Orba Wealth Advisors, L.L.C. Top Holdings and 13F Report (2026) About Orba Wealth Advisors, L.L.C.Investment ActivityOrba Wealth Advisors, L.L.C. has $83.85 million in total holdings as of March 31, 2026.Orba Wealth Advisors, L.L.C. owns shares of 65 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 0.77% of the portfolio was purchased this quarter.About 36.44% of the portfolio was sold this quarter.This quarter, Orba Wealth Advisors, L.L.C. has purchased 79 new stocks and bought additional shares in 5 stocks.Orba Wealth Advisors, L.L.C. sold shares of 42 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $6,386,880SPDR SSgA Ultra Short Term Bond ETF $4,976,178SPDR S&P 500 ETF Trust $4,034,571SPDR Portfolio Developed World ex-US ETF $3,926,082iShares Core S&P 500 ETF $3,899,665 Largest Purchases this Quarter VanEck Short Muni ETF 14,368 shares (about $248.57K)SPDR Nuveen ICE Short Term Municipal Bond ETF 5,192 shares (about $248.33K)AB Tax-Aware Short Duration Municipal ETF 3,499 shares (about $88.10K)iShares Core S&P 500 ETF 94 shares (about $61.40K)Vanguard S&P 500 ETF 1 shares (about $597.37) Largest Sales this Quarter Apple 27,233 shares (about $6.91M)SPDR SSgA Ultra Short Term Bond ETF 59,437 shares (about $2.41M)Avantis International Equity ETF 21,287 shares (about $1.81M)Starbucks 14,563 shares (about $1.30M)SPDR S&P 500 ETF Trust 1,990 shares (about $1.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrba Wealth Advisors, L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$6,386,880$6,911,464 ▼-52.0%25,1667.6%Computer and TechnologyULSTSPDR SSgA Ultra Short Term Bond ETF$4,976,178$2,407,210 ▼-32.6%122,8685.9%ETFSPYSPDR S&P 500 ETF Trust$4,034,571$1,294,132 ▼-24.3%6,2044.8%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$3,926,082$680,824 ▼-14.8%86,0044.7%ETFIVViShares Core S&P 500 ETF$3,899,665$61,402 ▲1.6%5,9704.7%ETFQQQInvesco QQQ$3,312,093$395,973 ▼-10.7%5,7383.9%FinanceFPEFirst Trust Preferred Securities and Income ETF$3,138,183$742,363 ▼-19.1%176,7983.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,911,792$566,038 ▼-16.3%33,1493.5%ManufacturingAVEMAvantis Emerging Markets Equity ETF$2,293,973$791,706 ▼-25.7%28,4682.7%ETFAVDEAvantis International Equity ETF$2,160,154$1,805,954 ▼-45.5%25,4622.6%ETFLAM RESEARCH CORP$2,159,0340.0%10,1052.6%COM NEWAVUVAvantis U.S. Small Cap Value ETF$2,155,772$505,168 ▼-19.0%19,5152.6%ETFRDVYFirst Trust Rising Dividend Achievers ETF$2,130,157$499,201 ▼-19.0%31,1972.5%ManufacturingVTIVanguard Total Stock Market ETF$2,079,8120.0%6,4832.5%ETFCGGOCapital Group Global Growth Equity ETF$2,075,967$418,931 ▼-16.8%62,2102.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,018,216$339,817 ▼-14.4%43,0232.4%ETFFTCSFirst Trust Capital Strength ETF$1,974,655$333,562 ▼-14.5%21,2882.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,586,293$151,546 ▼-8.7%26,7861.9%ETFAVIVAvantis International Large Cap Value ETF$1,525,619$243,869 ▼-13.8%20,3881.8%ETFHYBLState Street Blackstone High Income ETF$1,522,867$531,101 ▼-25.9%54,7011.8%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,422,666$123,141 ▼-8.0%54,3001.7%ETFBINCiShares Flexible Income Active ETF$1,246,683$812,081 ▼-39.4%24,0071.5%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,134,488$312,242 ▼-21.6%20,4341.4%ETFAVLVAvantis U.S. Large Cap Value ETF$1,004,484$45,303 ▼-4.3%12,4611.2%ETFVYMVanguard High Dividend Yield ETF$980,4220.0%6,6201.2%ETFVOOVanguard S&P 500 ETF$968,934$597 ▲0.1%1,6221.2%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$937,843$279,429 ▼-23.0%15,6001.1%ETFFLTRVanEck IG Floating Rate ETF$934,404$424,039 ▼-31.2%36,6721.1%ETFCGDVCapital Group Dividend Value ETF$920,9910.0%21,6501.1%ETFNTSXWisdomTree U.S. Efficient Core Fund$901,362$171,261 ▼-16.0%17,2841.1%FinanceEPDEnterprise Products Partners$853,6330.0%22,5591.0%EnergyUNHUnitedHealth Group$836,937$18,941 ▼-2.2%3,0931.0%MedicalEFAiShares MSCI EAFE ETF$776,847$32,053 ▼-4.0%7,9980.9%FinanceMDYSPDR S&P MidCap 400 ETF Trust$749,981$4,934 ▼-0.7%1,2160.9%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$739,234$745,284 ▼-50.2%20,7710.9%ETFIEURiShares Core MSCI Europe ETF$705,720$379,668 ▼-35.0%10,0430.8%ETFRWOSPDR Dow Jones Global Real Estate ETF$696,034$149,990 ▼-17.7%15,2070.8%ETFMSFTMicrosoft$637,805$834,366 ▼-56.7%1,7230.8%Computer and TechnologyIVWiShares S&P 500 Growth ETF$619,6160.0%5,4780.7%ETFCGGRCapital Group Growth ETF$612,0760.0%15,2300.7%ETFIPACiShares Core MSCI Pacific ETF$573,565$281,312 ▼-32.9%7,4970.7%ETFPFEPfizer$568,480$6,852 ▼-1.2%20,2450.7%MedicalTAFIAB Tax-Aware Short Duration Municipal ETF$567,054$88,105 ▲18.4%22,5200.7%ETFDEDeere & Company$566,1170.0%1,0050.7%IndustrialsNEENextEra Energy$549,1050.0%5,9120.7%UtilitiesVGTVanguard Information Technology ETF$502,358$31,397 ▼-5.9%7200.6%ETFSMBVanEck Short Muni ETF$497,410$248,567 ▲99.9%28,7520.6%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$497,049$248,333 ▲99.8%10,3920.6%FinanceMORGAN STANLEY ETF TRUST$496,781$149,466 ▼-23.1%9,8980.6%EATON VANCE SHRTIWFiShares Russell 1000 Growth ETF$496,330$107,879 ▼-17.9%1,1640.6%ETFSCHFSchwab International Equity ETF$454,8560.0%18,3780.5%ETFDISWalt Disney$389,858$19,276 ▼-4.7%4,0450.5%Consumer DiscretionaryMPLXMplx$385,5640.0%6,7560.5%EnergySBUXStarbucks$359,435$1,304,699 ▼-78.4%4,0120.4%Retail/WholesaleARLPAlliance Resource Partners$351,0440.0%12,6960.4%EnergyETEnergy Transfer$301,0800.0%15,6000.4%EnergyNFRAFlexShares STOXX Global Broad Infrastructure Index Fund$300,566$5,756 ▼-1.9%4,7000.4%ETFBACBank of America$295,6690.0%6,0650.4%FinanceHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$278,206$45,384 ▼-14.0%11,2180.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$273,807$96,842 ▼-26.1%2,9150.3%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$261,7480.0%3,5400.3%ETFMRKMerck & Co., Inc.$257,6610.0%2,1420.3%MedicalCOSTCostco Wholesale$255,0850.0%2560.3%Retail/WholesaleVXFVanguard Extended Market ETF$218,3540.0%1,0610.3%ETFIWDiShares Russell 1000 Value ETF$205,979$92,947 ▼-31.1%9640.2%ETFFTNTFortinet$0$1,250,072 ▼-100.0%00.0%Computer and TechnologyCEGConstellation Energy$0$696,295 ▼-100.0%00.0%EnergyNOCNorthrop Grumman$0$491,521 ▼-100.0%00.0%AerospaceIAGGiShares Core International Aggregate Bond ETF$0$484,498 ▼-100.0%00.0%ETFJ P MORGAN EXCHANGE TRADED F$0$373,736 ▼-100.0%00.0%HEDGED EQUITY LANVDANVIDIA$0$356,962 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$284,830 ▼-100.0%00.0%Computer and TechnologyEXCExelon$0$257,835 ▼-100.0%00.0%UtilitiesJPMJPMorgan Chase & Co.$0$244,243 ▼-100.0%00.0%FinanceISHARES BITCOIN TRUST ETF$0$221,141 ▼-100.0%00.0%SHS BEN INTORCLOracle$0$214,011 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$207,970 ▼-100.0%00.0%Retail/WholesaleSMIGBahl & Gaynor Small/Mid Cap Income Growth ETF$0$203,760 ▼-100.0%00.0%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$0$178,452 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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