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.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 13,463,288 | US$1.16B | 11.11% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 15,098,458 | US$1.08B | 10.30% |
| ISHARES TRCORE US AGGBD ET | Added | 9,219,241 | US$912.52M | 8.74% |
| VANGUARD INDEX FDSVALUE ETF | Added | 3,499,691 | US$762.69M | 7.30% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 4,661,139 | US$278.22M | 2.66% |
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Cut | 4,467,285 | US$260M | 2.49% |
| AAPLAppleCOM | Added | 841,768 | US$242.32M | 2.32% |
| MUBISHARES TRNATIONAL MUN ETF | Cut | 2,248,617 | US$242M | 2.32% |
| THE ALGER ETF TRUSTCONCENTRATED EQT | Added | 5,537,339 | US$228.53M | 2.19% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 4,476,441 | US$226.42M | 2.17% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.