SEC Form 13F · Q1 2026

RBA Wealth Management, LLC

Institutional Holdings Report

13F-HRCA
$277.7M
Portfolio Value
92
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
RBA Wealth Management, LLC
CIK
1776296
Accession No.
0001776296-26-000002
Location
NEWPORT BEACH, CA
Form Type
13F-HR
Portfolio Value
$277.7M
Holdings Reported
92
Reporting Period
Q1 2026
Filed
April 23, 2026

About this Filing

RBA Wealth Management, LLC is an institutional investment manager based in NEWPORT BEACH, CA reporting approximately $277.7M in 13(f) securities across 92 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.