StockDriftsStockDriftsTop 50 ORBA Wealth Advisors, L.L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 14.79% | 59.8K | $17.3M | +137.61%(+34.63K) | $232.31(+32.01%) | 2026-06-30 | |
| ULST | SSGA ACTIVE ETF TR | 5.46% | 158.0K | $6.4M | +28.62%(+35.17K) | $40.44(-0.31%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.42% | 6.9K | $5.2M | +11.59%(+719) | $517.46(+49.49%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.68% | 48.2K | $4.3M | +89.36%(+22.75K) | $74.58(+25.93%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.14% | 5.0K | $3.7M | -13.16%(-755) | $419.16(+71.97%) | 2026-06-30 | |
| FPE | FIRST TR EXCH TRADED FD III | 3.09% | 202.3K | $3.6M | +14.45%(+25.55K) | $16.75(+6.28%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.97% | 36.0K | $3.5M | +26.39%(+7.51K) | $62.30(+48.50%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.92% | 67.9K | $3.4M | -21.09%(-18.14K) | $32.73(+58.03%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 2.59% | 58.0K | $3.0M | +141.50%(+33.97K) | $52.45(-0.86%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 2.51% | 30.7K | $2.9M | -7.30%(-2.42K) | $69.44(+44.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +41.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +42.91% |
ORBA Wealth Advisors, L.L.C. reports $116.97M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (14.8%), ULST (5.5%) and SPY (4.4%). The top 20 holdings account for 64.55% of reported assets. Its disclosed equity book has returned +41.03% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from ORBA Wealth Advisors, L.L.C.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010248). View ORBA Wealth Advisors, L.L.C.’s 13F filings on SEC