Notify me when RWA WEALTH PARTNERS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 606 | $9,149,148,098 | +$571,767,133 | -$369,446,937 | +$202,320,196 | VUG, VEA, AGG, VTV, MUB | 13F-HR | 12 Feb 2026, 12:50 |
| Q3 2025 | 608 | $8,803,336,500 | +$568,939,074 | -$245,983,734 | +$322,955,340 | VUG, VEA, AGG, VTV, MUB | 13F-HR | 10 Nov 2025, 15:14 |
| Q2 2025 | 586 | $7,991,970,384 | +$820,943,457 | -$1,255,436,710 | -$434,493,253 | VUG, VEA, AGG, VTV, MUB | 13F-HR | 06 Aug 2025, 14:43 |
| Q1 2025 | 541 | $7,930,372,094 | +$951,452,413 | -$1,031,017,869 | -$79,565,456 | VUG, VTV, VEA, AGG, VGIT | 13F-HR | 13 May 2025, 14:20 |
| Q4 2024 | 559 | $8,115,442,917 | +$620,013,727 | -$393,021,006 | +$226,992,721 | VUG, VTV, VEA, VGIT, SPBO | 13F-HR | 12 Feb 2025, 11:57 |
| Q3 2024 | 560 | $8,014,519,179 | +$362,993,984 | -$299,197,495 | +$63,796,489 | VUG, VTV, VEA, VGIT, SPBO | 13F-HR | 08 Nov 2024, 15:27 |
| Q2 2024 | 543 | $7,583,312,245 | +$331,148,134 | -$256,691,725 | +$74,456,409 | VUG, VTV, VEA, VGIT, SPBO | 13F-HR | 12 Aug 2024, 15:22 |
| Q1 2024 | 534 | $7,430,653,075 | +$383,526,762 | -$343,599,491 | +$39,927,271 | VUG, VTV, VEA, VGIT, SPBO | 13F-HR | 29 Apr 2024, 14:28 |
| Q4 2023 | 516 | $7,011,121,178 | +$2,299,899,193 | -$297,255,521 | +$2,002,643,672 | VUG, VTV, VEA, VGIT, SPBO | 13F-HR | 01 Feb 2024, 15:44 |
| Q3 2023 | 374 | $4,589,882,988 | +$684,773,549 | -$487,868,107 | +$196,905,442 | VUG, VTV, VEA, VGIT, VTEB | 13F-HR | 11 Oct 2023, 10:57 |
| Q2 2023 | 327 | $4,569,851,509 | +$410,630,864 | -$171,993,649 | +$238,637,215 | VUG, VTV, VEA, VGIT, VTEB | 13F-HR | 04 Aug 2023, 09:48 |
| Q1 2023 | 255 | $4,167,422,782 | +$154,021,325 | -$84,668,099 | +$69,353,226 | VUG, VTV, VEA, VGIT, VTEB | 13F-HR | 25 Apr 2023, 17:37 |
| Q4 2022 | 258 | $4,021,241,140 | +$2,975,276,514 | -$529,198,419 | +$2,446,078,095 | VUG, VTV, VEA, VGIT, VTEB | 13F-HR | 19 Jan 2023, 10:30 |
| Q3 2022 | 242 | $1,419,778,000 | +$129,538,638 | -$96,940,696 | +$32,597,942 | BND, VFVA, VTEB, FBND, VIG | 13F-HR | 14 Oct 2022, 15:47 |
| Q2 2022 | 239 | $1,481,506,000 | +$333,721,679 | -$209,049,902 | +$124,671,777 | BND, VFVA, VTEB, VSS, FBND | 13F-HR | 14 Jul 2022, 12:16 |
| Q1 2022 | 252 | $1,545,132,000 | +$350,240,238 | -$208,460,030 | +$141,780,208 | BND, VTEB, IVV, VIG, EFG | 13F-HR | 04 May 2022, 15:35 |
| Q4 2021 | 248 | $1,489,764,000 | +$135,422,164 | -$73,637,569 | +$61,784,595 | IVV, VIG, BND, VTEB, EFG | 13F-HR | 28 Jan 2022, 17:33 |
| Q3 2021 | 237 | $1,340,160,000 | +$76,731,325 | -$72,985,499 | +$3,745,826 | VIG, IVV, VTEB, BND, EFG | 13F-HR | 05 Nov 2021, 17:04 |
