Adviser Investments
Latest statistics and disclosures from Rwa Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VEA, AGG, VTV, MUB, and represent 41.48% of Rwa Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: QLYS (+$81M), AGG (+$51M), VEA (+$24M), VGSH (+$22M), AXP (+$20M), ETN (+$16M), TJX (+$15M), PGR (+$15M), MSFT (+$14M), PM (+$12M).
- Started 41 new stock positions in MELI, PAAS, ORI, PNC, ITT, DOCU, BN, BHVN, EQT, BTC.
- Reduced shares in these 10 stocks: JPM (-$13M), PEP (-$11M), NYF (-$9.1M), LDOS (-$8.8M), VGIT (-$7.9M), C (-$7.4M), VUG (-$7.2M), SPBO (-$7.1M), CCL (-$6.5M), SPG (-$6.5M).
- Sold out of its positions in ARM, AVB, CAR, BALL, BBY, EAT, BF.A, CCL, CMG, DXCM. QBTS, DOC, TLT, IGIB, LULU, Mag Silver Corp, PSQ, RYAN, BWX, Skechers USA, VRSN, Walgreen Boots Alliance, ARCO.
- Rwa Wealth Partners was a net buyer of stock by $309M.
- Rwa Wealth Partners has $8.6B in assets under management (AUM), dropping by 9.54%.
- Central Index Key (CIK): 0001544576
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Portfolio Holdings for Rwa Wealth Partners
Rwa Wealth Partners holds 604 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Rwa Wealth Partners has 604 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Rwa Wealth Partners Sept. 30, 2025 positions
- Download the Rwa Wealth Partners September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 12.0 | $1.0B | 2.2M | 479.61 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.1 | $867M | +2% | 15M | 59.92 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 8.3 | $716M | +7% | 7.1M | 100.25 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.1 | $697M | 3.7M | 186.49 |
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|
| Ishares Tr National Mun Etf (MUB) | 3.0 | $255M | 2.4M | 106.49 |
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|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.9 | $252M | +9% | 4.3M | 58.85 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.5 | $220M | +4% | 4.1M | 54.18 |
|
| Microsoft Corporation (MSFT) | 2.5 | $214M | +7% | 412k | 517.95 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.2 | $192M | +5% | 3.8M | 50.07 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $123M | -9% | 391k | 315.43 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $122M | -3% | 182k | 669.30 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $109M | +2% | 366k | 297.62 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.2 | $101M | +3% | 484k | 208.71 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $92M | 139k | 666.18 |
|
|
| Broadcom (AVGO) | 1.0 | $84M | +8% | 256k | 329.91 |
|
| Qualys (QLYS) | 0.9 | $81M | NEW | 611k | 132.33 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $72M | -6% | 297k | 243.10 |
|
| Johnson & Johnson (JNJ) | 0.8 | $70M | +5% | 379k | 185.42 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $65M | +9% | 350k | 186.58 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $61M | -8% | 130k | 468.41 |
|
| Vanguard World Extended Dur (EDV) | 0.7 | $60M | +3% | 876k | 68.45 |
|
| Abbvie (ABBV) | 0.7 | $59M | -6% | 253k | 231.54 |
|
| Visa Com Cl A (V) | 0.7 | $58M | 169k | 341.38 |
|
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.6 | $55M | -2% | 848k | 65.00 |
|
| Caterpillar (CAT) | 0.6 | $51M | +20% | 108k | 477.15 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $50M | 66k | 763.00 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $50M | 152k | 328.17 |
|
|
| TJX Companies (TJX) | 0.6 | $50M | +44% | 343k | 144.54 |
|
| Amazon (AMZN) | 0.6 | $48M | +20% | 220k | 219.57 |
|
| Procter & Gamble Company (PG) | 0.5 | $47M | +12% | 303k | 153.65 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $45M | 49k | 925.62 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $45M | 73k | 612.36 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $42M | +24% | 138k | 303.89 |
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.5 | $41M | 598k | 67.96 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $40M | -5% | 67k | 600.37 |
|
| Home Depot (HD) | 0.5 | $40M | -2% | 98k | 405.19 |
|
| Wal-Mart Stores (WMT) | 0.4 | $38M | -11% | 369k | 103.06 |
|
| Meta Platforms Cl A (META) | 0.4 | $38M | +13% | 51k | 734.38 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $36M | +17% | 38k | 968.10 |
|
| Blackrock (BLK) | 0.4 | $36M | +25% | 31k | 1165.87 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $35M | 208k | 167.33 |
