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
GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$10.54 M
4 %

43,367

AAPL
AAPL

APPLE INC

COM
$10.47 M
4 %

41,126

AVGO
AVGO

BROADCOM INC

COM
$10.38 M
4 %

31,452

MSFT
MSFT

MICROSOFT CORP

COM
$10.33 M
4 %

19,945

CMI
CMI

CUMMINS INC

COM
$8.32 M
3 %

19,705

---

ASML HOLDING N V

N Y REGISTRY SHS
$7.23 M
3 %

7,469

V
V

VISA INC

COM CL A
$7.04 M
2 %

20,617

WM
WM

WASTE MGMT INC DEL

COM
$7.03 M
2 %

31,837

URI
URI

UNITED RENTALS INC

COM
$6.85 M
2 %

7,173

META
META

META PLATFORMS INC

CL A
$6.79 M
2 %

9,248

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