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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 Index Fds (VUG, 11.1%), Vanguard Ftse Developed Markets Index Fu (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 valueShare changeReported value
VUGVanguard Index Fds11.1%+512.5%$1.2B
VEAVanguard Ftse Developed Markets Index Fu10.3%+3.3%$1.1B
AGGIshares Tr8.7%+6.6%$912.5M
VTVVanguard Index Fds7.3%+2.0%$762.7M
VWOVanguard Intl Equity Index F2.7%+3.2%$278.2M
VGSHVanguard Scottsdale Fds2.5%-12.4%$260.0M
AAPLApple Inc2.3%+6.3%$242.3M
MUBIshares Tr2.3%-3.6%$242.0M
CNEQThe Alger ETF Trust2.2%+10.2%$228.5M
VTEBVanguard Mun Bd Fds2.2%+5.3%$226.4M
MSFTMicrosoft Corp1.7%+11.3%$174.4M
VBKVanguard Index Fds1.3%+1.8%$137.1M
IVVIshares Tr1.3%+3.0%$134.3M
JPMJpmorgan Chase & Co1.3%+2.8%$131.6M
VBRVanguard Index Fds1.2%+2.4%$130.1M
SPYState Str Spdr S&p 500 ETF T1.1%+11.2%$110.7M
GOOGLAlphabet Inc1.0%-2.1%$108.5M
CATCaterpillar Inc1.0%-4.6%$100.8M
JNJJohnson & Johnson0.9%+20.2%$98.3M
LLYEli Lilly & Co0.9%+13.3%$91.2M
AVGOBroadcom Inc0.9%+3.3%$90.5M
NVDANvidia Corporation0.8%+11.3%$84.2M
VIGVanguard Specialized Funds0.8%+8.1%$80.2M
VVisa Inc0.7%+4.8%$75.9M
QLYSQualys Inc0.7%-0.0%$75.4M
AMZNAmazon Com Inc0.7%+18.6%$68.1M
XOMExxon Mobil Corp0.6%+58.5%$64.9M
VTIVanguard Index Fds0.6%+4.1%$64.6M
ASMLAsml Hldg NV0.6%-0.6%$63.8M
ABBVAbbvie Inc0.6%-6.6%$59.3M
VOOVanguard Index Fds0.6%+8.3%$58.3M
EDVVanguard World Fd0.5%+0.0%$57.0M
GOOGAlphabet Inc0.5%+7.1%$52.4M
HELOJ P Morgan Exchange Traded F0.5%+7.7%$51.6M
PGProcter & Gamble Co0.5%-0.3%$51.3M
HDHome Depot Inc0.5%+2.5%$50.3M
GQGUAdvisors Inner Circle Fd III0.5%+14.3%$48.1M
TJXTjx Cos Inc New0.5%+1.3%$47.3M
COSTCostco Wholesale Corporation0.4%+4.1%$46.6M
AXPAmerican Express Co0.4%+1.6%$45.5M
QQQInvesco Qqq Tr0.4%—$45.4M
IWFIshares Tr0.4%+378.9%$44.4M
KLACKla Corp0.4%—$42.2M
WMTWalmart Inc0.4%+0.9%$42.0M
TSMTaiwan Semiconductor Manufac0.4%—$41.7M
RTXRtx Corporation0.4%+4.8%$41.4M
NEENextera Energy Inc0.4%+2.2%$39.6M
MCDMcdonalds Corp0.4%+1.8%$38.5M
ZROZPimco ETF Tr0.4%+0.0%$38.4M
METAMeta Platforms Inc0.3%—$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.

Added to

Reduced

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Quarter13F valuePositions
Q2 2026$10.4B645
Q1 2026$9.1B618
Q4 2025$9.1B601
Q3 2025$8.8B604
Q2 2025$8.0B586
Q1 2025$7.9B541
Q4 2024$8.1B557
Q3 2024$8.0B559
Q2 2024$7.6B543
Q1 2024$7.4B534
Q4 2023$7.0B516
Q3 2023$4.6B374

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 Index Fds (VUG) at 11.1%, Vanguard Ftse Developed Markets Index Fu (VEA) at 10.3%, Ishares Tr (AGG) at 8.7%, Vanguard Index Fds (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 Index Fds (VUG) (+512.5% shares), Ishares Tr (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 Vanguard Whitehall Fds (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 Scottsdale Fds (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.