RWA WEALTH PARTNERS, LLC
Top Portfolio Positions
378 positions ·
$2,951,229,944 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
791,995 | $201,000,410 | 6.81% | |
| MSFT |
Microsoft Corp
Technology
|
420,166 | $155,532,847 | 5.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
390,917 | $114,992,144 | 3.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
149,003 | $96,902,610 | 3.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
310,002 | $89,144,174 | 3.02% | |
| JNJ |
Johnson & Johnson
Healthcare
|
322,215 | $78,762,233 | 2.67% | |
| AVGO |
Broadcom Inc.
Technology
|
232,119 | $71,843,151 | 2.43% | |
| CAT |
Caterpillar Inc
Industrials
|
99,266 | $70,325,989 | 2.38% | |
| NVDA |
Nvidia Corp
Technology
|
380,354 | $66,333,737 | 2.25% | |
| V |
Visa Inc.
Financial Services
|
211,074 | $63,795,005 | 2.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BSM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $679,628 | 44,949 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $616,788 | 46,410 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $655,646 | 49,897 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $770,058 | 58,873 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $898,990 | 58,873 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,143,238 | 78,304 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,182,390 | 78,304 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,178,302 | 139,011 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,221,395 | 139,011 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,214,641 | 138,762 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,405,273 | 139,598 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $914,285 | 57,322 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,260,270 | 144,058 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,430,258 | 144,058 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,263,803 | 144,652 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,132,518 | 155,772 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,105,776 | 156,447 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,616,097 | 156,447 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,885,186 | 156,447 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,681,805 | 156,447 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $1,364,217 | 156,447 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,278,765 | 191,432 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,175,392 | 191,432 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,244,308 | 191,432 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $895,901 | 191,432 | Shares | Sole | 2020-04-08 | |
| No 13F history on record for this holder in this stock. | ||||||