Long-term investor

Rba Wealth Management, LLC @rbawealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001776296).

Record

  • Tracked since 2025-06-30 (431 days), 93 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.3% · 6 months +7.6% · 1 year +15.6% · all +15.6%
  • Max drawdown -3.6% · Sharpe 0.80 · win rate 55% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AMAT · 3.9% · long · since 2025-06-30
  • TSM · 3.6% · long · since 2025-06-30
  • AAPL · 3.6% · long · since 2025-06-30
  • AVGO · 2.9% · long · since 2025-06-30
  • CROX · 2.9% · long · since 2026-03-31
  • URI · 2.8% · long · since 2025-06-30
  • ASML · 2.7% · long · since 2025-06-30
  • EWBC · 2.7% · long · since 2025-06-30
  • GOOGL · 2.4% · long · since 2025-06-30
  • MSFT · 2.4% · long · since 2025-06-30
  • WM · 2.4% · long · since 2025-06-30
  • CI · 2.3% · long · since 2025-06-30

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