Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ORBA Wealth Advisors, L.L.C. (CIK 2010248) reported $83.9M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($6.4M, 7.62%), ULST ($5.0M, 5.93%), SPY ($4.0M, 4.81%), SPDW ($3.9M, 4.68%), IVV ($3.9M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $6.4M | 7.62% | 25,166 | Trimmed |
| 2 | ULST | SSGA ACTIVE ETF TR | $5.0M | 5.93% | 122,868 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $4.0M | 4.81% | 6,204 | Trimmed |
| 4 | SPDW | SPDR INDEX SHS FDS | $3.9M | 4.68% | 86,004 | Trimmed |
| 5 | IVV | ISHARES TR | $3.9M | 4.65% | 5,970 | Added |
| 6 | QQQ | INVESCO QQQ TR | $3.3M | 3.95% | 5,738 | Trimmed |
| 7 | FPE | FIRST TR EXCH TRADED FD III | $3.1M | 3.74% | 176,798 | Trimmed |
| 8 | DGRW | WISDOMTREE TR | $2.9M | 3.47% | 33,149 | Trimmed |
| 9 | AVEM | AMERICAN CENTY ETF TR | $2.3M | 2.74% | 28,468 | Trimmed |
| 10 | AVDE | AMERICAN CENTY ETF TR | $2.2M | 2.58% | 25,462 | Trimmed |
| 11 | AVUV | AMERICAN CENTY ETF TR | $2.2M | 2.57% | 19,515 | Trimmed |
| 12 | LRCX | LAM RESEARCH CORP | $2.2M | 2.57% | 10,105 | Hold |
| 13 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.1M | 2.54% | 31,197 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $2.1M | 2.48% | 6,483 | Hold |
| 15 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.1M | 2.48% | 62,210 | Trimmed |
| 16 | SPEM | SPDR INDEX SHS FDS | $2.0M | 2.41% | 43,023 | Trimmed |
| 17 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.0M | 2.35% | 21,288 | Trimmed |
| 18 | SPMD | SPDR SERIES TRUST | $1.6M | 1.89% | 26,786 | Trimmed |
| 19 | AVIV | AMERICAN CENTY ETF TR | $1.5M | 1.82% | 20,388 | Trimmed |
| 20 | HYBL | SSGA ACTIVE TR | $1.5M | 1.82% | 54,701 | Trimmed |
| 21 | PYLD | PIMCO ETF TR | $1.4M | 1.70% | 54,300 | Trimmed |
| 22 | BINC | BLACKROCK ETF TRUST II | $1.2M | 1.49% | 24,007 | Trimmed |
| 23 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.1M | 1.35% | 20,434 | Trimmed |
| 24 | AVLV | AMERICAN CENTY ETF TR | $1.0M | 1.20% | 12,461 | Trimmed |
| 25 | VYM | VANGUARD WHITEHALL FDS | $980,422 | 1.17% | 6,620 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31