ETF Holders

RWA Wealth Partners, LLC ETF holdings

Boston, MA

Reported $7.1B in 268 ETFs in its Form 13F for June 30, 2026.

ETF value
$7.1B
ETFs held
268
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
68.1%
of $10.4B

Top 10 of 268 ETF holdings

TickerFundValueSharesChange
VUGVanguard Morningstar Growth ETF$1.2B13,463,288+11,265,041 shares
VEAVanguard FTSE Developed Markets ETF$1.1B15,098,458+486,248 shares
AGGiShares Core U.S. Aggregate Bond ETF$912.5M9,219,241+572,822 shares
VTVVanguard Morningstar Value ETF$762.7M3,499,691+69,100 shares
VWOVanguard FTSE Emerging Markets ETF$278.2M4,661,139+142,669 shares
VGSHVanguard Short-Term Treasury ETF$260.0M4,467,285−633,676 shares
MUBiShares National Muni Bond ETF$242.0M2,248,617−82,974 shares
CNEQAlger Concentrated Equity ETF$228.5M5,537,339+510,257 shares
VTEBVanguard Tax-Exempt Bond ETF$226.4M4,476,441+225,571 shares
VBKVanguard Morningstar Small-Cap Growth ETF$137.1M375,004+6,592 shares
258 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001544576. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does RWA Wealth Partners, LLC own?

RWA Wealth Partners, LLC reported 268 ETF positions worth $7.1B in its Form 13F for June 30, 2026. The largest was VUG, at $1.2B.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.