATION$319,1067,5190.00%
LITELUMENTUM HLDGS INC$305,8904350.00%
DOWDOW HLDGS INC$298,1527,1590.00%
GNRCGENERAC HLDGS INC$284,0101,4540.00%
COMTISHARES U S ETF TR$281,5028,3260.00%
Closed out (25)
TickerIssuerWas worthShares% of book
AZNNASTRAZENECA PLC$7.7M83,8240.00%
ROYAL CARIBBEAN GROUPROYAL CARIBBEAN GROUP$3.8M13,7670.00%
RACEFERRARI N V$2.8M7,6420.00%
ELLAUDER ESTEE COS INC$1.9M17,8950.00%
EZUISHARES INC$1.0M15,9690.00%
NGDNNEW GOLD INC CDA$1.0M116,4990.00%
ARKBARK 21SHARES BITCOIN ETF$709,76724,4410.00%
PRUPRUDENTIAL FINL INC$541,2014,7940.00%
HSTHOST HOTELS & RESORTS INC$464,81026,2160.00%
CSGPCOSTAR GROUP INC$308,6324,5900.00%
BTCGRAYSCALE BITCOIN MINI TR ET$267,6246,9100.00%
IBKRINTERACTIVE BROKERS GROUP IN$244,2493,7980.00%
TRUTRANSUNION$242,4182,8270.00%
WWAYFAIR INC$238,4742,3750.00%
FISVFISERV INC$233,6873,4790.00%
OTISOTIS WORLDWIDE CORP$231,7302,6530.00%
OWNSTIDAL TRUST III$226,99713,0010.00%
MAAMID-AMER APT CMNTYS INC$224,6171,6170.00%
SOLSSOLSTICE ADVANCED MATLS INC$219,1934,5120.00%
FISFIDELITY NATL INFORMATION SV$216,4803,2570.00%
XLCSELECT SECTOR SPDR TR$213,5441,8140.00%
AAGILENT TECHNOLOGIES INC$207,9151,5280.00%
IEFISHARES TR$204,5972,1280.00%
BF/BBROWN FORMAN CORP$200,5847,6970.00%
STLNTHE ONCOLOGY INSTITUTE INC$55,65315,6330.00%
Added to (183)
TickerIssuerValueShares% of bookShares Δ
AGGISHARES TR$858.3M8,646,4199.39%+8%
VGSHVANGUARD SCOTTSDALE FDS$298.6M5,100,9613.27%+34%
VWOVANGUARD INTL EQUITY INDEX F$244.2M4,518,4702.67%+8%
VTEBVANGUARD MUN BD FDS$212.1M4,250,8702.32%+6%
CNEQTHE ALGER ETF TRUST$156.4M5,027,0821.71%+36275%
MSFTMICROSOFT CORP$155.5M420,1661.70%+3%
JPMJPMORGAN CHASE & CO$115.0M390,9171.26%+2%
VBRVANGUARD INDEX FDS$113.6M522,8081.24%+5%
VBKVANGUARD INDEX FDS$111.4M368,4121.22%+5%
SPYSTATE STR SPDR S&P 500 ETF T$95.6M149,0031.05%+4%
GOOGLALPHABET INC$89.1M310,0020.98%+3%
VIGVANGUARD SPECIALIZED FUNDS$67.5M313,7290.74%+4%
NVDANVIDIA CORPORATION$65.9M380,3540.72%+3%
VVISA INC$63.8M211,0740.70%+19%
LLYELI LILLY & CO$61.7M67,1090.68%+3%
Trimmed (197)
TickerIssuerValueShares% of bookShares Δ
ORLYOREILLY AUTOMOTIVE INC$642,9506,9650.01%-95%
CARRCARRIER GLOBAL CORPORATION$243,7044,3280.00%-95%
VMCVULCAN MATLS CO$250,2089190.00%-94%
ACNACCENTURE PLC IRELAND$1.4M6,8230.01%-86%
CLCOLGATE PALMOLIVE CO$2.1M24,6070.02%-86%
MARMARRIOTT INTL INC NEW$1.0M3,1000.01%-85%
LEMBISHARES INC$1.1M26,5880.01%-85%
VCITVANGUARD SCOTTSDALE FDS$1.2M14,2310.01%-85%
PGRPROGRESSIVE CORP$886,2954,4710.01%-84%
IWDISHARES TR$5.7M26,4750.06%-79%
IAUISHARES GOLD TR$2.1M23,9280.02%-79%
TDVGT ROWE PRICE ETF INC$595,21813,3370.01%-71%
AZOAUTOZONE INC$398,5781180.00%-71%
GLDMWORLD GOLD TR$1.4M14,7660.01%-70%
ALLALLSTATE CORP$5.3M25,3590.06%-69%
The book

