1y return+16.3%S&P 500 +20.9%
3y return+43.1%S&P 500 +68.5%
5y return+39.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $211 against $334 in the S&P 500.2
Rwa Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUGVanguard Index Fds | $1.2B | 11.1% | +2.1% |
| VEAVanguard Tax-managed Fds | $1.1B | 10.3% | +3.3% |
| AGGIshares Tr | $912.5M | 8.7% | +6.6% |
| VTVVanguard Index Fds | $762.7M | 7.3% | +2.0% |
| VWOVanguard Intl Equity Index F | $278.2M | 2.7% | +3.2% |
| VGSHVanguard Scottsdale Fds | $260.0M | 2.5% | −12.4% |
| AAPLApple Inc | $242.3M | 2.3% | +6.3% |
| MUBIshares Tr | $242.0M | 2.3% | −3.6% |
| CNEQThe Alger Etf Trust | $228.5M | 2.2% | +10.2% |
| VTEBVanguard Mun Bd Fds | $226.4M | 2.2% | +5.3% |
| MSFTMicrosoft Corp | $174.4M | 1.7% | +11.3% |
| VBKVanguard Index Fds | $137.1M | 1.3% | +1.8% |
| IVVIshares Tr | $134.3M | 1.3% | +3.0% |
| JPMJpmorgan Chase & Co | $131.6M | 1.3% | +2.8% |
| VBRVanguard Index Fds | $130.1M | 1.2% | +2.4% |
| SPYState Str Spdr S&p 500 Etf T | $110.7M | 1.1% | +11.2% |
| GOOGLAlphabet Inc | $108.5M | 1.0% | −2.1% |
| CATCaterpillar Inc | $100.8M | 1.0% | −4.6% |
| JNJJohnson & Johnson | $98.3M | 0.9% | +20.2% |
| LLYEli Lilly & Co | $91.2M | 0.9% | +13.3% |
| AVGOBroadcom Inc | $90.5M | 0.9% | +3.3% |
| NVDANvidia Corporation | $84.2M | 0.8% | +11.3% |
| VIGVanguard Specialized Funds | $80.2M | 0.8% | +8.1% |
| VVisa Inc | $75.9M | 0.7% | +4.8% |
| QLYSQualys Inc | $75.4M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $100.8M |
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $84.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $108.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $52.4M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $90.5M |
| LLYEli Lilly & Co | December 31, 2021 | +334.2% | $91.2M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $45.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $131.6M |
| Asml Hldg NvCUSIP N07059210 | September 30, 2023 | +238.0% | $63.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $242.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $28.7M
- PDBCInvesco Actvely Mngd Etc Fd was $7.2M
- Coca-cola Europacific PartneCUSIP G25839104 was $5.8M
- IBNIcici Bank Limited was $4.5M
- XMLVInvesco Exch Traded Fd Tr II was $4.4M
- XSLVInvesco Exch Traded Fd Tr II was $4.4M
- LDOSLeidos Holdings Inc was $4.3M
- Spotify Technology S ACUSIP L8681T102 was $3.5M
- FLINFranklin Templeton Etf Tr was $1.6M
- QXOQxo Inc was $1.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +6.4% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −12.4% | −16.5% |
| March 31, 2022 | −6.3% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Rwa Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1544576&type=13F-HR&dateb=&owner=include&count=40CIK 1544576
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1544576/000154457626000005/Filed August 7, 2026 · accession 0001544576-26-000005