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Portfolio (Quarterly) Guide ↗

Orca Wealth Management, LLC

· CIK 0002043765
13F Portfolio $167M AUM 83 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 11 Added 18 Reduced 6 Exited
Page 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 2,781.0 $315K 0.19% NEW $113.27 -9.0%
62 VWO VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF 5,173.0 $309K 0.18% NEW $59.69 +1.8%
63 AXP AMERICAN EXPRESS COMPANY Financial Services 902.0 $305K 0.18% -104.0 -10.3% $338.18 -1.5%
64 ALB ALBEMARLE CORP Basic Materials 2,173.0 $293K 0.18% $135.01 +1.7%
65 IGSB ISHARES TR ETF SHORT TERM CORP BOND 5,502.0 $288K 0.17% +58.0 +1.1% $52.41 -0.7%
66 MO ALTRIA GROUP INC Consumer Defensive 3,993.0 $287K 0.17% -351.0 -8.1% $71.94 -4.6%
67 IBM INTERNATIONAL BUSINESS MACHINE CORP Technology 984.0 $277K 0.17% +5.0 +0.5% $281.18 -16.2%
68 GS GOLDMAN SACHS GROUP INC Financial Services 261.0 $264K 0.16% $1011.29 +2.2%
69 CGCB CAPITAL GROUP FXD ETF INCOME CORE BD 9,766.0 $256K 0.15% $26.18 -1.2%
70 TXN TEXAS INSTRUMENTS INC Technology 814.0 $243K 0.15% NEW $298.20 -13.3%
71 IJR ISHARES CORE S&P ETF SMALLCAP 1,632.0 $242K 0.14% NEW $148.30 -1.8%
72 ETN EATON CORP PLC Industrials 546.0 $233K 0.14% NEW $426.48 -5.6%
73 EMXC ISHARES INC ETF MSCI EMERGING MKTS EX CHINA ETF 2,267.0 $232K 0.14% NEW $102.28 -4.0%
74 VTEB VANGUARD MUN BD FDS ETF TAX EXEMPT BD INDEX FD 4,430.0 $224K 0.13% NEW $50.58 -2.3%
75 NEBIUS GRP NV CLASS A 800.0 $221K 0.13% NEW $276.17
76 ABT ABBOTT LABORATORIES Healthcare 2,424.0 $220K 0.13% -135.0 -5.3% $90.72 +24.0%
77 IBB ISHARES NASDAQ ETF BIOTECHNOLOGY 1,143.0 $217K 0.13% NEW $190.13 +9.9%
78 GE GE AEROSPACE NEW Industrials 579.0 $216K 0.13% -138.0 -19.2% $373.87 -8.4%
79 MS MORGAN STANLEY & CO Financial Services 1,033.0 $216K 0.13% NEW $208.95 +2.8%
80 QQQ INVESCO QQQ TR ETF UNIT SER 1 Financial Services 284.0 $209K 0.13% NEW $736.72 -2.8%
Page 4 of 5  ·  83 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 41.3%
Financial Services 17.9%
Industrials 12.4%
Healthcare 7.8%
Consumer Defensive 7.3%
Energy 5.4%
Communication Services 3.8%
Utilities 1.8%
Basic Materials 1.5%
Consumer Cyclical 0.9%