RWA WEALTH PARTNERS, LLC Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$8.0T
Holdings
586
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (586 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 2,176,216 | $954.1B | 11.94% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 14,076,338 | $802.5B | 10.04% | |
| 3 | AGGISHARES TR | 6,634,648 | $658.2B | 8.23% | |
| 4 | VTVVANGUARD INDEX FDS | 3,684,307 | $651.2B | 8.15% | |
| 5 | MUBISHARES TR | 2,423,680 | $253.2B | 3.17% | |
| 6 | VGSHVANGUARD SCOTTSDALE FDS | 3,913,888 | $230.1B | 2.88% | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 3,880,468 | $191.9B | 2.40% | |
| 8 | MSFTMICROSOFT CORP | 384,472 | $190.7B | 2.39% | Put |
| 9 | VTEBVANGUARD MUN BD FDS | 3,638,035 | $178.4B | 2.23% | |
| 10 | AAPLAPPLE INC | 735,722 | $150.8B | 1.89% | Put |
| 11 | JPMJPMORGAN CHASE & CO. | 431,284 | $125.0B | 1.56% | |
| 12 | IVVISHARES TR | 188,694 | $117.2B | 1.47% | |
| 13 | VBKVANGUARD INDEX FDS | 357,304 | $99.0B | 1.24% | |
| 14 | VBRVANGUARD INDEX FDS | 467,411 | $91.1B | 1.14% | |
| 15 | SPYSPDR S&P 500 ETF TR | 138,769 | $85.7B | 1.07% | |
| 16 | AVGOBROADCOM INC | 235,813 | $65.0B | 0.81% | |
| 17 | IWFISHARES TR | 141,610 | $60.1B | 0.75% | |
| 18 | VVISA INC | 166,276 | $59.0B | 0.74% | |
| 19 | EDVVANGUARD WORLD FD | 846,098 | $56.9B | 0.71% | |
| 20 | GOOGLALPHABET INC | 316,973 | $55.9B | 0.70% | |
| 21 | JNJJOHNSON & JOHNSON | 358,938 | $54.8B | 0.69% | |
| 22 | HELOJ P MORGAN EXCHANGE TRADED F | 873,399 | $54.7B | 0.68% | |
| 23 | ABBVABBVIE INC | 271,979 | $50.5B | 0.63% | |
| 24 | NVDANVIDIA CORPORATION | 318,886 | $50.4B | 0.63% | |
| 25 | LLYELI LILLY & CO | 64,533 | $50.3B | 0.63% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 48,766 | $48.3B | 0.60% | |
| 27 | VTIVANGUARD INDEX FDS | 150,326 | $45.7B | 0.57% | |
| 28 | PGPROCTER AND GAMBLE CO | 268,785 | $42.8B | 0.54% | |
| 29 | VOOVANGUARD INDEX FDS | 73,631 | $41.8B | 0.52% | |
| 30 | VGITVANGUARD SCOTTSDALE FDS | 693,774 | $41.5B | 0.52% | |
| 31 | WMTWALMART INC | 418,941 | $41.0B | 0.51% | |
| 32 | SPBOSPDR SERIES TRUST | 1,399,638 | $40.9B | 0.51% | |
| 33 | ZROZPIMCO ETF TR | 598,288 | $40.1B | 0.50% | |
| 34 | AMZNAMAZON COM INC | 182,234 | $40.0B | 0.50% | |
| 35 | NDQINVESCO QQQ TR | 71,028 | $39.2B | 0.49% | |
| 36 | HDHOME DEPOT INC | 100,379 | $36.8B | 0.46% | |
| 37 | CATCATERPILLAR INC | 89,179 | $34.6B | 0.43% | |
| 38 | ABTABBOTT LABS | 247,978 | $33.7B | 0.42% | |
| 39 | METAMETA PLATFORMS INC | 45,189 | $33.4B | 0.42% | |
| 40 | MCDMCDONALDS CORP | 111,034 | $32.4B | 0.41% | |
| 41 | PEPPEPSICO INC | 233,256 | $30.8B | 0.39% | |
| 42 | HONHONEYWELL INTL INC | 131,988 | $30.7B | 0.38% | |
| 43 | RTXRTX CORPORATION | 209,429 | $30.6B | 0.38% | |
| 44 | NEENEXTERA ENERGY INC | 433,649 | $30.1B | 0.38% | |
| 45 | LINLINDE PLC | 62,377 | $29.3B | 0.37% | |
| 46 | TJXTJX COS INC NEW | 236,740 | $29.2B | 0.37% | |
| 47 | QCOMQUALCOMM INC | 181,829 | $29.0B | 0.36% | |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 58,822 | $28.6B | 0.36% | |
