AiSiWhale

AI & tech investing

RWA WEALTH PARTNERS, LLC

CIK 1544576

13F filing for Q2 2026・No. 545

Holdings
US$10.44B
Quarter change
+US$1.31B
Entries
958
Net bought (estimate)
+US$346.86M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 56
  • Sold out 29
  • Cut 189
  • Added 305
  • Corporate actions 2
  • Unchanged 95

Largest holdings

645 stocks worth US$10.44B, options and bonds left out.

StockThis quarterValueWeight
VUGVANGUARD INDEX FDSGROWTH ETFAddedSplit 6:1US$1.16B11.11%
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKTAddedUS$1.08B10.30%
ISHARES TRCORE US AGGBD ETAddedUS$912.52M8.74%
VANGUARD INDEX FDSVALUE ETFAddedUS$762.69M7.30%
VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETFAddedUS$278.22M2.66%
VANGUARD SCOTTSDALE FDSSHORT TERM TREASCutUS$260M2.49%
AAPLAppleCOMAddedUS$242.32M2.32%
MUBISHARES TRNATIONAL MUN ETFCutUS$242M2.32%
THE ALGER ETF TRUSTCONCENTRATED EQTAddedUS$228.53M2.19%
VANGUARD MUN BD FDSTAX EXEMPT BDAddedUS$226.42M2.17%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.