Arkolith/Funds/Rwa Wealth Partners, LLC

Rwa Wealth Partners, LLC

CIK 1544576Wealth platform
Holdings as of Mar 31, 2026·disclosed May 13, 2026·~43-day 13F lag·13F-HR
Active Filer

Rwa Wealth Partners, LLC holds a focused book of 618 stocks worth $9.1B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened GQG US Equity ETF and trimmed Vanguard Growth ETF. Their largest long position is Vanguard Growth ETF at 11% of the equity book.

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Use Arkolith to show RWA WEALTH PARTNERS, LLC's latest
holdings, largest changes, and filing provenance.
Opened
42
new positions
Added to
246
existing
Trimmed
242
reduced
Sold out
21
exited

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
52%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

32% mapped to company sectors

ETF / fund or unclassified
68%
Information Technology
11%
Financials
5%
Health Care
4%
Industrials
4%
Consumer Discretionary
4%
Materials
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

618 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
GROWTH ETF
$960.2M2.20M
10.5%
−1.9%
Reduced · −42K sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$936.4M14.61M
10.2%
−4.9%
Reduced · −753K sh
3Ishares TR
CORE US AGGBD ET
$858.3M8.65M
9.4%
+8.3%
Added · +660K sh
4Vanguard Index FDS
VALUE ETF
$673.1M3.43M
7.4%
−6.5%
Reduced · −239K sh
5Vanguard Scottsdale FDS
SHORT TERM TREAS
$298.6M5.10M
3.3%
+34%
Added · +1.3M sh
6Ishares TR
NATIONAL MUN ETF
$247.5M2.33M
2.7%
−1.5%
Reduced · −35K sh
7Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$244.2M4.52M
2.7%
+8.0%
Added · +334K sh
8Vanguard Mun BD FDS
TAX EXEMPT BD
$212.1M4.25M
2.3%
+5.9%
Added · +236K sh
9Apple Inc
COM
$199.9M792.0K
2.2%
−1.5%
Reduced · −12K sh
10The Alger ETF Trust
CONCENTRATED EQT
$156.4M5.03M
1.7%
364×
Added · +5.0M sh
11Microsoft Corp
COM
$155.5M420.2K
1.7%
+2.6%
Added · +11K sh
12JPMorgan Chase & Co
COM
$115.0M390.9K
1.3%
+2.1%
Added · +8K sh
13Ishares TR
CORE S&P500 ETF
$113.7M174.1K
1.2%
−4.5%
Reduced · −8K sh
14Vanguard Index FDS
SM CP VAL ETF
$113.6M522.8K
1.2%
+5.3%
Added · +26K sh
15Vanguard Index FDS
SML CP GRW ETF
$111.4M368.4K
1.2%
+4.5%
Added · +16K sh
16State STR SPDR S&P 500 ETF T
TR UNIT
$95.6M149.0K
1.0%
+4.3%
Added · +6K sh
17Alphabet Inc
CAP STK CL A
$89.1M310.0K
1.0%
+3.0%
Added · +9K sh
18Johnson & Johnson
COM
$78.8M322.2K
0.9%
−1.4%
Reduced · −5K sh
19Broadcom Inc
COM
$71.8M232.1K
0.8%
−10%
Reduced · −26K sh
20Caterpillar Inc
COM
$70.3M99.3K
0.8%
−9.6%
Reduced · −11K sh
21Vanguard Specialized Funds
DIV APP ETF
$67.5M313.7K
0.7%
+4.2%
Added · +13K sh
22Nvidia Corporation
COM
$65.9M380.4K
0.7%
+2.5%
Added · +9K sh
23Visa Inc
COM CL A
$63.8M211.1K
0.7%
+19%
Added · +33K sh
24Eli Lilly & Co
COM
$61.7M67.1K
0.7%
+2.7%
Added · +2K sh
25Vanguard World FD
EXTENDED DUR
$56.9M875.8K
0.6%
Held
26Abbvie Inc
COM
$54.9M252.5K
0.6%
−1.3%
Reduced · −3K sh
