Rwa Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Rwa Wealth Partners, LLC reported 601 stock positions worth $9.1 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 11.9% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.5%) and iShares Core U.S. Aggregate (AGG, 8.7%). Compared with Q3 2025, it opened 30 new positions, sold out of 35, added to 248 and reduced 235. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +6%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001544576
- Portfolio Value
- $9.1B (Q4 2025)
- SEC Filing
- 0001544576-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 601 stocks · $9.1B
| VUG Vanguard Mrngstar GR ETF-Sui | 11.95% | 2,240,580 | $1.1B | Add +3.7% |
| VEA Vanguard Ftse Developed ETF | 10.49% | 15,365,116 | $959.9M | Add +6.2% |
| AGG iShares Core U.S. Aggregate | 8.72% | 7,986,037 | $797.6M | Add +11.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.66% | 3,669,869 | $700.9M | Reduce -1.8% |
| MUB iShares National Muni Bond E | 2.77% | 2,366,971 | $253.5M | Reduce -1.2% |
| VWO Vanguard Ftse Emerging Marke | 2.46% | 4,184,943 | $225.0M | Add +3.3% |
| VGSH Vanguard Short-Term Treasury | 2.44% | 3,801,654 | $223.3M | Reduce -11.3% |
| AAPL Apple Inc. | 2.38% | 803,952 | $217.4M | Add +2.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.21% | 4,014,749 | $201.9M | Add +4.5% |
| MSFT Microsoft Corp. | 2.16% | 409,549 | $197.6M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 1.37% | 182,345 | $124.9M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 1.35% | 382,891 | $123.4M | Reduce -1.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.16% | 352,451 | $106.5M | Reduce -3.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.15% | 496,724 | $105.2M | Add +2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 142,832 | $97.4M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 1.03% | 300,812 | $94.2M | Add +1.1% |
| AVGO Broadcom Inc. | 0.98% | 258,065 | $89.3M | Add +0.9% |
| QLYS Qualys Inc. | 0.86% | 588,748 | $78.2M | Reduce -3.6% |
| LLY Eli Lilly & Co. | 0.77% | 65,327 | $70.2M | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.75% | 370,958 | $68.7M | Add +6.1% |
| JNJ Johnson & Johnson | 0.74% | 326,823 | $67.6M | Reduce -13.7% |
| VIG Vanguard Dividend Apprec ETF | 0.72% | 301,164 | $66.2M | Add +215.9% |
| CAT Caterpillar Inc. | 0.69% | 109,833 | $62.9M | Add +1.9% |
| V Visa Inc. Class A | 0.68% | 177,724 | $62.3M | Add +5.3% |
| ABBV Abbvie Inc. | 0.64% | 255,852 | $58.5M | Add +1.1% |
| EDV Vanguard Extended Dur Treas | 0.62% | 875,815 | $56.9M | No change |
| AMZN Amazon.com Inc. | 0.61% | 239,876 | $55.4M | Add +9.2% |
| VOO Vanguard S&P 500 ETF | 0.60% | 86,969 | $54.5M | Add +19.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 160,026 | $53.7M | Add +5.5% |
| HELO JPMorgan Hedged Equity ETF | 0.56% | 777,372 | $51.6M | Reduce -8.3% |
| PG The Procter & Gamble Co. | 0.56% | 355,702 | $51.0M | Add +17.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 309,280 | $47.5M | Reduce -9.8% |
| META Meta Platforms Inc. Class A | 0.49% | 67,444 | $44.5M | Add +31.3% |
| GOOG Alphabet Inc. Class C | 0.48% | 139,748 | $43.9M | Add +0.1% |
| MCD McDonald's Corp. | 0.46% | 138,541 | $42.3M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.45% | 289,191 | $41.5M | Add +231.7% |
| WMT Walmart Inc. | 0.45% | 371,628 | $41.4M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.45% | 47,773 | $41.2M | Reduce -2.7% |
