Rwa Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$9.14B
Q ending 2026-03-31
Prior quarter
$9.15B
Q ending 2025-12-31
Change
-0.1% QoQ · +15.2% YoY
Positions
618
reported holdings
Largest positions
Top 100 of 618 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VUG | Shares | $960.2M | 2.2M |
| Vanguard Tax-Managed Fds | VEA | Shares | $936.4M | 14.6M |
| Ishares Tr | AGG | Shares | $858.3M | 8.6M |
| Vanguard Index Fds | VTV | Shares | $673.1M | 3.4M |
| Vanguard Scottsdale Fds | VGSH | Shares | $298.6M | 5.1M |
| Ishares Tr | MUB | Shares | $247.5M | 2.3M |
| Vanguard Intl Equity Index F | VWO | Shares | $244.2M | 4.5M |
| Vanguard Mun Bd Fds | VTEB | Shares | $212.1M | 4.3M |
| Apple Inc | AAPL | Shares | $199.9M | 792K |
| The Alger Etf Trust | CNEQ | Shares | $156.4M | 5.0M |
| Microsoft Corp | MSFT | Shares | $155.5M | 420K |
| Jpmorgan Chase & Co | JPM | Shares | $115.0M | 391K |
| Ishares Tr | IVV | Shares | $113.7M | 174K |
| Vanguard Index Fds | VBR | Shares | $113.6M | 523K |
| Vanguard Index Fds | VBK | Shares | $111.4M | 368K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $95.6M | 149K |
| Alphabet Inc | GOOGL | Shares | $89.1M | 310K |
| Johnson & Johnson | JNJ | Shares | $78.8M | 322K |
| Broadcom Inc | AVGO | Shares | $71.8M | 232K |
| Caterpillar Inc | CAT | Shares | $70.3M | 99K |
| Vanguard Specialized Funds | VIG | Shares | $67.5M | 314K |
| Nvidia Corporation | NVDA | Shares | $65.9M | 380K |
| Visa Inc | V | Shares | $63.8M | 211K |
| Eli Lilly & Co | LLY | Shares | $61.7M | 67K |
| Vanguard World Fd | EDV | Shares | $56.9M | 876K |
| Abbvie Inc | ABBV | Shares | $54.9M | 253K |
| Vanguard Index Fds | VTI | Shares | $53.8M | 168K |
| Exxon Mobil Corp | XOM | Shares | $50.8M | 299K |
| Procter & Gamble Co | PG | Shares | $50.7M | 351K |
| Amazon Com Inc | AMZN | Shares | $50.2M | 241K |
| Tjx Cos Inc New | TJX | Shares | $49.3M | 308K |
| Qualys Inc | QLYS | Shares | $48.2M | 549K |
| Costco Wholesale Corporation | COST | Shares | $47.7M | 48K |
| Vanguard Index Fds | VOO | Shares | $46.8M | 78K |
| Home Depot Inc | HD | Shares | $45.7M | 139K |
| Walmart Inc | WMT | Shares | $45.7M | 367K |
| J P Morgan Exchange Traded F | HELO | Shares | $45.3M | 709K |
| Vanguard Whitehall Fds | VYM | Shares | $45.0M | 304K |
| Advisors Inner Circle Fd Iii | GQGU | Shares | $44.6M | 1.7M |
| Mcdonalds Corp | MCD | Shares | $43.4M | 140K |
| Asml Hldg Nv | Shares | $42.6M | 32K | |
| Nextera Energy Inc | NEE | Shares | $41.1M | 442K |
| Rtx Corporation | RTX | Shares | $40.2M | 208K |
| American Express Co | AXP | Shares | $40.0M | 132K |
| Alphabet Inc | GOOG | Shares | $39.7M | 138K |
| Pimco Etf Tr | ZROZ | Shares | $38.3M | 598K |
| Linde Plc | Shares | $32.1M | 65K | |
