RWA WEALTH PARTNERS, LLC
SEC Form 13F institutional filer · CIK 0001544576
13F-HR · 296 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$4.15B
Top-10 concentration
48.5%
RWA WEALTH PARTNERS, LLC — $4.15B AUM allocation strategy
RWA WEALTH PARTNERS, LLC files SEC Form 13F and reports $4.15B of long US equity value across 296 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 11.9%, followed by Financials 7.3% and Health Care 4.7%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
RWA WEALTH PARTNERS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$4.15B
total across 296 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +551K sh · +$40.8M+$IVZ +482K sh · +$11.7M+$VOO +136K sh · −$360K
Biggest trims (shares)
−$CL −149K sh · −$11.6M−$ORLY −142K sh · −$12.9M−$IWM −103K sh · −$24.3M
Exited to nil (held last quarter, gone now)
$RCL ($3.84M last qtr)$PRU ($541K last qtr)$HST ($465K last qtr)$CSGP ($309K last qtr)$IBKR ($244K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals4.8%—
- Systems Software3.8%—
- Pharmaceuticals3.4%—
- Semiconductors3.3%—
- Diversified Banks2.8%—
- Interactive Media & Services2.1%—
- Investment Banking & Brokerage1.8%—
- Construction Machinery & Heavy Transportation Equipment1.7%—
- Other holdings76.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 792K | $200M | -12K | 4.8% |
| $MSFT | Microsoft Corporation | 420K | $156M | +10.6K | 3.7% |
| $JPM | JP Morgan Chase & Co | 391K | $115M | +8.03K | 2.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 310K | $89.1M | +9.19K | 2.1% |
| $JNJ | Johnson & Johnson | 322K | $78.8M | -4.61K | 1.9% |
| $SCHW | Charles Schwab Corporation | 2.13M | $74.8M | +68.8K | 1.8% |
| $AVGO | Broadcom Inc | 232K | $71.8M | -25.9K | 1.7% |
| $CAT | Caterpillar Inc | 99.3K | $70.3M | -10.6K | 1.7% |
…and 288 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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