RBA Wealth Management, LLC

13F filer · CIK 0001776296

Reported Jul 23, 2026

Net seller this quarter

13F portfolio value$273MU.S. long equity reported on 13F

Positions606 new · 15 closed

Net flow last quarter-$35.3MBuys minus sells

Top 10 positions weight29.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 202660 positions
AMATApplied Materials Inc	$10.6M	3.89%	0.00%	-45.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.81M	3.60%	0.00%	-9.2%	Q1 2019
AAPLApple Inc.	$9.78M	3.59%	0.00%	-15.3%	Q1 2019
AVGOBroadcom Inc.	$7.94M	2.91%	0.00%	-31.1%	Q1 2019
CROXCrocs, Inc.	$7.84M	2.88%	0.14%	-0.4%	Q1 2026
URIUnited Rentals, Inc.	$7.69M	2.82%	0.01%	-5.9%	Q1 2025
ASMLAsml Holding NV	$7.38M	2.71%	0.00%	-13.9%	Q4 2023
EWBCEast West Bancorp Inc	$7.26M	2.67%	0.04%	-6.2%	Q1 2023
GOOGLAlphabet Inc.	$6.68M	2.45%	0.00%	-51.8%	Q1 2019
MSFTMicrosoft Corp	$6.42M	2.36%	0.00%	-13.0%	Q1 2019
WMWaste Management Inc	$6.42M	2.36%	0.01%	-9.3%	Q4 2019
CICigna Group	$6.25M	2.29%	0.01%	+59.1%	Q1 2023
PEverpure, Inc.	$6.22M	2.28%	0.02%	-1.7%	Q3 2025
VVisa Inc.	$6.16M	2.26%	0.00%	-10.9%	Q1 2019
METMetlife Inc	$5.97M	2.19%	0.01%	-10.2%	Q2 2019
CBOECboe Global Markets, Inc.	$5.95M	2.18%	0.02%	-5.1%	Q1 2025
NVDANvidia Corp	$5.85M	2.15%	0.00%	-3.9%	Q1 2023
ACGLArch Capital Group Ltd.	$5.8M	2.13%	0.02%	-8.6%	Q3 2019
TMUST-Mobile US, Inc.	$5.68M	2.08%	0.00%	+44.5%	Q3 2023
FLSFlowserve Corp	$5.65M	2.07%	0.06%	-8.6%	Q1 2024
CMICummins Inc	$5.48M	2.01%	0.01%	-58.1%	Q1 2019
AEPAmerican Electric Power Co Inc	$5.43M	1.99%	0.01%	-7.4%	Q1 2025
