ORBA Wealth Advisors, L.L.C. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, ORBA Wealth Advisors, L.L.C. held in its portfolio 77 assets valued at $115,179,507 (i.e. $115.18M).
The most valuable assets in the portfolio included: APPLE INC ($14.25M), SSGA ACTIVE ETF TR ($7.38M), and SPDR S&P 500 ETF TR ($5.59M).
The chart below shows the top 10 valuable assets, and the table below shows the top 77 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ORBA Wealth Advisors, L.L.C. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 52399 | 14245192 | COM |
| SSGA ACTIVE ETF TR | 182305 | 7384283 | STATE STREET ULT |
| SPDR S&P 500 ETF TR | 8194 | 5587890 | TR UNIT |
| SPDR INDEX SHS FDS | 100918 | 4481775 | PORTFOLIO DEVLPD |
| ISHARES TR | 5876 | 4024707 | CORE S&P500 ETF |
| FIRST TR EXCH TRADED FD III | 218621 | 3983290 | PFD SECS INC ETF |
| INVESCO QQQ TR | 6424 | 3946428 | UNIT SER 1 |
| AMERICAN CENTY ETF TR | 46749 | 3848340 | INTL EQT ETF |
| WISDOMTREE TR | 39593 | 3540811 | US QTLY DIV GRT |
| AMERICAN CENTY ETF TR | 38293 | 2949327 | AVANTIS EMGMKT |
| FIRST TR EXCHANGE TRADED FD | 38508 | 2675125 | RISNG DIVD ACHIV |
| CAPITAL GROUP GBL GROWTH EQT | 74764 | 2590596 | SHS CREATION UNI |
| AMERICAN CENTY ETF TR | 24088 | 2456462 | US SML CP VALU |
| SPDR INDEX SHS FDS | 50267 | 2353003 | PORTFOLIO EMG MK |
| FIRST TR EXCHANGE-TRADED FD | 24884 | 2302066 | CAP STRENGTH ETF |
| SPDR SERIES TRUST | 47593 | 2274321 | STATE STREET SPD |
| VANGUARD INDEX FDS | 6483 | 2173558 | TOTAL STK MKT |
| SSGA ACTIVE TR | 73778 | 2098233 | STATE STREET BLA |
| BLACKROCK ETF TRUST II | 39645 | 2092067 | ISHARES FLEXIBLE |
| MICROSOFT CORP | 3977 | 1923358 | COM |
| LAM RESEARCH CORP | 10105 | 1729774 | COM NEW |
| AMERICAN CENTY ETF TR | 23647 | 1684376 | INTERNATIONAL LR |
| T ROWE PRICE ETF INC | 41712 | 1594225 | CAP APPRECIATION |
| PIMCO ETF TR | 59000 | 1574119 | MULTISECTOR BD |
| STARBUCKS CORP | 18575 | 1564201 | COM |
| J P MORGAN EXCHANGE TRADED F | 26058 | 1514468 | NASDAQ EQT PREM |
| VANECK ETF TRUST | 53314 | 1358441 | IG FLOATING RATE |
| FORTINET INC | 15742 | 1250072 | COM |
| INVESCO EXCH TRD SLF IDX FD | 20248 | 1237734 | RUSL 1000 DYNM |
| WISDOMTREE TR | 20568 | 1127337 | US EFFICIENT COR |
| ISHARES TR | 15446 | 1096358 | CORE MSCI EURO |
| UNITEDHEALTH GROUP INC | 3163 | 1044140 | COM |
| VANGUARD INDEX FDS | 1621 | 1016477 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 13023 | 986751 | US LARGE CAP VLU |
| VANGUARD WHITEHALL FDS | 6620 | 950102 | HIGH DIV YLD |
| CAPITAL GROUP DIVIDEND VALUE | 21650 | 944806 | SHS CREATION UNI |
| SPDR INDEX SHS FDS | 18484 | 832155 | DJ GLB RL ES ETF |
| ISHARES TR | 11174 | 818020 | CORE MSCI PAC |
| ISHARES TR | 8328 | 799742 | MSCI EAFE ETF |
| SPDR S&P MIDCAP 400 ETF TR | 1224 | 738414 | UTSER1 S&PDCRP |
| ENTERPRISE PRODS PARTNERS L | 22559 | 723242 | COM |
| CONSTELLATION ENERGY CORP | 1971 | 696295 | COM |
| CAPITAL GROUP GROWTH ETF | 15230 | 677257 | SHS CREATION UNI |
| ISHARES TR | 5478 | 675218 | S&P 500 GRWT ETF |
| ISHARES TR | 1417 | 670667 | RUS 1000 GRW ETF |
| MORGAN STANLEY ETF TRUST | 12876 | 648564 | EATON VANCE SHRT |
| VANGUARD WORLD FD | 765 | 576644 | INF TECH ETF |
| PFIZER INC | 20489 | 510176 | COM |
| NORTHROP GRUMMAN CORP | 862 | 491521 | COM |
| ISHARES TR | 9688 | 484498 | CORE INTL AGGR |
| DISNEY WALT CO | 4245 | 482953 | COM |
| AB ACTIVE ETFS INC | 19021 | 479519 | TAX AWARE SHRT |
| NEXTERA ENERGY INC | 5912 | 474615 | COM |
| DEERE & CO | 1005 | 467900 | COM |
| SCHWAB STRATEGIC TR | 18378 | 441808 | INTL EQTY ETF |
| ISHARES TR | 3946 | 379919 | JPMORGAN USD EMG |
| J P MORGAN EXCHANGE TRADED F | 5626 | 373736 | HEDGED EQUITY LA |
| MPLX LP | 6756 | 360568 | COM UNIT REP LTD |
| NVIDIA CORPORATION | 1914 | 356962 | COM |
| BANK AMERICA CORP | 6065 | 333575 | COM |
| ALLIANCE RESOURCE PARTNERS L | 12696 | 294928 | UT LTD PART |
| ISHARES TR | 1399 | 294266 | RUS 1000 VAL ETF |
| FLEXSHARES TR | 4790 | 289844 | STOXX GLOBR INF |
| ALPHABET INC | 910 | 284830 | CAP STK CL A |
| EXELON CORP | 5915 | 257835 | COM |
| ENERGY TRANSFER L P | 15600 | 257244 | COM UT LTD PTN |
| VANECK ETF TRUST | 14384 | 250425 | VANECK SHRT MUNI |
| JPMORGAN CHASE & CO. | 758 | 244243 | COM |
| MERCK & CO INC | 2142 | 225466 | COM |
| VANGUARD INDEX FDS | 1061 | 221876 | EXTEND MKT ETF |
| ISHARES BITCOIN TRUST ETF | 4454 | 221141 | SHS BEN INT |
| COSTCO WHSL CORP NEW | 256 | 220758 | COM |
| GLOBAL X FDS | 3540 | 214277 | GLB X MLP ENRG I |
| ORACLE CORP | 1098 | 214011 | COM |
| AMAZON COM INC | 901 | 207970 | COM |
| ETF SER SOLUTIONS | 7075 | 203760 | BAHL GAYNOR SML |
| GLOBAL X FDS | 10099 | 178452 | NASDAQ 100 COVER |
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