Rwa Wealth Partners, Llc Portfolio Stock Holdings
Rwa Wealth Partners, Llc disclosed 618 stock positions valued at approximately $9.1 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 618
- Portfolio Value
- $9.1B
Holdings by Sector
Rwa Wealth Partners, Llc Portfolio Holdings in Q1 2026
603 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 10.51% | 2,198,247 | -42,333 | -1.89% | $960,172,142 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 10.25% | 14,612,210 | -752,906 | -4.90% | $936,350,432 |
| ISHARES TR | AGG | Other | 9.39% | 8,646,419 | +660,382 | +8.27% | $858,329,967 |
| VANGUARD INDEX FDS | VTV | Other | 7.37% | 3,430,591 | -239,278 | -6.52% | $673,082,018 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 3.27% | 5,100,961 | +1,299,307 | +34.18% | $298,610,294 |
| ISHARES TR | MUB | Other | 2.71% | 2,331,591 | -35,380 | -1.49% | $247,498,375 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.67% | 4,518,470 | +333,527 | +7.97% | $244,223,297 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.32% | 4,250,870 | +236,121 | +5.88% | $212,075,898 |
| APPLE INC | AAPL | Technology | 2.19% | 791,995 | -11,957 | -1.49% | $199,937,980 |
| MICROSOFT CORP | MSFT | Technology | 1.70% | 420,166 | +10,617 | +2.59% | $155,532,946 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.26% | 390,917 | +8,026 | +2.10% | $114,992,117 |
| ISHARES TR | IVV | Other | 1.24% | 174,062 | -8,283 | -4.54% | $113,699,195 |
| VANGUARD INDEX FDS | VBR | Other | 1.24% | 522,808 | +26,084 | +5.25% | $113,579,987 |
| VANGUARD INDEX FDS | VBK | Other | 1.22% | 368,412 | +15,961 | +4.53% | $111,352,542 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.05% | 149,003 | +6,171 | +4.32% | $95,604,880 |
| ALPHABET INC | GOOGL | Communication Services | 0.98% | 310,002 | +9,190 | +3.06% | $89,144,173 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.86% | 322,215 | -4,608 | -1.41% | $78,762,344 |
| BROADCOM INC | AVGO | Technology | 0.79% | 232,119 | -25,946 | -10.05% | $71,843,087 |
| CATERPILLAR INC | CAT | Industrials | 0.77% | 99,266 | -10,567 | -9.62% | $70,325,589 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.74% | 313,729 | +12,565 | +4.17% | $67,470,511 |
| NVIDIA CORPORATION | NVDA | Technology | 0.72% | 380,354 | +9,396 | +2.53% | $65,884,651 |
| VISA INC | V | Financial Services | 0.70% | 211,074 | +33,350 | +18.77% | $63,795,008 |
| ELI LILLY & CO | LLY | Healthcare | 0.68% | 67,109 | +1,782 | +2.73% | $61,724,091 |
| VANGUARD WORLD FD | EDV | Other | 0.62% | 875,815 | - | - | $56,884,184 |
| ABBVIE INC | ABBV | Healthcare | 0.60% | 252,544 | -3,308 | -1.29% | $54,925,890 |
| VANGUARD INDEX FDS | VTI | Other | 0.59% | 167,805 | +7,779 | +4.86% | $53,833,301 |
| EXXON MOBIL CORP | XOM | Energy | 0.56% | 299,225 | +27,285 | +10.03% | $50,766,460 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.55% | 350,796 | -4,906 | -1.38% | $50,668,967 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.55% | 240,843 | +967 | +0.40% | $50,160,284 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.54% | 308,437 | -843 | -0.27% | $49,257,388 |
| QUALYS INC | QLYS | Technology | 0.53% | 548,760 | -39,988 | -6.79% | $48,208,566 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.52% | 47,904 | +131 | +0.27% | $47,733,294 |
| VANGUARD INDEX FDS | VOO | Other | 0.51% | 78,354 | -8,615 | -9.91% | $46,820,174 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.50% | 139,074 | +21,284 | +18.07% | $45,740,020 |
| WALMART INC | WMT | Consumer Defensive | 0.50% | 367,394 | -4,234 | -1.14% | $45,659,837 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 0.50% | 708,571 | -68,801 | -8.85% | $45,284,783 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.49% | 303,736 | +14,545 | +5.03% | $44,983,323 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.48% | 139,791 | +1,250 | +0.90% | $43,445,793 |
| ASML HLDG NV | ASML | Other | 0.47% | 32,252 | -5,227 | -13.95% | $42,599,525 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.45% | 442,142 | +36,271 | +8.94% | $41,066,125 |
| RTX CORPORATION | RTX | Industrials | 0.44% | 208,458 | +101 | +0.05% | $40,211,493 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.44% | 132,336 | +45,765 | +52.86% | $40,029,035 |
| ALPHABET INC | GOOG | Communication Services | 0.43% | 138,319 | -1,429 | -1.02% | $39,678,305 |
| PIMCO ETF TR | ZROZ | Other | 0.42% | 598,288 | - | - | $38,296,415 |
| LINDE PLC | LIN | Other | 0.35% | 64,846 | -1,154 | -1.75% | $32,147,872 |
| ISHARES TR | IWF | Other | 0.35% | 74,624 | +664 | +0.90% | $31,819,746 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.34% | 64,030 | -6,173 | -8.79% | $30,683,061 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 0.34% | 64,638 | -6,218 | -8.78% | $30,674,841 |
