Orca Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Orca Wealth Management, LLC held in its portfolio 68 assets valued at $139,629,987 (i.e. $139.63M).
The most valuable assets in the portfolio included: APPLE INC ($15.91M), OLD REP INTL CORP ($6.77M), and RTX CORPORATION ($6.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 68 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Orca Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 59061 | 15909853 | COM |
| OLD REP INTL CORP | 169271 | 6774210 | COM |
| RTX CORPORATION | 32943 | 6677720 | COM |
| CISCO SYS INC | 79914 | 6528136 | COM |
| MICRON TECHNOLOGY INC | 13015 | 5452662 | COM |
| PHILIP MORRIS INTL INC | 29307 | 5286733 | COM |
| BROADCOM INC | 16435 | 5230861 | COM |
| QUALCOMM INC | 32666 | 4833921 | COM |
| JPMORGAN CHASE & CO. | 14032 | 4416151 | COM |
| EXXON MOBIL CORP | 30037 | 4255643 | COM |
| BRITISH AMERN TOB PLC | 62212 | 3831618 | SPONSORED ADR |
| ALPHABET INC | 10757 | 3688289 | CAP STK CL C |
| CHUBB LIMITED | 11681 | 3665290 | COM |
| PRUDENTIAL FINL INC | 28865 | 3212703 | COM |
| ALPHABET INC | 9113 | 3119393 | CAP STK CL A |
| UBS GROUP AG | 60138 | 2872778 | SHS |
| CUMMINS INC | 4537 | 2756698 | COM |
| CHEVRON CORP NEW | 14124 | 2487218 | COM |
| NVIDIA CORPORATION | 13783 | 2478217 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 53043 | 2384067 | SHS CREATION UNI |
| ABBVIE INC | 10316 | 2346618 | COM |
| CATERPILLAR INC | 3293 | 2318582 | COM |
| BLACKSTONE INC | 16797 | 2289770 | COM |
| DOW INC | 68777 | 2123147 | COM |
| EXPAND ENERGY CORPORATION | 19644 | 2111691 | COM |
| BANK AMERICA CORP | 34874 | 1914958 | COM |
| FIFTH THIRD BANCORP | 35849 | 1882187 | COM |
| CSX CORP | 43899 | 1723916 | COM |
| HONEYWELL INTL INC | 7273 | 1679048 | COM |
| TOTALENERGIES SE | 22462 | 1624003 | ACT |
| LOCKHEED MARTIN CORP | 2534 | 1623604 | COM |
| DUKE ENERGY CORP NEW | 12926 | 1565361 | COM NEW |
| BERKSHIRE HATHAWAY INC DEL | 3202 | 1563409 | CL B NEW |
| VERIZON COMMUNICATIONS INC | 31393 | 1430420 | COM |
| EOG RES INC | 11999 | 1322343 | COM |
| GENERAL DYNAMICS CORP | 3411 | 1197676 | COM |
| HOME DEPOT INC | 2740 | 1071041 | COM |
| MERCK & CO INC | 7912 | 924989 | COM |
| AT&T INC | 32539 | 863095 | COM |
| MICROSOFT CORP | 2078 | 857984 | COM |
| BANCO SANTANDER SA | 65572 | 852432 | ADR |
| BERKSHIRE HATHAWAY INC DEL | 1 | 732259 | CL A |
| ALIBABA GROUP HLDG LTD | 4425 | 729227 | SPONSORED ADS |
| DANAHER CORPORATION | 2771 | 615595 | COM |
| SEACOAST BKG CORP FLA | 17301 | 590137 | COM NEW |
| CONSOLIDATED EDISON INC | 5147 | 550343 | COM |
| APPLIED MATLS INC | 1596 | 514735 | COM |
| KLA CORP | 341 | 459486 | COM NEW |
| CAPITAL GROUP INTL FOCUS EQT | 14089 | 446492 | SHS CREATION UNI |
| JOHNSON & JOHNSON | 1852 | 433592 | COM |
| SOUTHERN CO | 4487 | 401724 | COM |
| DISNEY WALT CO | 3872 | 399518 | COM |
| ALBEMARLE CORP | 2174 | 374498 | COM |
| QNITY ELECTRONICS INC | 3619 | 367184 | COMMON STOCK |
| FEDEX CORP | 1015 | 358657 | COM |
| AMERICAN EXPRESS CO | 1005 | 357022 | COM |
| DUPONT DE NEMOURS INC | 7303 | 331785 | COM |
| VANGUARD INTL EQUITY INDEX F | 5173 | 294251 | FTSE EMR MKT ETF |
| INTERNATIONAL BUSINESS MACHS | 975 | 284789 | COM |
| ALTRIA GROUP INC | 4360 | 278954 | COM |
| ABBOTT LABS | 2581 | 278905 | COM |
| AMAZON COM INC | 1145 | 273025 | COM |
| NUVEEN MUN VALUE FD INC | 29476 | 270733 | COM |
| CAPITAL GRP FIXED INCM ETF T | 9766 | 258453 | CORE BOND ETF |
| GOLDMAN SACHS GROUP INC | 260 | 245495 | COM |
| GE AEROSPACE | 727 | 223389 | COM NEW |
| PALANTIR TECHNOLOGIES INC | 1350 | 211004 | CL A |
| ISHARES TR | 1143 | 200300 | ISHARES BIOTECH |
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