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, VGSH, and represent 40.77% of Rwa Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: CNEQ (+$156M), VGSH (+$76M), AGG (+$66M), GQGU (+$45M), USMV (+$22M), VWO (+$18M), AXP (+$14M), VTEB (+$12M), V (+$10M), AZN (+$8.3M).
- Started 42 new stock positions in ITOT, VIK, GQGU, PDBC, EEMV, TR, HL, SLV, CDE, ADM.
- Reduced shares in these 10 stocks: VEA (-$48M), VTV (-$47M), IWD (-$21M), VUG (-$19M), ORLY (-$13M), CL (-$13M), ALL (-$12M), META (-$8.7M), SPGI (-$8.5M), ACN (-$8.3M).
- Sold out of its positions in A, ARKB, AstraZeneca, BF.B, CSGP, FIS, FISV, BTC, HST, IBKR.
- Rwa Wealth Partners was a net buyer of stock by $191M.
- Rwa Wealth Partners has $9.1B in assets under management (AUM), dropping by -0.14%.
- Central Index Key (CIK): 0001544576
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Portfolio Holdings for Rwa Wealth Partners
Rwa Wealth Partners holds 618 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Rwa Wealth Partners has 618 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Rwa Wealth Partners March 31, 2026 positions
- Download the Rwa Wealth Partners March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 10.5 | $960M | 2.2M | 436.79 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.2 | $936M | -4% | 15M | 64.08 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 9.4 | $858M | +8% | 8.6M | 99.27 |
|
| Vanguard Index Fds Value Etf (VTV) | 7.4 | $673M | -6% | 3.4M | 196.20 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.3 | $299M | +34% | 5.1M | 58.54 |
|
| Ishares Tr National Mun Etf (MUB) | 2.7 | $248M | 2.3M | 106.15 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.7 | $244M | +7% | 4.5M | 54.05 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.3 | $212M | +5% | 4.3M | 49.89 |
|
| Apple (AAPL) | 2.2 | $201M | 792k | 253.79 |
|
|
| The Alger Etf Trust Concentrated Eqt (CNEQ) | 1.7 | $156M | +36275% | 5.0M | 31.12 |
|
| Microsoft Corporation (MSFT) | 1.7 | $156M | +2% | 420k | 370.17 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $115M | +2% | 391k | 294.16 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $114M | -4% | 174k | 653.21 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.2 | $114M | +5% | 523k | 217.25 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.2 | $111M | +4% | 368k | 302.25 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $97M | +4% | 149k | 650.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $89M | +3% | 310k | 287.56 |
|
| Johnson & Johnson (JNJ) | 0.9 | $79M | 322k | 244.44 |
|
|
| Broadcom (AVGO) | 0.8 | $72M | -10% | 232k | 309.51 |
|
| Caterpillar (CAT) | 0.8 | $70M | -9% | 99k | 708.46 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $68M | +4% | 314k | 215.06 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $66M | +2% | 380k | 174.40 |
|
| Visa Com Cl A (V) | 0.7 | $64M | +18% | 211k | 302.24 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $62M | +2% | 67k | 919.76 |
|
| Vanguard World Extended Dur (EDV) | 0.6 | $57M | 876k | 64.95 |
|
|
| Abbvie (ABBV) | 0.6 | $55M | 253k | 217.49 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $54M | +4% | 168k | 320.81 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $51M | +10% | 299k | 169.66 |
|
| Procter & Gamble Company (PG) | 0.6 | $51M | 351k | 144.44 |
|
|
| Amazon (AMZN) | 0.5 | $50M | 241k | 208.27 |
|
|
| TJX Companies (TJX) | 0.5 | $49M | 308k | 159.70 |
|
|
| Qualys (QLYS) | 0.5 | $48M | -6% | 549k | 87.85 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $48M | 48k | 996.43 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $47M | -9% | 78k | 597.55 |
|
| Home Depot (HD) | 0.5 | $46M | +18% | 139k | 328.89 |
|
| Wal-Mart Stores (WMT) | 0.5 | $46M | 367k | 124.28 |
|
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.5 | $45M | -8% | 709k | 63.91 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $45M | +5% | 304k | 148.10 |
|
| Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU) | 0.5 | $45M | NEW | 1.7M | 26.91 |
