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RBA Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    newport beach, CA
  • Num holdings

    94

  • Value ($000)

    $295,140

  • Date Filed
    01/26/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$12.59M
4 %

40,209

A
AAPL

APPLE INC

COM
037833100
$10.97M
4 %

40,366

A
AVGO

BROADCOM INC

COM
11135F101
$10.63M
4 %

30,704

C
CMI

CUMMINS INC

COM
231021106
$9.7M
3 %

19,007

M
MSFT

MICROSOFT CORP

COM
594918104
$9.59M
3 %

19,830

---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$7.95M
3 %

7,427

A
AMAT

APPLIED MATLS INC

COM
038222105
$7.38M
3 %

28,713

V
V

VISA INC

COM CL A
92826C839
$7.09M
2 %

20,225

W
WM

WASTE MGMT INC DEL

COM
94106L109
$7.04M
2 %

32,026

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$7.03M
2 %

23,125

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