|
|
| Spdr Series Trust Portfolio Crport (SPBO) | 0.4 | $34M | -17% | 1.2M | 29.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $34M | 140k | 243.55 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $34M | +14% | 68k | 502.75 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $34M | -18% | 563k | 60.03 |
|
| Abbott Laboratories (ABT) | 0.4 | $33M | 246k | 133.94 |
|
|
| Nextera Energy (NEE) | 0.4 | $32M | -2% | 421k | 75.49 |
|
| Union Pacific Corporation (UNP) | 0.4 | $30M | +12% | 128k | 236.37 |
|
| Linde SHS (LIN) | 0.3 | $29M | -3% | 60k | 475.00 |
|
| American Express Company (AXP) | 0.3 | $28M | +222% | 85k | 332.16 |
|
| Honeywell International (HON) | 0.3 | $28M | 132k | 210.50 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $27M | -6% | 235k | 112.75 |
|
| Qualcomm (QCOM) | 0.3 | $24M | -20% | 145k | 166.36 |
|
| International Business Machines (IBM) | 0.3 | $24M | +90% | 84k | 282.16 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $23M | -7% | 109k | 206.51 |
|
| Texas Pacific Land Corp (TPL) | 0.3 | $22M | 24k | 933.66 |
|
|
| Pepsi (PEP) | 0.3 | $22M | -32% | 157k | 140.44 |
|
| Eaton Corp SHS (ETN) | 0.3 | $22M | +250% | 59k | 374.25 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $22M | -7% | 110k | 194.50 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $21M | -3% | 95k | 215.79 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $20M | 171k | 118.44 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $20M | 18k | 1078.59 |
|
|
| Chubb (CB) | 0.2 | $19M | 69k | 282.25 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $19M | 117k | 164.54 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $19M | -2% | 68k | 281.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $19M | -3% | 157k | 118.83 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $18M | -3% | 283k | 65.26 |
|
| Danaher Corporation (DHR) | 0.2 | $18M | +14% | 92k | 198.26 |
|
| Cisco Systems (CSCO) | 0.2 | $18M | -4% | 267k | 68.42 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $18M | +3% | 380k | 48.03 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $18M | -8% | 315k | 57.04 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $18M | -5% | 184k | 95.47 |
|
| S&p Global (SPGI) | 0.2 | $17M | 36k | 486.72 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $17M | -18% | 182k | 95.15 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $17M | -6% | 138k | 119.51 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $16M | 59k | 279.29 |
|
|
| Progressive Corporation (PGR) | 0.2 | $16M | +1226% | 66k | 246.95 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $16M | -21% | 32k | 499.21 |
|
| Anthem (ELV) | 0.2 | $15M | +18% | 48k | 323.12 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $15M | +2% | 201k | 74.37 |
|
| O'reilly Automotive (ORLY) | 0.2 | $15M | +3% | 137k | 107.81 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $15M | 182k | 79.94 |
|
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| Citigroup Com New (C) | 0.2 | $14M | -33% | 142k | 101.50 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $14M | -3% | 124k | 113.88 |
|
| Chevron Corporation (CVX) | 0.2 | $14M | -17% | 88k | 155.29 |
|
| Lowe's Companies (LOW) | 0.2 | $14M | +5% | 54k | 251.31 |
|
| Philip Morris International (PM) | 0.2 | $13M | +666% | 83k | 162.20 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $13M | +52% | 137k | 93.37 |
|
| Amgen (AMGN) | 0.1 | $13M | +30% | 45k | 282.20 |
|
| Tesla Motors (TSLA) | 0.1 | $13M | +37% | 28k | 444.71 |
|
| Palo Alto Networks (PANW) | 0.1 | $12M | -2% | 61k | 203.62 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $12M | 50k | 246.60 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $12M | 87k | 140.95 |
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|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $12M | -7% | 55k | 222.17 |
|
| Allstate Corporation (ALL) | 0.1 | $12M | -3% | 56k | 214.65 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 0.1 | $12M | -22% | 93k | 127.54 |
|
| Boeing Company (BA) | 0.1 | $12M | +6% | 55k | 215.83 |
|
| 3M Company (MMM) | 0.1 | $12M | -24% | 76k | 155.18 |
|
| AmerisourceBergen (COR) | 0.1 | $12M | +6% | 38k | 312.53 |
|
| salesforce (CRM) | 0.1 | $12M | -30% | 50k | 237.00 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $12M | 500k | 23.28 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $12M | -4% | 398k | 29.11 |
|
