RW

RWA WEALTH PARTNERS, LLC

13F
RWA WEALTH PARTNERS, LLC
Last update 2025-05-13 544 Stocks (35 new)
Value $7.93 Bil Turnover 12 %
Countries:
Top Holdings: VUG(11.60%)VTV(9.54%)VEA(8.68%)AGG(6.13%)VGIT(3.66%)
Summary Stock Picks Current Portfolio
RWA WEALTH PARTNERS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
2,481,796
920,299.4
-2.29%
11.600
-0.29%
0.660
+14.66%
+6.46%
157,292.5
 
VTV
Vanguard Value ETF
4,379,717
756,552.2
-10.84%
9.540
-1.11%
0.550
+2.21%
+4.96%
132,115.5
 
VEA
Vanguard FTSE Developed Markets ETF
13,542,589
688,369.8
+20.60%
8.680
+1.48%
0.500
+10.52%
+20.34%
155,783.1
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
4,916,363
486,326.6
+8,534.89%
6.130
+6.06%
0.390
+1.65%
+3.63%
127,926.6
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
4,886,694
290,269.6
-43.46%
3.660
-2.69%
0.930
+2.16%
+4.49%
32,115.7
 
MUB
iShares National Muni Bond ETF
2,683,246
282,921.4
-3.50%
3.570
-0.13%
0.720
+0.43%
-0.79%
38,473.9
 
CBND
CBND
7,601,785
220,679.8
-44.83%
2.780
-2.18%
-
+2.22%
+3.80%
0
 
VTEB
Vanguard Tax-Exempt Bond ETF
3,432,972
170,344.0
+2.89%
2.150
+0.06%
0.470
+0.26%
-0.97%
35,894.9
 
AAPL
Apple Inc
738,819
164,114.0
-13.11%
2.070
-0.34%
0.000
-10.05%
-19.51%
3,003,295.9
Hardware
VWO
Vanguard FTSE Emerging Markets ETF
3,552,252
160,774.9
+17.64%
2.030
+0.30%
0.200
+7.47%
+12.59%
85,202.5
 

RWA WEALTH PARTNERS, LLC's Historical Top Holdings Breakdowns

RWA WEALTH PARTNERS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+6.06%
●
95.85 ($97.76) 99.25
$98.80
1.06%
Add 8534.89%
4,916,363
4,859,427
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-2.69%
●
57.44 ($58.5) 59.4
$59.65
1.97%
Reduce -43.46%
4,886,694
-3,756,190
CBND
CBND
2025-03-31
Reduce
Reduce
-2.18%
●
28.27 ($28.83) 29.28
$33.69
16.86%
Reduce -44.83%
7,601,785
-6,176,449
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+1.48%
●
47.4 ($50.6) 52.99
$56.83
12.31%
Add 20.6%
13,542,589
2,313,204
MBB
iShares MBS ETF
2025-03-31
Reduce
Reduce
-1.12%
●
90.37 ($92.49) 94.08
$93.53
1.12%
Reduce -41.1%
1,415,635
-987,719
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-1.11%
●
167.73 ($174.39) 179.21
$176.67
1.31%
Reduce -10.84%
4,379,717
-532,292
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Add
Add
+1.03%
●
58.07 ($58.36) 58.69
$58.74
0.65%
Add 2004.18%
1,461,439
1,391,985
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.34%
●
209.68 ($231.67) 247.1
$201.08
-13.20%
Reduce -13.11%
738,819
-111,505
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Reduce
Reduce
-0.32%
●
360.07 ($394.62) 417.26
$421.70
6.86%
Reduce -41.73%
89,447
-64,060
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.30%
●
42.5 ($45.01) 46.71
$49.39
9.73%
Add 17.64%
3,552,252
532,728

RWA WEALTH PARTNERS, LLC Total Holding History ($B)

To

RWA WEALTH PARTNERS, LLC's Asset Allocation

To

RWA WEALTH PARTNERS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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RWA WEALTH PARTNERS, LLC's Hypothetical Growth since 2025-03-31

RWA WEALTH PARTNERS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RWA WEALTH PARTNERS, LLC's Holdings Heat Map

Size field:

RWA WEALTH PARTNERS, LLC's Holdings Bubble Chart

RWA WEALTH PARTNERS, LLC News

  • 1

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