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
+22.07%
+10.46%
166,080.2
 
VTV
Vanguard Value ETF
4,379,717
756,552.2
-10.84%
9.540
-1.11%
0.550
+9.57%
+7.46%
135,011.0
 
VEA
Vanguard FTSE Developed Markets ETF
13,542,589
688,369.8
+20.60%
8.680
+1.48%
0.500
+11.93%
+23.01%
162,442.1
 
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
+0.05%
+1.43%
128,074.0
 
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
+0.79%
+4.12%
31,579.5
 
MUB
iShares National Muni Bond ETF
2,683,246
282,921.4
-3.50%
3.570
-0.13%
0.720
+0.42%
-1.32%
37,825.3
 
CBND
CBND
7,601,785
220,679.8
-44.83%
2.780
-2.18%
-
+2.55%
+3.60%
0
 
VTEB
Vanguard Tax-Exempt Bond ETF
3,432,972
170,344.0
+2.89%
2.150
+0.06%
0.470
+0.28%
-1.65%
35,654.2
 
AAPL
Apple Inc
738,819
164,114.0
-13.11%
2.070
-0.34%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
VWO
Vanguard FTSE Emerging Markets ETF
3,552,252
160,774.9
+17.64%
2.030
+0.30%
0.200
+13.57%
+16.21%
86,139.9
 

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
$98.29
0.54%
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
$59.25
1.28%
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
$58.09
14.80%
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
$92.92
0.46%
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
$179.89
3.15%
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
$58.54
0.31%
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
$213.76
-7.73%
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
$437.85
10.95%
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
$50.98
13.26%
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

  • 1

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

Discussions on RWA WEALTH PARTNERS, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.