RWA WEALTH PARTNERS, LLC

Filed: 11/10/2025ACC: 0001544576-25-000007

📋 What this filing means

RWA WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 604 equity positions with a total reported market value of $8.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

604

Positions

$8.80B

Total AUM (reported)

75.44M

Total Shares

Allocation by class

COM$2.39B27.1%

GROWTH ETF$1.04B11.8%

VAN FTSE DEV MKT$867.14M9.9%

CORE US AGGBD ET$716.14M8.1%

VALUE ETF$696.56M7.9%

NATIONAL MUN ETF$255.09M2.9%

SHORT TERM TREAS$252.10M2.9%

Portfolio Concentration

Top 3$2.62B29.8%

4–10$2.03B23.0%

11–25$1.21B13.8%

Rest$2.94B33.4%

Top 3 weight

29.8%

Top 10 weight

52.8%

Voting Authority Distribution

Total shares with voting rights: 75.44M

Sole

Full voting authority

13.94M

% of voting shares18.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

61.50M

% of voting shares81.5%

Investment Discretion (by position count)

Sole604

Shared0

Other0

Dominant voting typeNone · 81.5% of voting shares

Institutional Holdings604

Rows:

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares2.16M

TypeSH

Market value$1.04B

11.77%

Sole

131.71K

Shared

0.00

None

2.03M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares14.47M

TypeSH

Market value$867.14M

9.85%

Sole

734.83K

Shared

0.00

None

13.74M

ISHARES TR

SOLE

CORE US AGGBD ET

Shares7.14M

TypeSH

Market value$716.14M

8.13%

Sole

356.01K

Shared

0.00

None

6.79M

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares3.74M

TypeSH

Market value$696.56M

7.91%

Sole

203.09K

Shared

0.00

None

3.53M

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares2.40M

TypeSH

Market value$255.09M

2.90%

Sole

165.35K

Shared

0.00

None

2.23M

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares4.28M

TypeSH

Market value$252.10M

2.86%

Sole

1.19M

Shared

0.00

None

3.09M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares4.05M

TypeSH

Market value$219.50M

2.49%

Sole

308.83K

Shared

0.00

None

3.74M

MICROSOFT CORP

SOLE

COM

Shares412.11K

TypeSH

Market value$212.88M

2.42%

Sole

164.40K

Shared

0.00

None

247.71K

APPLE INC

SOLE

COM

Shares785.40K

TypeSH

Market value$199.74M

2.27%

Sole

298.30K

Shared

0.00

None

487.11K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares3.84M

TypeSH

Market value$192.30M

2.18%

Sole

213.37K

Shared

0.00

None

3.63M

JPMORGAN CHASE & CO.

