Rwa Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Rwa Wealth Partners, LLC reported 557 stock positions worth $8.1 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 12.8% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 10.2%) and Vanguard Ftse Developed ETF (VEA, 6.6%). Compared with Q3 2024, it opened 43 new positions, sold out of 45, added to 262 and reduced 182. The biggest buy was a new position in Vanguard Extended Dur Treas (EDV) and the biggest sale Nextera Energy (NEE, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001544576
- Portfolio Value
- $8.1B (Q4 2024)
- SEC Filing
- 0001544576-25-000001 ↗ filed Feb 12, 2025
Holdings Value
Holdings 557 stocks · $8.1B
| VUG Vanguard Mrngstar GR ETF-Sui | 12.85% | 2,540,004 | $1.0B | Reduce -2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 10.25% | 4,912,009 | $831.6M | Add +1.2% |
| VEA Vanguard Ftse Developed ETF | 6.62% | 11,229,385 | $537.0M | Add +3.2% |
| VGIT Vanguard Intermediate-Term T | 6.18% | 8,642,884 | $501.3M | Add +2.5% |
| SPBO SS SPDR P Corp. Bond ETF | 4.86% | 13,778,234 | $394.6M | Add +2.9% |
| MUB iShares National Muni Bond E | 3.65% | 2,780,596 | $296.3M | Reduce -0.5% |
| MBB iShares MBS ETF | 2.71% | 2,403,354 | $220.3M | Add +2.4% |
| AAPL Apple Inc. | 2.62% | 850,324 | $212.9M | Add +2.0% |
| MSFT Microsoft Corp. | 2.12% | 411,078 | $172.3M | Add +6.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.06% | 3,336,522 | $167.3M | Add +1.9% |
| VWO Vanguard Ftse Emerging Marke | 1.64% | 3,019,524 | $133.0M | Add +11.5% |
| IVV iShares Core S&P 500 ETF | 1.51% | 208,539 | $122.8M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 1.29% | 437,097 | $104.8M | Add +0.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.11% | 320,680 | $89.8M | Add +6.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.00% | 411,046 | $81.5M | Add +9.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 108,795 | $63.8M | Add +8.6% |
| VFVA Vanguard U.S. Value Factor | 0.78% | 534,554 | $63.3M | Reduce -10.9% |
| IWF iShares Russell 1000 Growth | 0.76% | 153,507 | $61.6M | Add +17.9% |
| AVGO Broadcom Inc. | 0.74% | 258,124 | $59.8M | Add +3.8% |
| V Visa Inc. Class A | 0.69% | 177,730 | $56.2M | Reduce 0.0% |
| ABBV Abbvie Inc. | 0.68% | 311,031 | $55.3M | Add +1.5% |
| EDV Vanguard Extended Dur Treas | 0.67% | 805,690 | $54.6M | New |
| MRK Merck & Co. Inc. | 0.67% | 546,590 | $54.4M | Add +61.2% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.66% | 781,150 | $53.6M | New |
| JNJ Johnson & Johnson | 0.65% | 365,556 | $52.9M | Add +18.0% |
| WMT Walmart Inc. | 0.61% | 550,615 | $49.7M | Reduce -19.1% |
| COST Costco Wholesale Corp. | 0.57% | 50,097 | $45.9M | Reduce -16.7% |
| PG The Procter & Gamble Co. | 0.56% | 271,919 | $45.6M | Add +6.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 96,602 | $43.8M | Add +1.2% |
| QUAL iShares MSCI USA Quality Fac | 0.52% | 235,905 | $42.0M | Reduce -11.1% |
| HD Home Depot Inc. | 0.51% | 107,316 | $41.7M | Reduce -0.0% |
| VOO Vanguard S&P 500 ETF | 0.51% | 76,707 | $41.3M | Add +15.1% |
| GOOGL Alphabet Inc. Class A | 0.50% | 213,766 | $40.5M | Add +2.7% |
| NVDA Nvidia Corp. | 0.50% | 301,389 | $40.2M | Add +10.1% |
| IVE iShares S&P 500 Value ETF | 0.48% | 204,632 | $39.1M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 0.46% | 170,631 | $37.4M | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 128,680 | $37.3M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.45% | 239,231 | $36.4M | Add +11.6% |
