account_balance
Investment manager · 13F filer · SEC CIK 1544576
Rwa Wealth Partners, LLC
Reported value$10.5Bas of Sep 30, 2026
Positions654 39 new, 30 sold out
Top 10 weight51.5%VUG alone is 12%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
11.8%Added +2%
VEAVanguard Tax-Managed FDS
9.7%Trimmed −5%
AGGiShares Tr
8.8%Added +7%
VTVVanguard Index FDS
6.5%Trimmed −10%
VWOVanguard Intl Equity Index F
2.9%Added +10%
AAPLApple Inc.
2.6%Trimmed −3%
VGSHVanguard Scottsdale FDS
2.5%Added +2%
CNEQThe Alger ETF Trust
2.5%Added +15%
VTEBVanguard Mun Bd FDS
2.2%Added +9%
MSFTMicrosoft Corp
2.2%Trimmed −5%
MUBiShares Tr
2.1%Trimmed −3%
AVLVAmerican Centy ETF Tr
1.5%New
VUGVanguard Index FDS
11.8%Added +2%
VEAVanguard Tax-Managed FDS
9.7%Trimmed −5%
AGGiShares Tr
8.8%Added +7%
VTVVanguard Index FDS
6.5%Trimmed −10%
VWO2.9%
AAPL2.6%VGSH2.5%
CNEQ2.5%
VTEB2.2%
MSFT2.2%MUB2.1%
AVLV1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 11.8% Added +2%
VEA Vanguard Tax-Managed FDS 9.7% Trimmed −5%
AGG iShares Tr 8.8% Added +7%
VTV Vanguard Index FDS 6.5% Trimmed −10%
VWO Vanguard Intl Equity Index F 2.9% Added +10%
AAPL Apple Inc. 2.6% Trimmed −3%VGSH Vanguard Scottsdale FDS 2.5% Added +2%
CNEQ The Alger ETF Trust 2.5% Added +15%
VTEB Vanguard Mun Bd FDS 2.2% Added +9%
MSFT Microsoft Corp 2.2% Trimmed −5%MUB iShares Tr 2.1% Trimmed −3%
AVLV American Centy ETF Tr 1.5% New
What changed
Biggest moves since Jun 30, 2026
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