Rwa Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Rwa Wealth Partners, LLC reported 541 stock positions worth $7.9 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 11.6% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 9.5%) and Vanguard Ftse Developed ETF (VEA, 8.7%). Compared with Q4 2024, it opened 35 new positions, sold out of 51, added to 127 and reduced 317. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +8535%) and the biggest sale Vanguard Intermediate-Term T (VGIT, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001544576
- Portfolio Value
- $7.9B (Q1 2025)
- SEC Filing
- 0001544576-25-000004 ↗ filed May 13, 2025
Holdings Value
Holdings 541 stocks · $7.9B
| VUG Vanguard Mrngstar GR ETF-Sui | 11.60% | 2,481,796 | $920.3M | Reduce -2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.54% | 4,379,717 | $756.6M | Reduce -10.8% |
| VEA Vanguard Ftse Developed ETF | 8.68% | 13,542,589 | $688.4M | Add +20.6% |
| AGG iShares Core U.S. Aggregate | 6.13% | 4,916,363 | $486.3M | Add +8534.9% |
| VGIT Vanguard Intermediate-Term T | 3.66% | 4,886,694 | $290.3M | Reduce -43.5% |
| MUB iShares National Muni Bond E | 3.57% | 2,683,246 | $282.9M | Reduce -3.5% |
| SPBO SS SPDR P Corp. Bond ETF | 2.78% | 7,601,785 | $220.7M | Reduce -44.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.15% | 3,432,972 | $170.3M | Add +2.9% |
| AAPL Apple Inc. | 2.07% | 738,819 | $164.1M | Reduce -13.1% |
| VWO Vanguard Ftse Emerging Marke | 2.03% | 3,552,252 | $160.8M | Add +17.6% |
| MSFT Microsoft Corp. | 1.82% | 384,448 | $144.3M | Reduce -6.5% |
| MBB iShares MBS ETF | 1.67% | 1,415,635 | $132.8M | Reduce -41.1% |
| JPM JPMorgan Chase & Co. | 1.32% | 427,625 | $104.9M | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 1.27% | 179,671 | $101.0M | Reduce -13.8% |
| VGSH Vanguard Short-Term Treasury | 1.08% | 1,461,439 | $85.8M | Add +2004.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.06% | 333,598 | $84.0M | Add +4.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.02% | 432,678 | $80.6M | Add +5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.98% | 139,150 | $77.8M | Add +27.9% |
| EDV Vanguard Extended Dur Treas | 0.78% | 874,224 | $62.2M | Add +8.5% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.78% | 864,229 | $61.9M | Add +10.6% |
| ABBV Abbvie Inc. | 0.78% | 295,121 | $61.8M | Reduce -5.1% |
| V Visa Inc. Class A | 0.74% | 168,454 | $59.0M | Reduce -5.2% |
| JNJ Johnson & Johnson | 0.74% | 354,105 | $58.7M | Reduce -3.1% |
| VFVA Vanguard U.S. Value Factor | 0.73% | 509,809 | $58.1M | Reduce -4.6% |
| MRK Merck & Co. Inc. | 0.62% | 547,984 | $49.2M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.59% | 272,727 | $46.5M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.58% | 48,542 | $45.9M | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 84,269 | $44.9M | Reduce -12.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 154,195 | $42.4M | Add +19.8% |
| AVGO Broadcom Inc. | 0.53% | 251,764 | $42.2M | Reduce -2.5% |
| WMT Walmart Inc. | 0.49% | 444,602 | $39.0M | Reduce -19.3% |
| PEP Pepsico Inc. | 0.48% | 253,789 | $38.1M | Add +6.1% |
| QUAL iShares MSCI USA Quality Fac | 0.48% | 220,605 | $37.7M | Reduce -6.5% |
| HD Home Depot Inc. | 0.47% | 100,828 | $37.0M | Reduce -6.0% |
| VOO Vanguard S&P 500 ETF | 0.46% | 71,000 | $36.5M | Reduce -7.4% |
| LLY Eli Lilly & Co. | 0.45% | 43,302 | $35.8M | Reduce -4.2% |
| MCD McDonald's Corp. | 0.44% | 112,381 | $35.1M | Reduce -1.4% |
| QCOM Qualcomm Inc. | 0.44% | 224,868 | $34.5M | Add +22.0% |
| ABT Abbott Laboratories | 0.42% | 251,293 | $33.3M | Reduce -1.3% |
| NEE Nextera Energy Inc. | 0.41% | 458,617 | $32.5M | Reduce -7.0% |
