§ 13F · FUND PROFILE
RWA WEALTH PARTNERS, LLC.
AUM · $10.4B (13F)Positions · 958Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$77M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 12.58M | $1.1B | 10.4% | +512% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 14.49M | $1.0B | 9.9% | +3% |
| 3 | AGG | ISHARES TR | 8.95M | $886M | 8.5% | +7% |
| 4 | VTV | VANGUARD INDEX FDS | 3.38M | $738M | 7.1% | +2% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 4.42M | $264M | 2.5% | +3% |
| 6 | MUB | ISHARES TR | 2.24M | $241M | 2.3% | −4% |
| 7 | VTEB | VANGUARD MUN BD FDS | 4.42M | $223M | 2.1% | +5% |
| 8 | CNEQ | THE ALGER ETF TRUST | 4.45M | $184M | 1.8% | +10% |
| 9 | AAPL | APPLE INC | 577K | $167M | 1.6% | +6% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 2.74M | $159M | 1.5% | −12% |
§ 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 $10.4 billion in assets. The fund runs a broad portfolio of 958 positions.
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