| Uber Technologies (UBER) | 0.1 | $11M | +7% | 115k | 97.97 |
|
| Waste Management (WM) | 0.1 | $11M | +1021% | 49k | 220.83 |
|
| Metropcs Communications (TMUS) | 0.1 | $11M | -12% | 45k | 239.38 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $11M | -19% | 194k | 55.49 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $11M | +40% | 14.00 | 754200.00 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $10M | +3% | 38k | 267.21 |
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| Automatic Data Processing (ADP) | 0.1 | $10M | 34k | 293.53 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $9.9M | 131k | 75.74 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $9.8M | 39k | 254.28 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $9.8M | -22% | 147k | 66.87 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $9.8M | -47% | 184k | 53.35 |
|
| Ge Aerospace Com New (GE) | 0.1 | $9.6M | +3% | 32k | 300.82 |
|
| Nike CL B (NKE) | 0.1 | $9.6M | 138k | 69.73 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $9.6M | +3% | 432k | 22.15 |
|
| Merck & Co (MRK) | 0.1 | $9.4M | -28% | 112k | 83.93 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $9.3M | +30% | 142k | 65.92 |
|
| Coca-Cola Company (KO) | 0.1 | $9.2M | +30% | 140k | 66.32 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $9.2M | 31k | 293.79 |
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| Goldman Sachs (GS) | 0.1 | $9.0M | 11k | 796.35 |
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| McKesson Corporation (MCK) | 0.1 | $8.8M | +956% | 11k | 772.51 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $8.7M | +192% | 13k | 698.00 |
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| Walt Disney Company (DIS) | 0.1 | $8.7M | +148% | 76k | 114.50 |
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| Stryker Corporation (SYK) | 0.1 | $8.6M | +196% | 23k | 369.68 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $8.6M | 15k | 568.77 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $8.5M | +7% | 116k | 72.77 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $8.3M | 44k | 189.70 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $8.0M | 83k | 96.55 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $7.9M | -3% | 100k | 78.34 |
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| Bank of America Corporation (BAC) | 0.1 | $7.8M | 152k | 51.59 |
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| Ge Vernova (GEV) | 0.1 | $7.7M | 13k | 614.91 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $7.6M | 178k | 42.79 |
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| Deere & Company (DE) | 0.1 | $7.6M | +110% | 17k | 457.26 |
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| Agnico (AEM) | 0.1 | $7.6M | -9% | 45k | 168.56 |
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| Gap (GAP) | 0.1 | $7.5M | +54% | 353k | 21.39 |
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| Ishares Jp Morgan Em Etf (LEMB) | 0.1 | $7.4M | +7% | 181k | 41.21 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $7.4M | -36% | 85k | 87.31 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.1 | $7.4M | +8% | 82k | 90.50 |
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| Servicenow (NOW) | 0.1 | $7.3M | +2% | 8.0k | 920.24 |
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| Banco Santander Adr (SAN) | 0.1 | $7.3M | 695k | 10.48 |
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| Illinois Tool Works (ITW) | 0.1 | $7.2M | +160% | 28k | 260.79 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $7.2M | +8% | 86k | 84.11 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $7.0M | -16% | 51k | 137.80 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $6.9M | -37% | 14k | 485.04 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $6.6M | +9% | 139k | 47.74 |
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| Cigna Corp (CI) | 0.1 | $6.5M | +816% | 23k | 288.34 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $6.5M | -3% | 85k | 76.72 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $6.5M | 58k | 111.47 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $6.5M | +6% | 53k | 123.75 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $6.4M | +2924% | 58k | 111.22 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $6.3M | 50k | 125.95 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $6.2M | +6% | 21k | 293.74 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $6.2M | 108k | 57.31 |
