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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 8 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JCI JOHNSON CONTROLS INTERNATION Industrials 3,576.0 $522K 0.07% NEW $146.11 -2.0%
142 DHR DANAHER CORP DEL Healthcare 2,722.0 $518K 0.07% NEW $190.48 +13.4%
143 PFF ISHARES TR 17,005.0 $518K 0.07% NEW $30.49 -0.1%
144 WM WASTE MGMT INC DEL Industrials 2,319.0 $517K 0.07% NEW $222.88 +0.9%
145 ASML ASML HLDG NV Technology 256.0 $509K 0.07% NEW $1989.44 -12.0%
146 ANET ARISTA NETWORKS INC Technology 2,965.0 $504K 0.07% NEW $169.88 +8.2%
147 QQQ INVESCO QQQ TR Financial Services 672.0 $495K 0.07% NEW $736.26 -3.4%
148 CRWD CROWDSTRIKE HLDGS INC Technology 648.0 $495K 0.07% NEW $190.79 -0.2%
149 QLC FLEXSHARES TR 5,482.0 $493K 0.07% NEW $89.87 +2.4%
150 MO ALTRIA GROUP INC Consumer Defensive 6,766.0 $487K 0.07% NEW $71.95 -7.0%
151 SYK STRYKER CORPORATION Healthcare 1,538.0 $484K 0.06% NEW $314.84 +4.1%
152 CME CME GROUP INC Financial Services 2,186.0 $483K 0.06% NEW $220.83 +22.7%
153 EFA ISHARES TR 4,642.0 $482K 0.06% NEW $103.88 +3.3%
154 UBER UBER TECHNOLOGIES INC Technology 6,499.0 $469K 0.06% NEW $72.16 +8.9%
155 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,625.0 $468K 0.06% NEW $178.24 +17.7%
156 CL COLGATE PALMOLIVE CO Consumer Defensive 5,080.0 $466K 0.06% NEW $91.68 -2.2%
157 CVS CVS HEALTH CORP Healthcare 4,490.0 $464K 0.06% NEW $103.45 -9.5%
158 PWR QUANTA SVCS INC Industrials 639.0 $460K 0.06% NEW $720.04 -8.0%
159 DIS DISNEY WALT CO Communication Services 4,748.0 $457K 0.06% NEW $96.25 +11.5%
160 VTV VANGUARD INDEX FDS 2,057.0 $448K 0.06% NEW $217.93 +3.3%
Page 8 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%