Rwa Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Rwa Wealth Partners, LLC reported 586 stock positions worth $8.0 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 11.9% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.0%) and iShares Core U.S. Aggregate (AGG, 8.2%). Compared with Q1 2025, it opened 75 new positions, sold out of 30, added to 196 and reduced 236. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +35%) and the biggest sale Vanguard Intermediate-Term T (VGIT, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001544576
- Portfolio Value
- $8.0B (Q2 2025)
- SEC Filing
- 0001544576-25-000005 ↗ filed Aug 6, 2025
Holdings Value
Holdings 586 stocks · $8.0B
| VUG Vanguard Mrngstar GR ETF-Sui | 11.94% | 2,176,216 | $954.1M | Reduce -12.3% |
| VEA Vanguard Ftse Developed ETF | 10.04% | 14,076,338 | $802.5M | Add +3.9% |
| AGG iShares Core U.S. Aggregate | 8.24% | 6,634,648 | $658.2M | Add +35.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.15% | 3,684,307 | $651.2M | Reduce -15.9% |
| MUB iShares National Muni Bond E | 3.17% | 2,423,680 | $253.2M | Reduce -9.7% |
| VGSH Vanguard Short-Term Treasury | 2.88% | 3,913,888 | $230.1M | Add +167.8% |
| VWO Vanguard Ftse Emerging Marke | 2.40% | 3,880,468 | $191.9M | Add +9.2% |
| MSFT Microsoft Corp. | 2.39% | 383,372 | $190.7M | Reduce -0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.23% | 3,638,035 | $178.4M | Add +6.0% |
| AAPL Apple Inc. | 1.89% | 734,722 | $150.7M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 1.56% | 431,284 | $125.0M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 1.47% | 188,694 | $117.2M | Add +5.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.24% | 357,304 | $99.0M | Add +7.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.14% | 467,411 | $91.1M | Add +8.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.07% | 138,769 | $85.7M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.81% | 235,813 | $65.0M | Reduce -6.3% |
| IWF iShares Russell 1000 Growth | 0.75% | 141,610 | $60.1M | Add +58.3% |
| V Visa Inc. Class A | 0.74% | 166,276 | $59.0M | Reduce -1.3% |
| EDV Vanguard Extended Dur Treas | 0.71% | 846,098 | $56.9M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 0.70% | 316,973 | $55.9M | Add +69.7% |
| JNJ Johnson & Johnson | 0.69% | 358,938 | $54.8M | Add +1.4% |
| HELO JPMorgan Hedged Equity ETF | 0.68% | 873,399 | $54.7M | New |
| ABBV Abbvie Inc. | 0.63% | 271,979 | $50.5M | Reduce -7.8% |
| NVDA Nvidia Corp. | 0.63% | 318,886 | $50.4M | Add +10.3% |
| LLY Eli Lilly & Co. | 0.63% | 64,533 | $50.3M | Add +49.0% |
| COST Costco Wholesale Corp. | 0.60% | 48,766 | $48.3M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.57% | 150,326 | $45.7M | Reduce -2.5% |
| PG The Procter & Gamble Co. | 0.54% | 268,785 | $42.8M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.52% | 73,631 | $41.8M | Add +3.7% |
| VGIT Vanguard Intermediate-Term T | 0.52% | 693,774 | $41.5M | Reduce -85.8% |
| WMT Walmart Inc. | 0.51% | 418,941 | $41.0M | Reduce -5.8% |
| SPBO SS SPDR P Corp. Bond ETF | 0.51% | 1,399,638 | $40.9M | Reduce -81.6% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.50% | 598,288 | $40.1M | Reduce -30.8% |
| AMZN Amazon.com Inc. | 0.50% | 182,234 | $40.0M | Add +24.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.49% | 71,028 | $39.2M | Add +197.9% |
| HD Home Depot Inc. | 0.46% | 100,379 | $36.8M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.43% | 89,179 | $34.6M | Reduce -6.7% |
| ABT Abbott Laboratories | 0.42% | 247,978 | $33.7M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.42% | 45,189 | $33.4M | Add +2.2% |
| MCD McDonald's Corp. | 0.41% | 111,034 | $32.4M | Reduce -1.2% |
