Rwa Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Rwa Wealth Partners, LLC reported 604 stock positions worth $8.8 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 11.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 9.9%) and iShares Core U.S. Aggregate (AGG, 8.1%). Compared with Q2 2025, it opened 41 new positions, sold out of 23, added to 261 and reduced 184. The biggest buy was a new position in Qualys (QLYS) and the biggest sale iShares National Muni Bond E (MUB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001544576
- Portfolio Value
- $8.8B (Q3 2025)
- SEC Filing
- 0001544576-25-000007 ↗ filed Nov 10, 2025
Holdings Value
Holdings 604 stocks · $8.8B
| VUG Vanguard Mrngstar GR ETF-Sui | 11.77% | 2,161,108 | $1.0B | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 9.85% | 14,471,672 | $867.1M | Add +2.8% |
| AGG iShares Core U.S. Aggregate | 8.13% | 7,143,579 | $716.1M | Add +7.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.91% | 3,735,111 | $696.6M | Add +1.4% |
| MUB iShares National Muni Bond E | 2.90% | 2,395,411 | $255.1M | Reduce -1.2% |
| VGSH Vanguard Short-Term Treasury | 2.86% | 4,283,808 | $252.1M | Add +9.4% |
| VWO Vanguard Ftse Emerging Marke | 2.49% | 4,051,221 | $219.5M | Add +4.4% |
| MSFT Microsoft Corp. | 2.42% | 412,112 | $212.9M | Add +7.5% |
| AAPL Apple Inc. | 2.27% | 785,404 | $199.7M | Add +6.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.18% | 3,840,677 | $192.3M | Add +5.6% |
| JPM JPMorgan Chase & Co. | 1.40% | 390,461 | $123.2M | Reduce -9.5% |
| IVV iShares Core S&P 500 ETF | 1.38% | 181,955 | $121.8M | Reduce -3.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.24% | 365,995 | $108.9M | Add +2.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.15% | 483,851 | $101.0M | Add +3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 138,593 | $92.3M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.96% | 255,666 | $84.3M | Add +8.4% |
| QLYS Qualys Inc. | 0.92% | 610,746 | $80.8M | New |
| GOOGL Alphabet Inc. Class A | 0.82% | 297,395 | $72.3M | Reduce -6.2% |
| JNJ Johnson & Johnson | 0.80% | 378,652 | $70.2M | Add +5.5% |
| NVDA Nvidia Corp. | 0.74% | 349,678 | $64.8M | Add +9.7% |
| IWF iShares Russell 1000 Growth | 0.69% | 130,108 | $60.9M | Reduce -8.1% |
| EDV Vanguard Extended Dur Treas | 0.68% | 875,815 | $59.9M | Add +3.5% |
| ABBV Abbvie Inc. | 0.67% | 253,128 | $58.6M | Reduce -6.9% |
| V Visa Inc. Class A | 0.65% | 168,777 | $57.6M | Add +1.5% |
| HELO JPMorgan Hedged Equity ETF | 0.63% | 848,042 | $55.1M | Reduce -2.9% |
| CAT Caterpillar Inc. | 0.58% | 107,770 | $51.4M | Add +20.9% |
| LLY Eli Lilly & Co. | 0.57% | 65,481 | $50.0M | Add +1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.57% | 151,698 | $49.8M | Add +0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 343,074 | $49.6M | Add +44.9% |
| AMZN Amazon.com Inc. | 0.55% | 219,738 | $48.2M | Add +20.6% |
| PG The Procter & Gamble Co. | 0.53% | 302,671 | $46.5M | Add +12.6% |
| COST Costco Wholesale Corp. | 0.52% | 49,098 | $45.4M | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 0.51% | 72,658 | $44.5M | Reduce -1.3% |
| MCD McDonald's Corp. | 0.48% | 138,402 | $42.1M | Add +24.6% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.46% | 598,288 | $40.7M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 67,111 | $40.3M | Reduce -5.5% |
| HD Home Depot Inc. | 0.45% | 98,126 | $39.8M | Reduce -2.2% |
| WMT Walmart Inc. | 0.43% | 369,036 | $38.0M | Reduce -11.9% |
| META Meta Platforms Inc. Class A | 0.43% | 51,375 | $37.7M | Add +13.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.41% | 37,575 | $36.4M | Add +17.3% |
