Long-term investor
Trb Wealth Management, LLC @trbwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002130988).
Record
- Tracked since 2026-03-31 (160 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months n/a · 1 year n/a · all +9.5%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VV · 8.7% · long · since 2026-03-31
- VXUS · 6.0% · long · since 2026-03-31
- DFAC · 5.0% · long · since 2026-03-31
- VO · 4.7% · long · since 2026-03-31
- DGRO · 4.5% · long · since 2026-03-31
- VB · 4.0% · long · since 2026-03-31
- AAPL · 3.0% · long · since 2026-03-31
- NVDA · 2.9% · long · since 2026-03-31
- QUAL · 2.8% · long · since 2026-03-31
- AGG · 2.8% · long · since 2026-03-31
- ISCF · 2.3% · long · since 2026-03-31
- AGZ · 2.0% · long · since 2026-03-31