| IWF iShares Russell 1000 Growth | 0.41% | 89,447 | $32.3M | Reduce -41.7% |
| CAT Caterpillar Inc. | 0.40% | 95,599 | $31.5M | Add +44.5% |
| UNH Unitedhealth Group Inc. | 0.40% | 60,122 | $31.5M | Add +0.1% |
| NVDA Nvidia Corp. | 0.40% | 289,230 | $31.3M | Reduce -4.0% |
| LIN Linde PLC | 0.38% | 64,563 | $30.1M | Reduce -1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.38% | 245,288 | $29.9M | Reduce -4.3% |
| RTX RTX Corp. | 0.37% | 222,130 | $29.4M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.36% | 186,808 | $28.9M | Reduce -12.6% |
| HON Honeywell International Inc. | 0.36% | 133,357 | $28.2M | Add +0.2% |
| AMZN Amazon.com Inc. | 0.35% | 146,474 | $27.9M | Reduce -14.2% |
| UNP Union Pacific Corp. | 0.34% | 115,129 | $27.2M | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 0.32% | 44,226 | $25.5M | Reduce -11.7% |
| XOM Exxon Mobil Corp. | 0.31% | 208,691 | $24.8M | Reduce -11.6% |
| BLK BlackRock Inc. | 0.30% | 24,813 | $23.5M | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.30% | 123,188 | $23.5M | Reduce -39.8% |
| CL Colgate-Palmolive Co. | 0.29% | 246,846 | $23.1M | Add +33.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.29% | 195,684 | $23.1M | Reduce -34.6% |
| GOOG Alphabet Inc. Class C | 0.28% | 141,284 | $22.1M | Reduce -12.6% |
| TPL Texas Pacific Land Corp. | 0.28% | 16,599 | $22.0M | No change |
| CVX Chevron Corp. | 0.28% | 130,922 | $21.9M | Reduce -0.0% |
| CB Chubb Ltd. | 0.26% | 67,725 | $20.5M | Reduce -1.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.26% | 30,598 | $20.3M | Add +3.9% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 102,746 | $19.9M | Reduce -2.5% |
| CMF iShares California Muni Bond | 0.25% | 350,687 | $19.7M | Reduce -4.2% |
| ESGV Vanguard ESG US Stock ETF | 0.24% | 195,034 | $19.1M | Reduce -4.7% |
| NYF iShares New York Muni Bond E | 0.23% | 350,162 | $18.4M | Add +2.8% |
| LMT Lockheed Martin Corp. | 0.23% | 41,230 | $18.4M | Reduce -1.7% |
| CSCO Cisco Systems Inc. | 0.23% | 295,681 | $18.2M | Add +39.2% |
| C Citigroup Inc. | 0.23% | 255,793 | $18.2M | Reduce -8.4% |
| ELV Elevance Health Inc. | 0.23% | 41,047 | $17.9M | Reduce -1.4% |
| SPGI S&P Global Inc. | 0.22% | 34,813 | $17.7M | Add +4.0% |
| LOW Lowe's Cos Inc. | 0.22% | 75,625 | $17.6M | Reduce -1.4% |
| MMM 3M Co. | 0.21% | 111,155 | $16.3M | Reduce -13.1% |
| FHLC Fidelity MSCI Health Care | 0.21% | 238,757 | $16.3M | Reduce -6.7% |
| ACN Accenture PLC Class A | 0.20% | 51,073 | $15.9M | Reduce -0.8% |
| SCHW Schwab (charles) Corp. | 0.20% | 200,815 | $15.7M | Reduce -4.6% |
| TMUS T-Mobile US Inc. | 0.19% | 55,987 | $14.9M | Reduce -6.7% |
| IUSG iShares Core S&P U.S. Growth | 0.19% | 117,305 | $14.9M | Reduce -4.5% |
| IWD iShares Russell 1000 Value E | 0.18% | 76,205 | $14.3M | Add +437.0% |
| LDOS Leidos Holdings Inc. | 0.17% | 98,699 | $13.3M | New |
| BND Vanguard Total Bond Market | 0.16% | 175,378 | $12.9M | Reduce -4.7% |
| ORLY O'reilly Automotive Inc. | 0.16% | 8,874 | $12.7M | Reduce -0.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.16% | 125,871 | $12.6M | Reduce -27.8% |
| IJR iShares Core S&P Small-Cap E | 0.16% | 118,216 | $12.4M | Reduce -34.2% |
| DUK Duke Energy Corp. | 0.16% | 101,134 | $12.3M | Reduce -4.7% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 209,867 | $12.2M | Reduce -18.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.15% | 125,957 | $11.8M | New |
| SAN Banco Santander SA-Spon ADR | 0.14% | 1,708,667 | $11.4M | Reduce -1.6% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 88,396 | $11.4M | Add +344.5% |
| REGN Regeneron Pharmaceuticals | 0.14% | 17,970 | $11.4M | Reduce -2.5% |