SOLE

COM

Shares390.46K

TypeSH

Market value$123.16M

1.40%

Sole

127.69K

Shared

0.00

None

262.77K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares181.96K

TypeSH

Market value$121.78M

1.38%

Sole

79.24K

Shared

0.00

None

102.72K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares366K

TypeSH

Market value$108.93M

1.24%

Sole

18.41K

Shared

0.00

None

347.58K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares483.85K

TypeSH

Market value$100.98M

1.15%

Sole

24.51K

Shared

0.00

None

459.35K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares138.59K

TypeSH

Market value$92.33M

1.05%

Sole

35.16K

Shared

0.00

None

103.43K

BROADCOM INC

SOLE

COM

Shares255.67K

TypeSH

Market value$84.35M

0.96%

Sole

57.65K

Shared

0.00

None

198.02K

QUALYS INC

SOLE

COM

Shares610.75K

TypeSH

Market value$80.82M

0.92%

Sole

610.75K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares297.39K

TypeSH

Market value$72.30M

0.82%

Sole

103.17K

Shared

0.00

None

194.23K

JOHNSON & JOHNSON

SOLE

COM

Shares378.65K

TypeSH

Market value$70.21M

0.80%

Sole

117.55K

Shared

0.00

None

261.10K

NVIDIA CORPORATION

SOLE

COM

Shares349.68K

TypeSH

Market value$64.76M

0.74%

Sole

133.75K

Shared

0.00

None

215.93K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares130.11K

TypeSH

Market value$60.94M

0.69%

Sole

17.77K

Shared

0.00

None

112.34K

VANGUARD WORLD FD

SOLE

EXTENDED DUR

Shares875.82K

TypeSH

Market value$59.95M

0.68%

Sole

875.82K

Shared

0.00

None

0.00

ABBVIE INC

SOLE

COM

Shares253.13K

TypeSH

Market value$58.61M

0.67%

Sole

59.63K

Shared

0.00

None

193.50K

VISA INC

SOLE

COM CL A

Shares168.78K

TypeSH

Market value$57.62M

0.65%

Sole

29.71K

Shared

0.00

None

139.07K

J P MORGAN EXCHANGE TRADED F

SOLE

HEDGED EQUITY LA

Shares848.04K

TypeSH

Market value$55.12M

0.63%

Sole

21.03K

Shared

0.00

None

827.01K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	GROWTH ETF	2.16M	SH	$1.04B 11.77%	131.71K	2.03M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	14.47M	SH	$867.14M 9.85%	734.83K	13.74M
ISHARES TRSOLE	CORE US AGGBD ET	7.14M	SH	$716.14M 8.13%	356.01K	6.79M
VANGUARD INDEX FDSSOLE	VALUE ETF	3.74M	SH	$696.56M 7.91%	203.09K	3.53M
ISHARES TRSOLE	NATIONAL MUN ETF	2.40M	SH	$255.09M 2.90%	165.35K	2.23M
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	4.28M	SH	$252.10M 2.86%	1.19M	3.09M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	4.05M	SH	$219.50M 2.49%	308.83K	3.74M
MICROSOFT CORPSOLE	COM	412.11K	SH	$212.88M 2.42%	164.40K	247.71K
APPLE INCSOLE	COM	785.40K	SH	$199.74M 2.27%	298.30K	487.11K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	3.84M	SH	$192.30M 2.18%	213.37K	3.63M
JPMORGAN CHASE & CO.SOLE	COM	390.46K	SH	$123.16M 1.40%	127.69K	262.77K
ISHARES TRSOLE	CORE S&P500 ETF	181.96K	SH	$121.78M 1.38%	79.24K	102.72K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	366K	SH	$108.93M 1.24%	18.41K	347.58K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	483.85K	SH	$100.98M 1.15%	24.51K	459.35K
SPDR S&P 500 ETF TRSOLE	TR UNIT	138.59K	SH	$92.33M 1.05%	35.16K	103.43K
BROADCOM INCSOLE	COM	255.67K	SH	$84.35M 0.96%	57.65K	198.02K
QUALYS INCSOLE	COM	610.75K	SH	$80.82M 0.92%	610.75K	0.00
ALPHABET INCSOLE	CAP STK CL A	297.39K	SH	$72.30M 0.82%	103.17K	194.23K
JOHNSON & JOHNSONSOLE	COM	378.65K	SH	$70.21M 0.80%	117.55K	261.10K
NVIDIA CORPORATIONSOLE	COM	349.68K	SH	$64.76M 0.74%	133.75K	215.93K
ISHARES TRSOLE	RUS 1000 GRW ETF	130.11K	SH	$60.94M 0.69%	17.77K	112.34K
VANGUARD WORLD FDSOLE	EXTENDED DUR	875.82K	SH	$59.95M 0.68%	875.82K	0.00
ABBVIE INCSOLE	COM	253.13K	SH	$58.61M 0.67%	59.63K	193.50K
VISA INCSOLE	COM CL A	168.78K	SH	$57.62M 0.65%	29.71K	139.07K
J P MORGAN EXCHANGE TRADED FSOLE	HEDGED EQUITY LA	848.04K	SH	$55.12M 0.63%	21.03K	827.01K

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