Rwa Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Rwa Wealth Partners, LLC reported 618 stock positions worth $9.1 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 10.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.2%) and iShares Core U.S. Aggregate (AGG, 9.4%). Compared with Q4 2025, it opened 41 new positions, sold out of 24, added to 247 and reduced 242. The biggest buy was Alger Concentrated Eqty ETF (CNEQ, shares +36275%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001544576
- Portfolio Value
- $9.1B (Q1 2026)
- SEC Filing
- 0001544576-26-000004 ↗ filed May 13, 2026
Holdings Value
Holdings 618 stocks · $9.1B
| VUG Vanguard Mrngstar GR ETF-Sui | 10.51% | 2,198,247 | $960.2M | Reduce -1.9% |
| VEA Vanguard Ftse Developed ETF | 10.25% | 14,612,210 | $936.4M | Reduce -4.9% |
| AGG iShares Core U.S. Aggregate | 9.39% | 8,646,419 | $858.3M | Add +8.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.37% | 3,430,591 | $673.1M | Reduce -6.5% |
| VGSH Vanguard Short-Term Treasury | 3.27% | 5,100,961 | $298.6M | Add +34.2% |
| MUB iShares National Muni Bond E | 2.71% | 2,331,591 | $247.5M | Reduce -1.5% |
| VWO Vanguard Ftse Emerging Marke | 2.67% | 4,518,470 | $244.2M | Add +8.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.32% | 4,250,870 | $212.1M | Add +5.9% |
| AAPL Apple Inc. | 2.19% | 791,995 | $199.9M | Reduce -1.5% |
| CNEQ Alger Concentrated Eqty ETF | 1.71% | 5,027,082 | $156.4M | Add +36275.4% |
| MSFT Microsoft Corp. | 1.70% | 420,166 | $155.5M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 1.26% | 390,917 | $115.0M | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 1.24% | 174,062 | $113.7M | Reduce -4.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.24% | 522,808 | $113.6M | Add +5.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.22% | 368,412 | $111.4M | Add +4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 149,003 | $95.6M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 0.98% | 310,002 | $89.1M | Add +3.1% |
| JNJ Johnson & Johnson | 0.86% | 322,215 | $78.8M | Reduce -1.4% |
| AVGO Broadcom Inc. | 0.79% | 232,119 | $71.8M | Reduce -10.1% |
| CAT Caterpillar Inc. | 0.77% | 99,266 | $70.3M | Reduce -9.6% |
| VIG Vanguard Dividend Apprec ETF | 0.74% | 313,729 | $67.5M | Add +4.2% |
| NVDA Nvidia Corp. | 0.72% | 380,354 | $65.9M | Add +2.5% |
| V Visa Inc. Class A | 0.70% | 211,074 | $63.8M | Add +18.8% |
| LLY Eli Lilly & Co. | 0.68% | 67,109 | $61.7M | Add +2.7% |
| EDV Vanguard Extended Dur Treas | 0.62% | 875,815 | $56.9M | No change |
| ABBV Abbvie Inc. | 0.60% | 252,544 | $54.9M | Reduce -1.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 167,805 | $53.8M | Add +4.9% |
| XOM Exxon Mobil Corp. | 0.56% | 299,225 | $50.8M | Add +10.0% |
| PG The Procter & Gamble Co. | 0.55% | 350,796 | $50.7M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.55% | 240,843 | $50.2M | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.54% | 308,437 | $49.3M | Reduce -0.3% |
| QLYS Qualys Inc. | 0.53% | 548,760 | $48.2M | Reduce -6.8% |
| COST Costco Wholesale Corp. | 0.52% | 47,904 | $47.7M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.51% | 78,354 | $46.8M | Reduce -9.9% |
| HD Home Depot Inc. | 0.50% | 139,074 | $45.7M | Add +18.1% |
| WMT Walmart Inc. | 0.50% | 367,394 | $45.7M | Reduce -1.1% |
| HELO JPMorgan Hedged Equity ETF | 0.50% | 708,571 | $45.3M | Reduce -8.8% |
| VYM Vanguard High DVD Yield ETF | 0.49% | 303,736 | $45.0M | Add +5.0% |
| GQGU GQG US Equity ETF | 0.49% | 1,658,676 | $44.6M | New |
