Managers / Q1 2026
TRB Wealth Management, LLCNEW FILER
CIK 0002130988 · 9821 KATY FREEWAY, SUITE 110, HOUSTON, TX, 77024 · 832-810-3565
Reported Value
$704M
Q1 2026
Positions
333
Filings on Record
1
2019–present window
Filed
May 14, 2026
original filing
Summary
Trb Wealth Management, Llc reported $704M in U.S.-listed holdings across 333 positions for Q1 2026.
Its largest position, VV, represents 8.0% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.