| PEP Pepsico Inc. | 0.39% | 233,256 | $30.8M | Reduce -8.1% |
| HON Honeywell International Inc. | 0.38% | 131,988 | $30.7M | Reduce -1.0% |
| RTX RTX Corp. | 0.38% | 209,429 | $30.6M | Reduce -5.7% |
| NEE Nextera Energy Inc. | 0.38% | 433,649 | $30.1M | Reduce -5.4% |
| LIN Linde PLC | 0.37% | 62,377 | $29.3M | Reduce -3.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 236,740 | $29.2M | Reduce -3.5% |
| QCOM Qualcomm Inc. | 0.36% | 181,829 | $29.0M | Reduce -19.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 58,822 | $28.6M | Reduce -30.2% |
| XOM Exxon Mobil Corp. | 0.34% | 249,925 | $26.9M | Add +19.8% |
| UNP Union Pacific Corp. | 0.33% | 114,059 | $26.2M | Reduce -0.9% |
| BLK BlackRock Inc. | 0.32% | 24,549 | $25.8M | Reduce -1.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.32% | 32,032 | $25.7M | Add +4.7% |
| GOOG Alphabet Inc. Class C | 0.31% | 141,836 | $25.2M | Add +0.4% |
| TPL Texas Pacific Land Corp. | 0.31% | 23,724 | $25.1M | Add +42.9% |
| IVE iShares S&P 500 Value ETF | 0.29% | 117,466 | $23.0M | Reduce -4.6% |
| QUAL iShares MSCI USA Quality Fac | 0.27% | 118,687 | $21.7M | Reduce -46.2% |
| MBB iShares MBS ETF | 0.26% | 222,910 | $20.9M | Reduce -84.3% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 98,816 | $20.2M | Reduce -3.8% |
| CB Chubb Ltd. | 0.25% | 67,677 | $19.6M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.24% | 278,965 | $19.4M | Reduce -5.7% |
| CRM Salesforce Inc. | 0.24% | 70,885 | $19.3M | Add +746.4% |
| LMT Lockheed Martin Corp. | 0.24% | 41,498 | $19.2M | Add +0.7% |
| CMF iShares California Muni Bond | 0.24% | 344,078 | $19.2M | Reduce -1.9% |
| ESGV Vanguard ESG US Stock ETF | 0.23% | 171,192 | $18.8M | Reduce -12.2% |
| SPGI S&P Global Inc. | 0.23% | 35,131 | $18.5M | Add +0.9% |
| NYF iShares New York Muni Bond E | 0.23% | 353,480 | $18.4M | Add +0.9% |
| C Citigroup Inc. | 0.23% | 214,305 | $18.2M | Reduce -16.2% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 292,281 | $18.1M | Add +39.3% |
| SCHW Schwab (charles) Corp. | 0.22% | 195,225 | $17.8M | Reduce -2.8% |
| IJR iShares Core S&P Small-Cap E | 0.22% | 162,145 | $17.7M | Add +37.2% |
| IUSG iShares Core S&P U.S. Growth | 0.22% | 116,843 | $17.6M | Reduce -0.4% |
| EAGG iShares ESG Aware US Aggrega | 0.22% | 368,471 | $17.5M | New |
| IEI iShares 3-7 Year Treasury Bo | 0.22% | 146,825 | $17.5M | Reduce -25.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.21% | 242,060 | $16.7M | Add +173.2% |
| CL Colgate-Palmolive Co. | 0.21% | 183,083 | $16.6M | Reduce -25.8% |
| KLAC KLA Corp. | 0.20% | 18,083 | $16.2M | Add +21.3% |
| DHR Danaher Corp. | 0.20% | 80,891 | $16.0M | Add +1155.1% |
| ELV Elevance Health Inc. | 0.20% | 40,299 | $15.7M | Reduce -1.8% |
| MMM 3M Co. | 0.19% | 101,461 | $15.4M | Reduce -8.7% |
| ORCL Oracle Corp. | 0.19% | 69,914 | $15.3M | Reduce -0.7% |
| CVX Chevron Corp. | 0.19% | 106,523 | $15.3M | Reduce -18.6% |
| ACN Accenture PLC Class A | 0.19% | 50,309 | $15.0M | Reduce -1.5% |
| BND Vanguard Total Bond Market | 0.18% | 195,608 | $14.4M | Add +11.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.18% | 128,593 | $14.4M | Add +2.2% |
| VFVA Vanguard U.S. Value Factor | 0.18% | 120,395 | $14.2M | Reduce -76.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 58,788 | $13.3M | Add +5.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 44,015 | $13.0M | Add +4.0% |
| PANW Palo Alto Networks Inc. | 0.16% | 62,040 | $12.7M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.15% | 155,968 | $12.3M | Reduce -71.5% |
| TMUS T-Mobile US Inc. | 0.15% | 51,590 | $12.3M | Reduce -7.8% |
| LDOS Leidos Holdings Inc. | 0.15% | 77,165 | $12.2M | Reduce -21.8% |