| Q2 2021 | 242 | $1,340,168,000 | +$136,855,803 | -$99,383,386 | +$37,472,417 | IVV, VIG, VTEB, BND, EFG | 13F-HR | 09 Jul 2021, 16:16 |
| Q1 2021 | 238 | $1,239,293,000 | +$171,391,033 | -$89,301,379 | +$82,089,654 | IVV, VIG, VTEB, EFG, FBND | 13F-HR | 05 May 2021, 14:48 |
| Q4 2020 | 230 | $1,127,348,000 | +$158,283,208 | -$60,855,787 | +$97,427,421 | IVV, FBND, VIG, VTEB, BND | 13F-HR | 26 Jan 2021, 11:10 |
| Q3 2020 | 212 | $950,672,000 | +$246,216,678 | -$146,793,549 | +$99,423,129 | IVV, FBND, VIG, VTEB, BND | 13F-HR | 13 Nov 2020, 16:04 |
| Q2 2020 | 210 | $817,814,000 | +$120,634,746 | -$108,900,860 | +$11,733,886 | IVV, VIG, FHLC, BSV, EFG | 13F-HR | 03 Aug 2020, 15:27 |
| Q1 2020 | 196 | $705,648,000 | +$95,135,702 | -$251,241,355 | -$156,105,653 | BSV, VIG, IVV, FHLC, VCIT | 13F-HR | 08 Apr 2020, 15:21 |
| Q4 2019 | 237 | $1,008,450,000 | +$68,768,949 | -$66,322,777 | +$2,446,172 | IVV, BSV, EFG, FHLC, IVOG | 13F-HR | 07 Feb 2020, 15:25 |
| Q3 2019 | 230 | $946,868,000 | +$50,303,939 | -$40,149,901 | +$10,154,038 | IVV, BSV, EFG, FHLC, HYS | 13F-HR | 13 Nov 2019, 10:01 |
| Q2 2019 | 228 | $931,276,000 | +$100,734,656 | -$68,462,590 | +$32,272,066 | IVV, BSV, EFG, FHLC, HYS | 13F-HR | 12 Aug 2019, 11:15 |
| Q1 2019 | 229 | $874,935,000 | +$106,597,941 | -$66,195,067 | +$40,402,874 | IVV, BSV, EFG, HYS, FHLC | 13F-HR | 07 May 2019, 16:43 |
| Q4 2018 | 217 | $760,220,000 | +$145,512,751 | -$188,249,044 | -$42,736,293 | IVV, BSV, EFG, FHLC, HYS | 13F-HR | 25 Jan 2019, 14:50 |
| Q3 2018 | 228 | $893,143,000 | +$127,196,331 | -$167,144,945 | -$39,948,614 | IVV, MUB, BSV, VCIT, EFG | 13F-HR | 13 Nov 2018, 17:45 |
| Q2 2018 | 794 | $896,126,000 | +$226,842,608 | -$115,403,990 | +$111,438,618 | IVV, MUB, HYS, IJH, IEFA | 13F-HR | 02 Aug 2018, 17:16 |
| Q1 2018 | 585 | $777,493,000 | +$111,863,561 | -$217,354,299 | -$105,490,738 | IVV, MUB, IEFA, IJH, SPY | 13F-HR | 14 May 2018, 12:16 |
| Q4 2017 | 230 | $889,483,000 | +$90,053,023 | -$117,870,455 | -$27,817,432 | IVV, MUB, IEFA, IJH, SPY | 13F-HR | 12 Feb 2018, 11:28 |
| Q3 2017 | 237 | $886,471,000 | +$126,868,003 | -$85,198,328 | +$41,669,675 | IVV, MUB, IJH, IEFA, SPY | 13F-HR | 23 Oct 2017, 15:15 |
| Q2 2017 | 183 | $815,254,000 | +$100,575,431 | -$64,594,078 | +$35,981,353 | IVV, MUB, IEFA, LQD, IJH | 13F-HR | 11 Aug 2017, 17:35 |
| Q1 2017 | 177 | $762,590,000 | +$657,921,915 | -$7,170,006 | +$650,751,909 | IVV, MUB, IEFA, SPY, IJH | 13F-HR | 25 Apr 2017, 11:12 |
| Q4 2016 | 48 | $110,235,000 | $0 | $0 | $0 | MUB, MGC, GE, IVOV, DBV | 13F-HR | 10 Feb 2017, 18:38 |