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Equibles

RWA WEALTH PARTNERS, LLC

Location
BOSTON, MA
Portfolio Value
Micro $62,647,164
Diversification
Diversified
Filing Date
Global Rank
#938 / 8,586 ▼ 14
Top Industry
Drug Manufacturers - General 9.0%
3Y Alpha vs SPY
-4.5%
Period ended 3 months ago
Filed May 13, 2026 · 34d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+58.8%
SPY
+78.1%
Annualised alpha
-4.5%
Max drawdown
−16.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

378 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.8%
−0.2 pts
Top 5
22.3%
−1.2 pts
Top 10
34.1%
−1.3 pts
HHI
196
Jun 2023 → Mar 2026 · range 196 – 264
Diversified−11

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 28.2% $832,176,470
Financial Services 14.6% $431,383,513
Healthcare 12.9% $381,765,125
Industrials 10.9% $321,712,322
Consumer Cyclical 8.9% $263,169,885
Consumer Defensive 6.6% $195,124,095
Communication Services 5.3% $155,420,447
Unclassified 4.3% $125,634,938
Energy 4.0% $119,273,460
Basic Materials 2.1% $62,647,164
Utilities 1.9% $56,721,009
Real Estate 0.3% $8,871,921

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
AXP +45,765 132,336 $40,028,992
NEE +36,271 442,142 $41,066,148
PFE +35,777 265,862 $7,465,404
V +33,350 211,074 $63,795,005
NUE +27,472 28,882 $4,883,946
XOM +27,285 299,225 $50,766,512
HD +21,284 139,074 $45,740,047
SAN +20,709 777,198 $8,766,793
EPD +15,492 95,389 $3,609,518
T +12,549 162,373 $4,707,192
APH +11,999 32,865 $4,152,492
MSFT +10,617 420,166 $155,532,847
LDOS +10,460 27,938 $4,344,917
NVDA +9,396 380,354 $66,333,737
GOOGL +9,190 310,002 $89,144,174
OKE +8,116 49,151 $4,442,758
JPM +8,026 390,917 $114,992,144
MRK +7,901 110,763 $13,323,680
BAC +7,351 166,239 $8,104,151
MU +7,005 13,297 $4,492,258
GE +6,911 37,233 $10,565,607
GLW +6,622 26,714 $3,632,302
TMO +6,303 18,982 $9,330,222
TSM +6,276 86,419 $29,205,300
SPY +6,171 149,003 $96,902,610

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
CL −149,196 24,607 $2,097,253
ORLY −141,838 6,965 $642,938
IAU −88,819 23,928 $2,109,492
CARR −83,639 4,328 $243,709
ALL −56,542 25,359 $5,257,935
ACN −41,746 6,823 $1,352,931
QLYS −39,988 548,760 $48,208,566
GLDM −34,995 14,766 $1,368,659
CRM −30,952 18,021 $3,363,979
NOW −26,119 33,396 $3,491,551
AVGO −25,946 232,119 $71,843,151
PGR −24,076 4,471 $886,331
SPGI −19,888 32,704 $13,910,318
MAR −18,242 3,100 $1,013,916
META −15,137 52,307 $29,926,403
VMC −14,631 919 $250,243
CLF −14,578 68,634 $579,957
BKD −13,201 61,799 $845,410
ABNB −12,154 28,372 $3,582,816
AAPL −11,957 791,995 $201,000,410
DAR −10,800 58,445 $3,614,823
CAT −10,567 99,266 $70,325,989
VZ −10,176 91,574 $4,597,014
PEP −9,586 52,714 $8,185,957
PYPL −9,189 14,530 $657,191

New Positions

Positions the filer opened this quarter
24 positions
Ticker Shares Value Open
AZN 42,246 $8,331,755
VIK 88,833 $6,527,448
RL 9,854 $3,389,677
QXO 67,324 $1,307,432
CDE 50,652 $950,738
VST 5,727 $860,939
IBIT 22,208 $853,231
WAT 2,021 $601,853
SLV 7,104 $484,066
LNG 1,582 $448,907
APA 7,519 $319,106
LITE 435 $305,700
DOW 7,159 $298,172
GNRC 1,454 $284,009
TD 2,729 $254,642
ADM 3,456 $251,216
JCI 1,803 $236,102
NVST 9,005 $228,456
HL 12,139 $226,149
PNW 2,166 $218,224
TR 4,990 $213,172
NET 978 $201,800
RBC 370 $200,954
SPWR 10,000 $12,700

Sold Out

Positions the filer fully exited
19 positions
Ticker Shares Value Open
RCL 13,767 $3,839,891
RACE 7,642 $2,824,177
EL 17,895 $1,873,964
NGD 116,499 $1,014,706
ARKB 24,441 $709,766
PRU 4,794 $541,146
HST 26,216 $464,809
CSGP 4,590 $308,631
BTC 6,910 $267,624
IBKR 3,798 $244,249
TRU 2,827 $242,415
W 2,375 $238,473
FISV 3,479 $233,684
OTIS 2,653 $231,739
MAA 1,617 $224,617
SOLS 4,512 $219,192
FIS 3,257 $216,460
A 1,528 $207,914
TOI 15,633 $55,653

Portfolio Positions

Export CSV View 13F filing
22 positions · $62,647,164 total · Basic Materials only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Ticker Company Shares Value (USD) % of Portfolio History
B
Barrick Mining Corp
Basic Materials 		5,279 $215,330 0.34%
HL
Hecla Mining Co/De/
Basic Materials 		12,139 $226,149 0.36%
VMC
Vulcan Materials CO
Basic Materials 		919 $250,243 0.40%
SVM
Silvercorp Metals Inc
Basic Materials 		26,025 $279,508 0.45%
MLM
Martin Marietta Materials Inc
Basic Materials 		479 $281,977 0.45%
DOW
Dow Inc.
Basic Materials 		7,159 $298,172 0.48%
BHP
BHP Group Ltd
Basic Materials 		4,350 $316,419 0.51%
NTR
Nutrien Ltd.
Basic Materials 		4,809 $362,887 0.58%
TGB
Taseko Mines Ltd
Basic Materials 		61,856 $398,971 0.64%
DD
DuPont de Nemours, Inc.
Basic Materials 		12,041 $551,477 0.88%
ECL
Ecolab Inc.
Basic Materials 		2,150 $571,943 0.91%
CLF
Cleveland-Cliffs Inc.
Basic Materials 		68,634 $579,957 0.93%
CTVA
Corteva, Inc.
Basic Materials 		9,134 $764,606 1.22%
PAAS
Pan American Silver Corp
Basic Materials 		14,710 $803,607 1.28%
CDE
Coeur Mining, Inc.
Basic Materials 		50,652 $950,738 1.52%
SQM
Chemical & Mining Co Of Chile Inc
Basic Materials 		12,011 $972,170 1.55%
SHW
Sherwin Williams Co
Basic Materials 		3,346 $1,072,559 1.71%
FCX
Freeport-Mcmoran Inc
Basic Materials 		53,302 $3,133,091 5.00%
APD
Air Products & Chemicals, Inc.
Basic Materials 		13,473 $3,913,771 6.25%
NUE
Nucor Corp
Basic Materials 		28,882 $4,883,946 7.80%
AEM
Agnico Eagle Mines Ltd
Basic Materials 		47,648 $9,671,591 15.44%
LIN
Linde PLC
Basic Materials 		64,846 $32,148,052 51.32%

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