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Portfolio (Quarterly) Guide ↗

RBA Wealth Management, LLC

· CIK 0001776296
13F Portfolio $273M AUM 80 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 80 New
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACN ACCENTURE PLC IRELAND Technology 25,171.0 $3.1M 1.15% NEW $124.44 +50.0%
42 ADBE ADOBE INC Technology 14,910.0 $3.1M 1.12% NEW $205.02 +30.0%
43 BSX BOSTON SCIENTIFIC CORP Healthcare 71,213.0 $3.0M 1.11% NEW $42.68 +12.0%
44 DTE DTE ENERGY CO Utilities 17,611.0 $2.7M 0.98% NEW $152.37 -10.7%
45 EOG EOG RES INC Energy 19,717.0 $2.6M 0.94% NEW $129.73 +11.9%
46 OKE ONEOK INC NEW Energy 25,221.0 $2.2M 0.81% NEW $86.94 +9.8%
47 BND VANGUARD BD INDEX FDS 24,910.0 $1.8M 0.67% NEW $73.41 -2.0%
48 AGG ISHARES TR 17,825.0 $1.8M 0.65% NEW $98.98 -2.0%
49 VICI VICI PPTYS INC Real Estate 59,307.0 $1.6M 0.58% NEW $26.55 -4.3%
50 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.55% NEW $748850.00
51 VFH VANGUARD WORLD FD 11,341.0 $1.5M 0.55% NEW $131.60 +7.9%
52 VIS VANGUARD WORLD FD 3,422.0 $1.2M 0.45% NEW $360.39 -6.6%
53 VHT VANGUARD WORLD FD 3,844.0 $1.1M 0.42% NEW $299.02 +7.6%
54 TSLA TESLA INC Consumer Cyclical 2,611.0 $1.1M 0.40% NEW $420.60 -15.8%
55 VOX VANGUARD WORLD FD 5,619.0 $1.0M 0.38% NEW $183.96 +2.7%
56 VCR VANGUARD WORLD FD 2,584.0 $1.0M 0.38% NEW $396.62 -2.3%
57 CVX CHEVRON CORPORATION Energy 5,815.0 $964K 0.35% NEW $165.76 +25.8%
58 UNH UNITEDHEALTH GROUP INC Healthcare 1,902.0 $791K 0.29% NEW $415.63 -4.4%
59 SCHG SCHWAB STRATEGIC TR 19,244.0 $651K 0.24% NEW $33.84 +5.0%
60 VDC VANGUARD WORLD FD 2,303.0 $519K 0.19% NEW $225.51 +1.3%
Page 3 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.7%
Financial Services 15.4%
Industrials 12.9%
Consumer Cyclical 10.2%
Healthcare 7.7%
Communication Services 7.3%
Utilities 3.6%
Consumer Defensive 3.4%
Real Estate 2.5%
Energy 2.4%