Largest 150 of 618 holdings

TickerIssuerValueShares% of bookShares Δ
VUGVANGUARD INDEX FDS$960.2M2,198,24710.51%
VEAVANGUARD TAX-MANAGED FDS$936.4M14,612,21010.25%
AGGISHARES TR$858.3M8,646,4199.39%
VTVVANGUARD INDEX FDS$673.1M3,430,5917.37%
VGSHVANGUARD SCOTTSDALE FDS$298.6M5,100,9613.27%
MUBISHARES TR$247.5M2,331,5912.71%
VWOVANGUARD INTL EQUITY INDEX F$244.2M4,518,4702.67%
VTEBVANGUARD MUN BD FDS$212.1M4,250,8702.32%
AAPLAPPLE INC$199.9M791,9952.19%
CNEQTHE ALGER ETF TRUST$156.4M5,027,0821.71%
MSFTMICROSOFT CORP$155.5M420,1661.70%
JPMJPMORGAN CHASE & CO$115.0M390,9171.26%
IVVISHARES TR$113.7M174,0621.24%
VBRVANGUARD INDEX FDS$113.6M522,8081.24%
VBKVANGUARD INDEX FDS$111.4M368,4121.22%
SPYSTATE STR SPDR S&P 500 ETF T$95.6M149,0031.05%
GOOGLALPHABET INC$89.1M310,0020.98%
JNJJOHNSON & JOHNSON$78.8M322,2150.86%
AVGOBROADCOM INC$71.8M232,1190.79%
CATCATERPILLAR INC$70.3M99,2660.77%
VIGVANGUARD SPECIALIZED FUNDS$67.5M313,7290.74%
NVDANVIDIA CORPORATION$65.9M380,3540.72%
VVISA INC$63.8M211,0740.70%
LLYELI LILLY & CO$61.7M67,1090.68%
EDVVANGUARD WORLD FD$56.9M875,8150.62%
ABBVABBVIE INC$54.9M252,5440.60%
VTIVANGUARD INDEX FDS$53.8M167,8050.59%
EXMOCEXXON MOBIL CORP$50.8M299,2250.56%
PGPROCTER & GAMBLE CO$50.7M350,7960.55%
AMZNAMAZON COM INC$50.2M240,8430.55%
TJXTJX COS INC NEW$49.3M308,4370.54%
QLYSQUALYS INC$48.2M548,7600.53%
COSTCOSTCO WHOLESALE CORPORATION$47.7M47,9040.52%
VOOVANGUARD INDEX FDS$46.8M78,3540.51%
HDHOME DEPOT INC$45.7M139,0740.50%
WMTWALMART INC$45.7M367,3940.50%
HELOJ P MORGAN EXCHANGE TRADED F$45.3M708,5710.50%
VYMVANGUARD WHITEHALL FDS$45.0M303,7360.49%
GQGUADVISORS INNER CIRCLE FD III$44.6M1,658,6760.49%
MCDMCDONALDS CORP$43.4M139,7910.48%
ASMLASML HLDG NV$42.6M32,2520.47%
NEENEXTERA ENERGY INC$41.1M442,1420.45%
RTXRTX CORPORATION$40.2M208,4580.44%
AXPAMERICAN EXPRESS CO$40.0M132,3360.44%
GOOGALPHABET INC$39.7M138,3190.43%
ZROZPIMCO ETF TR$38.3M598,2880.42%
LINLINDE PLC$32.1M64,8460.35%
IWFISHARES TR$31.8M74,6240.35%
BRK/BBERKSHIRE HATHAWAY INC DEL$30.7M64,0300.34%
TPLTEXAS PACIFIC LAND CORPORATI$30.7M64,6380.34%
UNPUNION PAC CORP$30.6M126,3170.34%
BLKBLACKROCK INC$30.4M31,6510.33%
METAMETA PLATFORMS INC$29.9M52,3070.33%
TSMTAIWAN SEMICONDUCTOR MANUFAC$29.2M86,4190.32%
HONGBPHONEYWELL INTL INC$28.7M126,9300.31%
