RBA Wealth Management, LLC

Q2 2025 13F Holdings

  • Location
    newport beach, CA
  • Num holdings

    93

  • Value ($000)

    $268,385

  • Date Filed
    07/17/2025
  • Form type
    13F-HR
  • CIK
    0001776296
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$10.03M
4 %

20,171

AVGO
AVGO

BROADCOM INC

COM
11135F101
$8.97M
3 %

32,538

AAPL
AAPL

APPLE INC

COM
037833100
$8.65M
3 %

42,169

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.27M
3 %

46,947

V
V

VISA INC

COM CL A
92826C839
$7.61M
3 %

21,426

WM
WM

WASTE MGMT INC DEL

COM
94106L109
$7.25M
3 %

31,671

META
META

META PLATFORMS INC

CL A
30303M102
$6.97M
3 %

9,448

CMI
CMI

CUMMINS INC

COM
231021106
$6.81M
3 %

20,802

BSX
BSX

BOSTON SCIENTIFIC CORP

COM
101137107
$6.80M
3 %

63,308

MET
MET

METLIFE INC

COM
59156R108
$6.24M
2 %

77,618

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