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 VOYG
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,414,884 | 60,491 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,581,234 | 60,491 | Shares | Sole | 2026-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||