RWA WEALTH PARTNERS, LLC

Filed: 8/6/2025ACC: 0001544576-25-000005

📋 What this filing means

RWA WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 586 equity positions with a total reported market value of $7.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

586

Positions

$7.99B

Total AUM (reported)

73.65M

Total Shares

Allocation by class

COM$2.01B25.1%

GROWTH ETF$954.05M11.9%

VAN FTSE DEV MKT$802.49M10.0%

CORE US AGGBD ET$658.16M8.2%

VALUE ETF$651.16M8.1%

NATIONAL MUN ETF$253.23M3.2%

SHORT TERM TREAS$230.06M2.9%

Portfolio Concentration

Top 3$2.41B30.2%

4–10$1.85B23.1%

11–25$1.08B13.5%

Rest$2.66B33.2%

Top 3 weight

30.2%

Top 10 weight

53.3%

Voting Authority Distribution

Total shares with voting rights: 73.65M

Sole

Full voting authority

11.26M

% of voting shares15.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

62.39M

% of voting shares84.7%

Investment Discretion (by position count)

Sole586

Shared0

Other0

Dominant voting typeNone · 84.7% of voting shares

Institutional Holdings586

Rows:

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares2.18M

TypeSH

Market value$954.05M

11.94%

Sole

105.28K

Shared

0.00

None

2.07M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares14.08M

TypeSH

Market value$802.49M

10.04%

Sole

532.61K

Shared

0.00

None

13.54M

ISHARES TR

SOLE

CORE US AGGBD ET

Shares6.63M

TypeSH

Market value$658.16M

8.23%

Sole

246.84K

Shared

0.00

None

6.39M

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares3.68M

TypeSH

Market value$651.16M

8.15%

Sole

156.18K

Shared

0.00

None

3.53M

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares2.42M

TypeSH

Market value$253.23M

3.17%

Sole

128.52K

Shared

0.00

None

2.30M

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares3.91M

TypeSH

Market value$230.06M

2.88%

Sole

927.15K

Shared

0.00

None

2.99M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares3.88M

TypeSH

Market value$191.93M

2.40%

Sole

240.16K

Shared

0.00

None

3.64M

MICROSOFT CORP

SOLE

COM

Shares384.47K

TypeSH

Market value$190.70M

2.39%

Sole

132.96K

Shared

0.00

None

251.51K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares3.64M

TypeSH

Market value$178.37M

2.23%

Sole

123.64K

Shared

0.00

None

3.51M

APPLE INC

SOLE

COM

Shares735.72K

TypeSH

Market value$150.76M

1.89%

Sole

243.91K

Shared

0.00

None

491.81K

JPMORGAN CHASE & CO.

