ORBA Wealth Advisors, L.L.C.
ORBA Wealth Advisors, L.L.C. reported 85 holdings worth US$117M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
ORBA Wealth Advisors, L.L.C. reported 85 holdings worth US$117M as of Jun 30, 2026. Largest: Apple Inc, Lam Research Corporation and Starbucks Corporation. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$117M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 59,796 | US$17.3M | 14.8% |
| Lam Research Corporation | 5,105 | US$2.21M | 1.9% |
| Starbucks Corporation | 16,082 | US$1.64M | 1.4% |
| Microsoft Corp. | 4,258 | US$1.59M | 1.4% |
| Unitedhealth Group Incorporated | 2,604 | US$1.08M | 0.93% |
| Amazon.com, Inc. | 3,225 | US$769K | 0.66% |
| Alphabet Inc (google) Class C | 1,820 | US$650K | 0.56% |
| Nvidia Corporation | 2,574 | US$515K | 0.44% |
| Constellation Energy Corporation | 1,974 | US$490K | 0.42% |
| Northrop Grumman Corporation | 862 | US$439K | 0.38% |
| Enterprise Products Partners L.p. | 11,295 | US$415K | 0.35% |
| Costco Wholesale Corporation | 397 | US$371K | 0.32% |
| Deere & Company | 505 | US$320K | 0.27% |
| Jp Morgan Chase & Co. | 966 | US$316K | 0.27% |
| Exelon Corporation | 5,915 | US$276K | 0.24% |
| Nextera Energy, Inc. | 2,968 | US$261K | 0.22% |
| Goldman Sachs Group, Inc. (the) | 246 | US$249K | 0.21% |
| Pfizer, Inc. | 10,245 | US$247K | 0.21% |
| Walt Disney Company (the) | 2,325 | US$224K | 0.19% |
| Fortinet, Inc. | 1,455 | US$224K | 0.19% |
| Berkshire Hathaway Inc. | 406 | US$203K | 0.17% |
| Alliance Resource Partners, L.p. | 0 | US$0 | 0.00% |
| Bank Of America Corporation | 0 | US$0 | 0.00% |
| Energy Transfer Lp | 0 | US$0 | 0.00% |
| Merck & Company, Inc. | 0 | US$0 | 0.00% |
| Mplx Lp | 0 | US$0 | 0.00% |
Source
View original at SEC
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