SEC Form 13F

TRB Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$751,265,471
Positions296

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVVLARGE CAP ETF$65,362,902190,058
VANGUARD STAR FDSVXUSVG TL INTL STK F$45,291,079529,782
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$37,541,690846,296
VANGUARD INDEX FDSVOMID CAP ETF$35,068,569435,256
ISHARES TRDGROCORE DIV GRWTH$33,927,278447,648
VANGUARD INDEX FDSVBSMALL CP ETF$29,846,62498,465
APPLE INCAAPLCOM$22,262,20176,936
NVIDIA CORPORATIONNVDACOM$21,878,441109,343
ISHARES TRQUALMSCI USA QLT FCT$20,988,69995,651
ISHARES TRAGGCORE US AGGBD ET$20,848,388210,632

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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