DOSSIER · 13F-HR · Q2 2026

Orca Wealth Management, LLC

$167M in tracked AUM across 83 positions as of Q2 2026.

OW
CIK 0002043765 · last filed Jun 30, 2026
Total AUM
$167M
as of Q2 2026
Holdings
83
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Orca Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$17M58K10.0%
02
MU
MICRON TECHNOLOGY INC
$15M13K9.0%
03
CSCO
CISCO SYSTEMS INC
$9M80K5.6%
04
ORI
OLD REPUBLIC INTL CORP
$7M172K4.2%
05
G0593M107
ASTRAZENECA PLC
$7M35K4.0%
06
RTX
RTX CORP
$6M33K3.7%
07
QCOM
QUALCOMM INC
$6M33K3.6%
08
AVGO
BROADCOM INC
$6M16K3.6%
09
PM
PHILIP MORRIS INTERNATIONAL INC
$6M32K3.5%
10
JPM
JPMORGAN CHASE & CO
$4M14K2.7%

Filing history

2026Q2Jun 30
$167M 19.3%
83 positionsView →
2025Q4Dec 31
$140M 5.7%
68 positionsView →
2025Q3Sep 30
$132M 11.2%
69 positionsView →
2025Q2Jun 30
$119M 6.2%
95 positionsLocked
2025Q1Mar 31
$112M 0.6%
64 positionsLocked
2024Q4Dec 31
$111M
90 positionsLocked