|
| McDonald's Corporation (MCD) | 0.5 | $43M | 140k | 310.79 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $43M | -13% | 32k | 1320.83 |
|
| Nextera Energy (NEE) | 0.4 | $41M | +8% | 442k | 92.88 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $40M | 209k | 192.90 |
|
|
| American Express Company (AXP) | 0.4 | $40M | +52% | 132k | 302.48 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $40M | 138k | 286.86 |
|
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.4 | $38M | 598k | 64.01 |
|
|
| Linde SHS (LIN) | 0.4 | $32M | 65k | 495.76 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $32M | 75k | 426.40 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $31M | -8% | 64k | 479.19 |
|
| Texas Pacific Land Corp (TPL) | 0.3 | $31M | -8% | 65k | 474.56 |
|
| Union Pacific Corporation (UNP) | 0.3 | $31M | 126k | 242.62 |
|
|
| Blackrock (BLK) | 0.3 | $30M | +3% | 32k | 961.72 |
|
| Meta Platforms Cl A (META) | 0.3 | $30M | -22% | 52k | 572.13 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $29M | +7% | 86k | 337.95 |
|
| Honeywell International (HON) | 0.3 | $29M | -2% | 127k | 226.03 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $28M | -7% | 464k | 59.55 |
|
| Spdr Series Trust State Street Spd (SPBO) | 0.3 | $28M | -9% | 952k | 29.03 |
|
| Abbott Laboratories (ABT) | 0.3 | $26M | 248k | 102.67 |
|
|
| Chubb (CB) | 0.2 | $23M | 69k | 325.93 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $22M | +4124% | 242k | 92.74 |
|
| Stryker Corporation (SYK) | 0.2 | $22M | +2% | 67k | 328.59 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $21M | 228k | 93.98 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $21M | 60k | 357.67 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $21M | +11% | 287k | 73.64 |
|
| Cisco Systems (CSCO) | 0.2 | $21M | 269k | 77.59 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $21M | -18% | 306k | 67.53 |
|
| Kla Corp Com New (KLAC) | 0.2 | $20M | -24% | 14k | 1472.42 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $20M | 94k | 211.15 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $19M | -2% | 32k | 604.40 |
|
| Qualcomm (QCOM) | 0.2 | $19M | 147k | 128.78 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $19M | +4% | 391k | 47.55 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $18M | +2% | 119k | 155.11 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $18M | +4% | 164k | 112.27 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $18M | 313k | 56.86 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $17M | +22% | 120k | 145.79 |
|
| International Business Machines (IBM) | 0.2 | $17M | -4% | 71k | 242.39 |
|
| Danaher Corporation (DHR) | 0.2 | $17M | -2% | 89k | 189.60 |
|
| Amgen (AMGN) | 0.2 | $17M | 48k | 351.86 |
|
|
| Citigroup Com New (C) | 0.2 | $16M | 144k | 113.41 |
|
|
| Deere & Company (DE) | 0.2 | $15M | 27k | 563.31 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $15M | -5% | 128k | 118.60 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $15M | -24% | 120k | 124.31 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $15M | 25k | 577.18 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $14M | 577k | 24.75 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $14M | 146k | 97.13 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $14M | -7% | 149k | 94.95 |
|
| S&p Global (SPGI) | 0.2 | $14M | -37% | 33k | 425.34 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $14M | 125k | 111.37 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $13M | -20% | 148k | 90.53 |
|
| Merck & Co (MRK) | 0.1 | $13M | +7% | 111k | 120.29 |
|
| Boeing Company (BA) | 0.1 | $13M | +3% | 66k | 199.03 |
|
| AmerisourceBergen (COR) | 0.1 | $13M | +2% | 42k | 314.14 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $12M | 395k | 30.50 |
|
|
| Tesla Motors (TSLA) | 0.1 | $12M | +9% | 32k | 371.76 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $12M | -7% | 225k | 53.12 |
|
| Lowe's Companies (LOW) | 0.1 | $12M | 50k | 236.28 |
