RBA Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, RBA Wealth Management, LLC held in its portfolio 94 assets valued at $295,140,109 (i.e. $295.14M).
The most valuable assets in the portfolio included: ALPHABET INC ($12.59M), APPLE INC ($10.97M), and BROADCOM INC ($10.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 94 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RBA Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 40209 | 12585308 | CAP STK CL A |
| APPLE INC | 40366 | 10973811 | COM |
| BROADCOM INC | 30704 | 10626819 | COM |
| CUMMINS INC | 19007 | 9702218 | COM |
| MICROSOFT CORP | 19830 | 9590089 | COM |
| ASML HOLDING N V | 7427 | 7945850 | N Y REGISTRY SHS |
| APPLIED MATLS INC | 28713 | 7378841 | COM |
| VISA INC | 20225 | 7093025 | COM CL A |
| WASTE MGMT INC DEL | 32026 | 7036414 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 23125 | 7027456 | SPONSORED ADS |
| GOLDMAN SACHS GROUP INC | 7899 | 6943637 | COM |
| EAST WEST BANCORP INC | 59991 | 6742362 | COM |
| CBOE GLOBAL MKTS INC | 25399 | 6375025 | COM |
| ARCH CAP GROUP LTD | 65744 | 6306164 | ORD |
| META PLATFORMS INC | 9471 | 6251792 | CL A |
| METLIFE INC | 78720 | 6214120 | COM |
| BOSTON SCIENTIFIC CORP | 62369 | 5946884 | COM |
| FOX CORP | 91097 | 5914928 | CL B COM |
| FLOWSERVE CORP | 84130 | 5836949 | COM |
| UNITED RENTALS INC | 7211 | 5836052 | COM |
| NVIDIA CORPORATION | 30281 | 5647407 | COM |
| SYNOPSYS INC | 11764 | 5525786 | COM |
| QUALCOMM INC | 31469 | 5382804 | COM |
| MEDTRONIC PLC | 54527 | 5237864 | SHS |
| PURE STORAGE INC | 77796 | 5213110 | CL A |
| AUTOZONE INC | 1526 | 5175429 | COM |
| PROCTER AND GAMBLE CO | 35740 | 5121915 | COM |
| AMERICAN ELEC PWR CO INC | 42693 | 4922901 | COM |
| HOME DEPOT INC | 13993 | 4814966 | COM |
| CROWN HLDGS INC | 46298 | 4767305 | COM |
| PROLOGIS INC. | 37255 | 4756010 | COM |
| SALESFORCE INC | 17673 | 4681829 | COM |
| T-MOBILE US INC | 22553 | 4579138 | COM |
| ADOBE INC | 12152 | 4253078 | COM |
| APTIV PLC | 53161 | 4045020 | COM SHS |
| VANGUARD WORLD FD | 5283 | 3982439 | INF TECH ETF |
| BECTON DICKINSON & CO | 20422 | 3963235 | COM |
| TARGA RES CORP | 21406 | 3949381 | COM |
| PVH CORPORATION | 58821 | 3942191 | COM |
| SPDR S&P 500 ETF TR | 5507 | 3755333 | TR UNIT |
| INGREDION INC | 32502 | 3583708 | COM |
| NXP SEMICONDUCTORS N V | 15664 | 3400028 | COM |
| THE CIGNA GROUP | 11992 | 3300530 | COM |
| MOHAWK INDS INC | 28974 | 3166858 | COM |
| ACCENTURE PLC IRELAND | 9045 | 2426773 | SHS CLASS A |
| EOG RES INC | 21874 | 2297013 | COM |
| VANGUARD BD INDEX FDS | 24932 | 1846713 | TOTAL BND MRKT |
| ISHARES TR | 18059 | 1803733 | CORE US AGGBD ET |
| VICI PPTYS INC | 63647 | 1789758 | COM |
| VANGUARD WORLD FD | 12475 | 1665326 | FINANCIALS ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| VANGUARD WORLD FD | 3116 | 1227468 | CONSUM DIS ETF |
| AMAZON COM INC | 5256 | 1213190 | COM |
| CHEVRON CORP NEW | 7835 | 1194181 | COM |
| TESLA INC | 2603 | 1170621 | COM |
| VANGUARD WORLD FD | 5881 | 1138756 | COMM SRVC ETF |
| VANGUARD WORLD FD | 3710 | 1107006 | INDUSTRIAL ETF |
| VANGUARD WORLD FD | 3841 | 1105668 | HEALTH CAR ETF |
| JPMORGAN CHASE & CO. | 3181 | 1024946 | COM |
| UNITEDHEALTH GROUP INC | 2434 | 803606 | COM |
| SCHWAB STRATEGIC TR | 23587 | 769500 | US LCAP GR ETF |
| WALMART INC | 6749 | 751891 | COM |
| CISCO SYS INC | 8029 | 618449 | COM |
| VANGUARD WORLD FD | 2451 | 517767 | CONSUM STP ETF |
| SCHWAB STRATEGIC TR | 21395 | 499992 | US AGGREGATE B |
| J P MORGAN EXCHANGE TRADED F | 8598 | 499708 | NASDAQ EQT PREM |
| OTTER TAIL CORP | 6174 | 498939 | COM |
| INVESCO QQQ TR | 766 | 470678 | UNIT SER 1 |
| SPDR SERIES TRUST | 4110 | 438502 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 13871 | 417112 | US MID-CAP ETF |
| LOCKHEED MARTIN CORP | 813 | 393053 | COM |
| INTERNATIONAL BUSINESS MACHS | 1262 | 373756 | COM |
| SCHWAB STRATEGIC TR | 12659 | 360534 | US SML CAP ETF |
| CHUBB LIMITED | 1133 | 353676 | COM |
| VANGUARD WORLD FD | 2728 | 343525 | ENERGY ETF |
| COSTCO WHSL CORP NEW | 394 | 340004 | COM |
| DISNEY WALT CO | 2853 | 324531 | COM |
| SCHWAB STRATEGIC TR | 12339 | 296633 | INTL EQTY ETF |
| ISHARES TR | 5916 | 295859 | CORE INTL AGGR |
| SCHWAB STRATEGIC TR | 9831 | 291102 | US LCAP VA ETF |
| PEPSICO INC | 2020 | 289962 | COM |
| FEDEX CORP | 984 | 284238 | COM |
| TECK RESOURCES LTD | 5818 | 278624 | CL B |
| ELECTRONIC ARTS INC | 1332 | 272249 | COM |
| VANGUARD WORLD FD | 1400 | 259068 | UTILITIES ETF |
| MCDONALDS CORP | 824 | 251690 | COM |
| BERKSHIRE HATHAWAY INC DEL | 495 | 248812 | CL B NEW |
| VANGUARD INDEX FDS | 2790 | 246902 | REAL ESTATE ETF |
| VANGUARD WORLD FD | 1187 | 246367 | MATERIALS ETF |
| JOHNSON & JOHNSON | 1140 | 235923 | COM |
| VANGUARD INDEX FDS | 1161 | 221739 | VALUE ETF |
| COPART INC | 5556 | 217517 | COM |
| EXXON MOBIL CORP | 1747 | 210221 | COM |
| RAYMOND JAMES FINL INC | 1253 | 201219 | COM |
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