RBA Wealth Management, LLC
Q3 2025 13F Holdings
- Locationnewport beach, CA
- Num holdings
93
- Value ($000)
$289,796
- Date Filed11/05/2025
- Form type13F-HR
- CIK0001776296
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $10.54 M | 4 % | 43,367 | ||
AAPL APPLE INC | COM | 037833100 | $10.47 M | 4 % | 41,126 | ||
AVGO BROADCOM INC | COM | 11135F101 | $10.38 M | 4 % | 31,452 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.33 M | 4 % | 19,945 | ||
CMI CUMMINS INC | COM | 231021106 | $8.32 M | 3 % | 19,705 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $7.23 M | 3 % | 7,469 | ||
V VISA INC | COM CL A | 92826C839 | $7.04 M | 2 % | 20,617 | ||
WM WASTE MGMT INC DEL | COM | 94106L109 | $7.03 M | 2 % | 31,837 | ||
URI UNITED RENTALS INC | COM | 911363109 | $6.85 M | 2 % | 7,173 | ||
META META PLATFORMS INC | CL A | 30303M102 | $6.79 M | 2 % | 9,248 |
Rows Per Page
10
- 10
- 50
- 100