Raub Brock Capital Management LP

Q2 2025 13F Detailed Holdings

Location
Larkspur, CA
Holdings as of
6/30/2025
Value ($000)
$458,897
Num holdings
38
Date filed
7/23/2025
Form type
13F-HR
Prev filing
4/16/2025
Next filing
10/15/2025
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Lockwood Advisors 028-11769
2 Beacon Pointe Advisors, LLC 028-19009
3 Beacon Pointe Wealth Advisors, LLC 028-19008
4 Advisory Services Network, LLC 028-15454
5 Mariner Wealth Advisors 028-13550
6 Signature Estate and Investment Advisors, LLC 028-15248
7 First Long Island Investors 028-13892
8 RBC Wealth Management - RBC Capital Markets, LLC 028-04069
9 Raymond James and Associates 028-04393