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Portfolio (Quarterly) Guide ↗

ORBA Wealth Advisors, L.L.C.

· CIK 0002010248
13F Portfolio $115M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 79 New
Page 2 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPMD SPDR SERIES TRUST 29,345.0 $1.7M 1.48% NEW $57.91 +9.2%
22 AVIV AMERICAN CENTY ETF TR 23,647.0 $1.7M 1.46% NEW $71.23 +10.4%
23 TCAF T ROWE PRICE ETF INC 41,712.0 $1.6M 1.38% NEW $38.22 +4.7%
24 PYLD PIMCO ETF TR 59,000.0 $1.6M 1.37% NEW $26.68 -1.8%
25 SBUX STARBUCKS CORP Consumer Cyclical 18,575.0 $1.6M 1.36% NEW $84.21 +26.8%
26 JEPQ J P MORGAN EXCHANGE TRADED F 26,058.0 $1.5M 1.31% NEW $58.12 +2.7%
27 FLTR VANECK ETF TRUST 53,314.0 $1.4M 1.18% NEW $25.48 +0.2%
28 FORTINET INC 15,742.0 $1.3M 1.08% NEW $79.41
29 OMFL INVESCO EXCH TRD SLF IDX FD 20,248.0 $1.2M 1.07% NEW $61.13 +10.3%
30 NTSX WISDOMTREE TR 20,568.0 $1.1M 0.98% NEW $54.81 +6.0%
31 IEUR ISHARES TR 15,446.0 $1.1M 0.95% NEW $70.98 +4.7%
32 UNH UNITEDHEALTH GROUP INC Healthcare 3,163.0 $1.0M 0.91% NEW $330.11 +19.3%
33 VOO VANGUARD INDEX FDS 1,621.0 $1.0M 0.88% NEW $627.07 +8.3%
34 AVLV AMERICAN CENTY ETF TR 13,023.0 $987K 0.86% NEW $75.77 +15.8%
35 VYM VANGUARD WHITEHALL FDS 6,620.0 $950K 0.82% NEW $143.52 +9.1%
36 CGDV CAPITAL GROUP DIVIDEND VALUE 21,650.0 $945K 0.82% NEW $43.64 +9.3%
37 RWO SPDR INDEX SHS FDS 18,484.0 $832K 0.72% NEW $45.02 +8.4%
38 IPAC ISHARES TR 11,174.0 $818K 0.71% NEW $73.21 +11.5%
39 EFA ISHARES TR 8,328.0 $800K 0.69% NEW $96.03 +6.9%
40 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,224.0 $738K 0.64% NEW $603.28 +9.1%
Page 2 of 4  ·  79 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 48.5%
Financial Services 29.1%
Consumer Cyclical 4.7%
Healthcare 4.7%
Energy 4.3%
Utilities 3.7%
Industrials 2.5%
Communication Services 2.0%
Consumer Defensive 0.6%