RSM US WEALTH MANAGEMENT LLC
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
Technology
|
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 ENPH
Export CSVShares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $8,604,463 | 268,470 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,523,130 | 269,091 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,662,360 | 268,912 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,796,562 | 270,694 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $18,660,974 | 271,709 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $27,559,022 | 243,842 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $24,375,405 | 244,463 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $29,366,564 | 242,739 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $32,057,956 | 242,606 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $29,187,558 | 242,926 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $40,612,727 | 242,493 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $50,992,479 | 242,498 | Shares | Sole | 2023-05-15 | |
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