|
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $11M | +2% | 149k | 75.45 |
|
| Chevron Corporation (CVX) | 0.1 | $11M | -4% | 53k | 206.90 |
|
| Ge Aerospace Com New (GE) | 0.1 | $11M | +22% | 37k | 283.76 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 0.1 | $10M | -7% | 77k | 134.61 |
|
| Palo Alto Networks (PANW) | 0.1 | $10M | +2% | 62k | 160.32 |
|
| Coca-Cola Company (KO) | 0.1 | $9.8M | +2% | 129k | 76.05 |
|
| Goldman Sachs (GS) | 0.1 | $9.8M | +3% | 12k | 846.03 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $9.8M | +6% | 37k | 261.92 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $9.8M | +15% | 140k | 69.75 |
|
| Agnico (AEM) | 0.1 | $9.7M | +2% | 48k | 202.98 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $9.6M | +14% | 50k | 191.92 |
|
| Ge Vernova (GEV) | 0.1 | $9.5M | -11% | 11k | 872.88 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $9.5M | 433k | 21.89 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $9.4M | -9% | 45k | 208.05 |
|
| Oracle Corporation (ORCL) | 0.1 | $9.4M | 64k | 147.11 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $9.3M | 13.00 | 718140.00 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $9.3M | +49% | 19k | 491.53 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $8.8M | +2% | 777k | 11.28 |
|
| Teradyne (TER) | 0.1 | $8.6M | -4% | 29k | 296.46 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.1 | $8.5M | +7% | 186k | 45.65 |
|
| Uber Technologies (UBER) | 0.1 | $8.3M | -3% | 116k | 71.93 |
|
| Astrazeneca Ord (AZN) | 0.1 | $8.3M | NEW | 42k | 197.22 |
|
| McKesson Corporation (MCK) | 0.1 | $8.2M | -3% | 9.5k | 865.35 |
|
| Pepsi (PEP) | 0.1 | $8.2M | -15% | 53k | 155.29 |
|
| Bank of America Corporation (BAC) | 0.1 | $8.1M | +4% | 166k | 48.75 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $8.0M | 114k | 70.36 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $8.0M | +8% | 58k | 138.32 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $7.9M | +3% | 16k | 499.62 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $7.7M | -2% | 30k | 257.35 |
|
| Pfizer (PFE) | 0.1 | $7.5M | +15% | 266k | 28.08 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $7.5M | -3% | 57k | 130.94 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $7.4M | +3% | 44k | 171.21 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $7.3M | +3% | 25k | 287.18 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $7.3M | NEW | 146k | 49.95 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $7.2M | 75k | 97.23 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $7.2M | NEW | 414k | 17.32 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $7.1M | 56k | 125.46 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $7.0M | -14% | 37k | 191.81 |
|
| Casey's General Stores (CASY) | 0.1 | $6.8M | +30% | 9.3k | 727.87 |
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| Philip Morris International (PM) | 0.1 | $6.7M | 41k | 165.34 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $6.6M | 219k | 30.32 |
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|
| Walt Disney Company (DIS) | 0.1 | $6.6M | -11% | 69k | 96.38 |
|
| Viking Holdings Ord Shs (VIK) | 0.1 | $6.5M | NEW | 89k | 73.48 |
|
| Jabil Circuit (JBL) | 0.1 | $6.4M | -4% | 24k | 265.63 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $6.3M | 38k | 167.22 |
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|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $6.1M | 241k | 25.48 |
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| Automatic Data Processing (ADP) | 0.1 | $6.1M | 30k | 203.20 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $6.0M | +42% | 78k | 77.11 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $5.8M | 64k | 90.67 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $5.7M | +16% | 30k | 189.59 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $5.7M | -78% | 27k | 213.69 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $5.6M | +21% | 193k | 29.13 |
|
