RWA WEALTH PARTNERS, LLC
Top Portfolio Positions
378 positions ·
$2,953,900,349 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
791,995 | $201,000,410 | 6.80% | |
| MSFT |
Microsoft Corp
Technology
|
420,166 | $155,532,847 | 5.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
390,917 | $114,992,144 | 3.89% | |
| 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 GLTR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,361,532 | 6,225 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,279,860 | 6,225 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,141,605 | 6,900 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $967,050 | 7,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $959,761 | 7,413 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $813,947 | 7,413 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $988,115 | 8,722 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $898,191 | 8,722 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $832,951 | 8,722 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $798,700 | 8,775 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $738,416 | 8,775 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $761,319 | 8,775 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $800,367 | 8,775 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $782,993 | 8,775 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $711,915 | 8,775 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $748,770 | 8,775 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $843,102 | 8,775 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $784,923 | 8,775 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $758,686 | 8,775 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $846,348 | 8,775 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $813,179 | 8,775 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $868,286 | 8,775 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $824,499 | 8,775 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $732,975 | 8,775 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $659,002 | 8,775 | Shares | Sole | 2020-04-08 | |
| No 13F history on record for this holder in this stock. | ||||||