SEC 13F Intelligence

Orba Wealth Advisors, L.L.C. / AAPL

Orba Wealth Advisors, L.L.C.’s Apple Inc Position

Does Orba Wealth Advisors, L.L.C. own Apple Inc (AAPL)? Yes — 25.2K shares worth $6M (+7.62% of its 13F portfolio) as of Q1 2026, down from 52.4K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
25.2K
% of Portfolio
+7.62%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’23: $14MQ4 ’23Q1 ’24: $12MQ2 ’24: $15MQ2 ’24Q3 ’24: $17MQ4 ’24: $18MQ4 ’24Q1 ’25: $16MQ2 ’25: $11MQ2 ’25Q3 ’25: $13MQ4 ’25: $14MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.2K$6M+7.62%
Q4 202552.4K$14M+12.37%
Q3 202551.6K$13M+10.82%
Q2 202553.4K$11M+9.97%
Q1 202570.6K$16M+7.91%
Q4 202470.9K$18M+9.28%
Q3 202471.6K$17M+8.44%
Q2 202472.3K$15M+7.88%
Q1 202471.3K$12M+6.77%
Q4 202370.8K$14M+8.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orba Wealth Advisors, L.L.C.’s full portfolio or all institutional holders of AAPL.