| HD Home Depot Inc. | 0.44% | 117,790 | $40.5M | Add +20.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.44% | 37,479 | $40.1M | Reduce -0.3% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.42% | 598,288 | $38.4M | No change |
| RTX RTX Corp. | 0.42% | 208,357 | $38.2M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 70,203 | $35.3M | Add +3.9% |
| IWF iShares Russell 1000 Growth | 0.38% | 73,960 | $35.0M | Reduce -43.1% |
| BLK BlackRock Inc. | 0.36% | 30,705 | $32.9M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.36% | 271,940 | $32.7M | Add +15.8% |
| NEE Nextera Energy Inc. | 0.36% | 405,871 | $32.6M | Reduce -3.6% |
| AXP American Express Co. | 0.35% | 86,571 | $32.0M | Add +1.4% |
| SPBO SS SPDR P Corp. Bond ETF | 0.34% | 1,049,314 | $30.8M | Reduce -9.6% |
| ABT Abbott Laboratories | 0.33% | 244,464 | $30.6M | Reduce -0.8% |
| VGIT Vanguard Intermediate-Term T | 0.33% | 500,899 | $30.0M | Reduce -11.0% |
| UNP Union Pacific Corp. | 0.32% | 126,838 | $29.3M | Reduce -1.2% |
| LIN Linde PLC | 0.31% | 66,000 | $28.1M | Add +9.5% |
| SPGI S&P Global Inc. | 0.30% | 52,592 | $27.5M | Add +47.7% |
| IWD iShares Russell 1000 Value E | 0.29% | 125,639 | $26.4M | Add +644.2% |
| QCOM Qualcomm Inc. | 0.28% | 149,901 | $25.6M | Add +3.5% |
| HON Honeywell International Inc. | 0.28% | 129,602 | $25.3M | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 374,881 | $24.7M | Add +32.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 80,143 | $24.4M | Add +36.1% |
| SYK Stryker Corp. | 0.25% | 65,413 | $23.0M | Add +180.6% |
| SCHW Schwab (charles) Corp. | 0.25% | 228,032 | $22.8M | Add +23.8% |
| KLAC KLA Corp. | 0.24% | 18,360 | $22.3M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 73,794 | $21.9M | Reduce -11.8% |
| CB Chubb Ltd. | 0.23% | 68,135 | $21.3M | Reduce -0.6% |
| DHR Danaher Corp. | 0.23% | 91,299 | $20.9M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 0.23% | 271,001 | $20.9M | Add +1.4% |
| TPL Texas Pacific Land Corp. | 0.22% | 70,856 | $20.4M | Reduce -0.4% |
| IVE iShares S&P 500 Value ETF | 0.22% | 95,641 | $20.3M | Reduce -12.4% |
| IUSG iShares Core S&P U.S. Growth | 0.21% | 115,767 | $19.4M | Reduce -0.6% |
| BND Vanguard Total Bond Market | 0.21% | 258,238 | $19.1M | Add +28.4% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 159,110 | $19.1M | Add +1.4% |
| ESGV Vanguard ESG US Stock ETF | 0.21% | 156,505 | $18.9M | Reduce -8.3% |
| EAGG iShares ESG Aware US Aggrega | 0.20% | 375,846 | $18.0M | Reduce -1.0% |
| CMF iShares California Muni Bond | 0.20% | 312,497 | $18.0M | Reduce -0.9% |
| ETN Eaton Corp. PLC | 0.19% | 58,845 | $17.6M | Add +0.7% |
| ALL Allstate Corp. | 0.19% | 81,901 | $17.0M | Add +45.4% |
| C Citigroup Inc. | 0.18% | 142,018 | $16.6M | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 184,979 | $16.5M | Add +117.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.18% | 135,365 | $16.2M | Reduce -1.8% |
| LMT Lockheed Martin Corp. | 0.17% | 32,331 | $15.6M | Reduce -0.2% |
| AMGN Amgen Inc. | 0.17% | 47,753 | $15.6M | Add +5.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 25,370 | $15.6M | Reduce -62.2% |
| MBB iShares MBS ETF | 0.17% | 161,873 | $15.4M | Reduce -11.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.15% | 123,571 | $14.1M | Reduce -0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.15% | 97,842 | $14.0M | Add +280.9% |
| EFA iShares MSCI Eafe ETF | 0.15% | 144,995 | $13.9M | Add +6.1% |
| BA The Boeing Co. | 0.15% | 64,115 | $13.9M | Add +16.2% |
| SCHF Schwab Intl Equity ETF | 0.15% | 572,435 | $13.8M | Add +14.5% |
