NWM
RSSB icon

Napa Wealth Management’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Napa Wealth Management’s Portfolio RSSB Stock Details RSSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.17M Buy
+41,568
New +$1.12M 0.55% 44

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IWC
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AP
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BPW
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WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

Napa Wealth Management's RSSB Position: Q3 2025 in Review

Napa Wealth Management opened a new position in Return Stacked Global Stocks & Bonds ETF (RSSB) in Q3 2025: 41,568 shares worth $1.17M. The stake represents 0.55% of the portfolio and ranks #44 among its holdings.

27 funds tracked by Wall St. Rank hold RSSB as of Q3 2025.

  • Napa Wealth Management held 41,568 shares of Return Stacked Global Stocks & Bonds ETF worth $1.17M as of Q3 2025.
  • Return Stacked Global Stocks & Bonds ETF was a new Napa Wealth Management position in Q3 2025.
  • Return Stacked Global Stocks & Bonds ETF made up 0.55% of Napa Wealth Management's portfolio in Q3 2025, its #44 holding.
  • 27 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.