Orba Wealth Advisors, L.l.c. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationchicago, IL
- CIK0002010248
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
79 | $115.18M | AAPL, ULST, SPY, SPDW | 13F-HR | Feb 5, 2026 | 000201024826000001 | ||
79 | $121.49M | AAPL, SPY, ULST, SPDW | 13F-HR | Nov 3, 2025 | 000201024825000003 | ||
70 | $109.83M | AAPL, SPY, ULST, SPDW | 13F-HR | Aug 5, 2025 | 000108514625004558 | ||
105 | $198.32M | AAPL, SPY, DGRW, ULST | 13F-HR | Apr 17, 2025 | 000108514625002164 | ||
104 | $191.33M | AAPL, SPY, ULST, DGRW | 13F-HR | Feb 4, 2025 | 000108514625000798 | ||
104 | $197.63M | AAPL, SPY, ULST, DGRW | 13F-HR | Oct 9, 2024 | 000108514624004744 | ||
99 | $193.22M | AAPL, FTSM, SPY, ULST | 13F-HR | Jul 16, 2024 | 000108514624003028 | ||
97 | $180.7M | FTSM, AAPL, ULST, SPY | 13F-HR | Apr 30, 2024 | 000108514624002148 | ||
92 | $166.82M | AAPL, FTSM, ULST, FPE | 13F-HR | Feb 12, 2024 | 000108514624001120 |