Rwa Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Rwa Wealth Partners, LLC reported 645 stock positions worth $10.4 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 11.1% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.3%) and iShares Core U.S. Aggregate (AGG, 8.7%). Compared with Q1 2026, it opened 51 new positions, sold out of 26, added to 308 and reduced 190. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +2%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001544576
- Portfolio Value
- $10.4B (Q2 2026)
- SEC Filing
- 0001544576-26-000005 ↗ filed Aug 7, 2026
Holdings Value
Holdings 645 stocks · $10.4B
| VUG Vanguard Mrngstar GR ETF-Sui | 11.11% | 13,463,288 | $1.2B | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 10.30% | 15,098,458 | $1.1B | Add +3.3% |
| AGG iShares Core U.S. Aggregate | 8.74% | 9,219,241 | $912.5M | Add +6.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.30% | 3,499,691 | $762.7M | Add +2.0% |
| VWO Vanguard Ftse Emerging Marke | 2.66% | 4,661,139 | $278.2M | Add +3.2% |
| VGSH Vanguard Short-Term Treasury | 2.49% | 4,467,285 | $260.0M | Reduce -12.4% |
| AAPL Apple Inc. | 2.32% | 841,768 | $242.3M | Add +6.3% |
| MUB iShares National Muni Bond E | 2.32% | 2,248,617 | $242.0M | Reduce -3.6% |
| CNEQ Alger Concentrated Eqty ETF | 2.19% | 5,537,339 | $228.5M | Add +10.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.17% | 4,476,441 | $226.4M | Add +5.3% |
| MSFT Microsoft Corp. | 1.67% | 467,438 | $174.4M | Add +11.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.31% | 375,004 | $137.1M | Add +1.8% |
| IVV iShares Core S&P 500 ETF | 1.29% | 179,288 | $134.3M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 1.26% | 401,962 | $131.6M | Add +2.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.25% | 535,469 | $130.1M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 165,670 | $110.7M | Add +11.2% |
| GOOGL Alphabet Inc. Class A | 1.04% | 303,547 | $108.5M | Reduce -2.1% |
| CAT Caterpillar Inc. | 0.97% | 94,652 | $100.8M | Reduce -4.7% |
| JNJ Johnson & Johnson | 0.94% | 387,249 | $98.3M | Add +20.2% |
| LLY Eli Lilly & Co. | 0.87% | 76,026 | $91.2M | Add +13.3% |
| AVGO Broadcom Inc. | 0.87% | 239,672 | $90.5M | Add +3.3% |
| NVDA Nvidia Corp. | 0.81% | 423,499 | $84.2M | Add +11.3% |
| VIG Vanguard Dividend Apprec ETF | 0.77% | 339,068 | $80.2M | Add +8.1% |
| V Visa Inc. Class A | 0.73% | 221,234 | $75.9M | Add +4.8% |
| QLYS Qualys Inc. | 0.72% | 548,756 | $75.4M | Reduce 0.0% |
| AMZN Amazon.com Inc. | 0.65% | 285,691 | $68.1M | Add +18.6% |
| XOM Exxon Mobil Corp. | 0.62% | 474,342 | $64.9M | Add +58.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 174,641 | $64.6M | Add +4.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.61% | 32,071 | $63.8M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.57% | 235,826 | $59.3M | Reduce -6.6% |
| VOO Vanguard S&P 500 ETF | 0.56% | 84,891 | $58.3M | Add +8.3% |
| EDV Vanguard Extended Dur Treas | 0.55% | 875,815 | $57.0M | No change |
| GOOG Alphabet Inc. Class C | 0.50% | 148,169 | $52.4M | Add +7.1% |
| HELO JPMorgan Hedged Equity ETF | 0.49% | 763,321 | $51.6M | Add +7.7% |
| PG The Procter & Gamble Co. | 0.49% | 349,801 | $51.3M | Reduce -0.3% |
| HD Home Depot Inc. | 0.48% | 142,504 | $50.3M | Add +2.5% |
| GQGU GQG US Equity ETF | 0.46% | 1,895,192 | $48.1M | Add +14.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.45% | 312,433 | $47.3M | Add +1.3% |
| COST Costco Wholesale Corp. | 0.45% | 49,856 | $46.6M | Add +4.1% |
| AXP American Express Co. | 0.44% | 134,515 | $45.5M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 61,672 | $45.4M | Add +144.5% |