27Vanguard Index FDS
TOTAL STK MKT
$53.8M167.8K
0.6%
+4.9%
Added · +8K sh
28Exxon Mobil Corp
COM
$50.8M299.2K
0.6%
+10%
Added · +27K sh
29Procter & Gamble Co
COM
$50.7M350.8K
0.6%
−1.4%
Reduced · −5K sh
30Amazon Com Inc
COM
$50.2M240.8K
0.5%
+0.4%
Added · +967 sh
31TJX Cos Inc New
COM
$49.3M308.4K
0.5%
−0.3%
Reduced · −843 sh
32Qualys Inc
COM
$48.2M548.8K
0.5%
−6.8%
Reduced · −40K sh
33Costco Wholesale Corporation
COM
$47.7M47.9K
0.5%
+0.3%
Added · +131 sh
34Vanguard Index FDS
S&P 500 ETF SHS
$46.8M78.4K
0.5%
−9.9%
Reduced · −9K sh
35Home Depot Inc
COM
$45.7M139.1K
0.5%
+18%
Added · +21K sh
36Walmart Inc
COM
$45.7M367.4K
0.5%
−1.1%
Reduced · −4K sh
37J P Morgan Exchange Traded F
HEDGED EQUITY LA
$45.3M708.6K
0.5%
−8.8%
Reduced · −69K sh
38Vanguard Whitehall FDS
HIGH DIV YLD
$45.0M303.7K
0.5%
+5.0%
Added · +15K sh
39Advisors Inner Circle FD III
GQG US EQUITY ET
$44.6M1.66M
0.5%
New
New position
40McDonalds Corp
COM
$43.4M139.8K
0.5%
+0.9%
Added · +1K sh
41ASML Hldg NV
N Y REGISTRY SHS
$42.6M32.3K
0.5%
−14%
Reduced · −5K sh
42NextEra Energy Inc
COM
$41.1M442.1K
0.4%
+8.9%
Added · +36K sh
43RTX Corporation
COM
$40.2M208.5K
0.4%
~0%
Added · +101 sh
44American Express Co
COM
$40.0M132.3K
0.4%
+53%
Added · +46K sh
45Alphabet Inc
CAP STK CL C
$39.7M138.3K
0.4%
−1.0%
Reduced · −1K sh
46Pimco ETF TR
25YR+ ZERO U S
$38.3M598.3K
0.4%
Held
47Linde PLC
SHS
$32.1M64.8K
0.4%
−1.7%
Reduced · −1K sh
48Ishares TR
RUS 1000 GRW ETF
$31.8M74.6K
0.3%
+0.9%
Added · +664 sh
49Berkshire Hathaway Inc Del
CL B NEW
$30.7M64.0K
0.3%
−8.8%
Reduced · −6K sh
50Texas Pacific Land Corporati
COM
$30.7M64.6K
0.3%
−8.8%
Reduced · −6K sh
Showing 50 of 618 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 13, 2026892$9.1B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026848$9.1B13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025832$8.8B13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025930$8.0B13F-HR
Q1 2025Mar 31, 2025May 13, 2025857$7.9B13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025894$8.1B13F-HR
Q3 2024Sep 30, 2024Nov 8, 2024888$8.0B13F-HR
Q2 2024Jun 30, 2024Aug 12, 2024848$7.6B13F-HR
Q1 2024Mar 31, 2024Apr 29, 2024832$7.4B13F-HR
Q4 2023Dec 31, 2023Feb 1, 2024813$7.0B13F-HR
Q3 2023Sep 30, 2023Oct 11, 2023374$4.6B13F-HR
Q2 2023Jun 30, 2023Aug 4, 2023328$4.6B13F-HR
Q1 2023Mar 31, 2023Apr 26, 2023257$4.2B13F-HR
Q4 2022Dec 31, 2022Jan 19, 2023258$4.0B13F-HR
Q3 2022Sep 30, 2022Oct 14, 2022244$1.4B13F-HR
Q2 2022Jun 30, 2022Jul 14, 2022241$1.5B13F-HR
Q1 2022Mar 31, 2022May 4, 2022254$1.5B13F-HR
Q4 2021Dec 31, 2021Jan 31, 2022250$1.5B13F-HR
Q3 2021Sep 30, 2021Nov 5, 2021237$1.3B13F-HR
Q2 2021Jun 30, 2021Jul 9, 2021242$1.3B13F-HR
Q1 2021Mar 31, 2021May 5, 2021238$1.2B13F-HR
Q4 2020Dec 31, 2020Jan 26, 2021230$1.1B13F-HR
Q3 2020Sep 30, 2020Nov 13, 2020212$950.7M13F-HR
Q2 2020Jun 30, 2020Aug 3, 2020211$818.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.