| NEE Nextera Energy Inc. | 0.44% | 493,407 | $35.4M | Reduce -27.2% |
| LLY Eli Lilly & Co. | 0.43% | 45,191 | $34.9M | Add +2.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.43% | 299,445 | $34.6M | Add +0.1% |
| MCD McDonald's Corp. | 0.41% | 114,013 | $33.1M | Add +2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.38% | 256,435 | $31.0M | Add +3.1% |
| GOOG Alphabet Inc. Class C | 0.38% | 161,558 | $30.8M | Add +2.8% |
| UNH Unitedhealth Group Inc. | 0.37% | 60,031 | $30.4M | Add +0.9% |
| HON Honeywell International Inc. | 0.37% | 133,090 | $30.1M | Add +2.9% |
| META Meta Platforms Inc. Class A | 0.36% | 50,068 | $29.3M | Reduce -2.5% |
| ABT Abbott Laboratories | 0.35% | 254,544 | $28.8M | Add +1.9% |
| QCOM Qualcomm Inc. | 0.35% | 184,259 | $28.3M | Add +29.7% |
| LIN Linde PLC | 0.34% | 65,682 | $27.5M | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.33% | 116,916 | $26.7M | Add +4.1% |
| RTX RTX Corp. | 0.32% | 227,769 | $26.4M | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.31% | 235,943 | $25.4M | Reduce -18.3% |
| BLK BlackRock Inc. | 0.31% | 24,754 | $25.4M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.30% | 66,151 | $24.0M | Add +125.3% |
| FDX FedEx Corp. | 0.28% | 81,033 | $22.8M | Add +46.8% |
| ESGV Vanguard ESG US Stock ETF | 0.26% | 204,612 | $21.5M | Reduce -1.7% |
| CMF iShares California Muni Bond | 0.26% | 365,911 | $21.0M | Add +1.4% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 179,642 | $20.7M | Add +28.0% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 105,397 | $20.6M | Reduce -1.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.25% | 29,444 | $20.4M | Add +167.8% |
| LMT Lockheed Martin Corp. | 0.25% | 41,960 | $20.4M | Add +2.0% |
| C Citigroup Inc. | 0.24% | 279,174 | $19.7M | Reduce -7.4% |
| CB Chubb Ltd. | 0.23% | 68,859 | $19.0M | Add +297.7% |
| CVX Chevron Corp. | 0.23% | 130,947 | $19.0M | Add +3.1% |
| LOW Lowe's Cos Inc. | 0.23% | 76,659 | $18.9M | Reduce -4.8% |
| TPL Texas Pacific Land Corp. | 0.23% | 16,599 | $18.4M | Add +359.9% |
| NYF iShares New York Muni Bond E | 0.22% | 340,720 | $18.1M | Reduce -2.6% |
| ACN Accenture PLC Class A | 0.22% | 51,466 | $18.1M | Add +3.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 34,510 | $17.6M | Add +319.3% |
| IUSG iShares Core S&P U.S. Growth | 0.21% | 122,867 | $17.1M | Reduce -7.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.21% | 174,221 | $16.9M | Add +34.9% |
| CL Colgate-Palmolive Co. | 0.21% | 184,323 | $16.8M | Reduce -1.4% |
| FHLC Fidelity MSCI Health Care | 0.21% | 255,888 | $16.7M | Reduce -1.0% |
| SPGI S&P Global Inc. | 0.21% | 33,490 | $16.7M | Add +370.6% |
| MMM 3M Co. | 0.20% | 127,840 | $16.5M | Reduce -4.4% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 258,006 | $16.1M | Add +46.6% |
| SCHW Schwab (charles) Corp. | 0.19% | 210,544 | $15.6M | Reduce -1.2% |
| ELV Elevance Health Inc. | 0.19% | 41,633 | $15.4M | Reduce -37.7% |
| DELL Dell Technologies -C | 0.19% | 130,532 | $15.0M | Reduce -0.8% |
| TGT Target Corp. | 0.18% | 111,038 | $15.0M | Reduce -11.6% |
| ADP Automatic Data Processing | 0.16% | 45,309 | $13.3M | Add +4.5% |
| TMUS T-Mobile US Inc. | 0.16% | 59,977 | $13.2M | Reduce -11.3% |
| BND Vanguard Total Bond Market | 0.16% | 183,971 | $13.2M | Add +14.8% |
| REGN Regeneron Pharmaceuticals | 0.16% | 18,426 | $13.1M | Add +4518.1% |
| ORCL Oracle Corp. | 0.16% | 76,239 | $12.7M | Reduce -53.6% |
| CSCO Cisco Systems Inc. | 0.15% | 212,406 | $12.6M | Add +6.8% |
| PANW Palo Alto Networks Inc. | 0.14% | 64,108 | $11.7M | Add +2.9% |
