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Portfolio (Quarterly) Guide ↗

ORBA Wealth Advisors, L.L.C.

· CIK 0002010248
13F Portfolio $84M AUM 65 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 Added 42 Reduced 14 Exited
Page 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PYLD PIMCO ETF TR 54,300.0 $1.4M 1.70% -5K -8.0% $26.20 -0.0%
22 BINC BLACKROCK ETF TRUST II 24,007.0 $1.2M 1.49% -16K -39.5% $51.93 +0.1%
23 JEPQ J P MORGAN EXCHANGE TRADED F 20,434.0 $1.1M 1.35% -6K -21.6% $55.52 +7.5%
24 AVLV AMERICAN CENTY ETF TR 12,461.0 $1.0M 1.20% -562.0 -4.3% $80.61 +8.9%
25 VYM VANGUARD WHITEHALL FDS 6,620.0 $980K 1.17% $148.10 +5.8%
26 VOO VANGUARD INDEX FDS 1,622.0 $969K 1.16% $597.37 +13.7%
27 OMFL INVESCO EXCH TRD SLF IDX FD 15,600.0 $938K 1.12% -5K -23.0% $60.12 +12.1%
28 FLTR VANECK ETF TRUST 36,672.0 $934K 1.11% -17K -31.2% $25.48 +0.2%
29 CGDV CAPITAL GROUP DIVIDEND VALUE 21,650.0 $921K 1.10% $42.54 +12.1%
30 NTSX WISDOMTREE TR 17,284.0 $901K 1.07% -3K -16.0% $52.15 +11.4%
31 EPD ENTERPRISE PRODS PARTNERS L Energy 22,559.0 $854K 1.02% $37.84 +3.7%
32 UNH UNITEDHEALTH GROUP INC Healthcare 3,093.0 $837K 1.00% -70.0 -2.2% $270.59 +45.6%
33 EFA ISHARES TR 7,998.0 $777K 0.93% -330.0 -4.0% $97.13 +5.7%
34 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,216.0 $750K 0.89% -8.0 -0.7% $616.76 +6.7%
35 TCAF T ROWE PRICE ETF INC 20,771.0 $739K 0.88% -21K -50.2% $35.59 +12.4%
36 IEUR ISHARES TR 10,043.0 $706K 0.84% -5K -35.0% $70.27 +5.8%
37 RWO SPDR INDEX SHS FDS 15,207.0 $696K 0.83% -3K -17.7% $45.77 +6.7%
38 MSFT MICROSOFT CORP Technology 1,723.0 $638K 0.76% -2K -56.7% $370.17 +14.0%
39 IVW ISHARES TR 5,478.0 $620K 0.74% $113.11 +20.1%
40 CGGR CAPITAL GROUP GROWTH ETF 15,230.0 $612K 0.73% $40.19 +13.6%
Page 2 of 4  ·  65 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 39.5%
Financial Services 36.1%
Energy 8.1%
Healthcare 7.2%
Industrials 2.4%
Utilities 2.4%
Communication Services 1.7%
Consumer Cyclical 1.5%
Consumer Defensive 1.1%