RBA Wealth Management, LLC — 13F holdings

RBA Wealth Management, LLC reported 80 holdings worth $273M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. AMAT APPLIED MATLS INC — $10.6M (3.9%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $9.81M (3.6%)
3. AAPL APPLE INC — $9.78M (3.6%)
4. AVGO BROADCOM INC — $7.94M (2.9%)
5. CROX CROCS INC — $7.84M (2.9%)
6. URI UNITED RENTALS INC — $7.69M (2.8%)
7. ASML ASML Holding N V — $7.38M (2.7%)
8. EWBC EAST WEST BANCORP INC — $7.26M (2.7%)
9. GOOGL ALPHABET INC — $6.68M (2.4%)
10. MSFT MICROSOFT CORP — $6.42M (2.4%)