account_balance
Investment manager · 13F filer · SEC CIK 2010248
ORBA Wealth Advisors, L.l.c.
Reported value$117Mas of Sep 30, 2026
Positions81 1 new, 5 sold out
Top 10 weight47.5%AAPL alone is 17%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
16.9%
ULSTSsga Active ETF Tr
5.1%Trimmed −6%
SPYSPDR S&P 500 ETF Trust
4.5%
AVDEAmerican Centy ETF Tr
4.0%Added +7%
QQQInvesco QQQ Tr
3.1%
FPEFirst Tr Exch Traded Fd III
3.1%Added +5%
AVEMAmerican Centy ETF Tr
2.9%Added +2%
BINCBlackRock ETF Trust II
2.8%Added +10%
AVLVAmerican Centy ETF Tr
2.6%+18%
SPDWSPDR Index SHS FDS
2.5%−13%
DGRWWisdomtree Tr
2.5%
HYBLSsga Active Tr
2.1%+3%
AAPLApple Inc.
16.9%
ULSTSsga Active ETF Tr
5.1%−6%
SPYSPDR S&P 500 ETF Trust
4.5%
AVDEAmerican Centy ETF Tr
4.0%+7%
QQQInvesco QQQ Tr
3.1%
FPEFirst Tr Exch Traded Fd III
3.1%
AVEM2.9%
BINC2.8%
AVLV2.6%
SPDW2.5%
DGRW2.5%
HYBL2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 16.9% Held
ULST Ssga Active ETF Tr 5.1% Trimmed −6%
SPY SPDR S&P 500 ETF Trust 4.5% HeldAVDE American Centy ETF Tr 4.0% Added +7%
QQQ Invesco QQQ Tr 3.1% Held
FPE First Tr Exch Traded Fd III 3.1% Added +5%
AVEM American Centy ETF Tr 2.9% Added +2%
BINC BlackRock ETF Trust II 2.8% Added +10%
AVLV American Centy ETF Tr 2.6% Added +18%
SPDW SPDR Index SHS FDS 2.5% Trimmed −13%
DGRW Wisdomtree Tr 2.5% Held
HYBL Ssga Active Tr 2.1% Added +3%
What changed
Biggest moves since Jun 30, 2026
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