Fund Holdings

RBA Wealth Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
BORGWARNER INC081,394+81,39405,404,5621.98%+5,404,562
TEXTRON INC(TXT)056,764+56,76405,206,9621.91%+5,206,962
APTIV PLC(APTV)061,493+61,49303,774,4401.39%+3,774,440
DTE ENERGY CO(DTB)017,611+17,61102,683,3880.98%+2,683,388
THE CIGNA GROUP(CI)14,26122,685+8,4243,804,1246,253,8452.29%+2,449,721
UNITED RENTALS INC(URI)7,2076,785-4225,250,8117,686,6832.82%+2,435,872
CROCS INC(CROX)65,20764,979-2285,413,4857,839,0672.88%+2,425,582
TAIWAN SEMICONDUCTOR MANUFAC(TSM)22,62420,537-2,0877,645,7819,807,8553.60%+2,162,074
ASML HLDG NV4,3123,712-6005,695,4197,384,8012.71%+1,689,382
EVERPURE INC(P)80,28578,953-1,3324,740,0266,220,7072.28%+1,480,681
APPLIED MATLS INC26,94614,647-12,2999,209,78210,589,8153.89%+1,380,033
QUALCOMM INC(QCOM)31,64928,666-2,9834,075,7965,297,2501.94%+1,221,454
NXP SEMICONDUCTORS N V15,74715,376-3713,099,9544,321,1171.59%+1,221,163
EAST WEST BANCORP INC(EWBC)60,00456,266-3,7386,406,0247,263,4402.67%+857,416
T-MOBILE US INC(TMUS)23,42033,844+10,4244,918,9115,676,7022.08%+757,791
VANGUARD WORLD FD5,27236,856+31,5843,678,6454,405,0771.62%+726,432
NVIDIA CORPORATION(NVDA)30,42429,234-1,1905,305,9655,849,4592.15%+543,494
METLIFE INC(MET)78,59070,548-8,0425,557,8555,969,0312.19%+411,176
CROWN HLDGS INC(CCK)47,22145,527-1,6944,733,9335,090,8591.87%+356,926
DELL TECHNOLOGIES INC(DELL)0600+6000258,8760.09%+258,876
VISHAY INTERTECHNOLOGY INC(VSH)04,260+4,2600229,1030.08%+229,103
PVH CORPORATION(PVH)60,25959,264-9954,203,6834,400,9511.62%+197,268
TESLA INC(TSLA)2,6062,611+5968,7811,098,1870.40%+129,406
UNITEDHEALTH GROUP INC(UNH)2,4611,902-559666,048790,5280.29%+124,480
VANGUARD WORLD FD3,6203,422-1981,130,2791,233,2630.45%+102,984
VANGUARD WORLD FD3,8573,844-131,050,4461,149,4490.42%+99,003
VISA INC(V)20,15617,969-2,1876,091,9806,164,9362.26%+72,956
BERKSHIRE HATHAWAY INC DEL2201,436,2801,497,7000.55%+61,420
STATE STR SPDR S&P 500 ETF T(SPY)571561-10371,344418,9380.15%+47,594
SCHWAB STRATEGIC TR12,49410,669-1,825363,324385,4710.14%+22,147
SCHWAB STRATEGIC TR12,13410,730-1,404375,680395,6150.15%+19,935
VANGUARD WORLD FD2,8082,584-2241,008,1871,024,8710.38%+16,684
JOHNSON & JOHNSON(JNJ)1,1281,1280275,728286,4780.11%+10,750
BERKSHIRE HATHAWAY INC DEL495483-12237,204241,6880.09%+4,484
ISHARES TR5,9505,936-14297,738300,3620.11%+2,624
VANGUARD WORLD FD12,33411,341-9931,490,0271,492,4560.55%+2,429
SCHWAB STRATEGIC TR12,16810,929-1,239301,162302,7330.11%+1,571
VANGUARD INDEX FDS2,7822,544-238246,804245,3590.09%-1,445
VANGUARD WORLD FD1,1741,128-46264,563258,0880.09%-6,475
SCHWAB STRATEGIC TR21,56221,086-476500,665487,7190.18%-12,946
VANGUARD WORLD FD1,4451,394-51286,339272,8680.10%-13,471
SCHWAB STRATEGIC TR9,7658,140-1,625297,845283,3530.10%-14,492
VANGUARD BD INDEX FDS25,07424,910-1641,846,4491,828,6430.67%-17,806
OTTER TAIL CORP(OTTR)6,0425,569-473530,306501,0990.18%-29,207
INVESCO QQQ TR781566-215450,904416,8020.15%-34,102
VANGUARD WORLD FD2,4652,303-162553,660519,3450.19%-34,315
ISHARES TR18,13017,825-3051,799,7651,764,3190.65%-35,446
BECTON DICKINSON & CO(BDX)23,71324,381+6683,728,4233,689,6281.35%-38,795
