SEC 13F Intelligence

Managers / Q2 2025 · view latest →

ORBA Wealth Advisors, L.L.C.

CIK 0002010248 · 455 N CITYFRONT PLAZA DRIVE, #1610, CHICAGO, IL, 60611 · 3126706262

Reported Value
$110M
Q2 2025
Positions
70
Filings on Record
10
2024–present window
Filed
Aug 6, 2025
original filing

Summary

Orba Wealth Advisors, L.L.C. reported $110M in U.S.-listed holdings across 70 positions for Q2 2025.

Its largest position, AAPL, represents 10.0% of the portfolio.

Compared with Q1 2025, the fund opened 6 new positions and exited 41.

Portfolio Metrics

Turnover
+4.2%
vs prior filed quarter
Top-10 Concentration
+60.5%
share of reported value
Largest Position
+10.0%
Apple
New / Exited
6 / 41
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $167MQ4 ’23Q1 ’24: $181MQ2 ’24: $193MQ2 ’24Q3 ’24: $198MQ4 ’24: $191MQ4 ’24Q1 ’25: $198MQ2 ’25: $110MQ2 ’25Q3 ’25: $121MQ4 ’25: $115MQ4 ’25Q1 ’26: $84Mfilingsflow.com

Portfolio Composition

By security type
ETP: 72.3%Common Stock: 25.8%MLP: 1.5%Other: 0.4%
  • ETP · 72.3% · $79M
  • Common Stock · 25.8% · $28M
  • MLP · 1.5% · $2M
  • Other · 0.4% · $490,800

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MPLXMPLX LPNEW+6.8K6.8K+$348,000$348,000
PDECINNOVATOR ETFS TRUSTNEW+8.5K8.5K+$340,086$340,086
BACBANK AMERICA CORPNEW+7.0K7.0K+$333,558$333,558
ARLPALLIANCE RESOURCE PARTNERS LNEW+12.7K12.7K+$331,872$331,872
ETENERGY TRANSFER L PNEW+15.6K15.6K+$282,828$282,828
VXFVANGUARD INDEX FDSNEW+1.1K1.1K+$204,465$204,465
ABBVABBVIE INCSOLD OUT27.9K0$6M$0
DISCOVER FINL SVCSSOLD OUT26.3K0$4M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

