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, VWO, and represent 40.04% of Rwa Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$970M), AGG (+$57M), KLAC (+$38M), IWF (+$35M), VEA (+$35M), QQQ (+$27M), IWD (+$24M), XOM (+$24M), CNEQ (+$21M), MSFT (+$18M).
- Started 56 new stock positions in NBIS, Baillie Gifford Long Term Global Growth ETF, USHY, ASX, DBEF, ISHG, HEDJ, ONEQ, TAXM, ESGD.
- Reduced shares in these 10 stocks: VGSH (-$37M), Honeywell International (-$29M), VYM (-$26M), USMV (-$23M), QCOM (-$18M), MUB (-$8.9M), TMO (-$7.2M), PDBC (-$7.2M), UBER (-$7.1M), SAP (-$6.5M).
- Sold out of its positions in B, DPZ, DOW, Dupont De Nemours, FLIN, GEHC, HIG, HL, JKHY, Honeywell International.
- Rwa Wealth Partners was a net buyer of stock by $1.4B.
- Rwa Wealth Partners has $11B in assets under management (AUM), dropping by 14.44%.
- Central Index Key (CIK): 0001544576
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Portfolio Holdings for Rwa Wealth Partners
Rwa Wealth Partners holds 645 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Rwa Wealth Partners has 645 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Rwa Wealth Partners June 30, 2026 positions
- Download the Rwa Wealth Partners June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 11.1 | $1.2B | +512% | 14M | 86.14 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.3 | $1.1B | +3% | 15M | 71.25 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 8.7 | $913M | +6% | 9.2M | 98.98 |
|
| Vanguard Index Fds Value Etf (VTV) | 7.3 | $763M | +2% | 3.5M | 217.93 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.7 | $278M | +3% | 4.7M | 59.69 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.5 | $260M | -12% | 4.5M | 58.20 |
|
| Apple (AAPL) | 2.3 | $244M | +6% | 842k | 289.36 |
|
| Ishares Tr National Mun Etf (MUB) | 2.3 | $242M | -3% | 2.2M | 107.62 |
|
| The Alger Etf Trust Concentrated Eqt (CNEQ) | 2.2 | $229M | +10% | 5.5M | 41.27 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.2 | $226M | +5% | 4.5M | 50.58 |
|
| Microsoft Corporation (MSFT) | 1.7 | $174M | +11% | 467k | 373.02 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $137M | 375k | 365.70 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $134M | +3% | 179k | 748.89 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $132M | +2% | 402k | 327.33 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.2 | $130M | +2% | 536k | 242.99 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $124M | +11% | 166k | 746.77 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $109M | -2% | 304k | 357.37 |
|
| Caterpillar (CAT) | 1.0 | $101M | -4% | 95k | 1064.91 |
|
| Johnson & Johnson (JNJ) | 0.9 | $98M | +20% | 387k | 253.97 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $91M | +13% | 76k | 1199.43 |
|
| Broadcom (AVGO) | 0.9 | $91M | +3% | 240k | 377.75 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $85M | +11% | 424k | 200.09 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $80M | +8% | 339k | 236.62 |
|
| Visa Com Cl A (V) | 0.7 | $76M | +4% | 221k | 343.09 |
|
| Qualys (QLYS) | 0.7 | $75M | 549k | 137.49 |
|
|
| Amazon (AMZN) | 0.7 | $68M | +18% | 286k | 238.34 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $65M | +58% | 474k | 136.72 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $65M | +4% | 175k | 370.04 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.6 | $64M | 32k | 1989.48 |
|
|
| Abbvie (ABBV) | 0.6 | $59M | -6% | 236k | 251.64 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $58M | +8% | 85k | 686.81 |
|
| Vanguard World Extended Dur (EDV) | 0.5 | $57M | 876k | 65.08 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $52M | +7% | 148k | 353.33 |
|
| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.5 | $52M | +7% | 763k | 67.58 |
|
| Procter & Gamble Company (PG) | 0.5 | $51M | 350k | 146.64 |
|
|
| Home Depot (HD) | 0.5 | $50M | +2% | 143k | 352.68 |
|
