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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 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMB ISHARES TR 3,884.0 $375K 0.32% +969.0 +33.2% $96.44 -1.4%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 397.0 $371K 0.32% +141.0 +55.1% $935.47 +0.1%
63 DE DEERE & CO Industrials 505.0 $320K 0.27% -500.0 -49.8% $634.33 -2.0%
64 FPEI FIRST TR EXCH TRADED FD III 16,393.0 $316K 0.27% NEW $19.29 -1.2%
65 JPM JPMORGAN CHASE & CO Financial Services 966.0 $316K 0.27% NEW $327.26 +8.1%
66 VTV VANGUARD INDEX FDS 1,430.0 $312K 0.27% NEW $217.98 +3.4%
67 VPL VANGUARD INTL EQUITY INDEX F 2,667.0 $309K 0.26% NEW $115.69 -0.2%
68 HYMB SPDR SERIES TRUST 11,850.0 $301K 0.26% +632.0 +5.6% $25.44 -2.5%
69 EXC EXELON CORP Utilities 5,915.0 $276K 0.24% NEW $46.62 -5.6%
70 SCHG SCHWAB STRATEGIC TR 8,080.0 $273K 0.23% NEW $33.84 +6.0%
71 VIG VANGUARD SPECIALIZED FUNDS 1,128.0 $267K 0.23% NEW $236.62 +2.7%
72 VWOB VANGUARD WHITEHALL FDS 3,924.0 $264K 0.23% NEW $67.24 -1.6%
73 NEE NEXTERA ENERGY INC Utilities 2,968.0 $261K 0.22% -3K -49.8% $87.77 -4.6%
74 GOOGL ALPHABET INC Communication Services 698.0 $249K 0.21% NEW $357.37 -4.7%
75 GS GOLDMAN SACHS GROUP INC Financial Services 246.0 $249K 0.21% NEW $1011.37 +2.7%
76 MLPX GLOBAL X FDS 3,374.0 $249K 0.21% -166.0 -4.7% $73.66 +2.3%
77 PFE PFIZER INC Healthcare 10,245.0 $247K 0.21% -10K -49.4% $24.08 +16.2%
78 VBK VANGUARD INDEX FDS 649.0 $237K 0.20% NEW $365.74 -1.9%
79 DIS DISNEY WALT CO Communication Services 2,325.0 $224K 0.19% -2K -42.5% $96.25 +11.5%
80 FORTINET INC 1,455.0 $224K 0.19% NEW $153.62
Page 4 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%