Institutions / ORBA Wealth Advisors, L.L.C.
ORBA Wealth Advisors, L.L.C.
CIK 2010248 · Institution · as of Dec 31, 2025
Portfolio value
$115.18M
Positions
79
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 79 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $14.25M | 12.4% |
| Ssga Active ETF Tr | $7.38M | 6.4% |
| SPDR S&P 500 ETF Tr | $5.59M | 4.9% |
| SPDR Index Shs Fds | $4.48M | 3.9% |
| iShares Tr | $4.02M | 3.5% |
| First Tr Exch Traded Fd III | $3.98M | 3.5% |
| Invesco Qqq Tr | $3.95M | 3.4% |
| American Centy ETF Tr | $3.85M | 3.3% |
| WisdomTree Tr | $3.54M | 3.1% |
| American Centy ETF Tr | $2.95M | 2.6% |
| First Tr Exchange Traded Fd | $2.68M | 2.3% |
| Capital Group Gbl Growth Eqt | $2.59M | 2.2% |
| American Centy ETF Tr | $2.46M | 2.1% |
| SPDR Index Shs Fds | $2.35M | 2.0% |
| First Tr Exchange-Traded Fd | $2.30M | 2.0% |
| Vanguard Index Fds | $2.17M | 1.9% |
| Ssga Active Tr | $2.10M | 1.8% |
| BlackRock ETF Trust II | $2.09M | 1.8% |
| Microsoft Corp | $1.92M | 1.7% |
| Lam Research Corp | $1.73M | 1.5% |
| SPDR Series Trust | $1.70M | 1.5% |
| American Centy ETF Tr | $1.68M | 1.5% |
| T Rowe Price ETF Inc | $1.59M | 1.4% |
| PIMCO ETF Tr | $1.57M | 1.4% |
| Starbucks Corp | $1.56M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.