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RBB shares owned by TruWealth Advisors

Quarter-by-quarter ownership of RBB (TBIL) shares owned by TruWealth Advisors from 13F filings

Historical chart of TruWealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $931k 19k 50.00
2025-06-30 $1.1M 23k 50.00
2025-03-31 $1.2M 23k 50.01
2024-12-31 $657k 13k 49.86

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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
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Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)

View all positions for TruWealth Advisors

Top funds holding RBB

LPL Financial
Morgan Stanley
Raymond James Financial
Stifel Financial
Wealth Enhancement Advisory Services
Wells Fargo & Company
Obermeyer Asset Management
Journey Strategic Wealth
Total Investment Management
Benjamin Edwards
Envestnet Asset Management
Commonwealth Equity Services
F/M Investments
Mml Investors Services
UBS Group

View all funds holding RBB