VGITVANGUARD SCOTTSDALE FDS$27.6M464,1200.30%
SPBOSPDR SERIES TRUST$27.6M951,4570.30%
ABTABBOTT LABORATORIES$25.5M248,1040.28%
CBCHUBB LTD SWITZ$22.5M68,8910.25%
USMVISHARES TR$22.4M241,9990.25%
SYKSTRYKER CORPORATION$22.0M66,8660.24%
SCHWSCHWAB CHARLES CORP$21.4M227,8530.23%
BNDVANGUARD BD INDEX FDS$21.1M287,0510.23%
CSCOCISCO SYS INC$20.9M269,0000.23%
IJHISHARES TR$20.7M305,9450.23%
KLACKLA CORP$20.4M13,8350.22%
ETNEATON CORP PLC$20.2M59,5640.22%
IVEISHARES TR$19.8M93,7730.22%
LMTLOCKHEED MARTIN CORP$19.0M31,4840.21%
QCOMQUALCOMM INC$19.0M147,2810.21%
EAGGISHARES TR$18.6M390,9860.20%
IUSGISHARES TR$18.4M118,8510.20%
ESGVVANGUARD WORLD FD$18.4M163,9000.20%
CMFISHARES TR$17.8M312,5460.19%
VSSVANGUARD INTL EQUITY INDEX F$17.4M119,5980.19%
IBMINTERNATIONAL BUSINESS MACHS$17.1M70,7080.19%
DHRDANAHER CORP DEL$17.0M89,4060.19%
AMGNAMGEN INC$16.8M47,6580.18%
CCITIGROUP INC$16.3M143,8890.18%
DEDEERE & CO$15.3M27,2220.17%
IEIISHARES TR$15.2M128,3500.17%
IJRISHARES TR$15.0M120,2830.16%
QQQINVESCO QQQ TR$14.6M25,2230.16%
SCHFSCHWAB STRATEGIC TR$14.3M577,1770.16%
EFAISHARES TR$14.2M146,4240.16%
MBBISHARES TR$14.2M149,3010.16%
SPGIS&P GLOBAL INC$13.9M32,7040.15%
EFGISHARES TR$13.9M124,5390.15%
IEFAISHARES TR$13.4M147,8200.15%
MRKMERCK & CO INC$13.3M110,7630.15%
BABOEING CO$13.2M66,2790.14%
CORCENCORA INC$13.1M41,5500.14%
SCHVSCHWAB STRATEGIC TR$12.0M395,0490.13%
TSLATESLA INC$12.0M32,1560.13%
NYFISHARES TR$11.9M224,9260.13%
LOWLOWES COS INC$11.9M50,3640.13%
DMXFISHARES TR$11.3M149,1970.12%
CVXCHEVRON CORPORATION$11.0M53,2230.12%
GEGE AEROSPACE$10.6M37,2330.12%
VFVAVANGUARD WELLINGTON FD$10.3M76,6980.11%
PANWPALO ALTO NETWORKS INC$10.0M62,2090.11%
KOCOCA COLA CO$9.8M129,4010.11%
GSGOLDMAN SACHS GROUP INC$9.8M11,6300.11%
VBVANGUARD INDEX FDS$9.8M37,3180.11%
IEMGISHARES INC$9.8M140,0340.11%
AEMAGNICO EAGLE MINES LTD$9.7M47,6480.11%
RSPINVESCO EXCHANGE TRADED FD T$9.6M50,0960.11%
GEVGE VERNOVA INC$9.5M10,9350.10%
IBDVISHARES TR$9.5M433,3050.10%
FTECFIDELITY COVINGTON TRUST$9.4M45,3750.10%
ORCLORACLE CORP$9.4M63,9420.10%
BRK/ABERKSHIRE HATHAWAY INC DEL$9.3M130.10%
TMOTHERMO FISHER SCIENTIFIC INC$9.3M18,9820.10%
SANBANCO SANTANDER SA$8.8M777,1980.10%
TERTERADYNE INC$8.6M29,0100.09%
SPDWSPDR INDEX SHS FDS$8.5M185,8800.09%
UBERUBER TECHNOLOGIES INC$8.3M115,9670.09%
