Rba Wealth Management, LLC Portfolio Holdings

Rba Wealth Management, LLC

  • $285 Million
  • Q3 2025

Rba Wealth Management, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $285 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $10.5M, Apple Inc. with a value of $10.5M, Broadcom Inc. with a value of $10.4M, Microsoft Corp with a value of $10.3M, and Cummins Inc with a value of $8.32M.

Examining the 13F form we can see an increase of $16.9M in the current position value, from $268M to 285M.

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

Portfolio value $285 Million
Technology: $86.9 Million
Financial Services: $41.5 Million
Communication Services: $28.6 Million
Industrials: $27.3 Million
Consumer Cyclical: $24.2 Million
Healthcare: $20.5 Million
ETFs: $19.4 Million
Consumer Defensive: $9.91 Million
Other: $26.9 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.94 Million 1.38% of portfolio
5,283
Q3 2025 Added 3.2%
$0
$1.77 Million 0.62% of portfolio
23,849
Q3 2025 Added 8.45%
$0
$1.77 Million 0.62% of portfolio
17,699
Q3 2025 Added 9.99%
$0
$1.63 Million 0.57% of portfolio
12,410
Q3 2025 Added 3.68%
$0
$1.21 Million 0.42% of portfolio
3,051
Q3 2025 Added 2.94%
$0
$1.08 Million 0.38% of portfolio
4,151
Q3 2025 Reduced 0.1%
$0
$1.09 Million 0.38% of portfolio
3,683
Q3 2025 Added 3.25%
$0
$1.1 Million 0.38% of portfolio
5,841
Q3 2025 Added 3.07%
$0
$730,000 0.26% of portfolio
22,893
Q3 2025 Added 3.56%
$0
$502,000 0.18% of portfolio
2,349
Q3 2025 Added 5.57%
$0
$455,000 0.16% of portfolio
758
Q3 2025 Added 5.28%
$0
$446,000 0.16% of portfolio
19,041
Q3 2025 Added 7.92%
$0
$418,000 0.15% of portfolio
4,005
Q3 2025 Added 2.3%
$0
$399,000 0.14% of portfolio
13,491
Q3 2025 Reduced 0.27%
$0
$380,000 0.13% of portfolio
571
Q2 2025 Reduced 7.75%
$0
$341,000 0.12% of portfolio
12,245
Q3 2025 Added 2.33%
$0
$276,000 0.1% of portfolio
11,888
Q3 2025 Added 2.71%
$0
$290,000 0.1% of portfolio
5,670
Q3 2025 Added 9.46%
$0
$276,000 0.1% of portfolio
9,515
Q3 2025 Added 2.63%
$0
$259,000 0.09% of portfolio
1,369
Q3 2025 Reduced 5.13%
$0
$234,000 0.08% of portfolio
1,143
Q3 2025 Added 4.1%
$0
$221,000 0.08% of portfolio
2,427
Q3 2025 Reduced 15.49%
$0
$216,000 0.08% of portfolio
1,161
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $285 Million
  • Prior Value $268 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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