| FHLC Fidelity MSCI Health Care | 0.15% | 190,273 | $12.2M | Reduce -20.3% |
| ORLY O'reilly Automotive Inc. | 0.15% | 132,307 | $11.9M | Reduce -0.6% |
| ALL Allstate Corp. | 0.15% | 58,500 | $11.8M | Add +5674.9% |
| FTEC Fidelity MSCI Info Tech Indx | 0.15% | 59,190 | $11.7M | Reduce -2.0% |
| VYM Vanguard High DVD Yield ETF | 0.15% | 86,982 | $11.6M | Reduce -1.6% |
| SCHV Schwab US Large-Cap Value | 0.14% | 417,376 | $11.5M | Add +48.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 134,935 | $11.3M | Reduce -4.0% |
| LOW Lowe's Cos Inc. | 0.14% | 50,716 | $11.3M | Reduce -32.9% |
| SAP Sap SE-Sponsored ADR | 0.14% | 36,789 | $11.2M | Reduce -0.3% |
Options reported separately and not counted above: CAR puts ($277K), ETN puts ($46K), AAPL puts ($21K), MSFT puts ($5K).
Portfolio Sells Q1 2025 → Q2 2025
| VGIT Vanguard Intermediate-Term T | Reduce -85.8% | 0.52% | −3.14 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -81.6% | 0.51% | −2.27 |
| MBB iShares MBS ETF | Reduce -84.3% | 0.26% | −1.41 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -15.9% | 8.15% | −1.39 |
| VFVA Vanguard U.S. Value Factor | Reduce -76.4% | 0.18% | −0.55 |
| MRK Merck & Co. Inc. | Reduce -71.5% | 0.15% | −0.47 |
| MUB iShares National Muni Bond E | Reduce -9.7% | 3.17% | −0.40 |
| UNH Unitedhealth Group Inc. | Reduce -82.9% | 0.04% | −0.36 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Reduce -30.8% | 0.50% | −0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -30.2% | 0.36% | −0.21 |
| QUAL iShares MSCI USA Quality Fac | Reduce -46.2% | 0.27% | −0.20 |
| AAPL Apple Inc. | Reduce -0.6% | 1.89% | −0.18 |
| ABBV Abbvie Inc. | Reduce -7.8% | 0.63% | −0.15 |
| IWD iShares Russell 1000 Value E | Reduce -81.7% | 0.03% | −0.15 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -95.1% | 0.01% | −0.14 |
| HYLB Xtrackers Usd High Yield Cor | Sold out | 0.00% | −0.14 |
| TLT iShares 20+ Year Treasury BD | Reduce -94.2% | 0.01% | −0.13 |
| ANGL Vaneck Fallen Angel High YLD | Sold out | 0.00% | −0.12 |
| IEF iShares 7-10 Year Treasury B | Reduce -91.4% | 0.01% | −0.12 |
| PEP Pepsico Inc. | Reduce -8.1% | 0.39% | −0.09 |
| REGN Regeneron Pharmaceuticals | Reduce -57.7% | 0.05% | −0.09 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.09 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -93.5% | 0.01% | −0.09 |
| CVX Chevron Corp. | Reduce -18.6% | 0.19% | −0.09 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.08 |
| CL Colgate-Palmolive Co. | Reduce -25.8% | 0.21% | −0.08 |
| DUK Duke Energy Corp. | Reduce -51.5% | 0.07% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -32.9% | 0.14% | −0.08 |
| VCEB Vanguard ESG US Corp. Bond | Reduce -90.5% | 0.01% | −0.08 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -61.0% | 0.05% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -19.1% | 0.36% | −0.07 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -25.0% | 0.22% | −0.07 |
| MDT Medtronic PLC | Reduce -86.0% | 0.01% | −0.07 |
| SAN Banco Santander SA-Spon ADR | Reduce -59.1% | 0.07% | −0.07 |
| EDV Vanguard Extended Dur Treas | Reduce -3.2% | 0.71% | −0.07 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.07 |
| XMLV Invesco S&P Midcap Low Volat | Sold out | 0.00% | −0.06 |
| XSLV Invesco S&P Smallcap Low Vol | Sold out | 0.00% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.06 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -77.6% | 0.02% | −0.06 |
| FHLC Fidelity MSCI Health Care | Reduce -20.3% | 0.15% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.54% | −0.05 |
| OWNS CCM Affordable Hous MBS ETF | Reduce -92.9% | 0.00% | −0.05 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.2% | 0.41% | −0.04 |
