ORBA Wealth Advisors, L.L.C. - Portfolio overview

ORBA Wealth Advisors, L.L.C. has 86 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.58%
2. ULST - SSGA ACTIVE ETF TR, 5.13%
3. SPY - STATE STR SPDR S&P 500 ETF T, 4.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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