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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 9 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,208.0 $448K 0.06% NEW $370.59 -4.1%
162 DELL DELL TECHNOLOGIES INC Technology 1,030.0 $444K 0.06% NEW $431.46 +1.4%
163 EFV ISHARES TR 5,718.0 $438K 0.06% NEW $76.55 +7.4%
164 SCHW SCHWAB CHARLES CORP Financial Services 4,562.0 $421K 0.06% NEW $92.27 +21.2%
165 DUK DUKE ENERGY CORP NEW Utilities 3,309.0 $419K 0.06% NEW $126.58 -5.0%
166 VUG VANGUARD INDEX FDS 4,842.0 $417K 0.06% NEW $86.14 +1.7%
167 BA BOEING CO Industrials 1,909.0 $413K 0.06% NEW $216.47 -1.5%
168 ACLS AXCELIS TECHNOLOGIES INC Technology 2,176.0 $412K 0.06% NEW $189.45 -33.9%
169 IWM ISHARES TR 1,365.0 $410K 0.06% NEW $300.45 -0.3%
170 SO SOUTHERN CO Utilities 4,239.0 $406K 0.05% NEW $95.71 -6.0%
171 ITW ILLINOIS TOOL WKS INC Industrials 1,497.0 $405K 0.05% NEW $270.47 +4.2%
172 VRT VERTIV HOLDINGS CO Industrials 1,201.0 $402K 0.05% NEW $334.82 -22.4%
173 EMR EMERSON ELEC CO Industrials 2,770.0 $397K 0.05% NEW $143.15 +9.0%
174 SLQD ISHARES TR 7,840.0 $395K 0.05% NEW $50.37 -0.5%
175 CMCSA COMCAST CORP NEW Communication Services 15,940.0 $391K 0.05% NEW $24.55 +9.5%
176 APP APPLOVIN CORP Technology 755.0 $389K 0.05% NEW $515.23 -40.9%
177 VUSB VANGUARD BD INDEX FDS 7,727.0 $385K 0.05% NEW $49.78 -0.1%
178 VGSH VANGUARD SCOTTSDALE FDS 6,573.0 $383K 0.05% NEW $58.20 -0.1%
179 VCIT VANGUARD SCOTTSDALE FDS 4,598.0 $380K 0.05% NEW $82.66 -2.0%
180 WELL WELLTOWER INC Real Estate 1,672.0 $379K 0.05% NEW $226.97 +6.0%
Page 9 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 41.7%
Financial Services 14.1%
Communication Services 9.0%
Consumer Cyclical 8.5%
Healthcare 8.4%
Industrials 7.2%
Consumer Defensive 4.4%
Energy 3.2%
Utilities 1.5%
Basic Materials 1.2%