RWA WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Newton, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 9,149,372
- Description
- Newton Massachusetts based advisory led wealth manager with a manager led operating structure and a mandate specific and implementation minded investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and planning integrated mandate design for planning centered advisory portfolios. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through risk adjusted decision framing and portfolio discipline.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 601 | 9,149,372 | 13F-HR | RWA WEALTH PARTNERS, LLC |
| Q3 2025 | 11/10/2025 | 604 | 8,803,416 | 13F-HR | RWA WEALTH PARTNERS, LLC |
| Q2 2025 | 8/6/2025 | 590 | 7,992,321 | 13F-HR | RWA WEALTH PARTNERS, LLC |
| Q1 2025 | 5/13/2025 | 544 | 7,930,530 | 13F-HR | RWA WEALTH PARTNERS, LLC |
| Q4 2024 | 2/12/2025 | 557 | 8,115,528 | 13F-HR | RWA WEALTH PARTNERS, LLC |
| Q3 2024 | 11/8/2024 | 559 | 8,014,574 | 13F-HR | RWA WEALTH PARTNERS, LLC |
| Q2 2024 | 8/12/2024 | 543 | 7,583,312 | 13F-HR | RWA WEALTH PARTNERS, LLC |
| Q1 2024 | 4/29/2024 | 534 | 7,430,653 | 13F-HR | RWA WEALTH PARTNERS, LLC |
| Q4 2023 | 2/1/2024 | 516 | 7,011,121 | 13F-HR | RWA WEALTH PARTNERS, LLC |
| Q3 2023 | 10/11/2023 | 374 | 4,589,883 | 13F-HR | Adviser Investments LLC |
| Q2 2023 | 8/4/2023 | 328 | 4,569,852 | 13F-HR | Adviser Investments LLC |
| Q1 2023 | 4/26/2023 | 256 | 4,167,426 | 13F-HR | Adviser Investments LLC |
| Q4 2022 | 1/19/2023 | 258 | 4,021,449 | 13F-HR | Adviser Investments LLC |
| Q3 2022 | 10/14/2022 | 243 | 1,419,798 | 13F-HR | Adviser Investments LLC |
| Q2 2022 | 7/14/2022 | 240 | 1,481,519 | 13F-HR | Adviser Investments LLC |
| Q1 2022 | 5/4/2022 | 253 | 1,545,170 | 13F-HR | Adviser Investments LLC |
| Q4 2021 | 1/31/2022 | 249 | 1,489,767 | 13F-HR | Adviser Investments LLC |
| Q3 2021 | 11/5/2021 | 237 | 1,340,160 | 13F-HR | Adviser Investments LLC |
| Q2 2021 | 7/9/2021 | 242 | 1,340,168 | 13F-HR | Adviser Investments LLC |
| Q1 2021 | 5/5/2021 | 238 | 1,239,293 | 13F-HR | Adviser Investments LLC |
| Q4 2020 | 1/26/2021 | 230 | 1,127,348 | 13F-HR | Adviser Investments LLC |
| Q3 2020 | 11/13/2020 | 212 | 950,672 | 13F-HR | Adviser Investments LLC |
| Q2 2020 | 8/3/2020 | 211 | 818,020 | 13F-HR | Adviser Investments LLC |
| Q1 2020 | 4/8/2020 | 196 | 705,648 | 13F-HR | Adviser Investments LLC |
| Q4 2019 | 2/7/2020 | 237 | 1,008,450 | 13F-HR | Adviser Investments LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.947 M | 65.0% | 216.3 K | 0 | 216.3 K |
| ETFs | 3.179 M | 34.7% | 129.9 K | 0 | 129.9 K |
| Debt | 19.92 K | 0.2% | 0 | 185 | -185 |
| Other | 2.7 K | 0.0% | 0 | 70 | -70 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
9,149,372
Holdings
601
QoQ value change ($000)
345,956
(3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.