RWA WEALTH PARTNERS, LLC

Est. AUM

$9.14B

13F long equity, this entity only

Positions

892

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	THE ALGER ETF TRUST	CONCENTRATED EQT	$122.6M	3938754	1.34%	SOLE
2	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$120.6M	2059658	1.32%	SOLE
3	APPLE INC	COM	$61.4M	241970	0.67%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$56.9M	130345	0.62%	SOLE
5	VANGUARD WORLD FD	EXTENDED DUR	$56.9M	875815	0.62%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$52.8M	80827	0.58%	SOLE
7	MICROSOFT CORP	COM	$49.8M	134628	0.55%	SOLE
8	QUALYS INC	COM	$48.2M	548760	0.53%	SOLE
9	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$47.1M	218993	0.52%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$42.1M	70428	0.46%	SOLE
11	PIMCO ETF TR	25YR+ ZERO U S	$38.3M	598288	0.42%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$37.0M	115196	0.40%	SOLE
13	TEXAS PACIFIC LAND CORPORATI	COM	$30.7M	64638	0.34%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$30.6M	46993	0.33%	SOLE
15	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$27.6M	464120	0.30%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$27.6M	951457	0.30%	SOLE
17	JPMORGAN CHASE & CO	COM	$26.9M	91471	0.29%	SOLE
18	ALPHABET INC	CAP STK CL A	$26.7M	92788	0.29%	SOLE
19	EXXON MOBIL CORP	COM	$23.4M	137760	0.26%	SOLE
20	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$22.7M	353917	0.25%	SOLE
21	CATERPILLAR INC	COM	$20.9M	29469	0.23%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$20.3M	42368	0.22%	SOLE
23	AMAZON COM INC	COM	$20.0M	95913	0.22%	SOLE
24	JOHNSON & JOHNSON	COM	$19.5M	79972	0.21%	SOLE
25	VANGUARD INDEX FDS	VALUE ETF	$18.2M	92598	0.20%	SOLE
26	ISHARES TR	CALIF MUN BD ETF	$17.8M	312546	0.19%	SOLE
27	CITIGROUP INC	COM NEW	$16.3M	143889	0.18%	SOLE
28	NVIDIA CORPORATION	COM	$15.9M	91171	0.17%	SOLE
29	PROCTER & GAMBLE CO	COM	$15.7M	108762	0.17%	SOLE
30	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$15.2M	104426	0.17%	SOLE
31	ISHARES TR	3 7 YR TREAS BD	$15.2M	128350	0.17%	SOLE
32	ALPHABET INC	CAP STK CL C	$14.7M	51222	0.16%	SOLE
33	MCDONALDS CORP	COM	$14.2M	45724	0.16%	SOLE
34	ISHARES TR	MBS ETF	$14.2M	149301	0.16%	SOLE
35	ISHARES TR	MSCI EAFE ETF	$13.2M	135758	0.14%	SOLE
36	CENCORA INC	COM	$13.1M	41550	0.14%	SOLE
37	ISHARES TR	CORE S&P SCP ETF	$12.2M	97792	0.13%	SOLE
38	ISHARES TR	NEW YORK MUN ETF	$11.9M	224926	0.13%	SOLE
39	ADVISORS INNER CIRCLE FD III	GQG US EQUITY ET	$11.7M	434754	0.13%	SOLE
40	HOME DEPOT INC	COM	$10.4M	31675	0.11%	SOLE
41	VANGUARD WELLINGTON FD	US VALUE FACTR	$10.3M	76698	0.11%	SOLE
42	AGNICO EAGLE MINES LTD	COM	$9.7M	47648	0.11%	SOLE
43	AMGEN INC	COM	$9.7M	27447	0.11%	SOLE
44	ISHARES TR	IBONDS DEC 2030	$9.5M	433305	0.10%	SOLE
45	BERKSHIRE HATHAWAY INC DEL	CL A	$9.3M	13	0.10%	SOLE
46	ISHARES TR	CORE S&P MCP ETF	$9.3M	137716	0.10%	SOLE
47	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.2M	170450	0.10%	SOLE
48	BROADCOM INC	COM	$9.1M	29359	0.10%	SOLE
49	BANCO SANTANDER SA	ADR	$8.8M	777198	0.10%	SOLE
50	BLACKROCK INC	COM	$8.3M	8681	0.09%	SOLE

1–50 of 618

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.