RWA WEALTH PARTNERS, LLC Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$8.8T

Holdings

604

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (604 positions)

#StockSharesValue% PortfolioType
1
VUGVANGUARD INDEX FDS
2,161,108$1.0T11.77%
2
VEAVANGUARD TAX-MANAGED FDS
14,471,672$867.1B9.85%
3
AGGISHARES TR
7,143,579$716.1B8.13%
4
VTVVANGUARD INDEX FDS
3,735,111$696.6B7.91%
5
MUBISHARES TR
2,395,411$255.1B2.90%
6
VGSHVANGUARD SCOTTSDALE FDS
4,283,808$252.1B2.86%
7
VWOVANGUARD INTL EQUITY INDEX F
4,051,221$219.5B2.49%
8
MSFTMICROSOFT CORP
412,112$212.9B2.42%
9
AAPLAPPLE INC
785,404$199.7B2.27%
10
VTEBVANGUARD MUN BD FDS
3,840,677$192.3B2.18%
11
JPMJPMORGAN CHASE & CO.
390,461$123.2B1.40%
12
IVVISHARES TR
181,955$121.8B1.38%
13
VBKVANGUARD INDEX FDS
365,995$108.9B1.24%
14
VBRVANGUARD INDEX FDS
483,851$101.0B1.15%
15
SPYSPDR S&P 500 ETF TR
138,593$92.3B1.05%
16
AVGOBROADCOM INC
255,666$84.3B0.96%
17
QLYSQUALYS INC
610,746$80.8B0.92%
18
GOOGLALPHABET INC
297,395$72.3B0.82%
19
JNJJOHNSON & JOHNSON
378,652$70.2B0.80%
20
NVDANVIDIA CORPORATION
349,678$64.8B0.74%
21
IWFISHARES TR
130,108$60.9B0.69%
22
EDVVANGUARD WORLD FD
875,815$59.9B0.68%
23
ABBVABBVIE INC
253,128$58.6B0.67%
24
VVISA INC
168,777$57.6B0.65%
25
HELOJ P MORGAN EXCHANGE TRADED F
848,042$55.1B0.63%
26
CATCATERPILLAR INC
107,770$51.4B0.58%
27
LLYELI LILLY & CO
65,481$50.0B0.57%
28
VTIVANGUARD INDEX FDS
151,698$49.8B0.57%
29
TJXTJX COS INC NEW
343,074$49.6B0.56%
30
AMZNAMAZON COM INC
219,738$48.2B0.55%
31
PGPROCTER AND GAMBLE CO
302,671$46.5B0.53%
32
COSTCOSTCO WHSL CORP NEW
49,098$45.4B0.52%
33
VOOVANGUARD INDEX FDS
72,658$44.5B0.51%
34
MCDMCDONALDS CORP
138,402$42.1B0.48%
35
ZROZPIMCO ETF TR
598,288$40.7B0.46%
36
NDQINVESCO QQQ TR
67,111$40.3B0.46%
37
HDHOME DEPOT INC
98,126$39.8B0.45%
38
WMTWALMART INC
369,036$38.0B0.43%
39
METAMETA PLATFORMS INC
51,375$37.7B0.43%
40
ASMLASML HOLDING N V
37,575$36.4B0.41%
41
BLKBLACKROCK INC
30,895$36.0B0.41%
42
RTXRTX CORPORATION
207,910$34.8B0.40%
43
SPBOSPDR SERIES TRUST
1,160,190$34.4B0.39%
44
GOOGALPHABET INC
139,647$34.0B0.39%
45
BRK/BBERKSHIRE HATHAWAY INC DEL
67,556$34.0B0.39%
46
VGITVANGUARD SCOTTSDALE FDS
562,824$33.8B0.38%
47
ABTABBOTT LABS
246,329$33.0B0.37%
48
NEENEXTERA ENERGY INC