BWABorgwarner Inc	$5.4M	1.98%	0.04%	New	Q2 2026
QCOMQualcomm Inc	$5.3M	1.94%	0.00%	-9.4%	Q2 2020
TXTTextron Inc	$5.21M	1.91%	0.03%	New	Q2 2026
CCKCrown Holdings, Inc.	$5.09M	1.87%	0.04%	-3.6%	Q4 2025
METAMeta Platforms, Inc.	$4.96M	1.82%	Not reported	-8.4%	Q1 2021
PGPROCTER & GAMBLE Co	$4.79M	1.76%	0.00%	-8.4%	Q1 2019
SNPSSynopsys Inc	$4.61M	1.69%	0.01%	-12.4%	Q3 2019
PLDPrologis, Inc.	$4.42M	1.62%	0.00%	-11.6%	Q1 2020
PVHPVH Corp.	$4.4M	1.62%	0.13%	-1.7%	Q1 2025
GSGoldman Sachs Group Inc	$4.34M	1.59%	0.00%	-45.8%	Q1 2021
NXPINXP Semiconductors N.V.	$4.32M	1.59%	0.01%	-2.4%	Q2 2023
FOXFox Corp	$4.24M	1.56%	Not reported	-1.7%	Q4 2025
MDTMedtronic plc	$4.18M	1.53%	0.00%	-2.1%	Q1 2019
CRMSalesforce, Inc.	$3.97M	1.46%	0.00%	-4.8%	Q3 2020
APTVAptiv PLC	$3.77M	1.39%	0.03%	Not reported	Q3 2025
BDXBecton Dickinson & Co	$3.69M	1.35%	0.01%	+2.8%	Q3 2024
INGRIngredion Inc	$3.26M	1.20%	0.05%	+3.0%	Q2 2025
ACNAccenture plc	$3.13M	1.15%	0.00%	-0.7%	Q1 2024
ADBEAdobe Inc.	$3.06M	1.12%	0.00%	+16.2%	Q1 2021
BSXBoston Scientific Corp	$3.04M	1.12%	0.00%	+11.7%	Q2 2019
DTEDte Energy Co	$2.68M	0.98%	0.01%	Not reported	Q1 2021
EOGEog Resources Inc	$2.56M	0.94%	0.00%	-9.1%	Q4 2021
OKEOneok Inc	$2.19M	0.80%	0.00%	+2.0%	Q1 2026
VICIVici Properties Inc.	$1.57M	0.58%	0.01%	-8.4%	Q4 2024
BRK.ABerkshire Hathaway Inc	$1.5M	0.55%	Not reported	Not reported	Q1 2020
TSLATesla, Inc.	$1.1M	0.40%	0.00%	+0.2%	Q1 2019
CVXChevron Corp	$964K	0.35%	0.00%	-21.6%	Q1 2019
UNHUnitedhealth Group Inc	$791K	0.29%	0.00%	-22.7%	Q1 2019