| IWF iShares Russell 1000 Growth | 0.42% | 357,371 | $44.4M | Add +19.7% |
| KLAC KLA Corp. | 0.40% | 139,836 | $42.2M | Add +1.1% |
| WMT Walmart Inc. | 0.40% | 370,677 | $42.0M | Add +0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 87,303 | $41.7M | Add +1.0% |
| RTX RTX Corp. | 0.40% | 218,399 | $41.4M | Add +4.8% |
| NEE Nextera Energy Inc. | 0.38% | 451,739 | $39.6M | Add +2.2% |
| MCD McDonald's Corp. | 0.37% | 142,276 | $38.5M | Add +1.8% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.37% | 598,288 | $38.4M | No change |
| META Meta Platforms Inc. Class A | 0.34% | 62,978 | $35.5M | Add +20.4% |
| LIN Linde PLC | 0.34% | 68,330 | $35.5M | Add +5.4% |
| UNP Union Pacific Corp. | 0.34% | 129,217 | $35.1M | Add +2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 65,814 | $32.9M | Add +2.8% |
| CB Chubb Ltd. | 0.30% | 91,136 | $31.1M | Add +32.3% |
| BLK BlackRock Inc. | 0.30% | 32,274 | $31.0M | Add +2.0% |
| IWD iShares Russell 1000 Value E | 0.30% | 127,277 | $30.9M | Add +380.7% |
| CSCO Cisco Systems Inc. | 0.29% | 260,357 | $30.6M | Reduce -3.2% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 371,641 | $28.7M | Add +21.5% |
| ETN Eaton Corp. PLC | 0.27% | 68,051 | $27.7M | Add +14.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 280,240 | $27.1M | Add +89.6% |
| ABT Abbott Laboratories | 0.25% | 291,852 | $26.5M | Add +17.6% |
| TPL Texas Pacific Land Corp. | 0.25% | 59,748 | $26.1M | Reduce -7.6% |
| DHR Danaher Corp. | 0.24% | 133,981 | $25.5M | Add +49.9% |
| IVE iShares S&P 500 Value ETF | 0.24% | 112,262 | $25.5M | Add +19.7% |
| SPBO SS SPDR P Corp. Bond ETF | 0.23% | 828,567 | $24.1M | Reduce -12.9% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 158,942 | $23.6M | Add +32.1% |
| BND Vanguard Total Bond Market | 0.22% | 319,340 | $23.4M | Add +11.3% |
| VGIT Vanguard Intermediate-Term T | 0.22% | 394,346 | $23.3M | Reduce -15.0% |
| SYK Stryker Corp. | 0.22% | 71,960 | $22.7M | Add +7.6% |
| PM Philip Morris International | 0.22% | 124,278 | $22.5M | Add +204.4% |
| IUSG iShares Core S&P U.S. Growth | 0.21% | 119,223 | $22.4M | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.21% | 141,144 | $22.3M | Reduce -53.5% |
| ESGV Vanguard ESG US Stock ETF | 0.21% | 164,394 | $21.7M | Add +0.3% |
| PANW Palo Alto Networks Inc. | 0.20% | 60,516 | $20.6M | Reduce -2.7% |
| C Citigroup Inc. | 0.20% | 146,683 | $20.5M | Add +1.9% |
| SCHW Schwab (charles) Corp. | 0.19% | 213,349 | $19.7M | Reduce -6.4% |
| MU Micron Technology Inc. | 0.19% | 16,756 | $19.3M | Add +26.0% |
| EAGG iShares ESG Aware US Aggrega | 0.18% | 399,763 | $19.0M | Add +2.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.18% | 120,040 | $18.5M | Add +0.4% |
| CMF iShares California Muni Bond | 0.17% | 314,017 | $18.1M | Add +0.5% |
| AMGN Amgen Inc. | 0.17% | 48,114 | $17.4M | Add +1.0% |
| DE Deere & Co. | 0.17% | 27,335 | $17.3M | Add +0.4% |
| SCHF Schwab Intl Equity ETF | 0.16% | 604,990 | $16.8M | Add +4.8% |
| LMT Lockheed Martin Corp. | 0.16% | 32,296 | $16.5M | Add +2.6% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 42,181 | $15.8M | Add +13.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.15% | 125,564 | $15.6M | Add +0.8% |
| EFA iShares MSCI Eafe ETF | 0.15% | 148,104 | $15.4M | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 52,745 | $14.8M | Reduce -25.4% |
| HON Honeywell International Inc. | 0.14% | 65,234 | $14.6M | Add +2.8% |
| BA The Boeing Co. | 0.14% | 67,044 | $14.5M | Add +1.1% |
| HONA Honeywell Aerospace Inc. | 0.14% | 65,576 | $14.5M | Add +3.3% |
| MRK Merck & Co. Inc. | 0.14% | 111,388 | $14.3M | Add +0.6% |