| CL Colgate-Palmolive Co. | 0.15% | 173,803 | $13.7M | Reduce -4.6% |
| COR Cencora Inc. | 0.15% | 40,517 | $13.7M | Add +7.7% |
| ORLY O'reilly Automotive Inc. | 0.15% | 148,803 | $13.6M | Add +8.9% |
| TSLA Tesla Inc. | 0.14% | 29,340 | $13.2M | Add +4.4% |
| ACN Accenture PLC Class A | 0.14% | 48,569 | $13.0M | Reduce -2.8% |
| CRM Salesforce Inc. | 0.14% | 48,973 | $13.0M | Reduce -1.3% |
| NYF iShares New York Muni Bond E | 0.14% | 242,338 | $13.0M | Add +31.8% |
| DE Deere & Co. | 0.14% | 27,587 | $12.8M | Add +66.1% |
| ORCL Oracle Corp. | 0.14% | 65,086 | $12.7M | Reduce -4.4% |
| LOW Lowe's Cos Inc. | 0.13% | 50,733 | $12.2M | Reduce -5.5% |
| SCHV Schwab US Large-Cap Value | 0.13% | 389,535 | $11.5M | Reduce -2.0% |
| FTEC Fidelity MSCI Info Tech Indx | 0.12% | 49,996 | $11.2M | Reduce -8.8% |
Portfolio Sells Q3 2025 → Q4 2025
| VGSH Vanguard Short-Term Treasury | Reduce -11.3% | 2.44% | −0.42 |
| IWF iShares Russell 1000 Growth | Reduce -43.1% | 0.38% | −0.31 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -62.2% | 0.17% | −0.29 |
| MSFT Microsoft Corp. | Reduce -0.6% | 2.16% | −0.26 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.8% | 7.66% | −0.25 |
| PEP Pepsico Inc. | Reduce -60.3% | 0.10% | −0.15 |
| QUAL iShares MSCI USA Quality Fac | Reduce -61.0% | 0.09% | −0.15 |
| ELV Elevance Health Inc. | Reduce -82.0% | 0.03% | −0.14 |
| MUB iShares National Muni Bond E | Reduce -1.2% | 2.77% | −0.13 |
| PGR Progressive Corp. | Reduce -56.6% | 0.07% | −0.11 |
| WM Waste Management Inc. | Reduce -83.9% | 0.02% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -81.1% | 0.02% | −0.10 |
| GAP The Gap Inc. | Sold out | 0.00% | −0.09 |
| PM Philip Morris International | Reduce -50.5% | 0.07% | −0.08 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -94.2% | 0.00% | −0.08 |
| ORCL Oracle Corp. | Reduce -4.4% | 0.14% | −0.08 |
| VNQI Vanguard GLBL Ex-US Real Est | Sold out | 0.00% | −0.08 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -3.7% | 1.16% | −0.07 |
| MMM 3M Co. | Reduce -52.7% | 0.06% | −0.07 |
| NKE Nike Inc. Class B | Reduce -59.7% | 0.04% | −0.07 |
| TMUS T-Mobile US Inc. | Reduce -47.3% | 0.05% | −0.07 |
| TIP iShares Tips Bond ETF | Reduce -93.1% | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -2.7% | 0.45% | −0.07 |
| SPOT Spotify Technology SA | Reduce -57.7% | 0.03% | −0.07 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.06 |
| QLYS Qualys Inc. | Reduce -3.6% | 0.86% | −0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -69.5% | 0.03% | −0.06 |
| CVX Chevron Corp. | Reduce -36.6% | 0.09% | −0.06 |
| HELO JPMorgan Hedged Equity ETF | Reduce -8.3% | 0.56% | −0.06 |
| JNJ Johnson & Johnson | Reduce -13.7% | 0.74% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -94.2% | 0.00% | −0.06 |
| VGIT Vanguard Intermediate-Term T | Reduce -11.0% | 0.33% | −0.06 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -9.6% | 0.34% | −0.05 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 1.35% | −0.05 |
| BLK BlackRock Inc. | Reduce -0.6% | 0.36% | −0.05 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.05 |
| TJX TJX Companies Inc. | Reduce -9.8% | 0.52% | −0.04 |
| HON Honeywell International Inc. | Reduce -2.1% | 0.28% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.33% | −0.04 |
| REGN Regeneron Pharmaceuticals | Reduce -93.9% | 0.00% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -12.4% | 0.22% | −0.03 |
| IGM iShares Expanded Tech Sector | Reduce -45.2% | 0.04% | −0.03 |
