RBA Wealth Management, LLC
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 272,501
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 80 | 272,501 | 13F-HR | RBA Wealth Management, LLC |
| Q1 2026 | 4/22/2026 | 92 | 277,652 | 13F-HR | RBA Wealth Management, LLC |
| Q4 2025 | 1/26/2026 | 94 | 295,140 | 13F-HR | RBA Wealth Management, LLC |
| Q3 2025 | 11/5/2025 | 93 | 289,796 | 13F-HR | RBA Wealth Management, LLC |
| Q2 2025 | 7/17/2025 | 93 | 268,385 | 13F-HR | RBA Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 253.2 K | 92.9% | 0 | 4.552 K | -4.552 K |
| ETFs | 19.28 K | 7.1% | 0 | 599 | -599 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
272,501
Holdings
80
QoQ value change ($000)
-5,151
(-1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.