| DUK Duke Energy Corp. | 0.14% | 106,136 | $11.4M | Add +111.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.14% | 61,408 | $11.4M | Reduce -1.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.14% | 142,579 | $11.2M | Add +2128.5% |
| HYLB Xtrackers Usd High Yield Cor | 0.14% | 308,940 | $11.1M | Add +0.2% |
| BA The Boeing Co. | 0.14% | 62,355 | $11.0M | Add +162.0% |
| NKE Nike Inc. Class B | 0.14% | 145,624 | $11.0M | Reduce -38.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 50,058 | $11.0M | Reduce -4.8% |
| BKLN Invesco Senior Loan ETF | 0.13% | 514,042 | $10.8M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 54,606 | $10.8M | Add +1.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.13% | 131,439 | $10.8M | Add +3608.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.13% | 208,042 | $10.7M | New |
| ORLY O'reilly Automotive Inc. | 0.13% | 8,893 | $10.5M | Add +5.5% |
Portfolio Sells Q3 2024 → Q4 2024
| NEE Nextera Energy Inc. | Reduce -27.2% | 0.44% | −0.28 |
| ELV Elevance Health Inc. | Reduce -37.7% | 0.19% | −0.24 |
| ORCL Oracle Corp. | Reduce -53.6% | 0.16% | −0.19 |
| DAL Delta Air Lines Inc. | Reduce -96.8% | 0.01% | −0.19 |
| CMCSA Comcast Corp. Class A | Reduce -81.8% | 0.04% | −0.18 |
| PLD Prologis Inc. | Reduce -91.5% | 0.01% | −0.17 |
| IWD iShares Russell 1000 Value E | Reduce -83.3% | 0.03% | −0.17 |
| EMB iShares JP Morgan Usd Emergi | Reduce -85.0% | 0.03% | −0.17 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.16 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.16 |
| SBUX Starbucks Corp. | Reduce -78.4% | 0.04% | −0.16 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -63.0% | 0.08% | −0.15 |
| PFE Pfizer Inc. | Reduce -59.1% | 0.09% | −0.15 |
| BWX SS SPDR BB Intl Treasury BD | Sold out | 0.00% | −0.15 |
| MUB iShares National Muni Bond E | Reduce -0.5% | 3.65% | −0.14 |
| NKE Nike Inc. Class B | Reduce -38.5% | 0.14% | −0.13 |
| VFVA Vanguard U.S. Value Factor | Reduce -10.9% | 0.78% | −0.12 |
| DEO Diageo PLC-Sponsored ADR | Reduce -80.2% | 0.02% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -18.3% | 0.31% | −0.11 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -16.7% | 0.57% | −0.10 |
| GEHC GE Healthcare Technology | Reduce -93.8% | 0.00% | −0.08 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Reduce -11.1% | 0.52% | −0.08 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.07 |
| XMLV Invesco S&P Midcap Low Volat | Sold out | 0.00% | −0.07 |
| WMT Walmart Inc. | Reduce -19.1% | 0.61% | −0.07 |
| XSLV Invesco S&P Smallcap Low Vol | Sold out | 0.00% | −0.07 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -70.3% | 0.02% | −0.07 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.06 |
| TGT Target Corp. | Reduce -11.6% | 0.18% | −0.06 |
| LIN Linde PLC | Reduce -1.3% | 0.34% | −0.06 |
| FUTY Fidelity MSCI US Utilities | Sold out | 0.00% | −0.04 |
| FREL Fidelity MSCI RL Est Indx | Sold out | 0.00% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -3.4% | 0.48% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -4.8% | 0.23% | −0.04 |
| SCJ iShares MSCI Japan Small-Cap | Sold out | 0.00% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -1.4% | 0.21% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -30.4% | 0.07% | −0.04 |
| KLAC KLA Corp. | Reduce -0.8% | 0.12% | −0.03 |
| AMGN Amgen Inc. | Reduce -2.5% | 0.10% | −0.03 |
| FHLC Fidelity MSCI Health Care | Reduce -1.0% | 0.21% | −0.03 |
| HD Home Depot Inc. | Reduce -0.0% | 0.51% | −0.03 |
