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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IPAC ISHARES TR 7,497.0 $574K 0.68% -4K -32.9% $76.51 +6.2%
42 PFE PFIZER INC Healthcare 20,245.0 $568K 0.68% -244.0 -1.2% $28.08 -10.0%
43 TAFI AB ACTIVE ETFS INC 22,520.0 $567K 0.68% +3K +18.4% $25.18 -0.4%
44 DE DEERE & CO Industrials 1,005.0 $566K 0.68% $563.30 +0.2%
45 NEE NEXTERA ENERGY INC Utilities 5,912.0 $549K 0.66% $92.88 -6.3%
46 VGT VANGUARD WORLD FD 720.0 $502K 0.60% -45.0 -5.9% $697.72 -84.0%
47 SMB VANECK ETF TRUST 28,752.0 $497K 0.59% +14K +99.9% $17.30 -0.4%
48 SHM SPDR SERIES TRUST 10,392.0 $497K 0.59% +5K +99.8% $47.83 -0.3%
49 EVSM MORGAN STANLEY ETF TRUST 9,898.0 $497K 0.59% -3K -23.1% $50.19 -0.1%
50 IWF ISHARES TR 1,164.0 $496K 0.59% -253.0 -17.9% $426.40 -71.0%
51 SCHF SCHWAB STRATEGIC TR 18,378.0 $455K 0.54% $24.75 +8.1%
52 DIS DISNEY WALT CO Communication Services 4,045.0 $390K 0.47% -200.0 -4.7% $96.38 +7.9%
53 MPLX MPLX LP Energy 6,756.0 $386K 0.46% $57.07 -3.9%
54 SBUX STARBUCKS CORP Consumer Cyclical 4,012.0 $359K 0.43% -15K -78.4% $89.59 +19.3%
55 ARLP ALLIANCE RESOURCE PARTNERS L Energy 12,696.0 $351K 0.42% $27.65 -8.1%
56 ET ENERGY TRANSFER L P Energy 15,600.0 $301K 0.36% $19.30 +5.2%
57 NFRA FLEXSHARES TR 4,700.0 $301K 0.36% -90.0 -1.9% $63.95 +1.8%
58 BAC BANK AMERICA CORP Financial Services 6,065.0 $296K 0.35% $48.75 +3.7%
59 HYMB SPDR SERIES TRUST 11,218.0 $278K 0.33% -2K -14.0% $24.80 +0.2%
60 EMB ISHARES TR 2,915.0 $274K 0.33% -1K -26.1% $93.93 +0.8%
Page 3 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%