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Portfolio (Quarterly) Guide ↗

TRB Wealth Management, LLC

· CIK 0002130988
13F Portfolio $751M AUM 296 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 296 New
Page 12 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ITOT ISHARES TR 1,744.0 $286K 0.04% NEW $164.28 +2.1%
222 AFL AFLAC INC Financial Services 2,437.0 $286K 0.04% NEW $117.25 -0.2%
223 MCK MCKESSON CORP Healthcare 378.0 $286K 0.04% NEW $755.60 +13.4%
224 AGNC AGNC INVT CORP Real Estate 26,110.0 $285K 0.04% NEW $10.90 +0.5%
225 FORTINET INC 1,842.0 $283K 0.04% NEW $153.62
226 LMT LOCKHEED MARTIN CORP Industrials 530.0 $270K 0.04% NEW $509.46 +11.5%
227 EA ELECTRONIC ARTS INC Communication Services 1,313.0 $269K 0.04% NEW $205.04 +2.3%
228 IWD ISHARES TR 1,109.0 $269K 0.04% NEW $242.43 +6.1%
229 FIX COMFORT SYS USA INC Industrials 135.0 $268K 0.04% NEW $1981.95 -15.7%
230 LHX L3HARRIS TECHNOLOGIES INC Industrials 916.0 $266K 0.04% NEW $290.59 -7.4%
231 CTVA CORTEVA INC Basic Materials 3,113.0 $264K 0.04% NEW $84.69 -5.3%
232 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,542.0 $262K 0.04% NEW $57.62 +15.0%
233 HWM HOWMET AEROSPACE INC Industrials 967.0 $260K 0.04% NEW $268.86 +2.7%
234 PDFS PDF SOLUTIONS INC Technology 3,664.0 $259K 0.04% NEW $70.79 -37.5%
235 IAU ISHARES GOLD TR Financial Services 3,415.0 $258K 0.03% NEW $75.51 +14.1%
236 EEM ISHARES TR 3,762.0 $257K 0.03% NEW $68.41 -1.7%
237 TRV TRAVELERS COMPANIES INC Financial Services 774.0 $256K 0.03% NEW $330.12 +10.8%
238 FITB FIFTH THIRD BANCORP Financial Services 4,512.0 $254K 0.03% NEW $56.37 -3.0%
239 THRO BLACKROCK ETF TRUST 5,883.0 $254K 0.03% NEW $43.11 +1.1%
240 CTAS CINTAS CORP Industrials 1,484.0 $252K 0.03% NEW $170.08 +19.3%
Page 12 of 15  ·  296 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 41.2%
Financial Services 13.9%
Communication Services 9.9%
Consumer Cyclical 8.4%
Healthcare 8.3%
Industrials 7.1%
Consumer Defensive 4.4%
Energy 3.1%
Utilities 1.5%
Basic Materials 1.2%