| BLK BlackRock Inc. | 0.41% | 30,895 | $36.0M | Add +25.9% |
| RTX RTX Corp. | 0.40% | 207,910 | $34.8M | Reduce -0.7% |
| SPBO SS SPDR P Corp. Bond ETF | 0.39% | 1,160,190 | $34.4M | Reduce -17.1% |
| GOOG Alphabet Inc. Class C | 0.39% | 139,647 | $34.0M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 67,556 | $34.0M | Add +14.8% |
| VGIT Vanguard Intermediate-Term T | 0.38% | 562,824 | $33.8M | Reduce -18.9% |
| ABT Abbott Laboratories | 0.37% | 246,329 | $33.0M | Reduce -0.7% |
| NEE Nextera Energy Inc. | 0.36% | 421,005 | $31.8M | Reduce -2.9% |
| UNP Union Pacific Corp. | 0.34% | 128,387 | $30.3M | Add +12.6% |
| LIN Linde PLC | 0.33% | 60,269 | $28.6M | Reduce -3.4% |
| AXP American Express Co. | 0.32% | 85,371 | $28.4M | Add +222.2% |
| HON Honeywell International Inc. | 0.32% | 132,323 | $27.9M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.30% | 234,908 | $26.5M | Reduce -6.0% |
| QCOM Qualcomm Inc. | 0.27% | 144,905 | $24.1M | Reduce -20.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 83,646 | $23.6M | Add +90.0% |
| IVE iShares S&P 500 Value ETF | 0.26% | 109,219 | $22.6M | Reduce -7.0% |
| TPL Texas Pacific Land Corp. | 0.25% | 23,724 | $22.2M | No change |
| PEP Pepsico Inc. | 0.25% | 157,062 | $22.1M | Reduce -32.7% |
| QUAL iShares MSCI USA Quality Fac | 0.24% | 110,290 | $21.5M | Reduce -7.1% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 95,332 | $20.6M | Reduce -3.5% |
| ETN Eaton Corp. PLC | 0.23% | 58,460 | $20.6M | Add +347.6% |
| ESGV Vanguard ESG US Stock ETF | 0.23% | 170,688 | $20.2M | Reduce -0.3% |
| KLAC KLA Corp. | 0.22% | 18,309 | $19.7M | Add +1.3% |
| CB Chubb Ltd. | 0.22% | 68,534 | $19.3M | Add +1.3% |
| IUSG iShares Core S&P U.S. Growth | 0.22% | 116,472 | $19.2M | Reduce -0.3% |
| ORCL Oracle Corp. | 0.22% | 68,104 | $19.2M | Reduce -2.6% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 156,847 | $18.6M | Reduce -3.3% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 282,504 | $18.4M | Reduce -3.4% |
| DHR Danaher Corp. | 0.21% | 92,301 | $18.3M | Add +14.1% |
| CSCO Cisco Systems Inc. | 0.21% | 267,313 | $18.3M | Reduce -4.2% |
| EAGG iShares ESG Aware US Aggrega | 0.21% | 379,603 | $18.2M | Add +3.0% |
| CMF iShares California Muni Bond | 0.20% | 315,395 | $18.0M | Reduce -8.3% |
| SCHW Schwab (charles) Corp. | 0.20% | 184,221 | $17.6M | Reduce -5.6% |
| SPGI S&P Global Inc. | 0.20% | 35,611 | $17.3M | Add +1.4% |
| MBB iShares MBS ETF | 0.20% | 181,920 | $17.3M | Reduce -18.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.19% | 137,852 | $16.5M | Reduce -6.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 58,878 | $16.4M | Add +0.1% |
| PGR Progressive Corp. | 0.18% | 65,785 | $16.2M | Add +1226.3% |
| LMT Lockheed Martin Corp. | 0.18% | 32,391 | $16.2M | Reduce -21.9% |
| ELV Elevance Health Inc. | 0.18% | 47,737 | $15.4M | Add +18.5% |
| BND Vanguard Total Bond Market | 0.17% | 201,132 | $15.0M | Add +2.8% |
| ORLY O'reilly Automotive Inc. | 0.17% | 136,688 | $14.7M | Add +3.3% |
| CL Colgate-Palmolive Co. | 0.17% | 182,258 | $14.6M | Reduce -0.5% |
| C Citigroup Inc. | 0.16% | 141,606 | $14.4M | Reduce -33.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.16% | 123,727 | $14.1M | Reduce -3.8% |
| CVX Chevron Corp. | 0.16% | 87,944 | $13.7M | Reduce -17.4% |
| LOW Lowe's Cos Inc. | 0.15% | 53,700 | $13.5M | Add +5.9% |
| PM Philip Morris International | 0.15% | 82,505 | $13.4M | Add +666.6% |
| EFA iShares MSCI Eafe ETF | 0.14% | 136,693 | $12.8M | Add +52.5% |
