Universe · entity
RWA WEALTH PARTNERS, LLC
Institutional manager (13F) · CIK 1544576
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $7.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $960M | 2,198,247 |
| 2 | VANGUARD TAX-MANAGED FDS | $936M | 14,612,210 |
| 3 | ISHARES TR | $858M | 8,646,419 |
| 4 | VANGUARD INDEX FDS | $673M | 3,430,591 |
| 5 | VANGUARD SCOTTSDALE FDS | $299M | 5,100,961 |
| 6 | ISHARES TR | $247M | 2,331,591 |
| 7 | VANGUARD INTL EQUITY INDEX F | $244M | 4,518,470 |
| 8 | VANGUARD MUN BD FDS | $212M | 4,250,870 |
| 9 | APPLE INC | $200M | 791,995 |
| 10 | THE ALGER ETF TRUST | $156M | 5,027,082 |
| 11 | MICROSOFT CORP | $156M | 420,166 |
| 12 | JPMORGAN CHASE & CO | $115M | 390,917 |
| 13 | ISHARES TR | $114M | 174,062 |
| 14 | VANGUARD INDEX FDS | $114M | 522,808 |
| 15 | VANGUARD INDEX FDS | $111M | 368,412 |
| 16 | STATE STR SPDR S&P 500 ETF T | $96M | 149,003 |
| 17 | ALPHABET INC | $89M | 310,002 |
| 18 | JOHNSON & JOHNSON | $79M | 322,215 |
| 19 | BROADCOM INC | $72M | 232,119 |
| 20 | CATERPILLAR INC | $70M | 99,266 |
| 21 | VANGUARD SPECIALIZED FUNDS | $67M | 313,729 |
| 22 | NVIDIA CORPORATION | $66M | 380,354 |
| 23 | VISA INC | $64M | 211,074 |
| 24 | ELI LILLY & CO | $62M | 67,109 |
| 25 | VANGUARD WORLD FD | $57M | 875,815 |
| 26 | ABBVIE INC | $55M | 252,544 |
| 27 | VANGUARD INDEX FDS | $54M | 167,805 |
| 28 | EXXON MOBIL CORP | $51M | 299,225 |
| 29 | PROCTER & GAMBLE CO | $51M | 350,796 |
| 30 | AMAZON COM INC | $50M | 240,843 |
| 31 | TJX COS INC NEW | $49M | 308,437 |
| 32 | QUALYS INC | $48M | 548,760 |
| 33 | COSTCO WHOLESALE CORPORATION | $48M | 47,904 |
| 34 | VANGUARD INDEX FDS | $47M | 78,354 |
| 35 | HOME DEPOT INC | $46M | 139,074 |
| 36 | WALMART INC | $46M | 367,394 |
| 37 | J P MORGAN EXCHANGE TRADED F | $45M | 708,571 |
| 38 | VANGUARD WHITEHALL FDS | $45M | 303,736 |
| 39 | ADVISORS INNER CIRCLE FD III | $45M | 1,658,676 |
| 40 | MCDONALDS CORP | $43M | 139,791 |
| 41 | ASML HLDG NV | $43M | 32,252 |
| 42 | NEXTERA ENERGY INC | $41M | 442,142 |
| 43 | RTX CORPORATION | $40M | 208,458 |
| 44 | AMERICAN EXPRESS CO | $40M | 132,336 |
| 45 | ALPHABET INC | $40M | 138,319 |
| 46 | PIMCO ETF TR | $38M | 598,288 |
| 47 | LINDE PLC | $32M | 64,846 |
| 48 | ISHARES TR | $32M | 74,624 |
| 49 | BERKSHIRE HATHAWAY INC DEL | $31M | 64,030 |
| 50 | TEXAS PACIFIC LAND CORPORATI | $31M | 64,638 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.