SOLE

COM

Shares431.28K

TypeSH

Market value$125.03M

1.56%

Sole

112.24K

Shared

0.00

None

319.04K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares188.69K

TypeSH

Market value$117.16M

1.47%

Sole

69.77K

Shared

0.00

None

118.93K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares357.30K

TypeSH

Market value$98.95M

1.24%

Sole

13.43K

Shared

0.00

None

343.87K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares467.41K

TypeSH

Market value$91.15M

1.14%

Sole

18.53K

Shared

0.00

None

448.88K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares138.77K

TypeSH

Market value$85.74M

1.07%

Sole

32.06K

Shared

0.00

None

106.71K

BROADCOM INC

SOLE

COM

Shares235.81K

TypeSH

Market value$65.00M

0.81%

Sole

54.83K

Shared

0.00

None

180.99K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares141.61K

TypeSH

Market value$60.12M

0.75%

Sole

15.40K

Shared

0.00

None

126.21K

VISA INC

SOLE

COM CL A

Shares166.28K

TypeSH

Market value$59.04M

0.74%

Sole

27.25K

Shared

0.00

None

139.03K

VANGUARD WORLD FD

SOLE

EXTENDED DUR

Shares846.10K

TypeSH

Market value$56.94M

0.71%

Sole

846.10K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares316.97K

TypeSH

Market value$55.86M

0.70%

Sole

78.75K

Shared

0.00

None

238.22K

JOHNSON & JOHNSON

SOLE

COM

Shares358.94K

TypeSH

Market value$54.83M

0.69%

Sole

96.23K

Shared

0.00

None

262.71K

J P MORGAN EXCHANGE TRADED F

SOLE

HEDGED EQUITY LA

Shares873.40K

TypeSH

Market value$54.66M

0.68%

Sole

15.79K

Shared

0.00

None

857.61K

ABBVIE INC

SOLE

COM

Shares271.98K

TypeSH

Market value$50.48M

0.63%

Sole

57.08K

Shared

0.00

None

214.90K

NVIDIA CORPORATION

SOLE

COM

Shares318.89K

TypeSH

Market value$50.38M

0.63%

Sole

120.34K

Shared

0.00

None

198.55K

ELI LILLY & CO

SOLE

COM

Shares64.53K

TypeSH

Market value$50.31M

0.63%

Sole

11.18K

Shared

0.00

None

53.35K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	GROWTH ETF	2.18M	SH	$954.05M 11.94%	105.28K	2.07M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	14.08M	SH	$802.49M 10.04%	532.61K	13.54M
ISHARES TRSOLE	CORE US AGGBD ET	6.63M	SH	$658.16M 8.23%	246.84K	6.39M
VANGUARD INDEX FDSSOLE	VALUE ETF	3.68M	SH	$651.16M 8.15%	156.18K	3.53M
ISHARES TRSOLE	NATIONAL MUN ETF	2.42M	SH	$253.23M 3.17%	128.52K	2.30M
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	3.91M	SH	$230.06M 2.88%	927.15K	2.99M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	3.88M	SH	$191.93M 2.40%	240.16K	3.64M
MICROSOFT CORPSOLE	COM	384.47K	SH	$190.70M 2.39%	132.96K	251.51K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	3.64M	SH	$178.37M 2.23%	123.64K	3.51M
APPLE INCSOLE	COM	735.72K	SH	$150.76M 1.89%	243.91K	491.81K
JPMORGAN CHASE & CO.SOLE	COM	431.28K	SH	$125.03M 1.56%	112.24K	319.04K
ISHARES TRSOLE	CORE S&P500 ETF	188.69K	SH	$117.16M 1.47%	69.77K	118.93K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	357.30K	SH	$98.95M 1.24%	13.43K	343.87K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	467.41K	SH	$91.15M 1.14%	18.53K	448.88K
SPDR S&P 500 ETF TRSOLE	TR UNIT	138.77K	SH	$85.74M 1.07%	32.06K	106.71K
BROADCOM INCSOLE	COM	235.81K	SH	$65.00M 0.81%	54.83K	180.99K
ISHARES TRSOLE	RUS 1000 GRW ETF	141.61K	SH	$60.12M 0.75%	15.40K	126.21K
VISA INCSOLE	COM CL A	166.28K	SH	$59.04M 0.74%	27.25K	139.03K
VANGUARD WORLD FDSOLE	EXTENDED DUR	846.10K	SH	$56.94M 0.71%	846.10K	0.00
ALPHABET INCSOLE	CAP STK CL A	316.97K	SH	$55.86M 0.70%	78.75K	238.22K
JOHNSON & JOHNSONSOLE	COM	358.94K	SH	$54.83M 0.69%	96.23K	262.71K
J P MORGAN EXCHANGE TRADED FSOLE	HEDGED EQUITY LA	873.40K	SH	$54.66M 0.68%	15.79K	857.61K
ABBVIE INCSOLE	COM	271.98K	SH	$50.48M 0.63%	57.08K	214.90K
NVIDIA CORPORATIONSOLE	COM	318.89K	SH	$50.38M 0.63%	120.34K	198.55K
ELI LILLY & COSOLE	COM	64.53K	SH	$50.31M 0.63%	11.18K	53.35K

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