| Advisors Inner Circle Fd Iii Gqg Us Equit Etf (GQGU) | 0.5 | $48M | +14% | 1.9M | 25.40 |
|
| TJX Companies (TJX) | 0.5 | $47M | 312k | 151.50 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $47M | +4% | 50k | 935.48 |
|
| American Express Company (AXP) | 0.4 | $46M | 135k | 338.25 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $45M | +144% | 62k | 736.40 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $44M | +378% | 357k | 124.17 |
|
| Kla Corp Com New (KLAC) | 0.4 | $42M | +910% | 140k | 301.71 |
|
| Wal-Mart Stores (WMT) | 0.4 | $42M | 371k | 113.26 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $42M | 87k | 477.57 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $41M | +4% | 218k | 189.73 |
|
| Nextera Energy (NEE) | 0.4 | $40M | +2% | 452k | 87.77 |
|
| McDonald's Corporation (MCD) | 0.4 | $39M | 142k | 270.31 |
|
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.4 | $38M | 598k | 64.10 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $36M | +20% | 63k | 563.29 |
|
| Linde SHS (LIN) | 0.3 | $36M | +5% | 68k | 518.94 |
|
| Union Pacific Corporation (UNP) | 0.3 | $35M | +2% | 129k | 272.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $33M | +2% | 66k | 500.38 |
|
| Chubb (CB) | 0.3 | $31M | +32% | 91k | 340.74 |
|
| Blackrock (BLK) | 0.3 | $31M | 32k | 961.57 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $31M | +380% | 127k | 242.43 |
|
| Cisco Systems (CSCO) | 0.3 | $31M | -3% | 260k | 117.46 |
|
| Eaton Corp SHS (ETN) | 0.3 | $29M | +14% | 68k | 426.12 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $29M | +21% | 372k | 77.11 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $27M | +89% | 280k | 96.58 |
|
| Abbott Laboratories (ABT) | 0.3 | $27M | +17% | 292k | 90.74 |
|
| Texas Pacific Land Corp (TPL) | 0.2 | $26M | -7% | 60k | 437.64 |
|
| Danaher Corporation (DHR) | 0.2 | $26M | +49% | 134k | 190.48 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $26M | +19% | 112k | 227.06 |
|
| Spdr Series Trust St Str Corpo Etf (SPBO) | 0.2 | $24M | -12% | 829k | 29.04 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $24M | +32% | 159k | 148.31 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $23M | +11% | 319k | 73.41 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $23M | -15% | 394k | 58.98 |
|
| Stryker Corporation (SYK) | 0.2 | $23M | +7% | 72k | 314.84 |
|
| Philip Morris International (PM) | 0.2 | $23M | +204% | 124k | 180.91 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $22M | 119k | 188.09 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $22M | -53% | 141k | 158.03 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $22M | 164k | 132.24 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $21M | -2% | 61k | 341.02 |
|
| Citigroup Com New (C) | 0.2 | $21M | 147k | 139.96 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $20M | -6% | 213k | 92.27 |
|
| Micron Technology (MU) | 0.2 | $19M | +26% | 17k | 1154.32 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $19M | +2% | 400k | 47.41 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $19M | 120k | 154.29 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $18M | 314k | 57.64 |
|
|
| Amgen (AMGN) | 0.2 | $17M | 48k | 362.12 |
|
|
| Deere & Company (DE) | 0.2 | $17M | 27k | 634.35 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $17M | +4% | 605k | 27.70 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $17M | +2% | 32k | 509.46 |
|
| Ge Aerospace Com New (GE) | 0.2 | $16M | +13% | 42k | 373.73 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $16M | 126k | 124.42 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $15M | 148k | 103.88 |
|
|
| International Business Machines (IBM) | 0.1 | $15M | -25% | 53k | 281.21 |
|
| Honeywell International (HON) | 0.1 | $15M | NEW | 65k | 223.90 |
|
| Boeing Company (BA) | 0.1 | $15M | 67k | 216.47 |
|
|
| Honeywell Aerospace (HONA) | 0.1 | $15M | NEW | 66k | 221.08 |
|
