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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 1 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 59,796.0 $17.3M 14.79% +35K +137.6% $289.36 +8.3%
2 ULST SSGA ACTIVE ETF TR 158,037.0 $6.4M 5.46% +35K +28.6% $40.42 -0.1%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,923.0 $5.2M 4.42% +719.0 +11.6% $746.72 +2.6%
4 AVDE AMERICAN CENTY ETF TR 48,214.0 $4.3M 3.68% +23K +89.4% $89.20 +5.8%
5 QQQ INVESCO QQQ TR Financial Services 4,983.0 $3.7M 3.14% -755.0 -13.2% $736.37 -3.4%
6 FPE FIRST TR EXCH TRADED FD III 202,350.0 $3.6M 3.09% +26K +14.4% $17.88 -1.1%
7 AVEM AMERICAN CENTY ETF TR 35,980.0 $3.5M 2.97% +8K +26.4% $96.49 -2.0%
8 SPDW SPDR INDEX SHS FDS 67,862.0 $3.4M 2.92% -18K -21.1% $50.39 +3.4%
9 BINC BLACKROCK ETF TRUST II 57,977.0 $3.0M 2.59% +34K +141.5% $52.34 -0.4%
10 DGRW WISDOMTREE TR 30,730.0 $2.9M 2.51% -2K -7.3% $95.62 +3.8%
11 AVLV AMERICAN CENTY ETF TR 28,462.0 $2.6M 2.22% +16K +128.4% $91.21 +3.7%
12 CGGO CAPITAL GROUP GBL GROWTH EQT 58,120.0 $2.5M 2.10% -4K -6.6% $42.33 -4.1%
13 HYBL SSGA ACTIVE TR 86,707.0 $2.4M 2.07% +32K +58.5% $27.95 +0.4%
14 AVUV AMERICAN CENTY ETF TR 19,385.0 $2.4M 2.07% -130.0 -0.7% $124.76 +0.8%
15 IVV ISHARES TR 3,129.0 $2.3M 2.00% -3K -47.6% $748.89 +2.8%
16 LRCX LAM RESEARCH CORP Technology 5,105.0 $2.2M 1.89% -5K -49.5% $433.33 -27.8%
17 RDVY FIRST TR EXCHANGE TRADED FD 26,824.0 $2.2M 1.86% -4K -14.0% $81.06 +1.7%
18 FTCS FIRST TR EXCHANGE-TRADED FD 20,655.0 $1.9M 1.66% -633.0 -3.0% $93.92 +8.4%
19 FLTR VANECK ETF TRUST 74,720.0 $1.9M 1.64% +38K +103.8% $25.61 -0.1%
20 SPEM SPDR INDEX SHS FDS 33,178.0 $1.7M 1.47% -10K -22.9% $51.78 +1.7%
Page 1 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%