ONEOK INC NEW(OKE)24,72425,221+4972,234,8382,192,7140.80%-42,124
FEDEX CORP(FDX)9849840350,481308,1200.11%-42,361
VANGUARD WORLD FD2,6412,745+104457,042412,1420.15%-44,900
SCHWAB STRATEGIC TR23,91219,244-4,668697,010651,2170.24%-45,793
VANGUARD WORLD FD6,0125,619-3931,081,2401,033,6540.38%-47,586
ADOBE INC(ADBE)12,83214,910+2,0783,119,2033,056,8481.12%-62,355
SYNOPSYS INC(SNPS)11,79910,334-1,4654,678,0684,609,6871.69%-68,381
CHUBB LIMITED1,093728-365356,287248,0590.09%-108,228
AMERICAN ELEC PWR CO INC42,87539,686-3,1895,620,1055,429,3751.99%-190,730
VICI PPTYS INC(VICI)64,74659,307-5,4391,768,8591,574,6040.58%-194,255
CONOCOPHILLIPS(COP)1,6190-1,619213,7710-213,771
PEPSICO INC(PEP)1,4000-1,400217,3780-217,378
VANGUARD INDEX FDS1,1610-1,161227,7880-227,788
MCDONALDS CORP(MCD)8240-824255,9850-255,985
DISNEY WALT CO(DIS)2,7350-2,735263,6240-263,624
INTERNATIONAL BUSINESS MACHS(IBM)1,2500-1,250302,8880-302,888
EXXON MOBIL CORP1,8100-1,810307,1350-307,135
APPLE INC(AAPL)39,90933,794-6,11510,128,4549,778,6583.59%-349,796
PROCTER & GAMBLE CO(PG)35,65232,674-2,9785,149,6434,791,3761.76%-358,267
COSTCO WHOLESALE CORPORATION(COST)3940-394392,9560-392,956
SPDR SERIES TRUST4,2260-4,226413,7510-413,751
PROLOGIS INC.(PLD)36,89032,616-4,2744,876,1234,418,5401.62%-457,583
LOCKHEED MARTIN CORP(LMT)7650-765462,6560-462,656
ARCH CAP GROUP LTD65,37759,747-5,6306,275,5385,799,0442.13%-476,494
FLOWSERVE CORP(FLS)83,42476,213-7,2116,132,4685,651,9712.07%-480,497
INGREDION INC(INGR)33,41934,416+9973,764,9353,259,5621.20%-505,373
META PLATFORMS INC(META)9,6068,800-8065,495,9754,956,9581.82%-539,017
MEDTRONIC PLC(MDT)54,52853,380-1,1484,724,8514,175,9171.53%-548,934
CHEVRON CORPORATION(CVX)7,4165,815-1,6011,534,379963,8940.35%-570,485
EOG RES INC(EOG)21,69619,717-1,9793,136,6452,557,9130.94%-578,732
CISCO SYS INC(CSCO)7,6120-7,612590,6320-590,632
FOX CORP(FOX)92,03290,507-1,5254,886,8834,239,3671.56%-647,516
TARGA RES CORP(TRGP)2,6060-2,606653,4090-653,409
HOME DEPOT INC(HD)2,0390-2,039670,7400-670,740
J P MORGAN EXCHANGE TRADED F12,3950-12,395688,1540-688,154
AMAZON COM INC(AMZN)5,2441,475-3,7691,092,168351,5520.13%-740,616
WALMART INC(WMT)6,2280-6,228774,0070-774,007
WASTE MGMT INC DEL(WM)31,76928,816-2,9537,300,2436,422,5442.36%-877,699
MICROSOFT CORP(MSFT)19,78217,220-2,5627,322,5306,423,3502.36%-899,180
JPMORGAN CHASE & CO(JPM)3,1420-3,142924,2310-924,231
BOSTON SCIENTIFIC CORP(BSX)63,73771,213+7,4763,999,4973,039,3711.12%-960,126
SALESFORCE INC(CRM)26,60125,330-1,2714,965,6793,968,2071.46%-997,472
CBOE GLOBAL MKTS INC(CBOE)25,82124,505-1,3167,257,4365,946,6472.18%-1,310,789
BROADCOM INC(AVGO)30,49721,025-9,4729,439,0627,942,2162.91%-1,496,846
ACCENTURE PLC IRELAND25,34125,171-1705,024,8673,132,2791.15%-1,892,588
GOLDMAN SACHS GROUP INC(GS)7,9244,295-3,6296,703,3734,343,8851.59%-2,359,488
APTIV PLC(APTV)60,6810-60,6814,213,6890-4,213,689
CUMMINS INC(CMI)18,3377,687-10,6509,865,6885,482,1962.01%-4,383,492
ALPHABET INC(GOOG)38,75718,679-20,07811,144,9286,675,3242.45%-4,469,604
AUTOZONE INC(AZO)1,5350-1,5355,184,8920-5,184,892
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