| UNION PAC CORP | UNP | Industrials | 0.34% | 126,317 | -521 | -0.41% | $30,647,180 |
| BLACKROCK INC | BLK | Other | 0.33% | 31,651 | +946 | +3.08% | $30,439,218 |
| META PLATFORMS INC | META | Communication Services | 0.33% | 52,307 | -15,137 | -22.44% | $29,926,743 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.32% | 86,419 | +6,276 | +7.83% | $29,205,311 |
| HONEYWELL INTL INC | HON | Industrials | 0.31% | 126,930 | -2,672 | -2.06% | $28,689,944 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.30% | 464,120 | -36,779 | -7.34% | $27,638,366 |
| SPDR SERIES TRUST | SPBO | Other | 0.30% | 951,457 | -97,857 | -9.33% | $27,620,789 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.28% | 248,104 | +3,640 | +1.49% | $25,472,875 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.25% | 68,891 | +756 | +1.11% | $22,453,693 |
| ISHARES TR | USMV | Other | 0.25% | 241,999 | +236,270 | +4124.11% | $22,442,947 |
| STRYKER CORPORATION | SYK | Healthcare | 0.24% | 66,866 | +1,453 | +2.22% | $21,971,718 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.23% | 227,853 | -179 | -0.08% | $21,413,614 |
| VANGUARD BD INDEX FDS | BND | Other | 0.23% | 287,051 | +28,813 | +11.16% | $21,138,422 |
| CISCO SYS INC | CSCO | Technology | 0.23% | 269,000 | -2,001 | -0.74% | $20,871,707 |
| ISHARES TR | IJH | Other | 0.23% | 305,945 | -68,936 | -18.39% | $20,660,471 |
| KLA CORP | KLAC | Technology | 0.22% | 13,835 | -4,525 | -24.65% | $20,371,706 |
| EATON CORP PLC | ETN | Other | 0.22% | 59,564 | +719 | +1.22% | $20,177,960 |
| ISHARES TR | IVE | Other | 0.22% | 93,773 | -1,868 | -1.95% | $19,800,151 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.21% | 31,484 | -847 | -2.62% | $19,028,710 |
| QUALCOMM INC | QCOM | Technology | 0.21% | 147,281 | -2,620 | -1.75% | $18,966,800 |
| ISHARES TR | EAGG | Other | 0.20% | 390,986 | +15,140 | +4.03% | $18,591,386 |
| ISHARES TR | IUSG | Other | 0.20% | 118,851 | +3,084 | +2.66% | $18,434,916 |
| VANGUARD WORLD FD | ESGV | Other | 0.20% | 163,900 | +7,395 | +4.73% | $18,401,027 |
| ISHARES TR | CMF | Other | 0.19% | 312,546 | +49 | +0.02% | $17,771,354 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.19% | 119,598 | +21,756 | +22.24% | $17,436,251 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.19% | 70,708 | -3,086 | -4.18% | $17,138,768 |
| DANAHER CORP DEL | DHR | Healthcare | 0.19% | 89,406 | -1,893 | -2.07% | $16,951,308 |
| AMGEN INC | AMGN | Healthcare | 0.18% | 47,658 | -95 | -0.20% | $16,768,534 |
| CITIGROUP INC | C | Financial Services | 0.18% | 143,889 | +1,871 | +1.32% | $16,318,433 |
| DEERE & CO | DE | Industrials | 0.17% | 27,222 | -365 | -1.32% | $15,334,204 |
| ISHARES TR | IEI | Other | 0.17% | 128,350 | -7,015 | -5.18% | $15,222,355 |
| ISHARES TR | IJR | Other | 0.16% | 120,283 | -38,827 | -24.40% | $14,952,348 |
| INVESCO QQQ TR | QQQ | Other | 0.16% | 25,223 | -147 | -0.58% | $14,558,338 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.16% | 577,177 | +4,742 | +0.83% | $14,285,122 |
| ISHARES TR | EFA | Other | 0.16% | 146,424 | +1,429 | +0.99% | $14,222,084 |
| ISHARES TR | MBB | Other | 0.16% | 149,301 | -12,572 | -7.77% | $14,176,141 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.15% | 32,704 | -19,888 | -37.82% | $13,910,335 |
| ISHARES TR | EFG | Other | 0.15% | 124,539 | +968 | +0.78% | $13,869,917 |
| ISHARES TR | IEFA | Other | 0.15% | 147,820 | -37,159 | -20.09% | $13,382,168 |
| MERCK & CO INC | MRK | Healthcare | 0.15% | 110,763 | +7,901 | +7.68% | $13,323,674 |
| BOEING CO | BA | Industrials | 0.14% | 66,279 | +2,164 | +3.38% | $13,191,523 |
| CENCORA INC | COR | Healthcare | 0.14% | 41,550 | +1,033 | +2.55% | $13,052,393 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.13% | 395,049 | +5,514 | +1.42% | $12,048,983 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 32,156 | +2,816 | +9.60% | $11,954,137 |
| ISHARES TR | NYF | Other | 0.13% | 224,926 | -17,412 | -7.19% | $11,948,046 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.13% | 50,364 | -369 | -0.73% | $11,900,020 |
| ISHARES TR | DMXF | Other | 0.12% | 149,197 | +4,091 | +2.82% | $11,256,896 |
| CHEVRON CORPORATION | CVX | Energy | 0.12% | 53,223 | -2,570 | -4.61% | $11,011,765 |
| GE AEROSPACE | GE | Industrials | 0.12% | 37,233 | +6,911 | +22.79% | $10,565,453 |
| VANGUARD WELLINGTON FD | VFVA | Other | 0.11% | 76,698 | -6,310 | -7.60% | $10,324,255 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.11% | 62,209 | +1,469 | +2.42% | $9,973,320 |
| COCA COLA CO | KO | Consumer Defensive | 0.11% | 129,401 | +3,085 | +2.44% | $9,840,988 |