13F History

RWA WEALTH PARTNERS, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 12, 2025
Value $: $8.12B
Signature - Title: Vincent Noe - Assistant Compliance Officer
Location: Newton, MA
Summary: This page shows a list of all the recent 13F filings made by RWA WEALTH PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RWA WEALTH PARTNERS, LLC reported 559 stock holdings with total value $8.12B as of Q4 2024. Top holdings included VUG, VTV, VEA, VGIT, and SPBO.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	559	$8.12B	+$620M	-$393M	+$227M	VUG, VTV, VEA, VGIT, SPBO	13F-HR	2/12/2025, 11:57 AM
Q3 2024	560	$8.01B	+$363M	-$299M	+$63.8M	VUG, VTV, VEA, VGIT, SPBO	13F-HR	11/8/2024, 03:27 PM
Q2 2024	543	$7.58B	+$331M	-$257M	+$74.5M	VUG, VTV, VEA, VGIT, SPBO	13F-HR	8/12/2024, 03:22 PM
Q1 2024	534	$7.43B	+$384M	-$344M	+$39.9M	VUG, VTV, VEA, VGIT, SPBO	13F-HR	4/29/2024, 02:28 PM
Q4 2023	516	$7.01B	+$2.3B	-$297M	+$2B	VUG, VTV, VEA, VGIT, SPBO	13F-HR	2/1/2024, 03:44 PM
Q3 2023	374	$4.59B	+$685M	-$488M	+$197M	VUG, VTV, VEA, VGIT, VTEB	13F-HR	10/11/2023, 10:57 AM
Q2 2023	327	$4.57B	+$411M	-$172M	+$239M	VUG, VTV, VEA, VGIT, VTEB	13F-HR	8/4/2023, 09:48 AM
Q1 2023	255	$4.17B	+$154M	-$84.7M	+$69.4M	VUG, VTV, VEA, VGIT, VTEB	13F-HR	4/25/2023, 05:37 PM
Q4 2022	258	$4.02B	+$2.98B	-$529M	+$2.45B	VUG, VTV, VEA, VGIT, VTEB	13F-HR	1/19/2023, 10:30 AM
Q3 2022	242	$1.42B	+$130M	-$96.9M	+$32.6M	BND, VFVA, VTEB, FBND, VIG	13F-HR	10/14/2022, 03:47 PM
Q2 2022	239	$1.48B	+$334M	-$209M	+$125M	BND, VFVA, VTEB, VSS, FBND	13F-HR	7/14/2022, 12:16 PM
Q1 2022	252	$1.55B	+$350M	-$208M	+$142M	BND, VTEB, IVV, VIG, EFG	13F-HR	5/4/2022, 03:35 PM
Q4 2021	248	$1.49B	+$135M	-$73.6M	+$61.8M	IVV, VIG, BND, VTEB, EFG	13F-HR	1/28/2022, 05:33 PM
Q3 2021	237	$1.34B	+$76.7M	-$73M	+$3.75M	VIG, IVV, VTEB, BND, EFG	13F-HR	11/5/2021, 05:04 PM
Q2 2021	242	$1.34B	+$137M	-$99.4M	+$37.5M	IVV, VIG, VTEB, BND, EFG	13F-HR	7/9/2021, 04:16 PM
Q1 2021	238	$1.24B	+$171M	-$89.3M	+$82.1M	IVV, VIG, VTEB, EFG, FBND	13F-HR	5/5/2021, 02:48 PM
Q4 2020	230	$1.13B	+$158M	-$60.9M	+$97.4M	IVV, FBND, VIG, VTEB, BND	13F-HR	1/26/2021, 11:10 AM
Q3 2020	212	$951M	+$246M	-$147M	+$99.4M	IVV, FBND, VIG, VTEB, BND	13F-HR	11/13/2020, 04:04 PM
Q2 2020	210	$818M	+$121M	-$109M	+$11.7M	IVV, VIG, FHLC, BSV, EFG	13F-HR	8/3/2020, 03:27 PM
Q1 2020	196	$706M	+$95.1M	-$251M	-$156M	BSV, VIG, IVV, FHLC, VCIT	13F-HR	4/8/2020, 03:21 PM
Q4 2019	237	$1.01B	+$68.8M	-$66.3M	+$2.45M	IVV, BSV, EFG, FHLC, IVOG	13F-HR	2/7/2020, 03:25 PM
Q3 2019	230	$947M	+$50.3M	-$40.1M	+$10.2M	IVV, BSV, EFG, FHLC, HYS	13F-HR	11/13/2019, 10:01 AM
Q2 2019	228	$931M	+$101M	-$68.5M	+$32.3M	IVV, BSV, EFG, FHLC, HYS	13F-HR	8/12/2019, 11:15 AM
Q1 2019	229	$875M	+$107M	-$66.2M	+$40.4M	IVV, BSV, EFG, HYS, FHLC	13F-HR	5/7/2019, 04:43 PM
Q4 2018	217	$760M	+$146M	-$188M	-$42.7M	IVV, BSV, EFG, FHLC, HYS	13F-HR	1/25/2019, 02:50 PM
Q3 2018	228	$893M	+$127M	-$167M	-$39.9M	IVV, MUB, BSV, VCIT, EFG	13F-HR	11/13/2018, 05:45 PM
Q2 2018	794	$896M	+$227M	-$115M	+$111M	IVV, MUB, HYS, IJH, IEFA	13F-HR	8/2/2018, 05:16 PM
Q1 2018	585	$777M	+$112M	-$217M	-$105M	IVV, MUB, IEFA, IJH, SPY	13F-HR	5/14/2018, 12:16 PM
Q4 2017	230	$889M	+$90.1M	-$118M	-$27.8M	IVV, MUB, IEFA, IJH, SPY	13F-HR	2/12/2018, 11:28 AM
Q3 2017	237	$886M	+$127M	-$85.2M	+$41.7M	IVV, MUB, IJH, IEFA, SPY	13F-HR	10/23/2017, 03:15 PM
Q2 2017	183	$815M	+$101M	-$64.6M	+$36M	IVV, MUB, IEFA, LQD, IJH	13F-HR	8/11/2017, 05:35 PM
Q1 2017	177	$763M	+$658M	-$7.17M	+$651M	IVV, MUB, IEFA, SPY, IJH	13F-HR	4/25/2017, 11:12 AM
Q4 2016	48	$110M	$0	$0		MUB, MGC, GE, IVOV, DBV	13F-HR	2/10/2017, 06:38 PM

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