| Cigna Corp (CI) | 0.1 | $5.6M | -2% | 21k | 266.71 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $5.6M | 171k | 32.95 |
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| Metropcs Communications (TMUS) | 0.1 | $5.6M | +11% | 27k | 210.03 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $5.5M | -3% | 101k | 55.20 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $5.4M | -11% | 69k | 78.41 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $5.3M | -2% | 94k | 56.79 |
|
| Allstate Corporation (ALL) | 0.1 | $5.3M | -69% | 25k | 207.34 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $5.2M | +10% | 179k | 29.08 |
|
| FedEx Corporation (FDX) | 0.1 | $5.2M | -5% | 15k | 356.19 |
|
| Illinois Tool Works (ITW) | 0.1 | $5.1M | -5% | 20k | 260.32 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.1M | 14k | 356.56 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $5.1M | -5% | 46k | 108.99 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $5.0M | +8% | 67k | 75.10 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $5.0M | +2% | 26k | 196.86 |
|
| Nucor Corporation (NUE) | 0.1 | $4.9M | +1948% | 29k | 169.10 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $4.9M | 107k | 45.50 |
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|
| Jacobs Engineering Group (J) | 0.1 | $4.8M | +2% | 38k | 127.28 |
|
| 3M Company (MMM) | 0.1 | $4.8M | -9% | 33k | 145.23 |
|
| Gilead Sciences (GILD) | 0.1 | $4.7M | +5% | 34k | 139.37 |
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| At&t (T) | 0.1 | $4.7M | +8% | 162k | 28.99 |
|
| W.W. Grainger (GWW) | 0.1 | $4.6M | -2% | 4.2k | 1090.85 |
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| Verizon Communications (VZ) | 0.1 | $4.6M | -10% | 92k | 50.20 |
|
| Icici Bank Adr (IBN) | 0.0 | $4.5M | 175k | 25.90 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $4.5M | -17% | 89k | 50.95 |
|
| Micron Technology (MU) | 0.0 | $4.5M | +111% | 13k | 337.85 |
|
| Emerson Electric (EMR) | 0.0 | $4.5M | +2% | 34k | 131.02 |
|
| Simon Property (SPG) | 0.0 | $4.4M | -3% | 24k | 186.53 |
|
| Oneok (OKE) | 0.0 | $4.4M | +19% | 49k | 90.39 |
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $4.4M | NEW | 70k | 62.97 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $4.4M | NEW | 94k | 47.20 |
|
| Leidos Holdings (LDOS) | 0.0 | $4.3M | +59% | 28k | 155.52 |
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| Intel Corporation (INTC) | 0.0 | $4.3M | 98k | 44.13 |
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| Netflix (NFLX) | 0.0 | $4.3M | +4% | 45k | 96.15 |
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| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $4.3M | 35k | 124.46 |
|
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| Akamai Technologies (AKAM) | 0.0 | $4.3M | 37k | 114.85 |
|
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $4.3M | 34k | 125.03 |
|
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| Bristol Myers Squibb (BMY) | 0.0 | $4.2M | +4% | 69k | 60.65 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $4.2M | +57% | 33k | 126.35 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $4.1M | -2% | 164k | 25.27 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $4.1M | 57k | 71.82 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $4.0M | +6% | 9.3k | 430.31 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $4.0M | -3% | 157k | 25.64 |
|
| Itt (ITT) | 0.0 | $4.0M | +2% | 21k | 190.53 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $4.0M | -10% | 44k | 91.37 |
|
| Target Corporation (TGT) | 0.0 | $4.0M | -5% | 33k | 121.22 |
|
| Air Products & Chemicals (APD) | 0.0 | $3.9M | +4% | 14k | 290.35 |
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $3.9M | 17k | 229.04 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $3.9M | -11% | 53k | 74.35 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $3.9M | NEW | 60k | 64.73 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $3.7M | -2% | 58k | 64.35 |
|
