Institutional Fund
Rwa Wealth Partners, LLC
Boston, MACIK 15445765 filings on record
Portfolio Value
$9.14B
Q1 2026
Holdings
618
Reported positions
New Buys
42
Opened this quarter
QoQ Change
-0.1%
from $9.15B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds10.5%
- Vanguard Tax-Managed Fds10.2%
- Ishares Tr9.4%
- Vanguard Index Fds7.4%
- Vanguard Scottsdale Fds3.3%
- Ishares Tr2.7%
- Other56.5%
Portfolio Holdings
618 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 2.20M | $960.17M | 10.5% | −42.3K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 14.61M | $936.35M | 10.2% | −752.9K | Reduced |
| 3 | Ishares Tr | 8.65M | $858.33M | 9.4% | +660.4K | Added |
| 4 | Vanguard Index Fds | 3.43M | $673.08M | 7.4% | −239.3K | Reduced |
| 5 | Vanguard Scottsdale Fds | 5.10M | $298.61M | 3.3% | +1.30M | Added |
| 6 | Ishares Tr | 2.33M | $247.50M | 2.7% | −35.4K | Reduced |
| 7 | Vanguard Intl Equity Index F | 4.52M | $244.22M | 2.7% | +333.5K | Added |
| 8 | Vanguard Mun Bd Fds | 4.25M | $212.08M | 2.3% | +236.1K | Added |
| 9 | Apple Inc | 792.0K | $199.94M | 2.2% | −12.0K | Reduced |
| 10 | The Alger ETF Trust | 5.03M | $156.44M | 1.7% | +5.01M | Added |
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