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ORBA Wealth Advisors, L.L.C.

All holdings · as of Dec 31, 2025

79 positions

CompanyClassValueShares% of portfolio
Apple Inc.$14.25M52,39912.4%
SSGA ACTIVE ETF TR$7.38M182,3056.4%
SPDR S&P 500 ETF TR$5.59M8,1944.9%
SPDR INDEX SHS FDS$4.48M100,9183.9%
ISHARES TR$4.02M5,8763.5%
FIRST TR EXCH TRADED FD III$3.98M218,6213.5%
INVESCO QQQ TR$3.95M6,4243.4%
AMERICAN CENTY ETF TR$3.85M46,7493.3%
WISDOMTREE TR$3.54M39,5933.1%
AMERICAN CENTY ETF TR$2.95M38,2932.6%
FIRST TR EXCHANGE TRADED FD$2.68M38,5082.3%
CAPITAL GROUP GBL GROWTH EQT$2.59M74,7642.2%
AMERICAN CENTY ETF TR$2.46M24,0882.1%
SPDR INDEX SHS FDS$2.35M50,2672.0%
FIRST TR EXCHANGE-TRADED FD$2.30M24,8842.0%
VANGUARD INDEX FDS$2.17M6,4831.9%
SSGA ACTIVE TR$2.10M73,7781.8%
BLACKROCK ETF TRUST II$2.09M39,6451.8%
MICROSOFT CORP$1.92M3,9771.7%
LAM RESEARCH CORP$1.73M10,1051.5%
SPDR SERIES TRUST$1.70M29,3451.5%
AMERICAN CENTY ETF TR$1.68M23,6471.5%
T ROWE PRICE ETF INC$1.59M41,7121.4%
PIMCO ETF TR$1.57M59,0001.4%
STARBUCKS CORP$1.56M18,5751.4%
J P MORGAN EXCHANGE TRADED F$1.51M26,0581.3%
VANECK ETF TRUST$1.36M53,3141.2%
Fortinet Inc$1.25M15,7421.1%
INVESCO EXCH TRD SLF IDX FD$1.24M20,2481.1%
WISDOMTREE TR$1.13M20,5681.0%
ISHARES TR$1.10M15,4461.0%
UNITEDHEALTH GROUP INC$1.04M3,1630.9%
VANGUARD INDEX FDS$1.02M1,6210.9%
AMERICAN CENTY ETF TR$986.8K13,0230.9%
VANGUARD WHITEHALL FDS$950.1K6,6200.8%
CAPITAL GROUP DIVIDEND VALUE$944.8K21,6500.8%
SPDR INDEX SHS FDS$832.2K18,4840.7%
ISHARES TR$818.0K11,1740.7%
ISHARES TR$799.7K8,3280.7%
SPDR S&P MIDCAP 400 ETF TR$738.4K1,2240.6%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$723.2K22,5590.6%
Constellation Energy Corp$696.3K1,9710.6%
CAPITAL GROUP GROWTH ETF$677.3K15,2300.6%
ISHARES TR$675.2K5,4780.6%
ISHARES TR$670.7K1,4170.6%
MORGAN STANLEY ETF TRUST$648.6K12,8760.6%
VANGUARD WORLD FD$576.6K7650.5%
PFIZER INC$510.2K20,4890.4%
Northrop Grumman Corp$491.5K8620.4%
ISHARES TR$484.5K9,6880.4%
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