| Ishares Tr | IWF | Shares | $31.8M | 75K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $30.7M | 64K |
| Texas Pacific Land Corporati | TPL | Shares | $30.7M | 65K |
| Union Pac Corp | UNP | Shares | $30.6M | 126K |
| Blackrock Inc | BLK | Shares | $30.4M | 32K |
| Meta Platforms Inc | META | Shares | $29.9M | 52K |
| Taiwan Semiconductor Manufac | TSM | Shares | $29.2M | 86K |
| Honeywell Intl Inc | HONGBP | Shares | $28.7M | 127K |
| Vanguard Scottsdale Fds | VGIT | Shares | $27.6M | 464K |
| Spdr Series Trust | SPBO | Shares | $27.6M | 951K |
| Abbott Laboratories | ABT | Shares | $25.5M | 248K |
| Chubb Ltd Switz | Shares | $22.5M | 69K | |
| Ishares Tr | USMV | Shares | $22.4M | 242K |
| Stryker Corporation | SYK | Shares | $22.0M | 67K |
| Schwab Charles Corp | SCHW | Shares | $21.4M | 228K |
| Vanguard Bd Index Fds | BND | Shares | $21.1M | 287K |
| Cisco Sys Inc | CSCO | Shares | $20.9M | 269K |
| Ishares Tr | IJH | Shares | $20.7M | 306K |
| Kla Corp | KLAC | Shares | $20.4M | 14K |
| Eaton Corp Plc | Shares | $20.2M | 60K | |
| Ishares Tr | IVE | Shares | $19.8M | 94K |
| Lockheed Martin Corp | LMT | Shares | $19.0M | 31K |
| Qualcomm Inc | QCOM | Shares | $19.0M | 147K |
| Ishares Tr | EAGG | Shares | $18.6M | 391K |
| Ishares Tr | IUSG | Shares | $18.4M | 119K |
| Vanguard World Fd | ESGV | Shares | $18.4M | 164K |
| Ishares Tr | CMF | Shares | $17.8M | 313K |
| Vanguard Intl Equity Index F | VSS | Shares | $17.4M | 120K |
| International Business Machs | IBM | Shares | $17.1M | 71K |
| Danaher Corp Del | DHR | Shares | $17.0M | 89K |
| Amgen Inc | AMGN | Shares | $16.8M | 48K |
| Citigroup Inc | C | Shares | $16.3M | 144K |
| Deere & Co | DE | Shares | $15.3M | 27K |
| Ishares Tr | IEI | Shares | $15.2M | 128K |
| Ishares Tr | IJR | Shares | $15.0M | 120K |
| Invesco Qqq Tr | QQQ | Shares | $14.6M | 25K |
| Schwab Strategic Tr | SCHF | Shares | $14.3M | 577K |
| Ishares Tr | EFA | Shares | $14.2M | 146K |
| Ishares Tr | MBB | Shares | $14.2M | 149K |
| S&P Global Inc | SPGI | Shares | $13.9M | 33K |
| Ishares Tr | EFG | Shares | $13.9M | 125K |
| Ishares Tr | IEFA | Shares | $13.4M | 148K |
| Merck & Co Inc | MRK | Shares | $13.3M | 111K |
| Boeing Co | BA | Shares | $13.2M | 66K |
| Cencora Inc | COR | Shares | $13.1M | 42K |
| Schwab Strategic Tr | SCHV | Shares | $12.0M | 395K |
| Tesla Inc | TSLA | Shares | $12.0M | 32K |
| Ishares Tr | NYF | Shares | $11.9M | 225K |
| Lowes Cos Inc | LOW | Shares | $11.9M | 50K |
| Ishares Tr | DMXF | Shares | $11.3M | 149K |
| Chevron Corporation | CVX | Shares | $11.0M | 53K |
| Ge Aerospace | GE | Shares | $10.6M | 37K |
| Vanguard Wellington Fd | VFVA | Shares | $10.3M | 77K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.