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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHF SCHWAB STRATEGIC TR 17,269.0 $478K 0.41% -1K -6.0% $27.70 +2.5%
22 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 644.0 $453K 0.39% -572.0 -47.0% $703.36 -0.7%
23 EPD ENTERPRISE PRODS PARTNERS L 11,295.0 $415K 0.35% -11K -49.9% $36.76
24 IVW ISHARES TR 2,923.0 $402K 0.34% -3K -46.6% $137.53 +2.2%
25 DE DEERE & CO Industrials 505.0 $320K 0.27% -500.0 -49.8% $634.33 -2.0%
26 NEE NEXTERA ENERGY INC Utilities 2,968.0 $261K 0.22% -3K -49.8% $87.77 -4.6%
27 MLPX GLOBAL X FDS 3,374.0 $249K 0.21% -166.0 -4.7% $73.66 +2.3%
28 PFE PFIZER INC Healthcare 10,245.0 $247K 0.21% -10K -49.4% $24.08 +16.2%
29 DIS DISNEY WALT CO Communication Services 2,325.0 $224K 0.19% -2K -42.5% $96.25 +11.5%
30 NFRA FLEXSHARES TR 3,265.0 $209K 0.18% -1K -30.5% $64.12 +2.4%
Page 2 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%