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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 6 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WDC WESTERN DIGITAL CORP Technology 1,375.0 $878K 0.12% NEW $638.72 -26.6%
102 MGV VANGUARD WORLD FD 5,254.0 $859K 0.11% NEW $163.45 +2.3%
103 ADI ANALOG DEVICES INC Technology 2,120.0 $842K 0.11% NEW $397.17 -6.8%
104 TJX TJX COS INC NEW Consumer Cyclical 5,554.0 $841K 0.11% NEW $151.50 -7.2%
105 GLW CORNING INC Technology 3,253.0 $831K 0.11% NEW $255.43 -40.7%
106 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,651.0 $828K 0.11% NEW $501.36 +25.2%
107 IEMG ISHARES INC 9,846.0 $816K 0.11% NEW $82.84 -2.2%
108 AVUV AMERICAN CENTY ETF TR 6,492.0 $810K 0.11% NEW $124.76 +0.7%
109 UNP UNION PAC CORP Industrials 2,850.0 $775K 0.10% NEW $272.00 +11.8%
110 AXP AMERICAN EXPRESS CO Financial Services 2,282.0 $772K 0.10% NEW $338.25 -2.1%
111 PLTR PALANTIR TECHNOLOGIES INC Technology 6,022.0 $703K 0.09% NEW $116.67 +49.1%
112 C CITIGROUP INC Financial Services 4,843.0 $678K 0.09% NEW $139.96 -7.4%
113 USHY ISHARES TR 18,224.0 $675K 0.09% NEW $37.02 -0.6%
114 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 694.0 $670K 0.09% NEW $965.00 -11.9%
115 DFLV DIMENSIONAL ETF TRUST 16,872.0 $667K 0.09% NEW $39.54 +5.5%
116 SPY STATE STR SPDR S&P 500 ETF T Financial Services 888.0 $663K 0.09% NEW $746.94 +2.1%
117 DYNF BLACKROCK ETF TRUST 9,718.0 $661K 0.09% NEW $68.01 +1.2%
118 SHW SHERWIN WILLIAMS CO Basic Materials 1,883.0 $648K 0.09% NEW $344.32 +0.8%
119 SNDK SANDISK CORP Technology 283.0 $643K 0.09% NEW $2273.73 -29.6%
120 COF CAPITAL ONE FINL CORP Financial Services 3,158.0 $634K 0.08% NEW $200.62 +5.9%
Page 6 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%