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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SMB VANECK ETF TRUST 30,023.0 $521K 0.45% +1K +4.4% $17.35 -0.7%
22 VGT VANGUARD WORLD FD 4,034.0 $482K 0.41% +3K +460.3% $119.53 +2.0%
23 IWF ISHARES TR 3,861.0 $479K 0.41% +3K +231.7% $124.15 -0.2%
24 IWD ISHARES TR 1,907.0 $462K 0.40% +943.0 +97.8% $242.47 +6.2%
25 EMB ISHARES TR 3,884.0 $375K 0.32% +969.0 +33.2% $96.44 -1.4%
26 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 397.0 $371K 0.32% +141.0 +55.1% $935.47 -0.1%
27 HYMB SPDR SERIES TRUST 11,850.0 $301K 0.26% +632.0 +5.6% $25.44 -2.5%
Page 2 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%