Rwa Wealth Partners, LLC holds a focused book of 645 stocks worth $10.4B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Vanguard Short-Term Treasury. Their largest long position is Vanguard Growth ETF at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Rwa Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $683.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $134.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $124.2B |
| LPL Financial LLC | 80 / 80 | $105.1B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $207.7B |
| ROYAL BANK OF CANADA | 79 / 80 | $187.4B |
| STIFEL FINANCIAL CORP | 79 / 80 | $39.9B |
| Cetera Investment Advisers | 79 / 80 | $31.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Rwa Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $1.2B | 13.46M | 11.1% | ▲+512% Added · +11.3M sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.1B | 15.10M | 10.3% | ▲+3.3% Added · +486K sh | |
| 3 | Ishares TR CORE US AGGBD ET | $912.5M | 9.22M | 8.7% | ▲+6.6% Added · +573K sh | |
| 4 | Vanguard Index FDS VALUE ETF | $762.7M | 3.50M | 7.3% | ▲+2.0% Added · +69K sh | |
| 5 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $278.2M | 4.66M | 2.7% | ▲+3.1% Added · +143K sh | |
| 6 | Vanguard Scottsdale FDS SHORT TERM TREAS | $260.0M | 4.47M | 2.5% | ▼−12% Reduced · −634K sh | |
| 7 | Apple Inc COM | $242.3M | 841.8K | 2.3% | ▲+6.3% Added · +50K sh | |
| 8 | Ishares TR NATIONAL MUN ETF | $242.0M | 2.25M | 2.3% | ▼−3.5% Reduced · −83K sh | |
| 9 | The Alger ETF Trust CONCENTRATED EQT | $228.5M | 5.54M | 2.2% | ▲+10% Added · +510K sh | |
| 10 | Vanguard Mun BD FDS TAX EXEMPT BD | $226.4M | 4.48M | 2.2% | ▲+5.3% Added · +226K sh | |
| 11 | Microsoft Corp COM | $174.4M | 467.4K | 1.7% | ▲+11% Added · +47K sh | |
| 12 | Vanguard Index FDS SML CP GRW ETF | $137.1M | 375.0K | 1.3% | ▲+1.8% Added · +7K sh | |
| 13 | Ishares TR CORE S&P500 ETF | $134.3M | 179.3K | 1.3% | ▲+3.0% Added · +5K sh | |
| 14 | JPMorgan Chase & Co COM | $131.6M | 402.0K | 1.3% | ▲+2.8% Added · +11K sh | |
| 15 | Vanguard Index FDS SM CP VAL ETF | $130.1M | 535.5K | 1.2% | ▲+2.4% Added · +13K sh | |
| 16 | State STR SPDR S&P 500 ETF T TR UNIT | $110.7M | 165.7K | 1.1% | ▲+11% Added · +17K sh | |
| 17 | Alphabet Inc CAP STK CL A | $108.5M | 303.5K | 1.0% | ▼−2.1% Reduced · −6K sh | |
| 18 | Caterpillar Inc COM | $100.8M | 94.7K | 1.0% | ▼−4.6% Reduced · −5K sh | |
| 19 | Johnson & Johnson COM | $98.3M | 387.2K | 0.9% | ▲+20% Added · +65K sh | |
| 20 | Eli Lilly & Co COM | $91.2M | 76.0K | 0.9% | ▲+13% Added · +9K sh | |
| 21 | Broadcom Inc COM | $90.5M | 239.7K | 0.9% | ▲+3.3% Added · +8K sh | |
| 22 | Nvidia Corporation COM | $84.2M | 423.5K | 0.8% | ▲+11% Added · +43K sh | |
| 23 | Vanguard Specialized Funds DIV APP ETF | $80.2M | 339.1K | 0.8% | ▲+8.1% Added · +25K sh | |
| 24 | Visa Inc COM CL A | $75.9M | 221.2K | 0.7% | ▲+4.8% Added · +10K sh | |
| 25 | Qualys Inc COM | $75.4M | 548.8K | 0.7% | ▼~0% Reduced · −4 sh | |
| 26 | Amazon Com Inc COM | $68.1M | 285.7K | 0.7% | ▲+19% Added · +45K sh | |
| 27 | Exxon Mobil Corp COM | $64.9M | 474.3K | 0.6% | ▲+59% Added · +175K sh | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $64.6M | 174.6K | 0.6% | ▲+4.1% Added · +7K sh | |
| 29 | ASML Hldg NV N Y REGISTRY SHS | $63.8M | 32.1K | 0.6% | ▼−0.6% Reduced · −181 sh | |
| 30 | Abbvie Inc COM | $59.3M | 235.8K | 0.6% | ▼−6.6% Reduced · −17K sh | |
| 31 | Vanguard Index FDS S&P 500 ETF SHS | $58.3M | 84.9K | 0.6% | ▲+8.3% Added · +7K sh | |
