Institutions / Rwa Wealth Partners, LLC

Rwa Wealth Partners, LLC

CIK 1544576 · Institution · as of Jun 30, 2026
Portfolio value
$10.44B
Positions
645
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$10.44B+14.1%
$10.44B$9.80B$9.15BQ4 '25Q2 '26

Positions

645+7.3%
645623601Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 645 →
CompanyClassValueShares% of portfolio
Vanguard Index Fds$1.16B13,463,28811.1%
Vanguard Tax-Managed Fds$1.08B15,098,45810.3%
iShares Tr$912.52M9,219,2418.7%
Vanguard Index Fds$762.69M3,499,6917.3%
Vanguard Intl Equity Index F$278.22M4,661,1392.7%
Vanguard Scottsdale Fds$260.00M4,467,2852.5%
Apple Inc.$242.32M841,7682.3%
iShares Tr$242.00M2,248,6172.3%
The Alger ETF Trust$228.53M5,537,3392.2%
Vanguard Mun Bd Fds$226.42M4,476,4412.2%
Microsoft Corp$174.36M467,4381.7%
Vanguard Index Fds$137.14M375,0041.3%
iShares Tr$134.27M179,2881.3%
JPMORGAN CHASE & CO$131.57M401,9621.3%
Vanguard Index Fds$130.11M535,4691.2%
State Str SPDR S&P 500 ETF T$110.66M165,6701.1%
Alphabet Inc.$108.48M303,5471.0%
Caterpillar Inc$100.79M94,6521.0%
Johnson & Johnson$98.35M387,2490.9%
ELI LILLY & Co$91.19M76,0260.9%
Broadcom Inc.$90.54M239,6720.9%
NVIDIA Corp$84.19M423,4990.8%
Vanguard Specialized Funds$80.23M339,0680.8%
Visa Inc$75.90M221,2340.7%
Qualys Inc$75.45M548,7560.7%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add922908736$966.72M+11.2M
+500.88%
13,463,288
11.11% of portfolio
high
Q2 2026
as of
Add015564404$227.96M+5.5M
+39967.58%
5,537,339
2.19% of portfolio
high
Q2 2026
as of
Add464287226$122.06M+1.2M
+15.44%
9,219,241
8.74% of portfolio
high
Q2 2026
as of
New00775Y256$48.14M+1.9M
1,895,192
0.46% of portfolio
medium
Q2 2026
as of
Add92206C102$38.74M+666K
+17.51%
4,467,285
2.49% of portfolio
medium
Q2 2026
as of
Trim922908744$-37.09M-170K
-4.64%
3,499,691
7.30% of portfolio
medium
Q2 2026
as of
AddKla Corp$36.65M+121K
+661.63%
139,836
0.40% of portfolio
medium
Q2 2026
as of
Add464287614$35.19M+283K
+383.19%
357,371
0.42% of portfolio
medium
Q2 2026
as of
Add922042858$28.42M+476K
+11.38%
4,661,139
2.66% of portfolio
medium
Q2 2026
as of
AddExxon Mobil Corp$27.67M+202K
+74.43%
474,342
0.62% of portfolio
medium