TRB Wealth Management, LLC
TRB Wealth Management, LLC reported 296 positions worth $751.3M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: VV (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VV | SH | $65.4M | 8.70% | 190,058 | — | — | |
| ▸ 2 | VXUS | SH | $45.3M | 6.03% | 529,782 | — | — | |
| ▸ 3 | DFAC | SH | $37.5M | 5.00% | 846,296 | — | — | |
| ▸ 4 | VO | SH | $35.1M | 4.67% | 435,256 | — | — | |
| ▸ 5 | DGRO | SH | $33.9M | 4.52% | 447,648 | — | — | |
| ▸ 6 | VB | SH | $29.8M | 3.97% | 98,465 | — | — | |
| ▸ 7 | AAPL | SH | $22.3M | 2.96% | 76,936 | — | — | |
| ▸ 8 | NVDA | SH | $21.9M | 2.91% | 109,343 | — | — | |
| ▸ 9 | QUAL | SH | $21.0M | 2.79% | 95,651 | — | — | |
| ▸ 10 | AGG | SH | $20.8M | 2.77% | 210,632 | — | — |
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Frequently Asked Questions
What stocks does TRB Wealth Management, LLC hold as of Q2 2026?
TRB Wealth Management, LLC reported 296 positions worth $751.3M in its Q2 2026 13F filing. Largest positions: VV (8.7%), VXUS (6.0%), DFAC (5.0%), VO (4.7%) and DGRO (4.5%).
What did TRB Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TRB Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.