| TSLA Tesla Inc. | 0.13% | 33,016 | $13.9M | Add +2.7% |
| GEV GE Vernova Inc. | 0.13% | 11,525 | $13.5M | Add +5.4% |
| SCHV Schwab US Large-Cap Value | 0.13% | 386,729 | $13.5M | Reduce -2.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 44,329 | $13.4M | Add +18.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.13% | 46,724 | $13.3M | Add +3.0% |
| TER Teradyne Inc. | 0.13% | 27,407 | $13.3M | Reduce -5.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.13% | 111,464 | $13.1M | Reduce -13.2% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.12% | 152,267 | $12.9M | Add +2.1% |
Portfolio Sells Q1 2026 → Q2 2026
| VGSH Vanguard Short-Term Treasury | Reduce -12.4% | 2.49% | −0.78 |
| MUB iShares National Muni Bond E | Reduce -3.6% | 2.32% | −0.39 |
| VYM Vanguard High DVD Yield ETF | Reduce -53.5% | 0.21% | −0.28 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -97.8% | 0.01% | −0.24 |
| QCOM Qualcomm Inc. | Reduce -66.3% | 0.09% | −0.12 |
| TPL Texas Pacific Land Corp. | Reduce -7.6% | 0.25% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -76.0% | 0.02% | −0.08 |
| VGIT Vanguard Intermediate-Term T | Reduce -15.0% | 0.22% | −0.08 |
| UBER Uber Technologies Inc. | Reduce -85.3% | 0.01% | −0.08 |
| SAP Sap SE-Sponsored ADR | Reduce -96.6% | 0.00% | −0.08 |
| PDBC Invesco Optimum Yield Divers | Sold out | 0.00% | −0.08 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -12.9% | 0.23% | −0.07 |
| COR Cencora Inc. | Reduce -33.0% | 0.08% | −0.07 |
| CCEP Coca-Cola Europacific Partne | Sold out | 0.00% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.49% | −0.06 |
| SPGI S&P Global Inc. | Reduce -25.8% | 0.09% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -28.4% | 0.08% | −0.05 |
| TMUS T-Mobile US Inc. | Reduce -82.0% | 0.01% | −0.05 |
| BABA Alibaba Group Holding-SP ADR | Reduce -51.3% | 0.03% | −0.05 |
| IBN Icici Bank Ltd.-Spon ADR | Sold out | 0.00% | −0.05 |
| XMLV Invesco S&P Midcap Low Volat | Sold out | 0.00% | −0.05 |
| XSLV Invesco S&P Smallcap Low Vol | Sold out | 0.00% | −0.05 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.05 |
| SCHW Schwab (charles) Corp. | Reduce -6.4% | 0.19% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -25.4% | 0.14% | −0.05 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -71.5% | 0.02% | −0.04 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -13.2% | 0.13% | −0.04 |
| NYF iShares New York Muni Bond E | Reduce -22.4% | 0.09% | −0.04 |
| ALL Allstate Corp. | Reduce -69.4% | 0.02% | −0.04 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.04 |
| MBB iShares MBS ETF | Reduce -10.8% | 0.12% | −0.03 |
| ABBV Abbvie Inc. | Reduce -6.6% | 0.57% | −0.03 |
| PEP Pepsico Inc. | Reduce -6.5% | 0.06% | −0.03 |
| FLIN Franklin Ftse India ETF | Sold out | 0.00% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -42.3% | 0.01% | −0.02 |
| DIS The Walt Disney Co. | Reduce -8.7% | 0.06% | −0.01 |
| DAR Darling Ingredients Inc. | Reduce -17.3% | 0.03% | −0.01 |
| QXO Qxo Inc. | Sold out | 0.00% | −0.01 |
| FHLC Fidelity MSCI Health Care | Reduce -11.8% | 0.07% | −0.01 |
| NKE Nike Inc. Class B | Reduce -14.9% | 0.02% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -40.2% | 0.03% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -11.1% | 0.03% | −0.01 |
| ITW Illinois Tool Works | Reduce -12.0% | 0.04% | −0.01 |
| INTU Intuit Inc. | Reduce -9.0% | 0.01% | −0.01 |
| CRM Salesforce Inc. | Reduce -3.4% | 0.03% | −0.01 |
| VFVA Vanguard U.S. Value Factor | Reduce -5.2% | 0.10% | −0.01 |
| VST Vistra Corp. | Sold out | 0.00% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -0.1% | 0.02% | −0.01 |