| AMGN Amgen Inc. | 0.14% | 45,213 | $12.8M | Add +30.6% |
| TSLA Tesla Inc. | 0.14% | 28,109 | $12.5M | Add +37.5% |
| PANW Palo Alto Networks Inc. | 0.14% | 60,716 | $12.4M | Reduce -2.1% |
| ACN Accenture PLC Class A | 0.14% | 49,987 | $12.3M | Reduce -0.6% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 87,188 | $12.3M | Add +0.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.14% | 54,795 | $12.2M | Reduce -7.4% |
| ALL Allstate Corp. | 0.14% | 56,316 | $12.1M | Reduce -3.7% |
| VFVA Vanguard U.S. Value Factor | 0.14% | 93,420 | $11.9M | Reduce -22.4% |
| BA The Boeing Co. | 0.14% | 55,160 | $11.9M | Add +6.0% |
| MMM 3M Co. | 0.13% | 76,440 | $11.9M | Reduce -24.7% |
| COR Cencora Inc. | 0.13% | 37,625 | $11.8M | Add +7.0% |
Portfolio Sells Q2 2025 → Q3 2025
| MUB iShares National Muni Bond E | Reduce -1.2% | 2.90% | −0.27 |
| JPM JPMorgan Chase & Co. | Reduce -9.5% | 1.40% | −0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 11.77% | −0.16 |
| VGIT Vanguard Intermediate-Term T | Reduce -18.9% | 0.38% | −0.14 |
| PEP Pepsico Inc. | Reduce -32.7% | 0.25% | −0.13 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -17.1% | 0.39% | −0.12 |
| NYF iShares New York Muni Bond E | Reduce -48.0% | 0.11% | −0.12 |
| CRM Salesforce Inc. | Reduce -30.0% | 0.13% | −0.11 |
| QCOM Qualcomm Inc. | Reduce -20.3% | 0.27% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -19.9% | 0.12% | −0.09 |
| LDOS Leidos Holdings Inc. | Reduce -60.0% | 0.07% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -3.6% | 1.38% | −0.08 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.08 |
| WMT Walmart Inc. | Reduce -11.9% | 0.43% | −0.08 |
| SPG Simon Property Group Inc. | Reduce -55.6% | 0.06% | −0.07 |
| MBB iShares MBS ETF | Reduce -18.4% | 0.20% | −0.07 |
| C Citigroup Inc. | Reduce -33.9% | 0.16% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -8.1% | 0.69% | −0.06 |
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −0.06 |
| MMM 3M Co. | Reduce -24.7% | 0.13% | −0.06 |
| HELO JPMorgan Hedged Equity ETF | Reduce -2.9% | 0.63% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -21.9% | 0.18% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -37.0% | 0.08% | −0.06 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.05 |
| BWX SS SPDR BB Intl Treasury BD | Sold out | 0.00% | −0.05 |
| EMB iShares JP Morgan Usd Emergi | Reduce -66.7% | 0.02% | −0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | Sold out | 0.00% | −0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -72.2% | 0.02% | −0.05 |
| ACN Accenture PLC Class A | Reduce -0.6% | 0.14% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -28.4% | 0.11% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.7% | 0.37% | −0.05 |
| CAR Avis Budget Group Inc. | Sold out | 0.00% | −0.05 |
| VFVA Vanguard U.S. Value Factor | Reduce -22.4% | 0.14% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -0.5% | 0.17% | −0.04 |
| LIN Linde PLC | Reduce -3.4% | 0.33% | −0.04 |
| FHLC Fidelity MSCI Health Care | Reduce -22.9% | 0.11% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -37.8% | 0.08% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -6.0% | 0.30% | −0.04 |
| CVX Chevron Corp. | Reduce -17.4% | 0.16% | −0.04 |
| CMF iShares California Muni Bond | Reduce -8.3% | 0.20% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -4.2% | 0.21% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.5% | 0.46% | −0.03 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -6.1% | 0.19% | −0.03 |
