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.
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
- VUG Vanguard Index Fds+512.5% shares
- IWF Ishares Tr+378.9% shares
- XOM Exxon Mobil Corp+58.5% shares
- JNJ Johnson & Johnson+20.2% shares
- AMZN Amazon Com Inc+18.6% shares
- GQGU Advisors Inner Circle Fd III+14.3% shares
- LLY Eli Lilly & Co+13.3% shares
- NVDA Nvidia Corporation+11.3% shares
Reduced
- VGSH Vanguard Scottsdale Fds-12.4% shares
- ABBV Abbvie Inc-6.6% shares
Left the top 50
- VYM Vanguard Whitehall Fdswas 0.5%
- LIN Linde PLCwas 0.4%
- BRK-B Berkshire Hathaway Inc Delwas 0.3%
- TPL Texas Pacific Land Corporatiwas 0.3%
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.
| 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 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.