| Corning Incorporated (GLW) | 0.0 | $3.6M | +32% | 27k | 135.97 |
|
| Darling International (DAR) | 0.0 | $3.6M | -15% | 58k | 61.85 |
|
| Enterprise Products Partners (EPD) | 0.0 | $3.6M | +19% | 95k | 37.84 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $3.6M | -29% | 28k | 126.28 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $3.6M | +41% | 9.1k | 390.39 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $3.5M | +36% | 7.2k | 484.92 |
|
| Servicenow (NOW) | 0.0 | $3.5M | -43% | 33k | 104.55 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $3.5M | -36% | 7.6k | 460.99 |
|
| Matthews Intl Fds Emerging Markets (EMSF) | 0.0 | $3.5M | 111k | 31.07 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $3.4M | NEW | 9.9k | 343.99 |
|
| salesforce (CRM) | 0.0 | $3.4M | -63% | 18k | 186.68 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $3.2M | 4.6k | 697.82 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $3.2M | +2% | 46k | 68.47 |
|
| Applied Materials (AMAT) | 0.0 | $3.1M | -15% | 9.2k | 341.82 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $3.1M | 53k | 58.78 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $3.1M | +4% | 30k | 102.77 |
|
| Everpure Cl A (PSTG) | 0.0 | $3.0M | 50k | 59.04 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $2.9M | +46% | 35k | 83.57 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $2.9M | 15k | 194.15 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $2.8M | 5.1k | 561.89 |
|
|
| Ishares Tr Egsadvncdmsci Em (EMXF) | 0.0 | $2.8M | 59k | 47.84 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $2.8M | +32% | 27k | 102.25 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $2.8M | -14% | 24k | 118.51 |
|
| Nike CL B (NKE) | 0.0 | $2.7M | -6% | 52k | 52.82 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $2.7M | 20k | 132.50 |
|
|
| Workday Cl A (WDAY) | 0.0 | $2.7M | -17% | 21k | 129.92 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $2.7M | -6% | 21k | 128.12 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $2.6M | +4% | 23k | 113.11 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $2.6M | -5% | 6.6k | 398.00 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $2.6M | 104k | 25.10 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.6M | +46% | 18k | 146.28 |
|
| Intercontinental Exchange (ICE) | 0.0 | $2.6M | -8% | 17k | 157.28 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $2.5M | 55k | 45.06 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $2.4M | 8.0k | 304.09 |
|
|
| eBay (EBAY) | 0.0 | $2.4M | +3% | 27k | 91.02 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $2.4M | +6% | 27k | 88.49 |
|
| Wells Fargo & Company (WFC) | 0.0 | $2.4M | 30k | 79.61 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $2.4M | 3.9k | 616.75 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $2.4M | +5% | 51k | 47.00 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $2.3M | -9% | 24k | 95.48 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $2.3M | +112% | 33k | 68.28 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $2.2M | -6% | 28k | 79.27 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $2.2M | -2% | 22k | 100.62 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $2.2M | -34% | 15k | 145.74 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $2.2M | -2% | 25k | 88.70 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $2.2M | -24% | 17k | 132.90 |
|
| Shell Spon Ads (SHEL) | 0.0 | $2.2M | -4% | 24k | 93.00 |
|
| Rubrik Cl A (RBRK) | 0.0 | $2.2M | 45k | 48.97 |
|
|
| Analog Devices (ADI) | 0.0 | $2.2M | 6.8k | 318.09 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $2.2M | +22% | 10k | 213.65 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $2.2M | 6.8k | 318.06 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $2.1M | 15k | 139.57 |
|
Past Filings by Rwa Wealth Partners
SEC 13F filings are viewable for Rwa Wealth Partners going back to 2016
- 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
- Adviser Investments 2022 Q2 filed July 14, 2022