| Merck & Co (MRK) | 0.1 | $14M | 111k | 128.50 |
|
|
| Tesla Motors (TSLA) | 0.1 | $14M | +2% | 33k | 420.61 |
|
| Ge Vernova (GEV) | 0.1 | $14M | +5% | 12k | 1174.82 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $14M | -2% | 387k | 34.81 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $13M | +18% | 44k | 303.12 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $13M | +2% | 47k | 285.58 |
|
| Teradyne (TER) | 0.1 | $13M | -5% | 27k | 483.83 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $13M | -13% | 112k | 117.45 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $13M | +2% | 152k | 84.60 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $13M | -10% | 133k | 94.52 |
|
| Baillie Gifford Etf Tr LNG TRM GLBL GRW | 0.1 | $13M | NEW | 354k | 35.26 |
|
| Intel Corporation (INTC) | 0.1 | $12M | -9% | 89k | 139.63 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $12M | +5% | 148k | 82.84 |
|
| Goldman Sachs (GS) | 0.1 | $12M | 12k | 1011.41 |
|
|
| Banco Santander Sa Adr (SAN) | 0.1 | $12M | +8% | 845k | 13.80 |
|
| McKesson Corporation (MCK) | 0.1 | $11M | +56% | 15k | 755.57 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $11M | +3% | 52k | 212.77 |
|
| Viking Holdings Ord Shs (VIK) | 0.1 | $11M | +18% | 105k | 104.67 |
|
| Coca-Cola Company (KO) | 0.1 | $11M | +3% | 135k | 81.27 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $11M | +51% | 86k | 126.58 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 0.1 | $11M | -5% | 73k | 148.43 |
|
| S&p Global (SPGI) | 0.1 | $9.9M | -25% | 24k | 407.27 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $9.7M | 13.00 | 748850.00 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $9.6M | 169k | 56.98 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $9.6M | +2% | 65k | 146.55 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $9.5M | 435k | 21.80 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $9.4M | -22% | 175k | 53.91 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $9.4M | 186k | 50.39 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $9.3M | +2% | 59k | 156.95 |
|
| Qualcomm (QCOM) | 0.1 | $9.2M | -66% | 50k | 184.79 |
|
| Chevron Corporation (CVX) | 0.1 | $9.1M | +2% | 55k | 165.76 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $8.8M | -4% | 29k | 306.30 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $8.7M | +324% | 90k | 96.44 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $8.7M | +6% | 79k | 110.32 |
|
| Astrazeneca Ord (AZN) | 0.1 | $8.6M | +7% | 45k | 189.62 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $8.5M | +4% | 17k | 513.56 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $8.4M | +15% | 168k | 50.23 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $8.4M | +311% | 105k | 80.57 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $8.0M | +19% | 262k | 30.49 |
|
| Lowe's Companies (LOW) | 0.1 | $8.0M | -28% | 36k | 220.49 |
|
| AmerisourceBergen (COR) | 0.1 | $7.9M | -32% | 28k | 282.97 |
|
| Agnico (AEM) | 0.1 | $7.9M | +6% | 51k | 155.13 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $7.8M | -11% | 101k | 77.25 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $7.7M | +19% | 112k | 68.41 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $7.4M | 38k | 195.44 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $7.3M | -9% | 33k | 219.43 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $7.2M | +16% | 280k | 25.82 |
|
| Applied Materials (AMAT) | 0.1 | $7.1M | +7% | 9.9k | 723.02 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $7.1M | +2% | 103k | 69.45 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $7.1M | 25k | 281.03 |
|
|
| Casey's General Stores (CASY) | 0.1 | $7.0M | -5% | 8.8k | 794.81 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $6.9M | +4% | 81k | 85.49 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $6.9M | +5% | 205k | 33.84 |
|
| Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) | 0.1 | $6.9M | +1437% | 147k | 47.15 |
