SEC Form 13F

Orca Wealth Management, LLC 13F Holdings

Inspect Orca Wealth Management, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-23T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-23
Reported value
$166,645,082
Positions
83

Read this manager's filing book

Step 1 of 3

Disclosed positions

Orca Wealth Management, LLC: source evidence dated 2026-07-23T03:59:59.999Z.

Issuer
APPLE INC
Ticker
AAPL
Class
Stock
Reported value
$16,649,880
Reported amount
57,540
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

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: 0002043765-26-000002
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Browse institutional filings
What you should see

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Disclosed positions

See the complete disclosed positions
APPLE INCAAPLStock$16,649,88057,540SHNone
MICRON TECHNOLOGY INCMUStock$14,929,79412,934SHNone
CISCO SYSTEMS INCCSCOStock$9,370,41179,775SHNone
OLD REPUBLIC INTL CORPORIStock$7,035,522171,934SHNone
ASTRAZENECA PLCAZNStock$6,582,91334,716SHNone
RTX CORPRTXStock$6,247,47032,928SHNone
QUALCOMM INCQCOMStock$6,023,01832,594SHNone
BROADCOM INCAVGOStock$6,015,77415,925SHNone
PHILIP MORRIS INTERNATIONAL INCPMStock$5,870,45732,450SHNone
JPMORGAN CHASE & COJPMStock$4,469,58013,655SHNone
BRITISH AMERN TOB PLC SPON ADRBTIStock$4,309,38569,776SHNone
EXXON MOBIL CORP XXXXOMStock$4,091,90329,929SHNone
CHUBB LTDCBStock$3,958,56411,618SHNone
ALPHABET INC NON VOTING CAP STK CL CGOOGStock$3,765,83410,658SHNone
CATERPILLAR INCCATStock$3,501,8383,288SHNone
ALPHABET INC VOTING CAP STK CL AGOOGLStock$3,244,5709,079SHNone
CUMMINS INCCMIStock$3,235,6514,537SHNone
UBS GROUP AGUBSStock$2,964,71159,821SHNone
NVIDIA CORPNVDAStock$2,830,90214,148SHNone
ABBVIE INCABBVStock$2,604,04110,348SHNone
CAPITAL GRP DIVIDEND ETF VALUE CREATION UNITCGDVETF$2,585,70652,470SHNone
CHEVRON CORPORATIONCVXStock$2,340,93214,122SHNone
BERKSHIRE HATHAWAY INC SERIES B NEWBRK.BStock$2,079,6214,156SHNone
FIFTH THIRD BANCORPFITBStock$2,020,83535,849SHNone
BANK OF AMERICA CORPBACStock$1,999,27035,087SHNone
EXPAND ENERGY CORPEXEStock$1,996,53721,894SHNone
BLACKSTONE GROUP INC COMBXStock$1,962,72116,680SHNone
CSX CORPCSXStock$1,943,83940,897SHNone
DOW INCDOWStock$1,872,60168,443SHNone
TOTALENERGIES SETTEStock$1,747,95322,479SHNone
DUKE ENERGY CORP COM NEWDUKStock$1,634,03812,909SHNone
EOG RESOURCES INCEOGStock$1,558,19012,011SHNone
VERIZON COMMUNICATIONS COMVZStock$1,332,13931,463SHNone
LOCKHEED MARTIN CORPLMTStock$1,292,6602,537SHNone
GENL DYNAMICS CORPGDStock$1,206,0883,405SHNone
APPLIED MATERIALS INCAMATStock$1,169,6251,618SHNone
MERCK & CO INC NEWMRKStock$1,012,2737,878SHNone
KLA CORPKLACStock$958,4633,177SHNone
HOME DEPOT INCHDStock$942,0442,671SHNone
BANCO SANTANDER CENT HISPANO SPON ADRSANStock$908,32765,821SHNone
HONEYWELL INTL INC COM NEWHONStock$807,4413,606SHNone
HONEYWELL AEROSPACE INC COMHONAStock$797,2723,606SHNone
BERKSHIRE HATHAWAY INC CL ABRK.AStock$748,8501SHNone
MICROSOFT CORPMSFTStock$713,4401,913SHNone
AT & T INCTStock$670,85132,408SHNone
ORACLE CORPORATIONORCLStock$608,1574,150SHNone
QNITY ELECTRONICS INCQStock$584,4983,579SHNone
CONSOLIDATED EDISON INCEDStock$569,4135,147SHNone
CAPITAL GRP INTL ETF FOCUS EQUITYCGXUETF$537,48815,525SHNone
DANAHER CORPDHRStock$526,2782,763SHNone

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.

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