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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  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 4,983.0 $3.7M 3.14% -755.0 -13.2% $736.37 -2.6%
2 SPDW SPDR INDEX SHS FDS 67,862.0 $3.4M 2.92% -18K -21.1% $50.39 +3.1%
3 DGRW WISDOMTREE TR 30,730.0 $2.9M 2.51% -2K -7.3% $95.62 +4.1%
4 CGGO CAPITAL GROUP GBL GROWTH EQT 58,120.0 $2.5M 2.10% -4K -6.6% $42.33 -4.2%
5 AVUV AMERICAN CENTY ETF TR 19,385.0 $2.4M 2.07% -130.0 -0.7% $124.76 +0.8%
6 IVV ISHARES TR 3,129.0 $2.3M 2.00% -3K -47.6% $748.89 +3.3%
7 LRCX LAM RESEARCH CORP Technology 5,105.0 $2.2M 1.89% -5K -49.5% $433.33 -27.4%
8 RDVY FIRST TR EXCHANGE TRADED FD 26,824.0 $2.2M 1.86% -4K -14.0% $81.06 +1.7%
9 FTCS FIRST TR EXCHANGE-TRADED FD 20,655.0 $1.9M 1.66% -633.0 -3.0% $93.92 +7.9%
10 SPEM SPDR INDEX SHS FDS 33,178.0 $1.7M 1.47% -10K -22.9% $51.78 +2.1%
11 SPMD SPDR SERIES TRUST 20,565.0 $1.4M 1.19% -6K -23.2% $67.56 -0.7%
12 VTI VANGUARD INDEX FDS 3,653.0 $1.4M 1.16% -3K -43.6% $370.07 +2.7%
13 PYLD PIMCO ETF TR 49,966.0 $1.3M 1.13% -4K -8.0% $26.52 -0.9%
14 UNH UNITEDHEALTH GROUP INC Healthcare 2,604.0 $1.1M 0.93% -489.0 -15.8% $415.71 -4.2%
15 OMFL INVESCO EXCH TRD SLF IDX FD 14,013.0 $960K 0.82% -2K -10.2% $68.54 +3.6%
16 NTSX WISDOMTREE TR 13,923.0 $822K 0.70% -3K -19.4% $59.05 +2.2%
17 EFA ISHARES TR 6,559.0 $681K 0.58% -1K -18.0% $103.88 +3.8%
18 CGGR CAPITAL GROUP GROWTH ETF 13,653.0 $644K 0.55% -2K -10.3% $47.20 -0.2%
19 VYM VANGUARD WHITEHALL FDS 3,500.0 $553K 0.47% -3K -47.1% $158.03 +4.2%
20 TAFI AB ACTIVE ETFS INC 21,320.0 $538K 0.46% -1K -5.3% $25.22 -0.5%
Page 1 of 2  ·  30 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%