ORBA Wealth Advisors, L.L.C.
Q3 2025 13F Holdings
- Locationchicago, IL
- Num holdings
79
- Value ($000)
$121,489
- Date Filed11/03/2025
- Form type13F-HR
- CIK0002010248
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $13.15M | 11 % | 51,638 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $8.09M | 7 % | 12,139 | ||
SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 | $5.89M | 5 % | 144,692 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $4.96M | 4 % | 116,021 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.76M | 4 % | 7,925 | ||
WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $4.37M | 4 % | 49,175 | ||
FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $4.34M | 4 % | 237,775 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $4.2M | 4 % | 6,276 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | $3.57M | 3 % | 23,203 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $3.41M | 3 % | 45,405 |
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