|
| Pfizer (PFE) | 0.1 | $6.9M | +7% | 285k | 24.08 |
|
| Jabil Circuit (JBL) | 0.1 | $6.9M | -26% | 18k | 385.49 |
|
| Corning Incorporated (GLW) | 0.1 | $6.8M | 27k | 255.43 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $6.7M | +3% | 185k | 36.13 |
|
| Pepsi (PEP) | 0.1 | $6.7M | -6% | 49k | 135.40 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.1 | $6.6M | NEW | 150k | 44.03 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $6.5M | -7% | 8.5k | 763.14 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $6.4M | -3% | 29k | 221.20 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $6.2M | 172k | 36.26 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $6.2M | -6% | 28k | 223.95 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $6.1M | +81% | 97k | 62.89 |
|
| Walt Disney Company (DIS) | 0.1 | $6.0M | -8% | 63k | 96.25 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $5.9M | 57k | 103.45 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.9M | 14k | 409.50 |
|
|
| Cigna Corp (CI) | 0.1 | $5.9M | 21k | 275.69 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $5.8M | +6% | 9.9k | 580.90 |
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.1 | $5.7M | +42% | 82k | 69.50 |
|
| W.W. Grainger (GWW) | 0.1 | $5.6M | 4.2k | 1360.52 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $5.6M | 67k | 83.75 |
|
|
| Nucor Corporation (NUE) | 0.1 | $5.6M | -13% | 25k | 222.75 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $5.3M | +15% | 182k | 29.43 |
|
| Simon Property (SPG) | 0.0 | $5.2M | -2% | 23k | 223.65 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $5.2M | -2% | 34k | 153.42 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $5.2M | +2% | 48k | 109.07 |
|
| 3M Company (MMM) | 0.0 | $5.2M | -2% | 32k | 161.92 |
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $5.1M | +3% | 18k | 287.68 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $5.0M | +811% | 42k | 119.52 |
|
| Jacobs Engineering Group (J) | 0.0 | $5.0M | +5% | 40k | 126.00 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $5.0M | +11% | 67k | 75.28 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $5.0M | -6% | 100k | 49.99 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $5.0M | +14% | 12k | 433.33 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $5.0M | 34k | 146.30 |
|
|
| Emerson Electric (EMR) | 0.0 | $4.7M | -4% | 33k | 143.15 |
|
| Illinois Tool Works (ITW) | 0.0 | $4.7M | -11% | 17k | 270.49 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $4.6M | +21% | 53k | 87.71 |
|
| FedEx Corporation (FDX) | 0.0 | $4.6M | 15k | 313.14 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $4.6M | +13% | 60k | 76.55 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $4.4M | 87k | 51.05 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $4.4M | 37k | 118.21 |
|
|
| Matthews Intl Fds Emer Ma Futu Etf (EMSF) | 0.0 | $4.4M | -6% | 104k | 42.50 |
|
| Gilead Sciences (GILD) | 0.0 | $4.3M | 34k | 126.34 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $4.3M | +9% | 11k | 401.42 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $4.3M | NEW | 96k | 45.12 |
|
| Oneok (OKE) | 0.0 | $4.2M | 49k | 86.94 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $4.2M | -3% | 14k | 298.07 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $4.2M | 165k | 25.19 |
|
|
| Itt (ITT) | 0.0 | $4.2M | 21k | 197.76 |
|
|
| Target Corporation (TGT) | 0.0 | $4.1M | -3% | 32k | 130.60 |
|
| CBOE Holdings (CBOE) | 0.0 | $4.0M | NEW | 17k | 242.67 |
|
| Air Products & Chemicals (APD) | 0.0 | $4.0M | 14k | 293.05 |
|
|
| Verizon Communications (VZ) | 0.0 | $4.0M | +2% | 94k | 42.34 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $3.9M | 24k | 163.58 |
|
|
| Everpure Cl A (P) | 0.0 | $3.9M | -2% | 49k | 78.79 |
|
| Dell Technologies CL C (DELL) | 0.0 | $3.8M | -5% | 8.9k | 431.41 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $3.8M | -6% | 27k | 143.10 |
