SEC Form 13F · Q1 2026

RWA WEALTH PARTNERS, LLC

Institutional Holdings Report

13F-HRMA
$9.1B
Portfolio Value
892
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
RWA WEALTH PARTNERS, LLC
CIK
1544576
Accession No.
0001544576-26-000004
Location
BOSTON, MA
Form Type
13F-HR
Portfolio Value
$9.1B
Holdings Reported
892
Reporting Period
Q1 2026
Filed
May 13, 2026

About this Filing

RWA WEALTH PARTNERS, LLC is an institutional investment manager based in BOSTON, MA reporting approximately $9.1B in 13(f) securities across 892 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.