Filer Snapshot

RBA Wealth Management, LLC

CIK 0001776296. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

29

Latest filing

23 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$277.65M

92 holdings for Q1 2026

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Largest parsed holding

GOOGL

$11.14M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 23 Apr 2026 for CIK 0001776296.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$277.65M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$277.65M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
GOOGL AAPL CMI AVGO AMAT
+15 moreTSM MSFT WM CBOE GS EWBC ACGL FLS V ASML AEP MET META CROX NVDA

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

GOOGL AAPL CMI AVGO AMAT TSM MSFT WM
+12 moreCBOE GS EWBC ACGL FLS V ASML AEP MET META CROX NVDA
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
520 Newport Center Drive, Suite 740, Newport Beach, CA, 92660
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about RBA Wealth Management, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $277.65M across 92 reported holdings for Q1 2026.
  • Largest parsed 13F holding: GOOGL at $11.14M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 92 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 23 Apr 2026

Top 5 concentration

18%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$49.79M

Compared with $277.65M total 13F value.

Top 5 net change

-$1.56M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: CROX ยท Largest trim: TRGP

GOOGL AAPL CMI AVGO AMAT Other holdings

GOOGL

4%

Alphabet Inc

$11.14M

AAPL

3.6%

Apple Inc

$10.13M

CMI

3.6%

Cummins Inc

$9.87M

AVGO

3.4%

Broadcom Inc

$9.44M

AMAT

3.3%

Applied Matls Inc

$9.21M

Latest update

What changed recently for RBA Wealth Management, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

23 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 23 Apr 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

RBA Wealth Management, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001776296 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
29
First seen
15 May 2019
Latest filing
23 Apr 2026
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

RBA Wealth Management, LLC SEC filings RBA Wealth Management, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 29 SEC filings for RBA Wealth Management, LLC.

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13F-HR

13F-HR filing

Filing date
23 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
26 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
25 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
24 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
21 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
19 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
19 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
19 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
21 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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