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| Pfizer (PFE) | 0.1 | $6.0M | +2% | 237k | 25.48 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $6.0M | 38k | 155.87 |
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| Netflix (NFLX) | 0.1 | $5.9M | +19% | 4.9k | 1199.01 |
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| Leidos Holdings (LDOS) | 0.1 | $5.8M | -60% | 31k | 188.96 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $5.8M | 114k | 51.08 |
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| Sea Sponsord Ads (SE) | 0.1 | $5.6M | NEW | 31k | 178.73 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $5.6M | NEW | 24k | 227.73 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $5.5M | -5% | 103k | 53.40 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $5.5M | 165k | 33.37 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $5.5M | 125k | 43.83 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $5.4M | +9% | 60k | 90.41 |
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| Motorola Solutions Com New (MSI) | 0.1 | $5.3M | -14% | 12k | 457.30 |
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| Jacobs Engineering Group (J) | 0.1 | $5.3M | NEW | 35k | 149.86 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $5.2M | -14% | 164k | 31.91 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $5.2M | +50% | 12k | 447.24 |
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| Simon Property (SPG) | 0.1 | $5.1M | -55% | 27k | 187.67 |
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| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $5.1M | +101% | 199k | 25.61 |
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| Workday Cl A (WDAY) | 0.1 | $5.1M | +6% | 21k | 240.73 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $5.0M | 69k | 73.45 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $5.0M | -9% | 7.0k | 718.54 |
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| Icici Bank Adr (IBN) | 0.1 | $5.0M | +11% | 164k | 30.23 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $4.9M | 41k | 121.42 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $4.9M | +3% | 27k | 178.73 |
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| Apple (AAPL) | 0.1 | $4.8M | +6% | 785k | 6.05 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $4.8M | +11% | 62k | 76.72 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $4.7M | +22% | 148k | 31.62 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $4.7M | NEW | 55k | 84.83 |
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| Verizon Communications (VZ) | 0.1 | $4.7M | +10% | 106k | 43.95 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $4.6M | 26k | 176.82 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $4.6M | -2% | 72k | 63.83 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $4.3M | +2% | 60k | 71.37 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $4.3M | -4% | 12k | 365.50 |
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| Pure Storage Cl A (PSTG) | 0.0 | $4.3M | -5% | 51k | 83.81 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $4.3M | -5% | 56k | 76.45 |
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| Apollo Global Mgmt (APO) | 0.0 | $4.2M | -24% | 32k | 133.27 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $4.1M | 18k | 233.78 |
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| Air Products & Chemicals (APD) | 0.0 | $4.1M | 15k | 272.72 |
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| Emerson Electric (EMR) | 0.0 | $4.1M | 31k | 131.18 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $4.1M | +2% | 159k | 25.62 |
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| CVS Caremark Corporation (CVS) | 0.0 | $4.1M | 54k | 75.39 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $4.0M | -5% | 34k | 119.48 |
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| At&t (T) | 0.0 | $4.0M | +2% | 142k | 28.24 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $3.8M | +21% | 14k | 281.87 |
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| Teradyne (TER) | 0.0 | $3.8M | 28k | 137.64 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $3.8M | -2% | 58k | 64.38 |
