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RBA Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    newport beach, CA
  • Num holdings

    93

  • Value ($000)

    $289,796

  • Date Filed
    11/05/2025
  • Form type
    13F-HR
  • CIK
    0001776296
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.54M
4 %

43,367

A
AAPL

APPLE INC

COM
037833100
$10.47M
4 %

41,126

A
AVGO

BROADCOM INC

COM
11135F101
$10.38M
4 %

31,452

M
MSFT

MICROSOFT CORP

COM
594918104
$10.33M
4 %

19,945

C
CMI

CUMMINS INC

COM
231021106
$8.32M
3 %

19,705

---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$7.23M
3 %

7,469

V
V

VISA INC

COM CL A
92826C839
$7.04M
2 %

20,617

W
WM

WASTE MGMT INC DEL

COM
94106L109
$7.03M
2 %

31,837

U
URI

UNITED RENTALS INC

COM
911363109
$6.85M
2 %

7,173

M
META

META PLATFORMS INC

CL A
30303M102
$6.79M
2 %

9,248

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