| 49 | XOMEXXON MOBIL CORP | 249,925 | $26.9B | 0.34% | |
| 50 | UNPUNION PAC CORP | 114,059 | $26.2B | 0.33% | |
| 51 | BLKBLACKROCK INC | 24,549 | $25.8B | 0.32% | |
| 52 | ASMLASML HOLDING N V | 32,032 | $25.7B | 0.32% | |
| 53 | GOOGALPHABET INC | 141,836 | $25.2B | 0.31% | |
| 54 | TPLTEXAS PACIFIC LAND CORPORATI | 23,724 | $25.1B | 0.31% | |
| 55 | IVEISHARES TR | 117,466 | $23.0B | 0.29% | |
| 56 | QUALISHARES TR | 118,687 | $21.7B | 0.27% | |
| 57 | MBBISHARES TR | 222,910 | $20.9B | 0.26% | |
| 58 | VIGVANGUARD SPECIALIZED FUNDS | 98,816 | $20.2B | 0.25% | |
| 59 | CBCHUBB LIMITED | 67,677 | $19.6B | 0.25% | |
| 60 | CSCOCISCO SYS INC | 278,965 | $19.4B | 0.24% | |
| 61 | CRMSALESFORCE INC | 70,885 | $19.3B | 0.24% | |
| 62 | LMTLOCKHEED MARTIN CORP | 41,498 | $19.2B | 0.24% | |
| 63 | CMFISHARES TR | 344,078 | $19.2B | 0.24% | |
| 64 | ESGVVANGUARD WORLD FD | 171,192 | $18.8B | 0.23% | |
| 65 | SPGIS&P GLOBAL INC | 35,131 | $18.5B | 0.23% | |
| 66 | NYFISHARES TR | 353,480 | $18.4B | 0.23% | |
| 67 | TRVCCITIGROUP INC | 214,305 | $18.2B | 0.23% | |
| 68 | IJHISHARES TR | 292,281 | $18.1B | 0.23% | |
| 69 | SCHWSCHWAB CHARLES CORP | 195,225 | $17.8B | 0.22% | |
| 70 | IJRISHARES TR | 162,145 | $17.7B | 0.22% | |
| 71 | IUSGISHARES TR | 116,843 | $17.6B | 0.22% | |
| 72 | EAGGISHARES TR | 368,471 | $17.5B | 0.22% | |
| 73 | IEIISHARES TR | 146,825 | $17.5B | 0.22% | |
| 74 | NVONOVO-NORDISK A S | 242,060 | $16.7B | 0.21% | |
| 75 | CLCOLGATE PALMOLIVE CO | 183,083 | $16.6B | 0.21% | |
| 76 | KLACKLA CORP | 18,083 | $16.2B | 0.20% | |
| 77 | DHRDANAHER CORPORATION | 80,891 | $16.0B | 0.20% | |
| 78 | ELVELEVANCE HEALTH INC | 40,299 | $15.7B | 0.20% | |
| 79 | MMM3M CO | 101,461 | $15.4B | 0.19% | |
| 80 | ORCLORACLE CORP | 69,914 | $15.3B | 0.19% | |
| 81 | CVXCHEVRON CORP NEW | 106,523 | $15.3B | 0.19% | |
| 82 | ACNACCENTURE PLC IRELAND | 50,309 | $15.0B | 0.19% | |
| 83 | BNDVANGUARD BD INDEX FDS | 195,608 | $14.4B | 0.18% | |
| 84 | EFGISHARES TR | 128,593 | $14.4B | 0.18% | |
| 85 | VFVAVANGUARD WELLINGTON FD | 120,395 | $14.2B | 0.18% | |
| 86 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 58,788 | $13.3B | 0.17% | |
| 87 | IBMINTERNATIONAL BUSINESS MACHS | 44,015 | $13.0B | 0.16% | |
| 88 | PANWPALO ALTO NETWORKS INC | 62,040 | $12.7B | 0.16% | |
| 89 | MRKMERCK & CO INC | 155,968 | $12.3B | 0.15% | |
| 90 | TMUST-MOBILE US INC | 51,590 | $12.3B | 0.15% | |
| 91 | LDOSLEIDOS HOLDINGS INC | 77,165 | $12.2B | 0.15% | |
| 92 | FHLCFIDELITY COVINGTON TRUST | 190,273 | $12.2B | 0.15% | |
| 93 | ORLYOREILLY AUTOMOTIVE INC | 132,307 | $11.9B | 0.15% | |
| 94 | ALSALLSTATE CORP | 58,500 | $11.8B | 0.15% | |
| 95 | FTECFIDELITY COVINGTON TRUST | 59,190 | $11.7B | 0.15% | |
| 96 | VYMVANGUARD WHITEHALL FDS | 86,982 | $11.6B | 0.15% | |
| 97 | SCHVSCHWAB STRATEGIC TR | 417,376 | $11.5B | 0.14% | |
| 98 | AQLTISHARES TR | 134,935 | $11.3B | 0.14% | |
| 99 | LOWLOWES COS INC | 50,716 | $11.3B | 0.14% | |
| 100 | SAPSAP SE | 36,789 | $11.2B | 0.14% |
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