Orca Wealth Management, LLC - Portfolio overview

Orca Wealth Management, LLC has 73 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 10.18%
2. AZN - ASTRAZENECA PLC, 4.66%
3. ORI - OLD REP INTL CORP, 4.62%

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

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