| MCD McDonald's Corp. | 0.48% | 139,791 | $43.4M | Add +0.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.47% | 32,252 | $42.6M | Reduce -13.9% |
| NEE Nextera Energy Inc. | 0.45% | 442,142 | $41.1M | Add +8.9% |
| RTX RTX Corp. | 0.44% | 208,458 | $40.2M | Add +0.1% |
| AXP American Express Co. | 0.44% | 132,336 | $40.0M | Add +52.9% |
| GOOG Alphabet Inc. Class C | 0.43% | 138,319 | $39.7M | Reduce -1.0% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.42% | 598,288 | $38.3M | No change |
| LIN Linde PLC | 0.35% | 64,846 | $32.1M | Reduce -1.8% |
| IWF iShares Russell 1000 Growth | 0.35% | 74,624 | $31.8M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 64,030 | $30.7M | Reduce -8.8% |
| TPL Texas Pacific Land Corp. | 0.34% | 64,638 | $30.7M | Reduce -8.8% |
| UNP Union Pacific Corp. | 0.34% | 126,317 | $30.6M | Reduce -0.4% |
| BLK BlackRock Inc. | 0.33% | 31,651 | $30.4M | Add +3.1% |
| META Meta Platforms Inc. Class A | 0.33% | 52,307 | $29.9M | Reduce -22.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 86,419 | $29.2M | Add +7.8% |
| HON Honeywell International Inc. | 0.31% | 126,930 | $28.7M | Reduce -2.1% |
| VGIT Vanguard Intermediate-Term T | 0.30% | 464,120 | $27.6M | Reduce -7.3% |
| SPBO SS SPDR P Corp. Bond ETF | 0.30% | 951,457 | $27.6M | Reduce -9.3% |
| ABT Abbott Laboratories | 0.28% | 248,104 | $25.5M | Add +1.5% |
| CB Chubb Ltd. | 0.25% | 68,891 | $22.5M | Add +1.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.25% | 241,999 | $22.4M | Add +4124.1% |
| SYK Stryker Corp. | 0.24% | 66,866 | $22.0M | Add +2.2% |
| SCHW Schwab (charles) Corp. | 0.23% | 227,853 | $21.4M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.23% | 287,051 | $21.1M | Add +11.2% |
| CSCO Cisco Systems Inc. | 0.23% | 269,000 | $20.9M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 305,945 | $20.7M | Reduce -18.4% |
| KLAC KLA Corp. | 0.22% | 13,835 | $20.4M | Reduce -24.6% |
| ETN Eaton Corp. PLC | 0.22% | 59,564 | $20.2M | Add +1.2% |
| IVE iShares S&P 500 Value ETF | 0.22% | 93,773 | $19.8M | Reduce -1.9% |
| LMT Lockheed Martin Corp. | 0.21% | 31,484 | $19.0M | Reduce -2.6% |
| QCOM Qualcomm Inc. | 0.21% | 147,281 | $19.0M | Reduce -1.8% |
| EAGG iShares ESG Aware US Aggrega | 0.20% | 390,986 | $18.6M | Add +4.0% |
| IUSG iShares Core S&P U.S. Growth | 0.20% | 118,851 | $18.4M | Add +2.7% |
| ESGV Vanguard ESG US Stock ETF | 0.20% | 163,900 | $18.4M | Add +4.7% |
| CMF iShares California Muni Bond | 0.19% | 312,546 | $17.8M | Add +0.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.19% | 119,598 | $17.4M | Add +22.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 70,708 | $17.1M | Reduce -4.2% |
| DHR Danaher Corp. | 0.19% | 89,406 | $17.0M | Reduce -2.1% |
| AMGN Amgen Inc. | 0.18% | 47,658 | $16.8M | Reduce -0.2% |
| C Citigroup Inc. | 0.18% | 143,889 | $16.3M | Add +1.3% |
| DE Deere & Co. | 0.17% | 27,222 | $15.3M | Reduce -1.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.17% | 128,350 | $15.2M | Reduce -5.2% |
| IJR iShares Core S&P Small-Cap E | 0.16% | 120,283 | $15.0M | Reduce -24.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 25,223 | $14.6M | Reduce -0.6% |
| SCHF Schwab Intl Equity ETF | 0.16% | 577,177 | $14.3M | Add +0.8% |
| EFA iShares MSCI Eafe ETF | 0.16% | 146,424 | $14.2M | Add +1.0% |
| MBB iShares MBS ETF | 0.16% | 149,301 | $14.2M | Reduce -7.8% |
| SPGI S&P Global Inc. | 0.15% | 32,704 | $13.9M | Reduce -37.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.15% | 124,539 | $13.9M | Add +0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 147,820 | $13.4M | Reduce -20.1% |