| VOOV Vanguard S&P 500 Value ETF | Sold out | 0.00% | −0.03 |
| LDOS Leidos Holdings Inc. | Reduce -43.3% | 0.03% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -11.8% | 0.24% | −0.03 |
| TPL Texas Pacific Land Corp. | Reduce -0.4% | 0.22% | −0.03 |
| ADP Automatic Data Processing | Reduce -11.7% | 0.08% | −0.03 |
| MBB iShares MBS ETF | Reduce -11.0% | 0.17% | −0.03 |
| ITW Illinois Tool Works | Reduce -25.7% | 0.06% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| VEA Vanguard Ftse Developed ETF | Add +6.2% | 10.49% | +0.64 |
| AGG iShares Core U.S. Aggregate | Add +11.8% | 8.72% | +0.58 |
| VIG Vanguard Dividend Apprec ETF | Add +215.9% | 0.72% | +0.49 |
| VYM Vanguard High DVD Yield ETF | Add +231.7% | 0.45% | +0.31 |
| IWD iShares Russell 1000 Value E | Add +644.2% | 0.29% | +0.25 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 1.03% | +0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.7% | 11.95% | +0.17 |
| SYK Stryker Corp. | Add +180.6% | 0.25% | +0.15 |
| VSS Vanguard Ftse All Wo X-US SC | Add +280.9% | 0.15% | +0.11 |
| AAPL Apple Inc. | Add +2.4% | 2.38% | +0.11 |
| CAT Caterpillar Inc. | Add +1.9% | 0.69% | +0.10 |
| SPGI S&P Global Inc. | Add +47.7% | 0.30% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +117.5% | 0.18% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.48% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +19.7% | 0.60% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Add +36.1% | 0.27% | +0.08 |
| MAR Marriott International Class A | Add +1021.5% | 0.07% | +0.07 |
| JBL Jabil Inc. | New | 0.06% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +32.7% | 0.27% | +0.06 |
| META Meta Platforms Inc. Class A | Add +31.3% | 0.49% | +0.06 |
| AMZN Amazon.com Inc. | Add +9.2% | 0.61% | +0.06 |
| XOM Exxon Mobil Corp. | Add +15.8% | 0.36% | +0.06 |
| DE Deere & Co. | Add +66.1% | 0.14% | +0.05 |
| SCHW Schwab (charles) Corp. | Add +23.8% | 0.25% | +0.05 |
| ALL Allstate Corp. | Add +45.4% | 0.19% | +0.05 |
| GWW WW Grainger Inc. | New | 0.05% | +0.05 |
| CARR Carrier Global Corp. | Add +1854.4% | 0.05% | +0.05 |
| VMC Vulcan Materials Co. | Add +1808.0% | 0.05% | +0.05 |
| EFV iShares MSCI Eafe Value ETF | Add +1810.1% | 0.05% | +0.04 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.04% | +0.04 |
| BND Vanguard Total Bond Market | Add +28.4% | 0.21% | +0.04 |
| BABA Alibaba Group Holding-SP ADR | Add +102.3% | 0.09% | +0.03 |
| RACE Ferrari NV | New | 0.03% | +0.03 |
| AZN Astrazeneca PLC-Spons ADR | Add +35.4% | 0.08% | +0.03 |
| NYF iShares New York Muni Bond E | Add +31.8% | 0.14% | +0.03 |
| PG The Procter & Gamble Co. | Add +17.5% | 0.56% | +0.03 |
| AXP American Express Co. | Add +1.4% | 0.35% | +0.03 |
| V Visa Inc. Class A | Add +5.3% | 0.68% | +0.03 |
| AMGN Amgen Inc. | Add +5.6% | 0.17% | +0.03 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.03% | +0.03 |
| RTX RTX Corp. | Add +0.2% | 0.42% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +4.5% | 2.21% | +0.02 |
| PFF iShares Preferred & Income S | Add +48.7% | 0.07% | +0.02 |
| TER Teradyne Inc. | Add +10.4% | 0.06% | +0.02 |
| CASY Casey's General Stores Inc. | Add +108.3% | 0.04% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.5% | 0.59% | +0.02 |
| EL Estee Lauder Companies Class A | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +0.7% | 0.45% | +0.02 |
| CSCO Cisco Systems Inc. | Add +1.4% | 0.23% | +0.02 |
| KLAC KLA Corp. | Add +0.3% | 0.24% | +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 |