RBA Wealth Management, LLC
•CIK: 1776296•Filing: Q4 2025
**RBA Wealth Management, LLC** manages $295M across a portfolio of 94 positions, demonstrating a concentrated, technology-forward allocation strategy. Top holdings reveal significant conviction in mega-cap technology leaders, including GOOGL ($12.6M) and AAPL ($11.0M). The fund maintains substantial exposure to semiconductor and enterprise software, with AVGO ($10.6M), CMI ($9.7M), and MSFT ($9.6M) anchoring key segments. This structure suggests a focus on secular growth trends within the digital infrastructure and enterprise technology sectors.
Total AUM
$295.1M
QoQ Performance
+1.8%
Positions
77
Top 10 Concentration
30.5%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL4.3%
AAPL3.7%
AVGO3.6%
CMI3.3%
MSFT3.2%
ASML2.7%
AMAT2.5%
V2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.3%
Technology26.0%
Financial5.8%
Healthcare3.2%
Consumer2.9%
Communication1.7%
Real Estate1.6%
ETF1.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑51 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023