| 32 | Vanguard World FD EXTENDED DUR | $57.0M | 875.8K | 0.5% | —Held | |
| 33 | Alphabet Inc CAP STK CL C | $52.4M | 148.2K | 0.5% | ▲+7.1% Added · +10K sh | |
| 34 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $51.6M | 763.3K | 0.5% | ▲+7.7% Added · +55K sh | |
| 35 | Procter & Gamble Co COM | $51.3M | 349.8K | 0.5% | ▼−0.3% Reduced · −995 sh | |
| 36 | Home Depot Inc COM | $50.3M | 142.5K | 0.5% | ▲+2.5% Added · +3K sh | |
| 37 | Advisors Inner Circle FD III GQG US EQUIT ETF | $48.1M | 1.90M | 0.5% | ▲+14% Added · +237K sh | |
| 38 | TJX Cos Inc New COM | $47.3M | 312.4K | 0.5% | ▲+1.3% Added · +4K sh | |
| 39 | Costco Wholesale Corporation COM | $46.6M | 49.9K | 0.4% | ▲+4.1% Added · +2K sh | |
| 40 | American Express Co COM | $45.5M | 134.5K | 0.4% | ▲+1.6% Added · +2K sh | |
| 41 | Invesco QQQ TR UNIT SER 1 | $45.4M | 61.7K | 0.4% | ▲+145% Added · +36K sh | |
| 42 | Ishares TR RUS 1000 GRW ETF | $44.4M | 357.4K | 0.4% | ▲+379% Added · +283K sh | |
| 43 | Kla Corp COM NEW | $42.2M | 139.8K | 0.4% | ▲10× Added · +126K sh | |
| 44 | Walmart Inc COM | $42.0M | 370.7K | 0.4% | ▲+0.9% Added · +3K sh | |
| 45 | Taiwan Semiconductor Manufac SPONSORED ADS | $41.7M | 87.3K | 0.4% | ▲+1.0% Added · +884 sh | |
| 46 | RTX Corporation COM | $41.4M | 218.4K | 0.4% | ▲+4.8% Added · +10K sh | |
| 47 | NextEra Energy Inc COM | $39.6M | 451.7K | 0.4% | ▲+2.2% Added · +10K sh | |
| 48 | McDonalds Corp COM | $38.5M | 142.3K | 0.4% | ▲+1.8% Added · +2K sh | |
| 49 | Pimco ETF TR 25YR+ ZERO U S | $38.4M | 598.3K | 0.4% | —Held | |
| 50 | Meta Platforms Inc CL A | $35.5M | 63.0K | 0.3% | ▲+20% Added · +11K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1544576/holdings"
Use Arkolith to show RWA WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 958 | $10.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 892 | $9.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 848 | $9.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 832 | $8.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 930 | $8.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 857 | $7.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 894 | $8.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 888 | $8.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 848 | $7.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 29, 2024 | 832 | $7.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 1, 2024 | 813 | $7.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 11, 2023 | 374 | $4.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 4, 2023 | 328 | $4.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 26, 2023 | 257 | $4.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 19, 2023 | 258 | $4.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 14, 2022 | 244 | $1.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 14, 2022 | 241 | $1.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 4, 2022 | 254 | $1.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 31, 2022 | 250 | $1.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 5, 2021 | 237 | $1.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 9, 2021 | 242 | $1.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 5, 2021 | 238 | $1.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 26, 2021 | 230 | $1.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 212 | $950.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.