| ACN Accenture PLC Class A | Reduce -26.1% | 0.01% | −0.01 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.1% | 11.11% | +0.60 |
| CNEQ Alger Concentrated Eqty ETF | Add +10.2% | 2.19% | +0.48 |
| QQQ Invesco QQQ Trust Series 1 | Add +144.5% | 0.43% | +0.28 |
| IWD iShares Russell 1000 Value E | Add +380.7% | 0.30% | +0.23 |
| LLY Eli Lilly & Co. | Add +13.3% | 0.87% | +0.20 |
| KLAC KLA Corp. | Add +1.1% | 0.40% | +0.18 |
| PM Philip Morris International | Add +204.4% | 0.22% | +0.14 |
| MU Micron Technology Inc. | Add +26.0% | 0.19% | +0.14 |
| AAPL Apple Inc. | Add +6.3% | 2.32% | +0.13 |
| BGGG BG Long Term GLBL Grwth ETF | New | 0.12% | +0.12 |
| IEFA iShares Core MSCI Eafe ETF | Add +89.6% | 0.26% | +0.11 |
| AMZN Amazon.com Inc. | Add +18.6% | 0.65% | +0.10 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1.8% | 1.31% | +0.09 |
| NVDA Nvidia Corp. | Add +11.3% | 0.81% | +0.09 |
| AVGO Broadcom Inc. | Add +3.3% | 0.87% | +0.08 |
| JNJ Johnson & Johnson | Add +20.2% | 0.94% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.0% | 0.40% | +0.08 |
| IWF iShares Russell 1000 Growth | Add +19.7% | 0.42% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +7.1% | 0.50% | +0.07 |
| XOM Exxon Mobil Corp. | Add +58.5% | 0.62% | +0.07 |
| XLRE SS Real Estate Select Sector | New | 0.06% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +32.1% | 0.23% | +0.06 |
| EMB iShares JP Morgan Usd Emergi | Add +324.1% | 0.08% | +0.06 |
| FCOR Fidelity Corporate Bond ETF | Add +1437.1% | 0.07% | +0.06 |
| DHR Danaher Corp. | Add +49.9% | 0.24% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +3.3% | 10.30% | +0.05 |
| CB Chubb Ltd. | Add +32.3% | 0.30% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +21.5% | 0.27% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +8.3% | 0.56% | +0.05 |
| ETN Eaton Corp. PLC | Add +14.3% | 0.27% | +0.04 |
| ASX Ase Technology Holding -ADR | New | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +3.0% | 1.29% | +0.04 |
| CBOE Cboe Global Markets Inc. | New | 0.04% | +0.04 |
| GE General Electric | Add +13.3% | 0.15% | +0.04 |
| AMD Advanced Micro Devices | Add +6.4% | 0.06% | +0.03 |
| AMAT Applied Materials Inc. | Add +7.4% | 0.07% | +0.03 |
| BWA Borgwarner Inc. | New | 0.03% | +0.03 |
| VIK Viking Holdings Ltd. | Add +18.3% | 0.11% | +0.03 |
| VEEV Veeva Systems Inc. Class A | New | 0.03% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +8.1% | 0.77% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.1% | 0.62% | +0.03 |
| V Visa Inc. Class A | Add +4.8% | 0.73% | +0.03 |
| IVE iShares S&P 500 Value ETF | Add +19.7% | 0.24% | +0.03 |
| GLW Corning Inc. | Add +0.1% | 0.07% | +0.03 |
| GEV GE Vernova Inc. | Add +5.4% | 0.13% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Add +3.0% | 0.13% | +0.02 |
| LRCX Lam Research Corp. | Add +14.0% | 0.05% | +0.02 |
| FCX Freeport-McMoran Inc. | Add +81.2% | 0.06% | +0.02 |
| DUK Duke Energy Corp. | Add +51.2% | 0.10% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +18.8% | 0.13% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 645 | $10.4B | VUG, VEA, AGG, VTV, VWO |
| Q1 2026 | 618 | $9.1B | VUG, VEA, AGG, VTV, VGSH |
| Q4 2025 | 601 | $9.1B | VUG, VEA, AGG, VTV, MUB |
| Q3 2025 | 604 | $8.8B | VUG, VEA, AGG, VTV, MUB |
| Q2 2025 | 586 | $8.0B | VUG, VEA, AGG, VTV, MUB |
| Q1 2025 | 541 | $7.9B | VUG, VTV, VEA, AGG, VGIT |
| Q4 2024 | 557 | $8.1B | VUG, VTV, VEA, VGIT, SPBO |
| Q3 2024 | 559 | $8.0B | VUG, VTV, VEA, VGIT, SPBO |
| Q2 2024 | 543 | $7.6B | VUG, VTV, VEA, VGIT, SPBO |
| Q1 2024 | 533 | $7.4B | VUG, VTV, VEA, VGIT, SPBO |