What does TRB Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

TRB Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$56M188K8.0%

VANGUARD STAR FDS

$40M518K5.7%

DIMENSIONAL ETF TRUST

$33M855K4.7%

ISHARES TR

$31M439K4.4%

VANGUARD INDEX FDS

$30M106K4.3%

VANGUARD INDEX FDS

$26M98K3.6%

APPLE INC

$22M86K3.1%

NVIDIA CORPORATION

$21M122K3.0%

ISHARES TR

$20M203K2.9%

ISHARES TR

$20M103K2.8%

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