13F filer

Rwa Wealth Partners

As of Jun 30, 2026 Filed Aug 7, 2026 CIK 1544576 SEC filings ↗

13F Value

$10.44B

Positions

645

Top Position

VUG11.1%

Top 5

40.1%

Latest filing changes

vs Mar 31, 2026

1 AGG iShares Core U.S. Aggregate Bond ETF +6.6%+$56.7M

2 VEA Vanguard Developed Markets Index Fund — ETF Shares +3.3%+$34.6M

3 QQQ Invesco QQQ Trust, Series 1 +144.5%+$26.8M

4 IWD iShares Russell 1000 Value ETF +380.7%+$24.4M

5 XOM ExxonMobil +58.5%+$23.9M

Holdings645

#							Trend (4Q)
1	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	11.1%	$1.16B	—	13.46M	10.5%	—	ETF
2	VEA Vanguard Developed Markets Index Fund — ETF Shares	10.3%	$1.08B	+3.3%	15.10M	10.2%		ETF
3	AGG iShares Core U.S. Aggregate Bond ETF	8.7%	$912.5M	+6.6%	9.22M	9.4%		ETF
4	VTV Vanguard Morningstar Value Index Fund — ETF Shares	7.3%	$762.7M	+2.0%	3.50M	7.4%		ETF
5	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	2.7%	$278.2M	+3.2%	4.66M	2.7%		ETF
6	VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares	2.5%	$260.0M	-12.4%	4.47M	3.3%		ETF
7	AAPL Apple	2.3%	$242.3M	+6.3%	841.8K	2.2%		Common Stock
8	MUB iShares National Muni Bond ETF	2.3%	$242.0M	-3.6%	2.25M	2.7%		ETF
9	CNEQ Alger Concentrated Equity ETF	2.2%	$228.5M	+10.2%	5.54M	1.7%		ETF
10	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	2.2%	$226.4M	+5.3%	4.48M	2.3%		ETF
11	MSFT Microsoft	1.7%	$174.4M	+11.3%	467.4K	1.7%		Common Stock
12	VBK Vanguard Morningstar Small-Cap Growth Index Fund — ETF Shares	1.3%	$137.1M	+1.8%	375.0K	1.2%		ETF
13	IVV iShares Core S&P 500 ETF	1.3%	$134.3M	+3.0%	179.3K	1.2%		ETF
14	JPM JPMorgan Chase	1.3%	$131.6M	+2.8%	402.0K	1.3%		Common Stock
15	VBR Vanguard Morningstar Small-Cap Value Index Fund — ETF Shares	1.2%	$130.1M	+2.4%	535.5K	1.2%		ETF
16	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.1%	$110.7M	+11.2%	165.7K	1.0%		ETF
17	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 303,547 reported quantity $108,478,885 reported value	1.0%	$108.5M	-2.1%	303.5K	1.0%		Common Stock
18	CAT Caterpillar	1.0%	$100.8M	-4.6%	94.7K	0.8%		Common Stock
19	JNJ Johnson & Johnson	0.9%	$98.3M	+20.2%	387.2K	0.9%		Common Stock
20	LLY Eli Lilly	0.9%	$91.2M	+13.3%	76.0K	0.7%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing26

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.