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Portfolio (Quarterly) Guide ↗

ORBA Wealth Advisors, L.L.C.

· CIK 0002010248
13F Portfolio $117M AUM 85 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 27 Added 30 Reduced 6 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 59,796.0 $17.3M 14.79% +35K +137.6% $289.36 +8.8%
2 ULST SSGA ACTIVE ETF TR 158,037.0 $6.4M 5.46% +35K +28.6% $40.42 -0.0%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,923.0 $5.2M 4.42% +719.0 +11.6% $746.72 +3.1%
4 AVDE AMERICAN CENTY ETF TR 48,214.0 $4.3M 3.68% +23K +89.4% $89.20 +5.5%
5 FPE FIRST TR EXCH TRADED FD III 202,350.0 $3.6M 3.09% +26K +14.4% $17.88 -1.1%
6 AVEM AMERICAN CENTY ETF TR 35,980.0 $3.5M 2.97% +8K +26.4% $96.49 -1.6%
7 BINC BLACKROCK ETF TRUST II 57,977.0 $3.0M 2.59% +34K +141.5% $52.34 -0.4%
8 AVLV AMERICAN CENTY ETF TR 28,462.0 $2.6M 2.22% +16K +128.4% $91.21 +3.0%
9 HYBL SSGA ACTIVE TR 86,707.0 $2.4M 2.07% +32K +58.5% $27.95 +0.5%
10 FLTR VANECK ETF TRUST 74,720.0 $1.9M 1.64% +38K +103.8% $25.61 -0.1%
11 AVIV AMERICAN CENTY ETF TR 21,897.0 $1.7M 1.45% +2K +7.4% $77.42 +7.4%
12 SBUX STARBUCKS CORP Consumer Cyclical 16,082.0 $1.6M 1.41% +12K +300.9% $102.19 +5.7%
13 MSFT MICROSOFT CORP Technology 4,258.0 $1.6M 1.36% +3K +147.1% $373.06 +33.8%
14 TCAF T ROWE PRICE EXCHANGE-TRADED 37,604.0 $1.5M 1.32% +17K +81.0% $41.10 +4.2%
15 IEUR ISHARES TR 20,375.0 $1.5M 1.31% +10K +102.9% $75.17 +3.8%
16 VOO VANGUARD INDEX FDS 2,037.0 $1.4M 1.20% +415.0 +25.6% $686.96 +3.0%
17 JEPQ J P MORGAN EXCHANGE TRADED F 22,614.0 $1.4M 1.19% +2K +10.7% $61.46 -2.2%
18 IPAC ISHARES TR 12,129.0 $994K 0.85% +5K +61.8% $81.93 +4.3%
19 RWO SPDR INDEX SHS FDS 19,203.0 $955K 0.82% +4K +26.3% $49.71 +1.2%
20 EVSM MORGAN STANLEY ETF TRUST 18,223.0 $917K 0.78% +8K +84.1% $50.31 -0.2%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.1%
Financial Services 26.0%
Consumer Cyclical 6.4%
Healthcare 3.5%
Utilities 2.7%
Industrials 2.0%
Communication Services 1.3%
Consumer Defensive 1.0%