| TMUS T-Mobile US Inc. | Reduce -12.5% | 0.12% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -7.0% | 0.26% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -7.1% | 0.24% | −0.03 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.03 |
| APO Apollo Global Management Inc. | Reduce -24.3% | 0.05% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 1.05% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -5.6% | 0.20% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| QLYS Qualys Inc. | New | 0.92% | +0.92 |
| AAPL Apple Inc. | Add +6.9% | 2.27% | +0.38 |
| AXP American Express Co. | Add +222.2% | 0.32% | +0.22 |
| TJX TJX Companies Inc. | Add +44.9% | 0.56% | +0.20 |
| ETN Eaton Corp. PLC | Add +347.6% | 0.23% | +0.18 |
| PGR Progressive Corp. | Add +1226.3% | 0.18% | +0.17 |
| CAT Caterpillar Inc. | Add +20.9% | 0.58% | +0.15 |
| AVGO Broadcom Inc. | Add +8.4% | 0.96% | +0.14 |
| PM Philip Morris International | Add +666.6% | 0.15% | +0.13 |
| JNJ Johnson & Johnson | Add +5.5% | 0.80% | +0.11 |
| WM Waste Management Inc. | Add +1021.7% | 0.12% | +0.11 |
| IBM Intl Business Machines Corp. | Add +90.0% | 0.27% | +0.11 |
| NVDA Nvidia Corp. | Add +9.7% | 0.74% | +0.11 |
| ASML ASML Holding NV-NY Reg SHS | Add +17.3% | 0.41% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +4.4% | 2.49% | +0.09 |
| MCK McKesson Corp. | Add +956.1% | 0.10% | +0.09 |
| BLK BlackRock Inc. | Add +25.9% | 0.41% | +0.09 |
| MCD McDonald's Corp. | Add +24.6% | 0.48% | +0.07 |
| TIP iShares Tips Bond ETF | Add +2924.5% | 0.07% | +0.07 |
| CI The Cigna Group | Add +816.2% | 0.07% | +0.06 |
| SE Sea Ltd.-ADR | New | 0.06% | +0.06 |
| NXPI NXP Semiconductors NV | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +37.5% | 0.14% | +0.06 |
| J Jacobs Solutions Inc. | New | 0.06% | +0.06 |
| SYK Stryker Corp. | Add +196.7% | 0.10% | +0.06 |
| SPOT Spotify Technology SA | Add +192.1% | 0.10% | +0.06 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 0.05% | +0.05 |
| DIS The Walt Disney Co. | Add +148.7% | 0.10% | +0.05 |
| ITW Illinois Tool Works | Add +160.8% | 0.08% | +0.05 |
| AMZN Amazon.com Inc. | Add +20.6% | 0.55% | +0.05 |
| EFA iShares MSCI Eafe ETF | Add +52.5% | 0.14% | +0.04 |
| ITT Itt Inc. | New | 0.04% | +0.04 |
| DE Deere & Co. | Add +110.2% | 0.09% | +0.04 |
| TGT Target Corp. | Add +1237.0% | 0.04% | +0.04 |
| MSFT Microsoft Corp. | Add +7.5% | 2.42% | +0.03 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +40.0% | 0.12% | +0.03 |
| DAR Darling Ingredients Inc. | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.8% | 0.39% | +0.03 |
| SCMB Schwab Municipal Bond ETF | Add +101.3% | 0.06% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +30.3% | 0.11% | +0.02 |
| AMGN Amgen Inc. | Add +30.6% | 0.14% | +0.02 |
| GAP The Gap Inc. | Add +54.8% | 0.09% | +0.02 |
| RSG Republic Services Inc. | Add +572.6% | 0.03% | +0.02 |
| CASY Casey's General Stores Inc. | New | 0.02% | +0.02 |
| KLAC KLA Corp. | Add +1.3% | 0.22% | +0.02 |
| FLIN Franklin Ftse India ETF | New | 0.02% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.1% | 0.19% | +0.02 |
| ORLY O'reilly Automotive Inc. | Add +3.3% | 0.17% | +0.02 |
| BABA Alibaba Group Holding-SP ADR | Add +3.2% | 0.06% | +0.02 |
| RBRK Rubrik Inc. Class A | Add +103.0% | 0.04% | +0.02 |
Options Activity Q2 2025 → Q3 2025
| CAR Avis Budget Group Inc. | put | Sold out | 11,200 | $277Kbefore exit |
| ETN Eaton Corp. PLC | put | Sold out | 3,600 | $46Kbefore exit |
| AAPL Apple Inc. | put | Sold out | 1,000 | $21Kbefore exit |
| MSFT Microsoft Corp. | put | Sold out | 1,100 | $5Kbefore exit |
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 |