AZNASTRAZENECA PLC$8.3M42,2460.09%
MCKMCKESSON CORP$8.2M9,4870.09%
PEPPEPSICO INC$8.2M52,7140.09%
BACBANK AMERICA CORP$8.1M166,2390.09%
FHLCFIDELITY COVINGTON TRUST$8.0M114,1830.09%
VTVANGUARD INTL EQUITY INDEX F$8.0M57,8330.09%
MAMASTERCARD INCORPORATED$7.9M15,8240.09%
VOTVANGUARD INDEX FDS$7.7M29,9800.08%
PFEPFIZER INC$7.5M265,8620.08%
DUKDUKE ENERGY CORP NEW$7.5M56,9040.08%
SAPSAP SE$7.4M43,4610.08%
VOVANGUARD INDEX FDS$7.3M25,4270.08%
VTIPVANGUARD MALVERN FDS$7.3M145,4930.08%
IWRISHARES TR$7.2M74,4990.08%
PDBCINVESCO ACTVELY MNGD ETC FD$7.2M414,1800.08%
BABAALIBABA GROUP HLDG LTD$7.1M56,3680.08%
QUALISHARES TR$7.0M36,6370.08%
CASYCASEYS GEN STORES INC$6.8M9,2940.07%
PMPHILIP MORRIS INTL INC$6.7M40,8200.07%
PFFISHARES TR$6.6M218,8890.07%
DISDISNEY WALT CO$6.6M68,5290.07%
VIKVIKING HOLDINGS LTD$6.5M88,8330.07%
JBLJABIL INC$6.4M24,0530.07%
VTWVVANGUARD SCOTTSDALE FDS$6.3M37,4870.07%
SCMBSCHWAB STRATEGIC TR$6.1M240,4650.07%
ADPAUTOMATIC DATA PROCESSING IN$6.1M29,8490.07%
VXUSVANGUARD STAR FDS$6.0M77,9580.07%
CCEPCOCA-COLA EUROPACIFIC PARTNE$5.8M64,4060.06%
IWNISHARES TR$5.7M30,0830.06%
IWDISHARES TR$5.7M26,4750.06%
SCHGSCHWAB STRATEGIC TR$5.6M193,3620.06%
CITHE CIGNA GROUP$5.6M21,1040.06%
SCHESCHWAB STRATEGIC TR$5.6M170,5910.06%

This table is the 150 largest positions by value, out of 618 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.

Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.

Read the original

This page was built from one document: the 2026-03-31 Form 13F info table filed by RWA WEALTH PARTNERS, LLC (CIK 1544576, accession 0001544576-26-000004). Every other 13F site is reading the same file.

If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager

What a 13F cannot show you

A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:

  • No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
  • No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
  • No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
  • Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
  • Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.

Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test

Free · no spam

Get the weekly edge report

The best-performing indicator per asset, what changed this week, and the honest caveats — straight to your inbox.