TRB Wealth Management, LLC - Portfolio overview

TRB Wealth Management, LLC has 285 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD INDEX FDS, 9.00%
2. VXUS - VANGUARD STAR FDS, 6.42%
3. DFAC - DIMENSIONAL ETF TRUST, 5.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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