Rwa Wealth Partners, LLC
Annual return '25
+5.1%
SPY '25
+17.7%
Alpha
-12.6ptsvs SPY
Invested
$12.3B
Holdings
618
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
10.5%
02
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: New position (200.2k shares)
10.2%
03
$AGG
ISHARES TR
Held since at least Q1 2024
9.4%
04
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
7.4%
05
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.3%
06
$MUB
ISHARES TR
Held since at least Q1 2024
2.7%
07
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: New position (62.9k shares)
2.7%
08
$VTEB
VANGUARD MUN BD FDS
Held since at least Q1 2024
2.3%
09
$AAPL
APPLE INC
Q1 2026: New position (5.0k shares)
2.2%
10
$CNEQ
THE ALGER ETF TRUST
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.