SEC 13F Intelligence

Managers / Q4 2025 · view latest →

ORBA Wealth Advisors, L.L.C.

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

Reported Value
$115M
Q4 2025
Positions
79
Filings on Record
10
2024–present window
Filed
Feb 5, 2026
original filing

Summary

Orba Wealth Advisors, L.L.C. reported $115M in U.S.-listed holdings across 79 positions for Q4 2025.

Its largest position, AAPL, represents 12.4% of the portfolio.

Compared with Q3 2025, the fund opened 14 new positions and exited 14.

Portfolio Metrics

Turnover
+12.4%
vs prior filed quarter
Top-10 Concentration
+63.9%
share of reported value
Largest Position
+12.4%
Apple
New / Exited
14 / 14
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: 74.9%Common Stock: 23.6%MLP: 1.4%
  • ETP · 74.9% · $86M
  • Common Stock · 23.6% · $27M
  • MLP · 1.4% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CEGCONSTELLATION ENERGY CORPNEW+2.0K2.0K+$696,295$696,295
MORGAN STANLEY ETF TRUSTNEW+12.9K12.9K+$648,564$648,564
NOCNORTHROP GRUMMAN CORPNEW+862862+$491,521$491,521
IAGGISHARES TRNEW+9.7K9.7K+$484,498$484,498
EMBISHARES TRNEW+3.9K3.9K+$379,919$379,919
J P MORGAN EXCHANGE TRADED FNEW+5.6K5.6K+$373,736$373,736
HYMBSPDR SERIES TRUSTNEW+13.0K13.0K+$325,417$325,417
IWDISHARES TRNEW+1.4K1.4K+$294,266$294,266

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

Holdings — Q4 2025

56 positions (from 79 filing rows — )
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →COM12.37%$14M52.4K
2AVEMAMERICAN CENTY ETF TRINTL EQT ETF · AVANTIS EMGMKT · US SML CP VALU · INTERNATIONAL LR · US LARGE CAP VLU10.35%$12M145.8K
3IVVISHARES TRCORE S&P500 ETF · CORE MSCI EURO · CORE MSCI PAC · MSCI EAFE ETF · S&P 500 GRWT ETF · RUS 1000 GRW ETF · CORE INTL AGGR · JPMORGAN USD EMG · RUS 1000 VAL ETF8.03%$9M62.8K
4SPDWSPDR INDEX SHS FDSPORTFOLIO DEVLPD · PORTFOLIO EMG MK · DJ GLB RL ES ETF6.66%$8M169.7K
5ULSTSSGA ACTIVE ETF TRhistory →STATE STREET ULT6.41%$7M182.3K
6SPYSPDR S&P 500 ETF TRhistory →TR UNIT4.85%$6M8.2K
7RDVYFIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV · CAP STRENGTH ETF4.32%$5M63.4K
8DGRWWISDOMTREE TRUS QTLY DIV GRT · US EFFICIENT COR4.05%$5M60.2K
9FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF3.46%$4M218.6K
10QQQINVESCO QQQ TRhistory →UNIT SER 13.43%$4M6.4K
11VTIVANGUARD INDEX FDSTOTAL STK MKT · S&P 500 ETF SHS · EXTEND MKT ETF2.96%$3M9.2K
12CGGOCAPITAL GROUP GBL GROWTH EQThistory →SHS CREATION UNI2.25%$3M74.8K
13SPMDSPDR SERIES TRUSTSTATE STREET SPD1.97%$2M47.6K
14SSGA ACTIVE TRSTATE STREET BLA1.82%$2M73.8K
15BINCBLACKROCK ETF TRUST IIhistory →ISHARES FLEXIBLE1.82%$2M39.6K
16MSFTMICROSOFT CORPhistory →COM1.67%$2M4.0K
17J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM · HEDGED EQUITY LA1.64%$2M31.7K
18LRCXLAM RESEARCH CORPhistory →COM NEW1.50%$2M10.1K
19FLTRVANECK ETF TRUSTIG FLOATING RATE · VANECK SHRT MUNI1.40%$2M67.7K
20TCAFT ROWE PRICE ETF INChistory →CAP APPRECIATION1.38%$2M41.7K
21PYLDPIMCO ETF TRhistory →MULTISECTOR BD1.37%$2M59.0K
22SBUXSTARBUCKS CORPhistory →COM1.36%$2M18.6K
23FTNTFORTINET INChistory →COM1.09%$1M15.7K
24OMFLINVESCO EXCH TRD SLF IDX FDhistory →RUSL 1000 DYNM1.07%$1M20.2K
25UNHUNITEDHEALTH GROUP INCCOM0.91%$1M3.2K
26VYMVANGUARD WHITEHALL FDSHIGH DIV YLD0.82%$950,1026.6K
27CGDVCAPITAL GROUP DIVIDEND VALUESHS CREATION UNI0.82%$944,80621.6K
28MDYSPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP0.64%$738,4141.2K
29EPDENTERPRISE PRODS PARTNERS LCOM0.63%$723,24222.6K
30CEGCONSTELLATION ENERGY CORPCOM0.60%$696,2952.0K
31CGGRCAPITAL GROUP GROWTH ETFSHS CREATION UNI0.59%$677,25715.2K
32MORGAN STANLEY ETF TRUSTEATON VANCE SHRT0.56%$648,56412.9K
33VGTVANGUARD WORLD FDINF TECH ETF0.50%$576,644765
34PFEPFIZER INCCOM0.44%$510,17620.5K
35NOCNORTHROP GRUMMAN CORPCOM0.43%$491,521862
36DISDISNEY WALT COCOM0.42%$482,9534.2K
37AB ACTIVE ETFS INCTAX AWARE SHRT0.42%$479,51919.0K
38NEENEXTERA ENERGY INCCOM0.41%$474,6155.9K
39DEDEERE & COCOM0.41%$467,9001.0K
40SCHFSCHWAB STRATEGIC TRINTL EQTY ETF0.38%$441,80818.4K
41MLPXGLOBAL X FDSGLB X MLP ENRG I · NASDAQ 100 COVER0.34%$392,72913.6K
42MPLXMPLX LPCOM UNIT REP LTD0.31%$360,5686.8K
43NVDANVIDIA CORPORATIONCOM0.31%$356,9621.9K
44BACBANK AMERICA CORPCOM0.29%$333,5756.1K
45ARLPALLIANCE RESOURCE PARTNERS LUT LTD PART0.26%$294,92812.7K
46NFRAFLEXSHARES TRSTOXX GLOBR INF0.25%$289,8444.8K
47GOOGLALPHABET INCCAP STK CL A0.25%$284,830910
48EXCEXELON CORPCOM0.22%$257,8355.9K
49ETENERGY TRANSFER L PCOM UT LTD PTN0.22%$257,24415.6K
50JPMJPMORGAN CHASE & CO.COM0.21%$244,243758
51MRKMERCK & CO INCCOM0.20%$225,4662.1K
52IBITISHARES BITCOIN TRUST ETFSHS BEN INT0.19%$221,1414.5K
53COSTCOSTCO WHSL CORP NEWCOM0.19%$220,758256
54ORCLORACLE CORPCOM0.19%$214,0111.1K
55AMZNAMAZON COM INCCOM0.18%$207,970901
56ETF SER SOLUTIONSBAHL GAYNOR SML0.18%$203,7607.1K

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 ↗.