Q1 2026Reported Apr 23, 202668 positions
GOOGLAlphabet Inc.	$11.1M	4.01%	0.00%	-3.6%	Q1 2019
AAPLApple Inc.	$10.1M	3.65%	0.00%	-1.1%	Q1 2019
CMICummins Inc	$9.87M	3.55%	0.01%	-3.5%	Q1 2019
AVGOBroadcom Inc.	$9.44M	3.40%	0.00%	-0.7%	Q1 2019
AMATApplied Materials Inc	$9.21M	3.32%	0.00%	-6.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.65M	2.75%	0.00%	-2.2%	Q1 2019
MSFTMicrosoft Corp	$7.32M	2.64%	0.00%	-0.2%	Q1 2019
WMWaste Management Inc	$7.3M	2.63%	0.01%	-0.8%	Q4 2019
CBOECboe Global Markets, Inc.	$7.26M	2.61%	0.02%	+1.7%	Q1 2025
GSGoldman Sachs Group Inc	$6.7M	2.41%	0.00%	+0.3%	Q1 2021
EWBCEast West Bancorp Inc	$6.41M	2.31%	0.04%	0.0%	Q1 2023
ACGLArch Capital Group Ltd.	$6.28M	2.26%	0.02%	-0.6%	Q3 2019
FLSFlowserve Corp	$6.13M	2.21%	0.07%	-0.8%	Q1 2024
VVisa Inc.	$6.09M	2.19%	0.00%	-0.3%	Q1 2019
ASMLAsml Holding NV	$5.7M	2.05%	0.00%	-41.9%	Q4 2023
AEPAmerican Electric Power Co Inc	$5.62M	2.02%	0.01%	+0.4%	Q1 2025
METMetlife Inc	$5.56M	2.00%	0.01%	-0.2%	Q2 2019
METAMeta Platforms, Inc.	$5.5M	1.98%	Not reported	+1.4%	Q1 2021
CROXCrocs, Inc.	$5.41M	1.95%	0.13%	New	Q1 2026
NVDANvidia Corp	$5.31M	1.91%	0.00%	+0.5%	Q1 2023
URIUnited Rentals, Inc.	$5.25M	1.89%	0.01%	-0.1%	Q1 2025
AZOAutozone Inc	$5.18M	1.87%	0.01%	+0.6%	Q1 2019
PGPROCTER & GAMBLE Co	$5.15M	1.85%	0.00%	-0.3%	Q1 2019
ACNAccenture plc	$5.02M	1.81%	0.00%	+180.2%	Q1 2024
CRMSalesforce, Inc.	$4.97M	1.79%	0.00%	+50.5%	Q3 2020
TMUST-Mobile US, Inc.	$4.92M	1.77%	0.00%	+3.8%	Q3 2023
FOXFox Corp	$4.89M	1.76%	Not reported	+1.0%	Q4 2025
PLDPrologis, Inc.	$4.88M	1.76%	0.00%	-1.0%	Q1 2020
PEverpure, Inc.	$4.74M	1.71%	0.02%	+3.2%	Q3 2025
CCKCrown Holdings, Inc.	$4.73M	1.70%	0.04%	+2.0%	Q4 2025
MDTMedtronic plc	$4.72M	1.70%	0.00%	0.0%	Q1 2019
SNPSSynopsys Inc	$4.68M	1.68%	0.01%	+0.3%	Q3 2019
PVHPVH Corp.	$4.2M	1.51%	0.13%	+2.4%	Q1 2025
QCOMQualcomm Inc	$4.08M	1.47%	0.00%	+0.6%	Q2 2020
BSXBoston Scientific Corp	$4M	1.44%	0.00%	+2.2%	Q2 2019
CICigna Group	$3.8M	1.37%	0.01%	+18.9%	Q1 2023
INGRIngredion Inc	$3.76M	1.36%	0.05%	+2.8%	Q2 2025
BDXBecton Dickinson & Co	$3.73M	1.34%	0.01%	+16.1%	Q3 2024
EOGEog Resources Inc	$3.14M	1.13%	0.00%	-0.8%	Q4 2021
ADBEAdobe Inc.	$3.12M	1.12%	0.00%	+5.6%	Q1 2021
NXPINXP Semiconductors N.V.	$3.1M	1.12%	0.01%	+0.5%	Q2 2023
OKEOneok Inc	$2.23M	0.80%	0.00%	New	Q1 2026
VICIVici Properties Inc.	$1.77M	0.64%	0.01%	+1.7%	Q4 2024
CVXChevron Corp	$1.53M	0.55%	0.00%	-5.4%	Q1 2019
BRK.ABerkshire Hathaway Inc	$1.44M	0.52%	Not reported	Not reported	Q1 2020
AMZNAmazon Com Inc	$1.09M	0.39%	0.00%	-0.2%	Q1 2019
TSLATesla, Inc.	$969K	0.35%	0.00%	+0.1%	Q1 2019
JPMJPMorgan Chase & Co	$924K	0.33%	0.00%	-1.2%	Q1 2019
WMTWalmart Inc.	$774K	0.28%	0.00%	-7.7%	Q1 2019
HDHome Depot, Inc.	$671K	0.24%	0.00%	-85.4%	Q1 2019