| MRK Merck & Co. Inc. | 0.15% | 110,763 | $13.3M | Add +7.7% |
| BA The Boeing Co. | 0.14% | 66,279 | $13.2M | Add +3.4% |
| COR Cencora Inc. | 0.14% | 41,550 | $13.1M | Add +2.5% |
| SCHV Schwab US Large-Cap Value | 0.13% | 395,049 | $12.0M | Add +1.4% |
| TSLA Tesla Inc. | 0.13% | 32,156 | $12.0M | Add +9.6% |
| NYF iShares New York Muni Bond E | 0.13% | 224,926 | $11.9M | Reduce -7.2% |
| LOW Lowe's Cos Inc. | 0.13% | 50,364 | $11.9M | Reduce -0.7% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.12% | 149,197 | $11.3M | Add +2.8% |
| CVX Chevron Corp. | 0.12% | 53,223 | $11.0M | Reduce -4.6% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 37,233 | $10.6M | Add +22.8% |
| VFVA Vanguard U.S. Value Factor | 0.11% | 76,698 | $10.3M | Reduce -7.6% |
Portfolio Sells Q4 2025 → Q1 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.9% | 10.51% | −1.44 |
| QLYS Qualys Inc. | Reduce -6.8% | 0.53% | −0.33 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.5% | 7.37% | −0.29 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.9% | 10.25% | −0.24 |
| IWD iShares Russell 1000 Value E | Reduce -78.9% | 0.06% | −0.23 |
| AVGO Broadcom Inc. | Reduce -10.1% | 0.79% | −0.19 |
| AAPL Apple Inc. | Reduce -1.5% | 2.19% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -22.4% | 0.33% | −0.16 |
| SPGI S&P Global Inc. | Reduce -37.8% | 0.15% | −0.15 |
| ORLY O'reilly Automotive Inc. | Reduce -95.3% | 0.01% | −0.14 |
| ALL Allstate Corp. | Reduce -69.0% | 0.06% | −0.13 |
| ACN Accenture PLC Class A | Reduce -86.0% | 0.01% | −0.13 |
| CL Colgate-Palmolive Co. | Reduce -85.8% | 0.02% | −0.13 |
| IVV iShares Core S&P 500 ETF | Reduce -4.5% | 1.24% | −0.12 |
| CRM Salesforce Inc. | Reduce -63.2% | 0.04% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -9.9% | 0.51% | −0.08 |
| IAU iShares Gold Trust | Reduce -78.8% | 0.02% | −0.08 |
| VCIT Vanguard Int-Term Corporate | Reduce -85.1% | 0.01% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -1.8% | 0.21% | −0.07 |
| LEMB iShares JP Morgan Em Local C | Reduce -85.5% | 0.01% | −0.07 |
| HELO JPMorgan Hedged Equity ETF | Reduce -8.8% | 0.50% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -1.5% | 2.71% | −0.06 |
| PGR Progressive Corp. | Reduce -84.3% | 0.01% | −0.06 |
| NOW ServiceNow Inc. | Reduce -43.9% | 0.04% | −0.06 |
| MAR Marriott International Class A | Reduce -85.5% | 0.01% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -4.2% | 0.19% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.8% | 0.34% | −0.05 |
| CARR Carrier Global Corp. | Reduce -95.1% | 0.00% | −0.05 |
| VMC Vulcan Materials Co. | Reduce -94.1% | 0.00% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -24.4% | 0.16% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 0.43% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -18.4% | 0.23% | −0.04 |
| DHR Danaher Corp. | Reduce -2.1% | 0.19% | −0.04 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.04 |
| ABBV Abbvie Inc. | Reduce -1.3% | 0.60% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -36.9% | 0.04% | −0.04 |
| ORCL Oracle Corp. | Reduce -1.8% | 0.10% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -20.1% | 0.15% | −0.03 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -9.3% | 0.30% | −0.03 |
| GLDM SPDR Gold Minishares Trust | Reduce -70.3% | 0.01% | −0.03 |
| RACE Ferrari NV | Sold out | 0.00% | −0.03 |
| WDAY Workday Inc. Class A | Reduce -17.3% | 0.03% | −0.03 |
