• 13F History

RWA WEALTH PARTNERS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$8.12B
Signature - Title
Vincent Noe - Assistant Compliance Officer
Location
Newton, MA
Summary
This page shows a list of all the recent 13F filings made by RWA WEALTH PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RWA WEALTH PARTNERS, LLC reported 559 stock holdings with total value $8.12B as of Q4 2024. Top holdings included VUG, VTV, VEA, VGIT, and SPBO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 559 $8.12B +$620M -$393M +$227M VUG, VTV, VEA, VGIT, SPBO 13F-HR 2/12/2025, 11:57 AM
Q3 2024 560 $8.01B +$363M -$299M +$63.8M VUG, VTV, VEA, VGIT, SPBO 13F-HR 11/8/2024, 03:27 PM
Q2 2024 543 $7.58B +$331M -$257M +$74.5M VUG, VTV, VEA, VGIT, SPBO 13F-HR 8/12/2024, 03:22 PM
Q1 2024 534 $7.43B +$384M -$344M +$39.9M VUG, VTV, VEA, VGIT, SPBO 13F-HR 4/29/2024, 02:28 PM
Q4 2023 516 $7.01B +$2.3B -$297M +$2B VUG, VTV, VEA, VGIT, SPBO 13F-HR 2/1/2024, 03:44 PM
Q3 2023 373 $4.59B +$684M -$470M +$214M VUG, VTV, VEA, VGIT, VTEB 13F-HR 10/11/2023, 10:57 AM
Q2 2023 327 $4.57B +$411M -$148M +$262M VUG, VTV, VEA, VGIT, VTEB 13F-HR 8/4/2023, 09:48 AM
Q1 2023 255 $4.17B +$154M -$30.2M +$124M VUG, VTV, VEA, VGIT, VTEB 13F-HR 4/25/2023, 05:37 PM
Q4 2022 255 $4.02B +$2.98B -$516M +$2.46B VUG, VTV, VEA, VGIT, VTEB 13F-HR 1/19/2023, 09:30 AM
Q3 2022 241 $1.42B +$127M -$81.3M +$46M BND, VFVA, VTEB, FBND, VIG 13F-HR 10/14/2022, 03:47 PM
Q2 2022 239 $1.48B +$334M -$136M +$198M BND, VFVA, VTEB, VSS, FBND 13F-HR 7/14/2022, 12:16 PM
Q1 2022 252 $1.55B +$350M -$108M +$243M BND, VTEB, IVV, VIG, EFG 13F-HR 5/4/2022, 03:35 PM
Q4 2021 248 $1.49B +$135M -$33.6M +$102M IVV, VIG, BND, VTEB, EFG 13F-HR 1/28/2022, 04:33 PM
Q3 2021 237 $1.34B +$76.7M -$73M +$3.75M VIG, IVV, VTEB, BND, EFG 13F-HR 11/5/2021, 05:04 PM
Q2 2021 242 $1.34B +$137M -$99.4M +$37.5M IVV, VIG, VTEB, BND, EFG 13F-HR 7/9/2021, 04:16 PM
Q1 2021 238 $1.24B +$171M -$83.6M +$87.8M IVV, VIG, VTEB, EFG, FBND 13F-HR 5/5/2021, 02:48 PM
Q4 2020 230 $1.12B +$158M -$38M +$120M IVV, FBND, VIG, VTEB, BND 13F-HR 1/26/2021, 10:10 AM
Q3 2020 212 $949M +$246M -$118M +$128M IVV, FBND, VIG, VTEB, BND 13F-HR 11/13/2020, 03:04 PM
Q2 2020 210 $816M +$121M -$73.5M +$47.2M IVV, VIG, FHLC, BSV, EFG 13F-HR 8/3/2020, 03:27 PM
Q1 2020 196 $703M +$92.9M -$141M -$48.3M BSV, VIG, IVV, FHLC, VCIT 13F-HR 4/8/2020, 03:21 PM
Q4 2019 236 $1B +$62.9M -$43M +$19.9M IVV, BSV, EFG, FHLC, IVOG 13F-HR 2/7/2020, 02:25 PM
Q3 2019 230 $946M +$50.3M -$28.4M +$21.9M IVV, BSV, EFG, FHLC, HYS 13F-HR 11/13/2019, 09:01 AM
Q2 2019 228 $931M +$101M -$41.7M +$59.1M IVV, BSV, EFG, FHLC, HYS 13F-HR 8/12/2019, 11:15 AM
Q1 2019 229 $874M +$107M -$41.8M +$64.8M IVV, BSV, EFG, HYS, FHLC 13F-HR 5/7/2019, 04:43 PM
Q4 2018 217 $760M +$146M -$144M +$1.1M IVV, BSV, EFG, FHLC, HYS 13F-HR 1/25/2019, 01:50 PM
Q3 2018 228 $893M +$127M -$96.7M +$30.5M IVV, MUB, BSV, VCIT, EFG 13F-HR 11/13/2018, 04:45 PM
Q2 2018 767 $896M +$231M -$99M +$132M IVV, MUB, HYS, IJH, IEFA 13F-HR 8/2/2018, 05:16 PM
Q1 2018 569 $777M +$112M -$183M -$71.6M IVV, MUB, IEFA, IJH, SPY 13F-HR 5/14/2018, 12:16 PM
Q4 2017 230 $889M +$90.1M -$83.3M +$6.71M IVV, MUB, IEFA, IJH, SPY 13F-HR 2/12/2018, 10:28 AM
Q3 2017 237 $886M +$127M -$64.7M +$62.2M IVV, MUB, IJH, IEFA, SPY 13F-HR 10/23/2017, 03:15 PM
Q2 2017 183 $815M +$101M -$45.5M +$55.1M IVV, MUB, IEFA, LQD, IJH 13F-HR 8/11/2017, 05:35 PM
Q1 2017 177 $763M +$658M -$5.27M +$653M IVV, MUB, IEFA, SPY, IJH 13F-HR 4/25/2017, 11:12 AM
Q4 2016 48 $110M MUB, MGC, GEXXXX, IVOV, DBV 13F-HR 2/10/2017, 05:38 PM