RSM US WEALTH MANAGEMENT LLC
CIK
0001679031
City
MINNEAPOLIS
State / Country
MN
Top Portfolio Positions
1,073 positions ·
$3,312,770,474 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
911,166 | $247,709,588 | 7.48% |
| SPY |
Spdr S&P 500 Etf Trust
|
354,325 | $241,621,304 | 7.29% |
| NVDA |
Nvidia Corp
|
893,813 | $166,696,124 | 5.03% |
| MSFT |
Microsoft Corp
|
312,019 | $150,898,628 | 4.56% |
| BAC |
Bank Of America Corp /De/
Financial Services
|
1,971,365 | $108,425,075 | 3.27% |
| AMZN |
Amazon Com Inc
|
370,101 | $85,426,712 | 2.58% |
| GOOGL |
Alphabet Inc.
|
236,189 | $73,927,157 | 2.23% |
| META |
Meta Platforms, Inc.
|
80,948 | $53,432,965 | 1.61% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
165,515 | $53,332,243 | 1.61% |
| AVGO |
Broadcom Inc.
Technology
|
146,949 | $50,859,048 | 1.54% |
Portfolio Trend
Holdings in EMO
Export CSVShares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $216,865 | 4,857 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $218,176 | 4,857 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $284,366 | 5,928 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $297,273 | 5,991 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $290,595 | 6,244 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $275,059 | 6,518 | Shares | Sole | 2024-11-07 | |
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