| VGIT Vanguard Intermediate-Term T | Reduce -7.3% | 0.30% | −0.03 |
| DIS The Walt Disney Co. | Reduce -11.3% | 0.07% | −0.02 |
| APP AppLovin Corp. Class A | Reduce -5.7% | 0.03% | −0.02 |
| ABNB Airbnb Inc. Class A | Reduce -30.0% | 0.04% | −0.02 |
| KLAC KLA Corp. | Reduce -24.6% | 0.22% | −0.02 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.02 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -9.2% | 0.10% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -68.3% | 0.01% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| CNEQ Alger Concentrated Eqty ETF | Add +36275.4% | 1.71% | +1.71 |
| VGSH Vanguard Short-Term Treasury | Add +34.2% | 3.27% | +0.83 |
| AGG iShares Core U.S. Aggregate | Add +8.3% | 9.39% | +0.68 |
| GQGU GQG US Equity ETF | New | 0.49% | +0.49 |
| USMV iShares MSCI USA Min Vol Fac | Add +4124.1% | 0.25% | +0.24 |
| VWO Vanguard Ftse Emerging Marke | Add +8.0% | 2.67% | +0.21 |
| XOM Exxon Mobil Corp. | Add +10.0% | 0.56% | +0.20 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +5.9% | 2.32% | +0.11 |
| NEE Nextera Energy Inc. | Add +8.9% | 0.45% | +0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +5.3% | 1.24% | +0.09 |
| AXP American Express Co. | Add +52.9% | 0.44% | +0.09 |
| VTIP Vanguard Short-Term Tips | New | 0.08% | +0.08 |
| PDBC Invesco Optimum Yield Divers | New | 0.08% | +0.08 |
| COST Costco Wholesale Corp. | Add +0.3% | 0.52% | +0.07 |
| VIK Viking Holdings Ltd. | New | 0.07% | +0.07 |
| HD Home Depot Inc. | Add +18.1% | 0.50% | +0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +4.5% | 1.22% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.8% | 0.32% | +0.05 |
| NUE Nucor Corp. | Add +1948.4% | 0.05% | +0.05 |
| XMLV Invesco S&P Midcap Low Volat | New | 0.05% | +0.05 |
| XSLV Invesco S&P Smallcap Low Vol | New | 0.05% | +0.05 |
| EEMV iShares MSCI Emg MKT Min Vol | New | 0.04% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +5.0% | 0.49% | +0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Add +22.2% | 0.19% | +0.04 |
| RL Ralph Lauren Corp. | New | 0.04% | +0.04 |
| CASY Casey's General Stores Inc. | Add +30.5% | 0.07% | +0.03 |
| MU Micron Technology Inc. | Add +111.3% | 0.05% | +0.03 |
| ETN Eaton Corp. PLC | Add +1.2% | 0.22% | +0.03 |
| MRK Merck & Co. Inc. | Add +7.7% | 0.15% | +0.03 |
| RTX RTX Corp. | Add +0.1% | 0.44% | +0.02 |
| BND Vanguard Total Bond Market | Add +11.2% | 0.23% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +49.7% | 0.10% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +42.3% | 0.07% | +0.02 |
| GLW Corning Inc. | Add +33.0% | 0.04% | +0.02 |
| AEM Agnico Eagle Mines Ltd. | Add +2.7% | 0.11% | +0.02 |
| PFE Pfizer Inc. | Add +15.6% | 0.08% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +15.2% | 0.11% | +0.02 |
| V Visa Inc. Class A | Add +18.8% | 0.70% | +0.02 |
| OKE Oneok Inc. | Add +19.8% | 0.05% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +4.2% | 0.74% | +0.01 |
| APH Amphenol Corp. Class A | Add +57.5% | 0.05% | +0.01 |
| QXO Qxo Inc. | New | 0.01% | +0.01 |
| GE General Electric | Add +22.8% | 0.12% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +14.1% | 0.11% | +0.01 |
| CB Chubb Ltd. | Add +1.1% | 0.25% | +0.01 |
| LDOS Leidos Holdings Inc. | Add +59.9% | 0.05% | +0.01 |
| RDVY First Trust Rising Dividend | Add +112.2% | 0.02% | +0.01 |
| MCD McDonald's Corp. | Add +0.9% | 0.48% | +0.01 |
| EPD Enterprise Products Partners | Add +19.4% | 0.04% | +0.01 |
| KO The Coca-Cola Co. | Add +2.4% | 0.11% | +0.01 |
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 |