|
| Rubrik Cl A (RBRK) | 0.0 | $3.6M | 45k | 80.28 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $3.6M | +3% | 9.6k | 368.37 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $3.6M | -11% | 62k | 57.62 |
|
| BorgWarner (BWA) | 0.0 | $3.5M | NEW | 53k | 66.40 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $3.5M | +95% | 47k | 75.51 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $3.5M | 46k | 76.11 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $3.5M | +15% | 8.8k | 397.69 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $3.5M | +966% | 42k | 82.62 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $3.5M | -40% | 20k | 176.32 |
|
| At&t (T) | 0.0 | $3.4M | +2% | 167k | 20.70 |
|
| Canadian Natl Ry (CNI) | 0.0 | $3.4M | -2% | 29k | 119.24 |
|
| Servicenow (NOW) | 0.0 | $3.4M | +3% | 35k | 99.28 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $3.4M | 6.7k | 515.22 |
|
|
| Ishares Tr Egsadvncdmsci Em (EMXF) | 0.0 | $3.4M | 59k | 57.94 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $3.4M | +6% | 25k | 137.53 |
|
| Enterprise Products Partners (EPD) | 0.0 | $3.4M | -3% | 92k | 36.76 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $3.4M | +11% | 23k | 146.41 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $3.3M | +5% | 17k | 190.53 |
|
| Netflix (NFLX) | 0.0 | $3.3M | 46k | 71.40 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $3.2M | +7% | 22k | 147.73 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $3.2M | NEW | 18k | 177.47 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $3.1M | 35k | 89.01 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $3.0M | 27k | 110.15 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $3.0M | 104k | 28.96 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $3.0M | +10% | 4.3k | 703.27 |
|
| eBay (EBAY) | 0.0 | $3.0M | 27k | 111.75 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $2.9M | +8% | 17k | 173.80 |
|
| Analog Devices (ADI) | 0.0 | $2.9M | +6% | 7.3k | 397.12 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $2.9M | 55k | 52.12 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $2.8M | +6% | 13k | 209.06 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $2.7M | -4% | 4.2k | 655.80 |
|
| salesforce (CRM) | 0.0 | $2.7M | -3% | 17k | 156.66 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $2.7M | 33k | 81.06 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $2.7M | 5.1k | 526.44 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $2.7M | -4% | 23k | 117.02 |
|
| Darling International (DAR) | 0.0 | $2.6M | -17% | 48k | 54.62 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $2.6M | -51% | 28k | 95.98 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $2.6M | +18% | 8.7k | 300.49 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.0 | $2.6M | 27k | 97.60 |
|
|
| Fortinet (FTNT) | 0.0 | $2.6M | +11% | 17k | 153.65 |
|
| UnitedHealth (UNH) | 0.0 | $2.6M | 6.2k | 415.63 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $2.6M | -2% | 7.8k | 330.45 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $2.6M | +573% | 48k | 53.47 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $2.5M | +74% | 16k | 158.67 |
|
| Wells Fargo & Company (WFC) | 0.0 | $2.5M | 31k | 82.64 |
|
|
| Workday Cl A (WDAY) | 0.0 | $2.5M | 21k | 122.42 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $2.5M | -3% | 21k | 117.50 |
|
| Ford Motor Company (F) | 0.0 | $2.5M | 180k | 13.90 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $2.5M | 15k | 164.60 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $2.5M | 6.8k | 365.86 |
|
Past Filings by Rwa Wealth Partners
SEC 13F filings are viewable for Rwa Wealth Partners going back to 2016
- Rwa Wealth Partners 2026 Q2 filed Aug. 7, 2026
- Rwa Wealth Partners 2026 Q1 filed May 13, 2026
- Rwa Wealth Partners 2025 Q4 filed Feb. 12, 2026
- 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