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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  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 3,310.0 $1.0M 0.86% NEW $302.95 -2.2%
2 VUG VANGUARD INDEX FDS 10,218.0 $880K 0.75% NEW $86.14 +3.1%
3 AMZN AMAZON COM INC Consumer Cyclical 3,225.0 $769K 0.66% NEW $238.34 +7.7%
4 IAGG ISHARES TR 13,937.0 $705K 0.60% NEW $50.60 -1.6%
5 DUSB DIMENSIONAL ETF TRUST 13,639.0 $693K 0.59% NEW $50.78 -0.0%
6 HELO J P MORGAN EXCHANGE TRADED F 8,671.0 $586K 0.50% NEW $67.58 +3.1%
7 NVDA NVIDIA CORPORATION Technology 2,574.0 $515K 0.44% NEW $200.09 +14.1%
8 CEG CONSTELLATION ENERGY CORP Utilities 1,974.0 $490K 0.42% NEW $248.39 +13.3%
9 NOC NORTHROP GRUMMAN CORP Industrials 862.0 $439K 0.38% NEW $509.31 +7.0%
10 GOOG ALPHABET INC 1,135.0 $401K 0.34% NEW $353.33
11 FPEI FIRST TR EXCH TRADED FD III 16,393.0 $316K 0.27% NEW $19.29 -1.2%
12 JPM JPMORGAN CHASE & CO Financial Services 966.0 $316K 0.27% NEW $327.26 +8.1%
13 VTV VANGUARD INDEX FDS 1,430.0 $312K 0.27% NEW $217.98 +3.4%
14 VPL VANGUARD INTL EQUITY INDEX F 2,667.0 $309K 0.26% NEW $115.69 -0.2%
15 EXC EXELON CORP Utilities 5,915.0 $276K 0.24% NEW $46.62 -5.6%
16 SCHG SCHWAB STRATEGIC TR 8,080.0 $273K 0.23% NEW $33.84 +6.0%
17 VIG VANGUARD SPECIALIZED FUNDS 1,128.0 $267K 0.23% NEW $236.62 +2.7%
18 VWOB VANGUARD WHITEHALL FDS 3,924.0 $264K 0.23% NEW $67.24 -1.6%
19 GOOGL ALPHABET INC Communication Services 698.0 $249K 0.21% NEW $357.37 -4.7%
20 GS GOLDMAN SACHS GROUP INC Financial Services 246.0 $249K 0.21% NEW $1011.37 +2.7%
Page 1 of 2  ·  26 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%