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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IAGG ISHARES TR 13,937.0 $705K 0.60% NEW $50.60 -1.5%
42 DUSB DIMENSIONAL ETF TRUST 13,639.0 $693K 0.59% NEW $50.78 -0.0%
43 EFA ISHARES TR 6,559.0 $681K 0.58% -1K -18.0% $103.88 +4.2%
44 CGGR CAPITAL GROUP GROWTH ETF 13,653.0 $644K 0.55% -2K -10.3% $47.20 -0.7%
45 HELO J P MORGAN EXCHANGE TRADED F 8,671.0 $586K 0.50% NEW $67.58 +2.8%
46 VYM VANGUARD WHITEHALL FDS 3,500.0 $553K 0.47% -3K -47.1% $158.03 +4.4%
47 TAFI AB ACTIVE ETFS INC 21,320.0 $538K 0.46% -1K -5.3% $25.22 -0.5%
48 SMB VANECK ETF TRUST 30,023.0 $521K 0.45% +1K +4.4% $17.35 -0.6%
49 NVDA NVIDIA CORPORATION Technology 2,574.0 $515K 0.44% NEW $200.09 +4.8%
50 SHM SPDR SERIES TRUST 10,392.0 $498K 0.43% $47.97 -0.4%
51 CEG CONSTELLATION ENERGY CORP Utilities 1,974.0 $490K 0.42% NEW $248.39 +12.5%
52 VGT VANGUARD WORLD FD 4,034.0 $482K 0.41% +3K +460.3% $119.53 -1.3%
53 IWF ISHARES TR 3,861.0 $479K 0.41% +3K +231.7% $124.15 -1.9%
54 SCHF SCHWAB STRATEGIC TR 17,269.0 $478K 0.41% -1K -6.0% $27.70 +2.7%
55 IWD ISHARES TR 1,907.0 $462K 0.40% +943.0 +97.8% $242.47 +6.6%
56 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 644.0 $453K 0.39% -572.0 -47.0% $703.36 -0.7%
57 NOC NORTHROP GRUMMAN CORP Industrials 862.0 $439K 0.38% NEW $509.31 +8.0%
58 EPD ENTERPRISE PRODS PARTNERS L 11,295.0 $415K 0.35% -11K -49.9% $36.76
59 IVW ISHARES TR 2,923.0 $402K 0.34% -3K -46.6% $137.53 +0.8%
60 GOOG ALPHABET INC 1,135.0 $401K 0.34% NEW $353.33
Page 3 of 5  ·  85 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%