Holdings of RBA Wealth Management, LLC
86 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 33.4 % of the equity sleeve
Sector breakdown
- Technology 28.1 %
- Financials 13.4 %
- Communication 10.4 %
- Industrials 9.0 %
- Health care 4.8 %
- Consumer discretionary 3.2 %
- Real estate 2.6 %
- Energy 2.5 %
- Consumer staples 2.5 %
- Utilities 2.2 %
- Materials 1.8 %
- Unattributed 19.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 93.2 %
- TW 3.0 %
- NL 2.2 %
- JE 1.6 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 83 | 240.2M $ | 93.19 % |
| 2 | TW | 1 | 7.6M $ | 2.97 % |
| 3 | NL | 1 | 5.7M $ | 2.21 % |
| 4 | JE | 1 | 4.2M $ | 1.63 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Alphabet Inc | 38,757 | 11.1M $ | |
| 2 | Apple Inc | 39,909 | 10.1M $ | |
| 3 | Cummins Inc | 18,337 | 9.9M $ | |
| 4 | Broadcom Inc | 30,497 | 9.4M $ | |
| 5 | Applied Materials Inc | 26,946 | 9.2M $ | |
| 6 | Taiwan Semiconductor Manufacturing Co Ltd | 22,624 | 7.6M $ | |
| 7 | Microsoft Corp | 19,782 | 7.3M $ | |
| 8 | Waste Management Inc | 31,769 | 7.3M $ | |
| 9 | Cboe Global Markets Inc | 25,821 | 7.3M $ | |
| 10 | Goldman Sachs Group Inc/The | 7,924 | 6.7M $ | |
| 11 | East West Bancorp Inc | 60,004 | 6.4M $ | |
| 12 | Flowserve Corp | 83,424 | 6.1M $ | |
| 13 | Visa Inc | 20,156 | 6.1M $ | |
| 14 | ASML Holding NV | 4,312 | 5.7M $ | |
| 15 | American Electric Power Co Inc | 42,875 | 5.6M $ | |
| 16 | MetLife Inc | 78,590 | 5.6M $ | |
| 17 | Meta Platforms Inc | 9,606 | 5.5M $ | |
| 18 | Crocs Inc | 65,207 | 5.4M $ | |
| 19 | NVIDIA Corp | 30,424 | 5.3M $ | |
| 20 | United Rentals Inc | 7,207 | 5.3M $ | |
| 21 | AutoZone Inc | 1,535 | 5.2M $ | |
| 22 | Procter & Gamble Co/The | 35,652 | 5.1M $ | |
| 23 | Salesforce Inc | 26,601 | 5M $ | |
| 24 | T-Mobile US Inc | 23,420 | 4.9M $ | |
| 25 | Fox Corp | 92,032 | 4.9M $ | |
| 26 | Prologis Inc | 36,890 | 4.9M $ | |
| 27 | Everpure Inc | 80,285 | 4.7M $ | |
| 28 | Crown Holdings Inc | 47,221 | 4.7M $ | |
| 29 | Synopsys Inc | 11,799 | 4.7M $ | |
| 30 | Aptiv PLC | 60,681 | 4.2M $ | |
| 31 | PVH Corp | 60,259 | 4.2M $ | |
| 32 | QUALCOMM Inc | 31,649 | 4.1M $ | |
| 33 | Boston Scientific Corp | 63,737 | 4M $ | |
| 34 | Cigna Group/The | 14,261 | 3.8M $ | |
| 35 | Ingredion Inc | 33,419 | 3.8M $ | |
| 36 | Becton Dickinson & Co | 23,713 | 3.7M $ | |
| 37 | Vanguard Information Technology ETF | 5,272 | 3.7M $ | |
| 38 | EOG Resources Inc | 21,696 | 3.1M $ | |
| 39 | Adobe Inc | 12,832 | 3.1M $ | |
| 40 | ONEOK Inc | 24,724 | 2.2M $ | |
| 41 | Vanguard Total Bond Market ETF | 25,074 | 1.8M $ | |
| 42 | iShares Core U.S. Aggregate Bond ETF | 18,130 | 1.8M $ | |
| 43 | VICI Properties Inc | 64,746 | 1.8M $ | |
| 44 | Chevron Corp | 7,416 | 1.5M $ | |
| 45 | Vanguard Financials ETF | 12,334 | 1.5M $ | |
| 46 | Berkshire Hathaway Inc | 2 | 1.4M $ | |
| 47 | Vanguard World Fund | 3,620 | 1.1M $ | |
| 48 | Amazon.com Inc | 5,244 | 1.1M $ | |
| 49 | Vanguard World Fund | 6,012 | 1.1M $ | |
| 50 | Vanguard World Fund | 3,857 | 1.1M $ | |
| 51 | VANGUARD WORLD FUND | 2,808 | 1M $ | |
| 52 | Tesla Inc | 2,606 | 968.8K $ | |
| 53 | JPMorgan Chase & Co | 3,142 | 924.2K $ | |
| 54 | Walmart Inc | 6,228 | 774K $ | |
| 55 | Schwab Strategic Trust | 23,912 | 697K $ | |
| 56 | J P Morgan Exchange Traded Fund Trust | 12,395 | 688.2K $ | |
| 57 | Home Depot Inc/The | 2,039 | 670.7K $ | |
| 58 | UnitedHealth Group Inc | 2,461 | 666K $ | |
| 59 | Targa Resources Corp | 2,606 | 653.4K $ | |
| 60 | Cisco Systems, Inc. | 7,612 | 590.6K $ | |
| 61 | Vanguard World Fund | 2,465 | 553.7K $ | |
| 62 | Otter Tail Corp | 6,042 | 530.3K $ | |
| 63 | Schwab U.S. Aggregate Bond ETF | 21,562 | 500.7K $ | |
| 64 | Lockheed Martin Corp | 765 | 462.7K $ | |
| 65 | VANGUARD ENERGY ETF VANGUARD ENERGY ETF | 2,641 | 457K $ | |
| 66 | Invesco QQQ Trust Series 1 | 781 | 450.9K $ | |
| 67 | SPDR Series Trust | 4,226 | 413.8K $ | |
| 68 | Costco Wholesale Corp | 394 | 393K $ | |
| 69 | State Street SPDR S&P 500 ETF Trust | 571 | 371.3K $ | |
| 70 | Schwab U.S. Small-Cap ETF | 12,494 | 363.3K $ | |
| 71 | FedEx Corp | 984 | 350.5K $ | |
| 72 | Exxon Mobil Corp | 1,810 | 307.1K $ | |
| 73 | International Business Machines Corp. | 1,250 | 302.9K $ | |
| 74 | Schwab International Equity ETF | 12,168 | 301.2K $ | |
| 75 | Schwab Strategic Trust | 9,765 | 297.8K $ | |
| 76 | iShares Trust | 5,950 | 297.7K $ | |
| 77 | Vanguard World Fund | 1,445 | 286.3K $ | |
| 78 | Johnson & Johnson | 1,128 | 275.7K $ | |
| 79 | VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF | 1,174 | 264.6K $ | |
| 80 | Walt Disney Co/The | 2,735 | 263.6K $ | |
| 81 | McDonald's Corp. | 824 | 256K $ | |
| 82 | Vanguard Real Estate ETF | 2,782 | 246.8K $ | |
| 83 | Berkshire Hathaway Inc | 495 | 237.2K $ | |
| 84 | Vanguard Value ETF | 1,161 | 227.8K $ | |
| 85 | PepsiCo Inc | 1,400 | 217.4K $ | |
| 86 | ConocoPhillips | 1,619 | 213.8K $ | |