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TRB Trust & Wealth Management Q3 Investment Letter

October 15, 2026 | By: Trey Willerson, CFA

2026 Q3 Review and Market Update – vF -10.15

Download the Q3 Investment Letter

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2026 Q1 Review & Market Update

The S&P 500 fell -4.3% in the first quarter, joined by the Nasdaq and Dow Jones Industrial Average with declines of -7% and -3.2%, respectively…

Read the Q1 Review

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Investment and insurance products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

TRB Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission

TRB Wealth Management, LLC does business in the name of TRB Trust and Wealth Management. Trust and Family Office services offered exclusively through Texas Regional Bank. The trust department of Texas Regional Bank has engaged TRB Wealth Management, LLC to provide investment advice to Texas Regional Bank for trust department accounts.