ORBA Wealth Advisors, L.L.C.

Est. AUM

$83.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$6.4M	25166	7.62%	SOLE
2	SSGA ACTIVE ETF TR	STATE STREET ULT	$5.0M	122868	5.93%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.0M	6204	4.81%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$3.9M	86004	4.68%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$3.9M	5970	4.65%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$3.3M	5738	3.95%	SOLE
7	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$3.1M	176798	3.74%	SOLE
8	WISDOMTREE TR	US QTLY DIV GRT	$2.9M	33149	3.47%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.3M	28468	2.74%	SOLE
10	AMERICAN CENTY ETF TR	INTL EQT ETF	$2.2M	25462	2.58%	SOLE
11	LAM RESEARCH CORP	COM NEW	$2.2M	10105	2.57%	SOLE
12	AMERICAN CENTY ETF TR	US SML CP VALU	$2.2M	19515	2.57%	SOLE
13	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.1M	31197	2.54%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	6483	2.48%	SOLE
15	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$2.1M	62210	2.48%	SOLE
16	SPDR INDEX SHS FDS	STATE STREET SPD	$2.0M	43023	2.41%	SOLE
17	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$2.0M	21288	2.36%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	26786	1.89%	SOLE
19	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.5M	20388	1.82%	SOLE
20	SSGA ACTIVE TR	STATE STREET BLA	$1.5M	54701	1.82%	SOLE
21	PIMCO ETF TR	MULTISECTOR BD	$1.4M	54300	1.70%	SOLE
22	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.2M	24007	1.49%	SOLE
23	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.1M	20434	1.35%	SOLE
24	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$1.0M	12461	1.20%	SOLE
25	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$980K	6620	1.17%	SOLE
26	VANGUARD INDEX FDS	S&P 500 ETF SHS	$969K	1622	1.16%	SOLE
27	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$938K	15600	1.12%	SOLE
28	VANECK ETF TRUST	IG FLOATING RATE	$934K	36672	1.11%	SOLE
29	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$921K	21650	1.10%	SOLE
30	WISDOMTREE TR	US EFFICIENT COR	$901K	17284	1.07%	SOLE
31	ENTERPRISE PRODS PARTNERS L	COM	$854K	22559	1.02%	SOLE
32	UNITEDHEALTH GROUP INC	COM	$837K	3093	1.00%	SOLE
33	ISHARES TR	MSCI EAFE ETF	$777K	7998	0.93%	SOLE
34	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$750K	1216	0.89%	SOLE
35	T ROWE PRICE ETF INC	CAP APPRECIATION	$739K	20771	0.88%	SOLE
36	ISHARES TR	CORE MSCI EURO	$706K	10043	0.84%	SOLE
37	SPDR INDEX SHS FDS	STATE STREET SPD	$696K	15207	0.83%	SOLE
38	MICROSOFT CORP	COM	$638K	1723	0.76%	SOLE
39	ISHARES TR	S&P 500 GRWT ETF	$620K	5478	0.74%	SOLE
40	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$612K	15230	0.73%	SOLE
41	ISHARES TR	CORE MSCI PAC	$574K	7497	0.68%	SOLE
42	PFIZER INC	COM	$568K	20245	0.68%	SOLE
43	AB ACTIVE ETFS INC	TAX AWARE SHRT	$567K	22520	0.68%	SOLE
44	DEERE & CO	COM	$566K	1005	0.67%	SOLE
45	NEXTERA ENERGY INC	COM	$549K	5912	0.65%	SOLE
46	VANGUARD WORLD FD	INF TECH ETF	$502K	720	0.60%	SOLE
47	VANECK ETF TRUST	VANECK SHRT MUNI	$497K	28752	0.59%	SOLE
48	MORGAN STANLEY ETF TRUST	EATON VANCE SHRT	$497K	9898	0.59%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$497K	10392	0.59%	SOLE
50	ISHARES TR	RUS 1000 GRW ETF	$496K	1164	0.59%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.