Holdings
TRB Wealth Management, LLC
As of Jun 30, 2026, TRB Wealth Management, LLC reported 201 positions worth US$219M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 76,936 | US$22.3M | −8,789 | Jun 30, 2026 |
| Nvidia Corporation | 109K | US$21.9M | −12,999 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 41,425 | US$14.8M | −5,970 | Jun 30, 2026 |
| Microsoft Corp. | 27,373 | US$10.2M | −3,133 | Jun 30, 2026 |
| Amazon.com, Inc. | 33,844 | US$8.07M | −5,860 | Jun 30, 2026 |
| Broadcom Inc. | 16,341 | US$6.17M | −2,715 | Jun 30, 2026 |
| Meta Platforms, Inc. | 8,289 | US$4.67M | −1,815 | Jun 30, 2026 |
| Cullen/frost Bankers, Inc. | 25,364 | US$3.92M | −1,626 | Jun 30, 2026 |
| Tesla, Inc. | 9,284 | US$3.9M | −791 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 11,124 | US$3.64M | −1,278 | Jun 30, 2026 |