| SPG Simon Property Group Inc. | 0.14% | 67,841 | $11.3M | Add +71.8% |
| TLT iShares 20+ Year Treasury BD | 0.14% | 122,818 | $11.2M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 23,840 | $11.2M | Reduce -30.9% |
| HYLB Xtrackers Usd High Yield Cor | 0.14% | 305,842 | $11.1M | Reduce -1.0% |
| AMGN Amgen Inc. | 0.14% | 34,609 | $10.8M | Add +7.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 140,575 | $10.6M | Reduce -3.6% |
| PANW Palo Alto Networks Inc. | 0.13% | 61,712 | $10.5M | Reduce -3.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 42,314 | $10.5M | Reduce -15.5% |
| ADP Automatic Data Processing | 0.13% | 34,187 | $10.4M | Reduce -24.6% |
| IEF iShares 7-10 Year Treasury B | 0.13% | 108,790 | $10.4M | New |
Options reported separately and not counted above: MSFT puts ($84K), NVDA puts ($57K), AAPL puts ($17K).
Portfolio Sells Q4 2024 → Q1 2025
| VGIT Vanguard Intermediate-Term T | Reduce -43.5% | 3.66% | −2.52 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -44.8% | 2.78% | −2.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.3% | 11.60% | −1.24 |
| MBB iShares MBS ETF | Reduce -41.1% | 1.67% | −1.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.8% | 9.54% | −0.71 |
| AAPL Apple Inc. | Reduce -13.1% | 2.07% | −0.55 |
| IWF iShares Russell 1000 Growth | Reduce -41.7% | 0.41% | −0.35 |
| MSFT Microsoft Corp. | Reduce -6.5% | 1.82% | −0.30 |
| FDX FedEx Corp. | Reduce -85.0% | 0.04% | −0.24 |
| IVV iShares Core S&P 500 ETF | Reduce -13.8% | 1.27% | −0.24 |
| AVGO Broadcom Inc. | Reduce -2.5% | 0.53% | −0.21 |
| IVE iShares S&P 500 Value ETF | Reduce -39.8% | 0.30% | −0.19 |
| DELL Dell Technologies -C | Reduce -93.2% | 0.01% | −0.18 |
| TGT Target Corp. | Reduce -92.5% | 0.01% | −0.17 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -34.6% | 0.29% | −0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -12.6% | 0.36% | −0.13 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.13 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.13 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -95.7% | 0.01% | −0.13 |
| IGIB iShares 5-10Y Inv Grade Corp. | Sold out | 0.00% | −0.13 |
| WMT Walmart Inc. | Reduce -19.3% | 0.49% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -14.2% | 0.35% | −0.11 |
| UPS United Parcel Service Class B | Reduce -81.8% | 0.02% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -12.6% | 0.28% | −0.10 |
| NVDA Nvidia Corp. | Reduce -4.0% | 0.40% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -34.2% | 0.16% | −0.10 |
| PINS Pinterest Inc. Class A | Reduce -96.8% | 0.00% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -3.5% | 3.57% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -30.9% | 0.14% | −0.08 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.07 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.07 |
| NFLX Netflix Inc. | Reduce -61.8% | 0.05% | −0.07 |
| MAR Marriott International Class A | Reduce -90.9% | 0.01% | −0.07 |
| MU Micron Technology Inc. | Reduce -92.8% | 0.01% | −0.06 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -27.8% | 0.16% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -7.4% | 0.46% | −0.05 |
| HD Home Depot Inc. | Reduce -6.0% | 0.47% | −0.05 |
| VFVA Vanguard U.S. Value Factor | Reduce -4.6% | 0.73% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -18.7% | 0.15% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Reduce -6.5% | 0.48% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -11.7% | 0.32% | −0.04 |
| IAI iShares U.S. Broker-Dealers | Sold out | 0.00% | −0.04 |
| NOW ServiceNow Inc. | Reduce -11.4% | 0.08% | −0.04 |
| ORCL Oracle Corp. | Reduce -7.6% | 0.12% | −0.03 |
