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 (462 days), 93 trades recorded
- Returns: week n/a · month n/a · 90 days -6.3% · 6 months +18.4% · 1 year +18.6% · all +18.6%
- Max drawdown n/a · 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