Q4 2025Reported Jan 26, 202671 positions
GOOGLAlphabet Inc.	$12.6M	4.26%	0.00%	-7.3%	Q1 2019
AAPLApple Inc.	$11M	3.72%	0.00%	-1.9%	Q1 2019
AVGOBroadcom Inc.	$10.6M	3.60%	0.00%	-2.4%	Q1 2019
CMICummins Inc	$9.7M	3.29%	0.01%	-3.5%	Q1 2019
MSFTMicrosoft Corp	$9.59M	3.25%	0.00%	-0.6%	Q1 2019
ASMLAsml Holding NV	$7.95M	2.69%	0.00%	-0.6%	Q4 2023
AMATApplied Materials Inc	$7.38M	2.50%	0.00%	-0.4%	Q4 2024
VVisa Inc.	$7.09M	2.40%	0.00%	-1.9%	Q1 2019
WMWaste Management Inc	$7.04M	2.38%	0.01%	+0.6%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.03M	2.38%	0.00%	+0.3%	Q1 2019
GSGoldman Sachs Group Inc	$6.94M	2.35%	0.00%	+0.3%	Q1 2021
EWBCEast West Bancorp Inc	$6.74M	2.28%	0.04%	+0.3%	Q1 2023
CBOECboe Global Markets, Inc.	$6.38M	2.16%	0.02%	+1.3%	Q1 2025
ACGLArch Capital Group Ltd.	$6.31M	2.14%	0.02%	+1.1%	Q3 2019
METAMeta Platforms, Inc.	$6.25M	2.12%	Not reported	+2.4%	Q1 2021
METMetlife Inc	$6.21M	2.11%	0.01%	+1.1%	Q2 2019
BSXBoston Scientific Corp	$5.95M	2.01%	0.00%	+0.3%	Q2 2019
FOXFox Corp	$5.91M	2.00%	Not reported	New	Q4 2025
FLSFlowserve Corp	$5.84M	1.98%	0.07%	+0.8%	Q1 2024
URIUnited Rentals, Inc.	$5.84M	1.98%	0.01%	+0.5%	Q1 2025
NVDANvidia Corp	$5.65M	1.91%	0.00%	+856.4%	Q1 2023
SNPSSynopsys Inc	$5.53M	1.87%	0.01%	+3.7%	Q3 2019
QCOMQualcomm Inc	$5.38M	1.82%	0.00%	+0.8%	Q2 2020
MDTMedtronic plc	$5.24M	1.77%	0.00%	+0.4%	Q1 2019
PEverpure, Inc.	$5.21M	1.77%	0.02%	+9.3%	Q3 2025
AZOAutozone Inc	$5.18M	1.75%	0.01%	+0.1%	Q1 2019
PGPROCTER & GAMBLE Co	$5.12M	1.74%	0.00%	+6.9%	Q1 2019
AEPAmerican Electric Power Co Inc	$4.92M	1.67%	0.01%	+2.5%	Q1 2025
HDHome Depot, Inc.	$4.81M	1.63%	0.00%	+1.6%	Q1 2019
CCKCrown Holdings, Inc.	$4.77M	1.62%	0.04%	New	Q4 2025
PLDPrologis, Inc.	$4.76M	1.61%	0.00%	-0.7%	Q1 2020
CRMSalesforce, Inc.	$4.68M	1.59%	0.00%	+1.2%	Q3 2020
TMUST-Mobile US, Inc.	$4.58M	1.55%	0.00%	+3.4%	Q3 2023
ADBEAdobe Inc.	$4.25M	1.44%	0.00%	+1.5%	Q1 2021
APTVAptiv PLC	$4.05M	1.37%	0.03%	+1.9%	Q3 2025
BDXBecton Dickinson & Co	$3.96M	1.34%	0.01%	-13.8%	Q3 2024
TRGPTarga Resources Corp.	$3.95M	1.34%	0.01%	-1.3%	Q2 2022
PVHPVH Corp.	$3.94M	1.34%	0.13%	-1.6%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$3.76M	1.27%	Not reported	+864.5%	Q4 2024
INGRIngredion Inc	$3.58M	1.21%	0.05%	+16.3%	Q2 2025
NXPINXP Semiconductors N.V.	$3.4M	1.15%	0.01%	+3.1%	Q2 2023
CICigna Group	$3.3M	1.12%	0.00%	-8.6%	Q1 2023
MHKMohawk Industries Inc	$3.17M	1.07%	0.05%	-10.6%	Q1 2025
ACNAccenture plc	$2.43M	0.82%	0.00%	-9.5%	Q1 2024
EOGEog Resources Inc	$2.3M	0.78%	0.00%	+0.3%	Q4 2021
VICIVici Properties Inc.	$1.79M	0.61%	0.01%	+1.6%	Q4 2024
BRK.ABerkshire Hathaway Inc	$1.51M	0.51%	Not reported	Not reported	Q1 2020
AMZNAmazon Com Inc	$1.21M	0.41%	0.00%	-1.9%	Q1 2019
CVXChevron Corp	$1.19M	0.40%	0.00%	-0.1%	Q1 2019
TSLATesla, Inc.	$1.17M	0.40%	0.00%	-3.7%	Q1 2019

