Rba Wealth Management, LLC Portfolio Holdings

Rba Wealth Management, LLC

  • $284 Million
  • Q4 2025

Rba Wealth Management, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $284 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $11.1M, Apple Inc. with a value of $10.8M, Broadcom Inc. with a value of $10.5M, Microsoft Corp with a value of $10.1M, and Cummins Inc with a value of $8.79M.

Examining the 13F form we can see an decrease of $1.47M in the current position value, from $285M to 284M.

Below you can find more details about Rba Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $284 Million
Technology: $88.5 Million
Financial Services: $41 Million
Communication Services: $27.6 Million
Industrials: $27.6 Million
Consumer Cyclical: $25.7 Million
ETFs: $23.4 Million
Healthcare: $19.8 Million
Consumer Defensive: $10.1 Million
Other: $20 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$10.5 Million 3.71% of portfolio
30,704
Q4 2025 Reduced 2.38%
$65.2B
$8.79 Million 3.1% of portfolio
19,007
Q4 2025 Reduced 3.54%
$85.9B
$6.7 Million 2.36% of portfolio
32,026
Q4 2025 Added 0.59%
$25.3B
$6.58 Million 2.32% of portfolio
77,796
Q4 2025 Added 9.33%
$197B
$6.57 Million 2.31% of portfolio
28,713
Q4 2025 Reduced 0.4%
$27.4B
$6.56 Million 2.31% of portfolio
25,399
Q4 2025 Added 1.26%
$147B
$6.4 Million 2.26% of portfolio
62,369
Q4 2025 Added 0.32%
$62.7B
$6.19 Million 2.18% of portfolio
78,720
Q4 2025 Added 1.1%
$14.5B
$6.17 Million 2.17% of portfolio
59,991
Q4 2025 Added 0.3%
$34.2B
$6.08 Million 2.14% of portfolio
65,744
Q4 2025 Added 1.06%
$73.2B
$5.89 Million 2.07% of portfolio
1,526
Q4 2025 Added 0.07%
$55.9B
$5.82 Million 2.05% of portfolio
7,211
Q4 2025 Added 0.53%
$14.1B
$5.33 Million 1.88% of portfolio
91,097
Q4 2025 New
$187B
$5.25 Million 1.85% of portfolio
31,469
Q4 2025 Added 0.82%
$128B
$5.25 Million 1.85% of portfolio
54,527
Q4 2025 Added 0.36%
$62.3B
$5.18 Million 1.82% of portfolio
42,693
Q4 2025 Added 2.47%
$59.7B
$4.59 Million 1.62% of portfolio
11,764
Q4 2025 Added 3.68%
$11.4B
$4.4 Million 1.55% of portfolio
46,298
Q4 2025 New
$151B
$3.95 Million 1.39% of portfolio
12,152
Q4 2025 Added 1.5%
$54.5B
$3.9 Million 1.37% of portfolio
20,422
Q4 2025 Reduced 13.81%
$39.2B
$3.71 Million 1.31% of portfolio
21,406
Q4 2025 Reduced 1.29%
$82.8B
$3.25 Million 1.15% of portfolio
11,992
Q4 2025 Reduced 8.55%
$51.8B
$3.09 Million 1.09% of portfolio
15,664
Q4 2025 Added 3.12%
$64.7B
$2.41 Million 0.85% of portfolio
21,874
Q4 2025 Added 0.33%
$152B
$2.18 Million 0.77% of portfolio
9,045
Q4 2025 Reduced 9.5%
$29.2B
$1.93 Million 0.68% of portfolio
63,647
Q4 2025 Added 1.64%
$123B
$382,000 0.13% of portfolio
813
Q4 2025 Reduced 7.19%
$123B
$334,000 0.12% of portfolio
1,133
Q4 2025 Reduced 1.9%
$193B
$301,000 0.11% of portfolio
2,853
Q4 2025 Reduced 0.63%
$55.8B
$267,000 0.09% of portfolio
1,332
Q4 2025 Reduced 95.33%
$68.9B
$260,000 0.09% of portfolio
984
Q4 2025 Reduced 0.4%
$21.4B
$239,000 0.08% of portfolio
5,818
Q4 2025 Reduced 15.33%
$34.1B
$198,000 0.07% of portfolio
1,253
Q4 2025 Reduced 13.88%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $284 Million
  • Prior Value $285 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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