| ADP Automatic Data Processing | Reduce -24.6% | 0.13% | −0.03 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -7.0% | 0.41% | −0.03 |
| ESGV Vanguard ESG US Stock ETF | Reduce -4.7% | 0.24% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -4.5% | 0.19% | −0.02 |
| NKE Nike Inc. Class B | Reduce -2.8% | 0.11% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| AGG iShares Core U.S. Aggregate | Add +8534.9% | 6.13% | +6.06 |
| VEA Vanguard Ftse Developed ETF | Add +20.6% | 8.68% | +2.06 |
| VGSH Vanguard Short-Term Treasury | Add +2004.2% | 1.08% | +1.03 |
| VWO Vanguard Ftse Emerging Marke | Add +17.6% | 2.03% | +0.39 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +27.9% | 0.98% | +0.20 |
| LDOS Leidos Holdings Inc. | New | 0.17% | +0.17 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.15% | +0.15 |
| IWD iShares Russell 1000 Value E | Add +437.0% | 0.18% | +0.15 |
| TLT iShares 20+ Year Treasury BD | New | 0.14% | +0.14 |
| IEF iShares 7-10 Year Treasury B | New | 0.13% | +0.13 |
| BWX SS SPDR BB Intl Treasury BD | New | 0.13% | +0.13 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +10.6% | 0.78% | +0.12 |
| VYM Vanguard High DVD Yield ETF | Add +344.5% | 0.14% | +0.11 |
| EDV Vanguard Extended Dur Treas | Add +8.5% | 0.78% | +0.11 |
| CAT Caterpillar Inc. | Add +44.5% | 0.40% | +0.10 |
| STZ Constellation Brands Inc. Class A | New | 0.09% | +0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +2.9% | 2.15% | +0.09 |
| QCOM Qualcomm Inc. | Add +22.0% | 0.44% | +0.09 |
| CL Colgate-Palmolive Co. | Add +33.9% | 0.29% | +0.09 |
| CCL Carnival Corp. | New | 0.08% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +550.0% | 0.09% | +0.08 |
| CSCO Cisco Systems Inc. | Add +39.2% | 0.23% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +19.8% | 0.53% | +0.07 |
| MDT Medtronic PLC | Add +543.8% | 0.08% | +0.07 |
| XMLV Invesco S&P Midcap Low Volat | New | 0.06% | +0.06 |
| XSLV Invesco S&P Smallcap Low Vol | New | 0.06% | +0.06 |
| SPG Simon Property Group Inc. | Add +71.8% | 0.14% | +0.06 |
| EFV iShares MSCI Eafe Value ETF | New | 0.06% | +0.06 |
| SCJ iShares MSCI Japan Small-Cap | New | 0.04% | +0.04 |
| ACWV iShares MSCI Global Min Vol | New | 0.03% | +0.03 |
| AMGN Amgen Inc. | Add +7.0% | 0.14% | +0.03 |
| AVTX Avalo Therapeutics Inc. | New | 0.03% | +0.03 |
| PEP Pepsico Inc. | Add +6.1% | 0.48% | +0.03 |
| ITA iShares U.S. Aerospace & Def | Add +786.3% | 0.03% | +0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +855.0% | 0.03% | +0.03 |
| COR Cencora Inc. | Add +0.4% | 0.12% | +0.03 |
| PG The Procter & Gamble Co. | Add +0.3% | 0.59% | +0.02 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +21.7% | 0.11% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +0.1% | 0.40% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Add +116.3% | 0.05% | +0.02 |
| EPD Enterprise Products Partners | Add +133.0% | 0.03% | +0.02 |
| CVS CVS Health Corp. | Add +5.2% | 0.05% | +0.02 |
| GEV GE Vernova Inc. | Add +100.3% | 0.04% | +0.02 |
| SPGI S&P Global Inc. | Add +4.0% | 0.22% | +0.02 |
| AZN Astrazeneca PLC-Spons ADR | Add +35.2% | 0.05% | +0.02 |
| BABA Alibaba Group Holding-SP ADR | Add +2.2% | 0.04% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +175.6% | 0.02% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +34.0% | 0.05% | +0.01 |
| XSMO Invesco S&P Smallcap Momentu | New | 0.01% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +5.3% | 1.02% | +0.01 |
Options Activity Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | put | New | 2,400 | $84K |
| NVDA Nvidia Corp. | put | New | 2,500 | $57K |
| AAPL Apple Inc. | put | New | 1,000 | $17K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |