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Filers›Hedge Fund›ORBA Wealth Advisors, L.L.C.
DOSSIER · 13F-HR · Q1 2026

ORBA Wealth Advisors, L.L.C.

ORBA Wealth , L.L.C.'s hedge fund based in London, UK — $84M in tracked AUM across 65 positions as of Q1 2026.

OW
ORBA Wealth , L.L.C.·London, UK·Hedge Fund
CIK 0002010248 · last filed Mar 31, 2026
Total AUM
$84M
▼ 17.8%
vs prior
Holdings
65
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ORBA Wealth Advisors, L.L.C. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$6M25K7.6%
02
ULST
SSGA ACTIVE ETF TR
$5M123K5.9%
03
SPY
STATE STR SPDR S&P 500 ETF T
$4M6K4.8%
04
SPDW
SPDR INDEX SHS FDS
$4M86K4.7%
05
IVV
ISHARES TR
$4M6K4.7%
06
QQQ
INVESCO QQQ TR
$3M6K4.0%
07
FPE
FIRST TR EXCH TRADED FD III
$3M177K3.7%
08
DGRW
WISDOMTREE TR
$3M33K3.5%
09
AVEM
AMERICAN CENTY ETF TR
$2M28K2.7%
10
AVDE
AMERICAN CENTY ETF TR
$2M25K2.6%

Filing history

Filing history loading…
AI Agent · grounded in ORBA
haiku-4-5 · 65 positions indexed
Sector mix
  • Health Care15%
  • Cons. Disc.9%
  • Communications5%
  • Industrials47%
  • Energy12%
  • Other12%
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