§ 13F · FUND PROFILE
RWA WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8.8B (13F)Positions · 832Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$89M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 14.26M | $914M | 10.0% | −5% |
| 2 | VUG | VANGUARD INDEX FDS | 2.07M | $903M | 9.9% | −2% |
| 3 | AGG | ISHARES TR | 8.57M | $851M | 9.3% | +8% |
| 4 | VTV | VANGUARD INDEX FDS | 3.34M | $655M | 7.2% | −7% |
| 5 | MUB | ISHARES TR | 2.32M | $246M | 2.7% | −1% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 4.35M | $235M | 2.6% | +8% |
| 7 | VTEB | VANGUARD MUN BD FDS | 4.20M | $209M | 2.3% | +6% |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | 3.04M | $178M | 1.9% | +34% |
| 9 | AAPL | APPLE INC | 546K | $138M | 1.5% | −1% |
| 10 | CNEQ | THE ALGER ETF TRUST | 3.94M | $123M | 1.3% | +36275% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RWA SIGNAL
AC read
RWA WEALTH PARTNERS, LLC is a Other fund managing $8.8 billion in assets. The fund runs a broad portfolio of 832 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed