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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 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HYMB SPDR SERIES TRUST 13,048.0 $325K 0.28% NEW $24.94 -0.5%
62 ARLP ALLIANCE RESOURCE PARTNERS L Energy 12,696.0 $295K 0.26% NEW $23.23 +9.3%
63 IWD ISHARES TR 1,399.0 $294K 0.26% NEW $210.34 +10.6%
64 NFRA FLEXSHARES TR 4,790.0 $290K 0.25% NEW $60.51 +7.9%
65 GOOGL ALPHABET INC Communication Services 910.0 $285K 0.25% NEW $313.00 +26.8%
66 EXC EXELON CORP Utilities 5,915.0 $258K 0.22% NEW $43.59 -0.5%
67 ET ENERGY TRANSFER L P Energy 15,600.0 $257K 0.22% NEW $16.49 +22.2%
68 SMB VANECK ETF TRUST 14,384.0 $250K 0.22% NEW $17.41 -1.1%
69 SHM SPDR SERIES TRUST 5,200.0 $250K 0.22% NEW $47.99 -0.6%
70 JPM JPMORGAN CHASE & CO. Financial Services 758.0 $244K 0.21% NEW $322.22 -7.6%
71 MRK MERCK & CO INC Healthcare 2,142.0 $225K 0.20% NEW $105.26 +5.8%
72 VXF VANGUARD INDEX FDS 1,061.0 $222K 0.19% NEW $209.12 +7.1%
73 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,454.0 $221K 0.19% NEW $49.65 -12.3%
74 COST COSTCO WHSL CORP NEW Consumer Defensive 256.0 $221K 0.19% NEW $862.34 +21.6%
75 MLPX GLOBAL X FDS 3,540.0 $214K 0.19% NEW $60.53 +27.3%
76 ORCL ORACLE CORP Technology 1,098.0 $214K 0.19% NEW $194.91 -1.0%
77 AMZN AMAZON COM INC Consumer Cyclical 901.0 $208K 0.18% NEW $230.82 +14.7%
78 SMIG ETF SER SOLUTIONS 7,075.0 $204K 0.18% NEW $28.80 +8.4%
79 QYLD GLOBAL X FDS 10,099.0 $178K 0.15% NEW $17.67 +0.2%
Page 4 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%