§ 13F · FUND PROFILE
ORBA Wealth Advisors, L.L.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $109.8T (13F)Positions · 70Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 52K | $14.2T | 12.4% | +1% |
| 2 | ULST | SSGA ACTIVE ETF TR | 182K | $7.4T | 6.4% | +26% |
| 3 | SPY | SPDR S&P 500 ETF TR | 8K | $5.6T | 4.9% | −32% |
| 4 | SPDW | SPDR INDEX SHS FDS | 101K | $4.5T | 3.9% | −13% |
| 5 | IVV | ISHARES TR | 6K | $4.0T | 3.5% | −6% |
| 6 | FPE | FIRST TR EXCH TRADED FD III | 219K | $4.0T | 3.5% | −8% |
| 7 | QQQ | INVESCO QQQ TR | 6K | $3.9T | 3.4% | −19% |
| 8 | AVDE | AMERICAN CENTY ETF TR | 47K | $3.8T | 3.3% | +18% |
| 9 | DGRW | WISDOMTREE TR | 40K | $3.5T | 3.1% | −19% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 38K | $2.9T | 2.6% | −16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ORBA SIGNAL
AC read
ORBA Wealth Advisors, L.L.C. is a Other fund managing $109827.0 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed