account_balance

Investment manager · 13F filer · SEC CIK 2130988

TRB Wealth Management, LLC

Reported value$751Mas of Jun 30, 2026
Positions296 42 new, 31 sold out
Top 10 weight44.3%VV alone is 9%
FiledAug 1243 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VV Vanguard Index FDS 8.7% Held
VXUS Vanguard Star FDS 6.0% Added +2%
DFAC Dimensional ETF Trust 5.0% Held
VO Vanguard Index FDS 4.7% Added +3%
DGRO iShares Tr 4.5% Held
VB Vanguard Index FDS 4.0% Held
AAPL Apple Inc. 3.0% Trimmed −10%NVDA NVIDIA Corp 2.9% Trimmed −11%
QUAL iShares Tr 2.8% Trimmed −8%
AGG iShares Tr 2.8% Added +4%
ISCF iShares Tr 2.3% Added +4%
AGZ iShares Tr 2.0% Added +4%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 12, 2026, compared with the May 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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