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Portfolio (Quarterly) Guide ↗

ORBA Wealth Advisors, L.L.C.

· CIK 0002010248
13F Portfolio $84M AUM 65 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 Added 42 Reduced 14 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 FORTINET INC 15,742 $1.3M 1.08% SOLD
2 CEG CONSTELLATION ENERGY CORP Utilities 1,971 $696K 0.60% SOLD
3 NOC NORTHROP GRUMMAN CORP Industrials 862 $492K 0.43% SOLD
4 IAGG ISHARES TR 9,688 $484K 0.42% SOLD
5 HELO J P MORGAN EXCHANGE TRADED F 5,626 $374K 0.32% SOLD
6 NVDA NVIDIA CORPORATION Technology 1,914 $357K 0.31% SOLD
7 GOOGL ALPHABET INC Communication Services 910 $285K 0.25% SOLD
8 EXC EXELON CORP Utilities 5,915 $258K 0.22% SOLD
9 JPM JPMORGAN CHASE & CO. Financial Services 758 $244K 0.21% SOLD
10 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,454 $221K 0.19% SOLD
11 ORCL ORACLE CORP Technology 1,098 $214K 0.19% SOLD
12 AMZN AMAZON COM INC Consumer Cyclical 901 $208K 0.18% SOLD
13 SMIG ETF SER SOLUTIONS 7,075 $204K 0.18% SOLD
14 QYLD GLOBAL X FDS 10,099 $178K 0.15% SOLD
Sector Allocation
Technology 39.5%
Financial Services 36.1%
Energy 8.1%
Healthcare 7.2%
Industrials 2.4%
Utilities 2.4%
Communication Services 1.7%
Consumer Cyclical 1.5%
Consumer Defensive 1.1%