54 positions (from 70 filing rows — )
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →COM9.97%$11M53.4K
2AVEMAMERICAN CENTY ETF TRAVANTIS EMGMKT · INTL EQT ETF · US SML CP VALU · INTERNATIONAL LR8.91%$10M135.3K
3SPDWSPDR INDEX SHS FDSPORTFOLIO DEVLPD · PORTFOLIO EMG MK · DJ GLB RL ES ETF7.34%$8M194.0K
4SPYSPDR S&P 500 ETF TRhistory →TR UNIT6.63%$7M11.8K
5DGRWWISDOMTREE TRUS QTLY DIV GRT · US EFFICIENT COR5.29%$6M83.0K
6IVVISHARES TRCORE S&P500 ETF · MSCI EAFE ETF · S&P 500 GRWT ETF · CORE MSCI EAFE5.24%$6M26.1K
7RDVYFIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV · CAP STRENGTH ETF5.18%$6M77.7K
8ULSTSSGA ACTIVE ETF TRhistory →ULT SHT TRM BD4.38%$5M118.3K
9QQQINVESCO QQQ TRhistory →UNIT SER 13.90%$4M7.8K
10FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF3.69%$4M228.0K
11PGPROCTER AND GAMBLE COhistory →COM3.37%$4M23.3K
12CGGOCAPITAL GROUP GBL GROWTH EQThistory →SHS CREATION UNI3.03%$3M104.0K
13VTIVANGUARD INDEX FDSTOTAL STK MKT · S&P 500 ETF SHS · EXTEND MKT ETF2.84%$3M9.2K
14MSFTMICROSOFT CORPhistory →COM2.11%$2M4.6K
15FTNTFORTINET INChistory →COM1.94%$2M20.1K
16SPMDSPDR SERIES TRUSThistory →PORTFOLIO S&P4001.74%$2M35.1K
17TCAFT ROWE PRICE ETF INChistory →CAP APPRECIATION1.74%$2M54.1K
18OMFLINVESCO EXCH TRD SLF IDX FDRUSL 1000 DYNM · BULSHS 2025 MUNI1.68%$2M43.4K
19J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM1.53%$2M30.9K
20PYLDPIMCO ETF TRhistory →MULTISECTOR BD1.42%$2M58.8K
21SSGA ACTIVE TRSPDR BLACKSTONE1.33%$1M51.2K
22PMARINNOVATOR ETFS TRUSTUS EQTY PWR BUF1.06%$1M28.1K
23UNHUNITEDHEALTH GROUP INChistory →COM1.05%$1M3.7K
24LRCXLAM RESEARCH CORPCOM NEW0.90%$985,47010.1K
25AMZNAMAZON COM INCCOM0.90%$983,3064.5K
26MDYSPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP0.87%$956,2171.7K
27VYMVANGUARD WHITEHALL FDSHIGH DIV YLD0.85%$933,1707.0K
28CGDVCAPITAL GROUP DIVIDEND VALUESHS CREATION UNI0.78%$854,95921.6K
29EPDENTERPRISE PRODS PARTNERS LCOM0.64%$703,02622.7K
30GOOGLALPHABET INCCAP STK CL A · CAP STK CL C0.64%$701,9704.0K
31VGTVANGUARD WORLD FDINF TECH ETF0.60%$656,648990
32ILOWAB ACTIVE ETFS INCINTL LOW VOLATLT0.59%$647,05515.5K
33NVDANVIDIA CORPORATIONCOM0.59%$645,2354.1K
34MLPXGLOBAL X FDSGLB X MLP ENRG I · NASDAQ 100 COVER0.59%$645,05020.4K
35CGGRCAPITAL GROUP GROWTH ETFSHS CREATION UNI0.56%$619,08115.2K
36DISDISNEY WALT COCOM0.53%$582,5394.7K
37DEDEERE & COCOM0.47%$511,0341.0K
38PFEPFIZER INCCOM0.45%$496,65320.5K
39NEENEXTERA ENERGY INCCOM0.40%$435,2626.3K
40METAMETA PLATFORMS INCCL A0.39%$427,357579
41SCHFSCHWAB STRATEGIC TRINTL EQTY ETF0.37%$404,16418.3K
42SBUXSTARBUCKS CORPCOM0.35%$384,7554.2K
43MPLXMPLX LPCOM UNIT REP LTD0.32%$348,0006.8K
44BACBANK AMERICA CORPCOM0.30%$333,5587.0K
45ARLPALLIANCE RESOURCE PARTNERS LUT LTD PART0.30%$331,87212.7K
46NFRAFLEXSHARES TRSTOXX GLOBR INF0.29%$322,7045.2K
47COSTCOSTCO WHSL CORP NEWCOM0.28%$307,872311
48JPMJPMORGAN CHASE & CO.COM0.28%$305,2751.1K
49ETF SER SOLUTIONSBAHL GAYNOR SML0.28%$305,23310.6K
50ETENERGY TRANSFER L PCOM UT LTD PTN0.26%$282,82815.6K
51LOWLOWES COS INCCOM0.25%$269,7951.2K
52HUMHUMANA INCCOM0.22%$244,4801.0K
53VVISA INCCOM CL A0.20%$220,132620
54WMTWALMART INCCOM0.19%$210,1292.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$84M65Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$115M79Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$121M79Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$110M70Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$198M105Apr 17, 202513F-HRchanges · EDGAR ↗
Q4 2024$191M104Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$198M104Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$193M99Jul 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$181M97Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$167M92Feb 12, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.