TRB Wealth Management, LLC: 13F holdings
CIK 21309882026Q2
| Positions | 296 |
|---|
| Reported value | $751.3m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 296 (+11 vs prior quarter) |
|---|
| Reported value | $751.3m (+6.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VV VANGUARD INDEX FDS | 190,058 | $65.4m | 8.7% |
| VXUS VANGUARD STAR FDS | 529,782 | $45.3m | 6.0% |
| DIMENSIONAL ETF TRUST | 846,296 | $37.5m | 5.0% |
| VO VANGUARD INDEX FDS | 435,256 | $35.1m | 4.7% |
| DGRO ISHARES TR | 447,648 | $33.9m | 4.5% |
| VB VANGUARD INDEX FDS | 98,465 | $29.8m | 4.0% |
| AAPL APPLE INC | 76,936 | $22.3m | 3.0% |
| NVDA NVIDIA CORPORATION | 109,343 | $21.9m | 2.9% |
| QUAL ISHARES TR | 95,651 | $21.0m | 2.8% |
| AGG ISHARES TR | 210,632 | $20.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2130988")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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