Q3 2025Reported Nov 5, 202571 positions
GOOGLAlphabet Inc.	$10.5M	3.64%	0.00%	-7.6%	Q1 2019
AAPLApple Inc.	$10.5M	3.61%	0.00%	-2.5%	Q1 2019
AVGOBroadcom Inc.	$10.4M	3.58%	0.00%	-3.3%	Q1 2019
MSFTMicrosoft Corp	$10.3M	3.56%	0.00%	-1.1%	Q1 2019
CMICummins Inc	$8.32M	2.87%	0.01%	-5.3%	Q1 2019
ASMLAsml Holding NV	$7.23M	2.50%	0.00%	+1.0%	Q4 2023
VVisa Inc.	$7.04M	2.43%	0.00%	-3.8%	Q1 2019
WMWaste Management Inc	$7.03M	2.43%	0.01%	+0.5%	Q4 2019
URIUnited Rentals, Inc.	$6.85M	2.36%	0.01%	+1.1%	Q1 2025
METAMeta Platforms, Inc.	$6.79M	2.34%	Not reported	-2.1%	Q1 2021
AZOAutozone Inc	$6.54M	2.26%	0.01%	-0.5%	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.44M	2.22%	0.00%	+0.3%	Q1 2019
METMetlife Inc	$6.41M	2.21%	0.01%	+0.3%	Q2 2019
EWBCEast West Bancorp Inc	$6.37M	2.20%	0.04%	-2.3%	Q1 2023
GSGoldman Sachs Group Inc	$6.27M	2.16%	0.00%	-1.2%	Q1 2021
CBOECboe Global Markets, Inc.	$6.15M	2.12%	0.02%	-0.3%	Q1 2025
BSXBoston Scientific Corp	$6.07M	2.09%	0.00%	-1.8%	Q2 2019
PEverpure, Inc.	$5.96M	2.06%	0.02%	New	Q3 2025
AMATApplied Materials Inc	$5.9M	2.04%	0.00%	+1.4%	Q4 2024
ACGLArch Capital Group Ltd.	$5.9M	2.04%	0.02%	+0.3%	Q3 2019
EAElectronic Arts Inc.	$5.75M	1.98%	Not reported	+0.5%	Q2 2020
SNPSSynopsys Inc	$5.6M	1.93%	0.01%	-2.0%	Q3 2019
HDHome Depot, Inc.	$5.58M	1.92%	0.00%	+0.8%	Q1 2019
EXPEagle Materials Inc	$5.32M	1.84%	0.07%	+0.6%	Q1 2022
TMUST-Mobile US, Inc.	$5.22M	1.80%	0.00%	+1.7%	Q3 2023
QCOMQualcomm Inc	$5.19M	1.79%	0.00%	+1.3%	Q2 2020
MDTMedtronic plc	$5.17M	1.79%	0.00%	+1.8%	Q1 2019
PGPROCTER & GAMBLE Co	$5.14M	1.77%	0.00%	+9.6%	Q1 2019
PVHPVH Corp.	$5.01M	1.73%	0.12%	+1.5%	Q1 2025
AEPAmerican Electric Power Co Inc	$4.69M	1.62%	0.01%	-12.9%	Q1 2025
APTVAptiv PLC	$4.5M	1.55%	0.02%	New	Q3 2025
FLSFlowserve Corp	$4.44M	1.53%	0.06%	+2.6%	Q1 2024
BDXBecton Dickinson & Co	$4.43M	1.53%	0.01%	+2.5%	Q3 2024
PLDPrologis, Inc.	$4.29M	1.48%	0.00%	-1.7%	Q1 2020
ADBEAdobe Inc.	$4.22M	1.46%	0.00%	+3.7%	Q1 2021
MHKMohawk Industries Inc	$4.18M	1.44%	0.05%	+2.0%	Q1 2025
CRMSalesforce, Inc.	$4.14M	1.43%	0.00%	+3.4%	Q3 2020
CICigna Group	$3.78M	1.30%	0.00%	+4.2%	Q1 2023
FISFidelity National Information Services, Inc.	$3.65M	1.26%	0.01%	+1.8%	Q1 2022
TRGPTarga Resources Corp.	$3.63M	1.25%	0.01%	-5.2%	Q2 2022
NXPINXP Semiconductors N.V.	$3.46M	1.19%	0.01%	+3.6%	Q2 2023
INGRIngredion Inc	$3.41M	1.18%	0.04%	+35.4%	Q2 2025
ACNAccenture plc	$2.46M	0.85%	0.00%	+20.7%	Q1 2024
EOGEog Resources Inc	$2.44M	0.84%	0.00%	+0.8%	Q4 2021
NRGNRG Energy, Inc.	$2.43M	0.84%	0.01%	+3.4%	Q2 2025
VICIVici Properties Inc.	$2.04M	0.70%	0.01%	-0.7%	Q4 2024
BRK.ABerkshire Hathaway Inc	$1.51M	0.52%	Not reported	Not reported	Q1 2020
CVXChevron Corp	$1.22M	0.42%	0.00%	-12.9%	Q1 2019
TSLATesla, Inc.	$1.2M	0.41%	0.00%	+3.8%	Q1 2019
AMZNAmazon Com Inc	$1.18M	0.41%	0.00%	-0.3%	Q1 2019

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