Read this manager's filing book
Disclosed positions
ORBA Wealth Advisors, L.L.C.: source evidence dated 2026-07-25T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $17,302,469
- Reported amount
- 59,796
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002010248-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| APPLE INC | AAPL | COM | $17,302,469 | 59,796 | SH | None |
| SSGA ACTIVE ETF TR | ULST | ST STR UL BD ETF | $6,388,629 | 158,037 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $5,169,568 | 6,923 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $4,300,651 | 48,214 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $3,669,316 | 4,983 | SH | None |
| FIRST TR EXCH TRADED FD III | FPE | PFD SECS INC ETF | $3,618,015 | 202,350 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $3,471,719 | 35,980 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $3,419,554 | 67,862 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHA FLEX IN ETF | $3,034,538 | 57,977 | SH | None |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $2,938,415 | 30,730 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $2,596,000 | 28,462 | SH | None |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $2,460,240 | 58,120 | SH | None |
| SSGA ACTIVE TR | HYBL | ST STR BLACK ETF | $2,423,473 | 86,707 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $2,418,466 | 19,385 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $2,343,277 | 3,129 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $2,212,150 | 5,105 | SH | None |
| FIRST TR EXCHANGE TRADED FD | RDVY | RISNG DIVD ACHIV | $2,174,327 | 26,824 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FTCS | CAP STRENGTH ETF | $1,939,913 | 20,655 | SH | None |
| VANECK ETF TRUST | FLTR | IG FLOA RATE ETF | $1,913,590 | 74,720 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $1,717,945 | 33,178 | SH | None |
| AMERICAN CENTY ETF TR | AVIV | INTERNATIONAL LR | $1,695,260 | 21,897 | SH | None |
| STARBUCKS CORP | SBUX | COM | $1,643,457 | 16,082 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,588,492 | 4,258 | SH | None |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | CAP APPRECIATION | $1,545,513 | 37,604 | SH | None |
| ISHARES TR | IEUR | CORE MSCI EURO | $1,531,564 | 20,375 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,399,342 | 2,037 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPQ | NASDAQ EQT PREM | $1,389,863 | 22,614 | SH | None |
| SPDR SERIES TRUST | SPMD | ST STR P400MID | $1,389,392 | 20,565 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,351,862 | 3,653 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $1,325,105 | 49,966 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $1,082,501 | 2,604 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $1,066,912 | 21,650 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $1,002,756 | 3,310 | SH | None |
| ISHARES TR | IPAC | CORE MSCI PAC | $993,703 | 12,129 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | OMFL | RUSL 1000 DYNM | $960,423 | 14,013 | SH | None |
| SPDR INDEX SHS FDS | RWO | ST DOW GLOBA ETF | $954,587 | 19,203 | SH | None |
| MORGAN STANLEY ETF TRUST | EVSM | EATON VANCE SHRT | $916,805 | 18,223 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $880,179 | 10,218 | SH | None |
| WISDOMTREE TR | NTSX | US EFFIC CORE FD | $822,157 | 13,923 | SH | None |
| AMAZON COM INC | AMZN | COM | $768,647 | 3,225 | SH | None |
| ISHARES TR | IAGG | CORE INTL AGGR | $705,224 | 13,937 | SH | None |
| DIMENSIONAL ETF TRUST | DUSB | ULTR FIX INC ETF | $692,580 | 13,639 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $681,349 | 6,559 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $644,422 | 13,653 | SH | None |
| J P MORGAN EXCHANGE TRADED F | HELO | HEDG EQU LAD ETF | $585,982 | 8,671 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $553,105 | 3,500 | SH | None |
| AB ACTIVE ETFS INC | TAFI | TAX AWARE SHRT | $537,690 | 21,320 | SH | None |
| VANECK ETF TRUST | SMB | VANECK SHRT MUNI | $520,899 | 30,023 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $515,039 | 2,574 | SH | None |
| SPDR SERIES TRUST | SHM | ST NUVE TERM ETF | $498,452 | 10,392 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.