RWA WEALTH PARTNERS, LLC

CIK 0001544576 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

RWA WEALTH PARTNERS, LLC reported 645 positions worth $10.44B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: VUG (11.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$10.44B
2026 Q2
Positions
645
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
51.6%
Est. Net Flow (Q)
2026 Q2
10 / 645 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$1.16B11.11%13,463,288
2VEAVANGUARD TAX-MANAGED FDSSH$1.08B10.30%15,098,458
3AGGISHARES TRSH$912.5M8.74%9,219,241
4VTVVANGUARD INDEX FDSSH$762.7M7.30%3,499,691
5VWOVANGUARD INTL EQUITY INDEX FSH$278.2M2.66%4,661,139
6VGSHVANGUARD SCOTTSDALE FDSSH$260.0M2.49%4,467,285
7AAPLAPPLE INCSH$242.3M2.32%841,768
8MUBISHARES TRSH$242.0M2.32%2,248,617
9CNEQTHE ALGER ETF TRUSTSH$228.5M2.19%5,537,339
10VTEBVANGUARD MUN BD FDSSH$226.4M2.17%4,476,441

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does RWA WEALTH PARTNERS, LLC hold as of Q2 2026?

RWA WEALTH PARTNERS, LLC reported 645 positions worth $10.44B in its Q2 2026 13F filing. Largest positions: VUG (11.1%), VEA (10.3%), AGG (8.7%), VTV (7.3%) and VWO (2.7%).

What did RWA WEALTH PARTNERS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did RWA WEALTH PARTNERS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.