| SCJ iShares MSCI Japan Small-Cap | Sold out | 0.00% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -7.8% | 0.15% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -5.4% | 0.38% | −0.03 |
| ACWV iShares MSCI Global Min Vol | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| AGG iShares Core U.S. Aggregate | Add +35.0% | 8.24% | +2.10 |
| VGSH Vanguard Short-Term Treasury | Add +167.8% | 2.88% | +1.80 |
| VEA Vanguard Ftse Developed ETF | Add +3.9% | 10.04% | +1.36 |
| HELO JPMorgan Hedged Equity ETF | New | 0.68% | +0.68 |
| VWO Vanguard Ftse Emerging Marke | Add +9.2% | 2.40% | +0.37 |
| QQQ Invesco QQQ Trust Series 1 | Add +197.9% | 0.49% | +0.35 |
| IWF iShares Russell 1000 Growth | Add +58.3% | 0.75% | +0.34 |
| GOOGL Alphabet Inc. Class A | Add +69.7% | 0.70% | +0.33 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 1.56% | +0.24 |
| NVDA Nvidia Corp. | Add +10.3% | 0.63% | +0.24 |
| EAGG iShares ESG Aware US Aggrega | New | 0.22% | +0.22 |
| CRM Salesforce Inc. | Add +746.4% | 0.24% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +5.0% | 1.47% | +0.19 |
| DHR Danaher Corp. | Add +1155.1% | 0.20% | +0.18 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +7.1% | 1.24% | +0.18 |
| LLY Eli Lilly & Co. | Add +49.0% | 0.63% | +0.18 |
| AMZN Amazon.com Inc. | Add +24.4% | 0.50% | +0.15 |
| ALL Allstate Corp. | Add +5674.9% | 0.15% | +0.14 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +173.2% | 0.21% | +0.13 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +8.0% | 1.14% | +0.12 |
| META Meta Platforms Inc. Class A | Add +2.2% | 0.42% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +503.4% | 0.12% | +0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1515.3% | 0.09% | +0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +6.0% | 2.23% | +0.08 |
| KLAC KLA Corp. | Add +21.3% | 0.20% | +0.07 |
| CWB SS SPDR BB Conv Sec ETF | Add +1917.3% | 0.08% | +0.07 |
| APO Apollo Global Management Inc. | New | 0.07% | +0.07 |
| VCIT Vanguard Int-Term Corporate | Add +998.2% | 0.08% | +0.07 |
| VNQI Vanguard GLBL Ex-US Real Est | New | 0.07% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +39.3% | 0.23% | +0.07 |
| MSI Motorola Solutions Inc. | Add +2274.1% | 0.07% | +0.07 |
| IAU iShares Gold Trust | Add +373.9% | 0.08% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +37.2% | 0.22% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.7% | 0.32% | +0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +1041.7% | 0.07% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +3.7% | 0.52% | +0.06 |
| GAP The Gap Inc. | New | 0.06% | +0.06 |
| LEMB iShares JP Morgan Em Local C | Add +241.2% | 0.09% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +239.6% | 0.08% | +0.06 |
| LULU Lululemon Athletica Inc. | New | 0.05% | +0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | New | 0.05% | +0.05 |
| SCZ iShares MSCI Eafe Small-Cap | Add +155.3% | 0.08% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.8% | 0.17% | +0.05 |
| SCHV Schwab US Large-Cap Value | Add +48.3% | 0.14% | +0.05 |
| EMB iShares JP Morgan Usd Emergi | Add +165.8% | 0.08% | +0.05 |
| CAR Avis Budget Group Inc. | New | 0.05% | +0.05 |
| GE General Electric | Add +42.7% | 0.10% | +0.05 |
| GEV GE Vernova Inc. | Add +26.6% | 0.08% | +0.04 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +31.4% | 0.12% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 0.31% | +0.04 |
Options Activity Q1 2025 → Q2 2025
| CAR Avis Budget Group Inc. | put | New | 11,200 | $277K |
| NVDA Nvidia Corp. | put | Sold out | 2,500 | $57Kbefore exit |
| ETN Eaton Corp. PLC | put | New | 3,600 | $46K |
| MSFT Microsoft Corp. | put | Reduce -54.2% | 1,100 | $5K |
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 |