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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJT ISHARES TR 1,247.0 $223K 0.19% NEW $178.55 -3.4%
82 SPYM SPDR SERIES TRUST 2,495.0 $219K 0.19% NEW $87.89 +3.0%
83 SMIG ETF SER SOLUTIONS 6,557.0 $215K 0.18% NEW $32.81 -0.4%
84 NFRA FLEXSHARES TR 3,265.0 $209K 0.18% -1K -30.5% $64.12 +2.5%
85 BERKSHIRE HATHAWAY INC DEL 406.0 $203K 0.17% NEW $500.39
Page 5 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%