RWA WEALTH PARTNERS, LLC: 13F holdings
CIK 15445762026Q2
| Positions | 645 |
|---|---|
| Reported value | $10.5bn |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD INDEX FDS | 13,463,288 | $1.2bn | 11.1% |
| VEA VANGUARD TAX-MANAGED FDS | 15,098,458 | $1.1bn | 10.3% |
| AGG ISHARES TR | 9,219,241 | $912.5m | 8.7% |
| VTV VANGUARD INDEX FDS | 3,499,691 | $762.7m | 7.3% |
| VWO VANGUARD INTL EQUITY INDEX F | 4,661,139 | $278.2m | 2.7% |
| VGSH VANGUARD SCOTTSDALE FDS | 4,467,285 | $260.0m | 2.5% |
| AAPL APPLE INC | 841,768 | $243.3m | 2.3% |
| MUB ISHARES TR | 2,248,617 | $242.0m | 2.3% |
| THE ALGER ETF TRUST | 5,537,339 | $228.5m | 2.2% |
| VTEB VANGUARD MUN BD FDS | 4,476,441 | $226.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1544576")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.