TRB Wealth Management, LLC
Top Portfolio Positions
205 positions ·
$221,397,714 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
85,725 | $21,756,147 | 9.83% | |
| NVDA |
Nvidia Corp
Technology
|
122,342 | $21,336,444 | 9.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
41,335 | $11,886,291 | 5.37% | |
| MSFT |
Microsoft Corp
Technology
|
30,506 | $11,292,405 | 5.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
39,704 | $8,269,151 | 3.73% | |
| AVGO |
Broadcom Inc.
Technology
|
19,056 | $5,898,021 | 2.66% | |
| META |
Meta Platforms, Inc.
Communication Services
|
10,104 | $5,780,800 | 2.61% | |
| XOM |
Exxon Mobil Corp
Energy
|
24,837 | $4,213,845 | 1.90% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,405 | $4,051,585 | 1.83% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
10,075 | $3,745,381 | 1.69% |
Holdings in BIPH
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,720 | 6,000 | Shares | Other | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||