Rwa Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Rwa Wealth Partners, Llc disclosed 624 stock positions valued at approximately $10.44B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 624
- Portfolio Value
- $10.44B
Holdings by Sector
Rwa Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 11.11% | 13,463,288 | +11,265,041 | +512.46% | $1,159,727,596 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 10.30% | 15,098,458 | +486,248 | +3.33% | $1,075,765,141 |
| ISHARES TR | AGG | Other | 8.74% | 9,219,241 | +572,822 | +6.62% | $912,520,468 |
| VANGUARD INDEX FDS | VTV | Other | 7.30% | 3,499,691 | +69,100 | +2.01% | $762,687,821 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.66% | 4,661,139 | +142,669 | +3.16% | $278,223,436 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 2.49% | 4,467,285 | -633,676 | -12.42% | $259,995,974 |
| APPLE INC | AAPL | Technology | 2.32% | 841,768 | +49,773 | +6.28% | $242,317,924 |
| ISHARES TR | MUB | Other | 2.32% | 2,248,617 | -82,974 | -3.56% | $241,996,184 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.17% | 4,476,441 | +225,571 | +5.31% | $226,418,388 |
| MICROSOFT CORP | MSFT | Technology | 1.67% | 467,438 | +47,272 | +11.25% | $174,363,709 |
| VANGUARD INDEX FDS | VBK | Other | 1.31% | 375,004 | +6,592 | +1.79% | $137,139,080 |
| ISHARES TR | IVV | Other | 1.29% | 179,288 | +5,226 | +3.00% | $134,266,311 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.26% | 401,962 | +11,045 | +2.83% | $131,574,163 |
| VANGUARD INDEX FDS | VBR | Other | 1.25% | 535,469 | +12,661 | +2.42% | $130,113,491 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.06% | 165,670 | +16,667 | +11.19% | $110,656,814 |
| ALPHABET INC | GOOGL | Communication Services | 1.04% | 303,547 | -6,455 | -2.08% | $108,478,885 |
| CATERPILLAR INC | CAT | Industrials | 0.97% | 94,652 | -4,614 | -4.65% | $100,794,778 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.94% | 387,249 | +65,034 | +20.18% | $98,349,697 |
| ELI LILLY & CO | LLY | Healthcare | 0.87% | 76,026 | +8,917 | +13.29% | $91,187,346 |
| BROADCOM INC | AVGO | Technology | 0.87% | 239,672 | +7,553 | +3.25% | $90,536,128 |
| NVIDIA CORPORATION | NVDA | Technology | 0.81% | 423,499 | +43,145 | +11.34% | $84,192,099 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.77% | 339,068 | +25,339 | +8.08% | $80,230,368 |
| VISA INC | V | Financial Services | 0.73% | 221,234 | +10,160 | +4.81% | $75,903,481 |
| QUALYS INC | QLYS | Technology | 0.72% | 548,756 | -4 | -0.00% | $75,448,462 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.65% | 285,691 | +44,848 | +18.62% | $68,091,522 |
| EXXON MOBIL CORP | XOM | Energy | 0.62% | 474,342 | +175,117 | +58.52% | $64,852,045 |
| VANGUARD INDEX FDS | VTI | Other | 0.62% | 174,641 | +6,836 | +4.07% | $64,623,840 |
| ASML HLDG NV | ASML | Other | 0.61% | 32,071 | -181 | -0.56% | $63,804,254 |
| ABBVIE INC | ABBV | Healthcare | 0.57% | 235,826 | -16,718 | -6.62% | $59,343,376 |
| VANGUARD INDEX FDS | VOO | Other | 0.56% | 84,891 | +6,537 | +8.34% | $58,304,103 |
Showing 30 of 624 holdings in the latest reporting period.