| TSLA Tesla Inc. | Reduce -53.9% | 0.06% | −0.03 |
| MMM 3M Co. | Reduce -4.4% | 0.20% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -36.3% | 0.04% | −0.02 |
| IAU iShares Gold Trust | Reduce -82.0% | 0.01% | −0.02 |
| EMSF Matthews Em Sustainable | Reduce -13.4% | 0.06% | −0.02 |
| KO The Coca-Cola Co. | Reduce -3.9% | 0.09% | −0.02 |
| QTRX Quanterix Corp. | Reduce -50.0% | 0.01% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| EDV Vanguard Extended Dur Treas | New | 0.67% | +0.67 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | New | 0.66% | +0.66 |
| AVGO Broadcom Inc. | Add +3.8% | 0.74% | +0.20 |
| AAPL Apple Inc. | Add +2.0% | 2.62% | +0.20 |
| MRK Merck & Co. Inc. | Add +61.2% | 0.67% | +0.19 |
| TPL Texas Pacific Land Corp. | Add +359.9% | 0.23% | +0.19 |
| CB Chubb Ltd. | Add +297.7% | 0.23% | +0.17 |
| QQQ Invesco QQQ Trust Series 1 | Add +319.3% | 0.22% | +0.17 |
| SPGI S&P Global Inc. | Add +370.6% | 0.21% | +0.16 |
| REGN Regeneron Pharmaceuticals | Add +4518.1% | 0.16% | +0.16 |
| CAT Caterpillar Inc. | Add +125.3% | 0.30% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 1.29% | +0.15 |
| IWF iShares Russell 1000 Growth | Add +17.9% | 0.76% | +0.15 |
| ASML ASML Holding NV-NY Reg SHS | Add +167.8% | 0.25% | +0.14 |
| BKLN Invesco Senior Loan ETF | New | 0.13% | +0.13 |
| IGIB iShares 5-10Y Inv Grade Corp. | New | 0.13% | +0.13 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +2128.5% | 0.14% | +0.13 |
| SHY iShares 1-3 Year Treasury Bo | Add +3608.8% | 0.13% | +0.13 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +6.8% | 1.11% | +0.10 |
| FDX FedEx Corp. | Add +46.8% | 0.28% | +0.09 |
| BA The Boeing Co. | Add +162.0% | 0.14% | +0.09 |
| PINS Pinterest Inc. Class A | Add +3349.3% | 0.09% | +0.09 |
| SPG Simon Property Group Inc. | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | Add +10.1% | 0.50% | +0.08 |
| AMZN Amazon.com Inc. | Add +3.3% | 0.46% | +0.08 |
| PNC PNC Financial Services Group | New | 0.07% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +15.1% | 0.51% | +0.07 |
| DUK Duke Energy Corp. | Add +111.4% | 0.14% | +0.07 |
| DHI D.R. Horton Inc. | Add +2355.9% | 0.07% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.6% | 0.79% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +2.7% | 0.50% | +0.07 |
| FSLR First Solar Inc. | Add +787.9% | 0.07% | +0.06 |
| MU Micron Technology Inc. | Add +1188.6% | 0.07% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +46.6% | 0.20% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +9.0% | 1.00% | +0.06 |
| MSFT Microsoft Corp. | Add +6.0% | 2.12% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +2.8% | 0.38% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +28.0% | 0.26% | +0.05 |
| QCOM Qualcomm Inc. | Add +29.7% | 0.35% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +75.3% | 0.13% | +0.05 |
| IAI iShares U.S. Broker-Dealers | New | 0.04% | +0.04 |
| HON Honeywell International Inc. | Add +2.9% | 0.37% | +0.04 |
| IBDX iShares Ibonds Dec 2032 TC | Add +686.1% | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +1.5% | 1.51% | +0.03 |
| EFG iShares MSCI Eafe Growth ETF | Add +34.9% | 0.21% | +0.03 |
| MA Mastercard Inc. Class A | Add +37.6% | 0.10% | +0.03 |
| NOW ServiceNow Inc. | Add +16.7% | 0.11% | +0.03 |
| JNJ Johnson & Johnson | Add +18.0% | 0.65% | +0.02 |
| CSCO Cisco Systems Inc. | Add +6.8% | 0.15% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +86.1% | 0.05% | +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 |