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| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $3.7M | 31k | 121.76 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $3.7M | 141k | 26.34 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $3.7M | -13% | 6.6k | 562.28 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $3.7M | 132k | 27.90 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $3.7M | -14% | 26k | 142.55 |
|
| Itt (ITT) | 0.0 | $3.6M | NEW | 20k | 178.76 |
|
| Rubrik Cl A (RBRK) | 0.0 | $3.6M | +102% | 44k | 82.25 |
|
| Canadian Natl Ry (CNI) | 0.0 | $3.6M | 38k | 94.30 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $3.6M | +10% | 80k | 45.10 |
|
| Intel Corporation (INTC) | 0.0 | $3.5M | -2% | 105k | 33.55 |
|
| Matthews Intl Fds Emerging Markets (EMSF) | 0.0 | $3.5M | -10% | 118k | 29.25 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $3.4M | +21% | 17k | 203.59 |
|
| Target Corporation (TGT) | 0.0 | $3.4M | +1237% | 38k | 89.70 |
|
| Gilead Sciences (GILD) | 0.0 | $3.3M | 30k | 111.00 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $3.2M | 4.3k | 746.42 |
|
|
| FedEx Corporation (FDX) | 0.0 | $3.2M | 14k | 235.81 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $3.2M | 5.1k | 638.89 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $3.2M | -17% | 23k | 139.67 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $3.2M | +10% | 22k | 142.41 |
|
| Intuit (INTU) | 0.0 | $3.1M | +26% | 4.6k | 682.93 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $3.1M | +20% | 8.7k | 355.45 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $2.9M | +5% | 16k | 183.73 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.9M | 45k | 65.01 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $2.9M | 65k | 44.10 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $2.9M | -2% | 14k | 199.47 |
|
| Ishares Tr Egsadvncdmsci Em (EMXF) | 0.0 | $2.8M | 63k | 45.27 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $2.8M | 37k | 75.76 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $2.8M | +5% | 5.7k | 490.37 |
|
| Intercontinental Exchange (ICE) | 0.0 | $2.7M | 16k | 168.49 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $2.7M | 26k | 104.30 |
|
|
| Oneok (OKE) | 0.0 | $2.7M | +4% | 37k | 72.97 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $2.7M | +7% | 105k | 25.71 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $2.6M | 20k | 129.72 |
|
|
| Roper Industries (ROP) | 0.0 | $2.6M | 5.2k | 498.69 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $2.6M | 21k | 123.75 |
|
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.0 | $2.6M | -3% | 33k | 78.38 |
|
| Darling International (DAR) | 0.0 | $2.5M | NEW | 81k | 30.87 |
|
| Enterprise Products Partners (EPD) | 0.0 | $2.5M | 80k | 31.27 |
|
|
| Republic Services (RSG) | 0.0 | $2.5M | +572% | 11k | 229.48 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $2.5M | 31k | 79.93 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $2.4M | 13k | 187.18 |
|
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $2.3M | +5% | 26k | 88.14 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $2.3M | 17k | 134.60 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $2.3M | +5% | 27k | 83.82 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $2.2M | 3.8k | 596.05 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $2.2M | +9% | 25k | 88.45 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $2.2M | 22k | 99.95 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $2.2M | 23k | 95.89 |
|
|
| UnitedHealth (UNH) | 0.0 | $2.2M | -39% | 6.3k | 345.32 |
|
| Ameriprise Financial (AMP) | 0.0 | $2.2M | 4.4k | 491.25 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $2.1M | -2% | 17k | 124.34 |
|
Past Filings by Rwa Wealth Partners
SEC 13F filings are viewable for Rwa Wealth Partners going back to 2016
- Rwa Wealth Partners 2025 Q3 filed Nov. 10, 2025
- Rwa Wealth Partners 2025 Q2 filed Aug. 6, 2025
- Rwa Wealth Partners 2025 Q1 filed May 13, 2025
- Rwa Wealth Partners 2024 Q4 filed Feb. 12, 2025
- Rwa Wealth Partners 2024 Q3 filed Nov. 8, 2024
- Rwa Wealth Partners 2024 Q2 filed Aug. 12, 2024
- Rwa Wealth Partners 2024 Q1 filed April 29, 2024
- Rwa Wealth Partners 2023 Q4 filed Feb. 1, 2024
- Adviser Investments 2023 Q3 filed Oct. 11, 2023
- Adviser Investments 2023 Q2 filed Aug. 4, 2023
- Adviser Investments 2023 Q1 filed April 26, 2023
- Adviser Investments 2022 Q4 filed Jan. 19, 2023
- Adviser Investments 2022 Q3 filed Oct. 14, 2022
- Adviser Investments 2022 Q2 filed July 14, 2022
- Adviser Investments 2022 Q1 filed May 4, 2022
- Adviser Investments 2021 Q4 filed Jan. 31, 2022