421,005$31.8B0.36%
49
UNPUNION PAC CORP
128,387$30.3B0.34%
50
LINLINDE PLC
60,269$28.6B0.33%
51
AXPAMERICAN EXPRESS CO
85,371$28.4B0.32%
52
HONHONEYWELL INTL INC
132,323$27.9B0.32%
53
XOMEXXON MOBIL CORP
234,908$26.5B0.30%
54
QCOMQUALCOMM INC
144,905$24.1B0.27%
55
IBMINTERNATIONAL BUSINESS MACHS
83,646$23.6B0.27%
56
IVEISHARES TR
109,219$22.6B0.26%
57
TPLTEXAS PACIFIC LAND CORPORATI
23,724$22.2B0.25%
58
PEPPEPSICO INC
157,062$22.1B0.25%
59
QUALISHARES TR
110,290$21.5B0.24%
60
VIGVANGUARD SPECIALIZED FUNDS
95,332$20.6B0.23%
61
ETNEATON CORP PLC
58,460$20.6B0.23%
62
ESGVVANGUARD WORLD FD
170,688$20.2B0.23%
63
KLACKLA CORP
18,309$19.7B0.22%
64
CBCHUBB LIMITED
68,534$19.3B0.22%
65
IUSGISHARES TR
116,472$19.2B0.22%
66
ORCLORACLE CORP
68,104$19.2B0.22%
67
IJRISHARES TR
156,847$18.6B0.21%
68
IJHISHARES TR
282,504$18.4B0.21%
69
DHRDANAHER CORPORATION
92,301$18.3B0.21%
70
CSCOCISCO SYS INC
267,313$18.3B0.21%
71
EAGGISHARES TR
379,603$18.2B0.21%
72
CMFISHARES TR
315,395$18.0B0.20%
73
SCHWSCHWAB CHARLES CORP
184,221$17.6B0.20%
74
SPGIS&P GLOBAL INC
35,611$17.3B0.20%
75
MBBISHARES TR
181,920$17.3B0.20%
76
IEIISHARES TR
137,852$16.5B0.19%
77
TSMTAIWAN SEMICONDUCTOR MFG LTD
58,878$16.4B0.19%
78
PGRPROGRESSIVE CORP
65,785$16.2B0.18%
79
LMTLOCKHEED MARTIN CORP
32,391$16.2B0.18%
80
ELVELEVANCE HEALTH INC FORMERLY
47,737$15.4B0.18%
81
BNDVANGUARD BD INDEX FDS
201,132$15.0B0.17%
82
ORLYOREILLY AUTOMOTIVE INC
136,688$14.7B0.17%
83
CLCOLGATE PALMOLIVE CO
182,258$14.6B0.17%
84
TRVCCITIGROUP INC
141,606$14.4B0.16%
85
EFGISHARES TR
123,727$14.1B0.16%
86
CVXCHEVRON CORP NEW
87,944$13.7B0.16%
87
LOWLOWES COS INC
53,700$13.5B0.15%
88
4I1PHILIP MORRIS INTL INC
82,505$13.4B0.15%
89
EFAISHARES TR
136,693$12.8B0.14%
90
AMGNAMGEN INC
45,213$12.8B0.14%
91
TSLATESLA INC
28,109$12.5B0.14%
92
PANWPALO ALTO NETWORKS INC
60,716$12.4B0.14%
93
ACNACCENTURE PLC IRELAND
49,987$12.3B0.14%
94
VYMVANGUARD WHITEHALL FDS
87,188$12.3B0.14%
95
FTECFIDELITY COVINGTON TRUST
54,795$12.2B0.14%
96
ALSALLSTATE CORP
56,316$12.1B0.14%
97
VFVAVANGUARD WELLINGTON FD
93,420$11.9B0.14%
98
BABOEING CO
55,160$11.9B0.14%
99
MMM3M CO
76,440$11.9B0.13%
100
ABGCENCORA INC
37,625$11.8B0.13%
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