ORBA Wealth Advisors, L.L.C.
Q2 2025 13F Holdings
- Locationchicago, IL
- Num holdings
70
- Value ($000)
$109,827
- Date Filed08/05/2025
- Form type13F-HR
- CIK0002010248
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $10.95M | 10 % | 53,357 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.28M | 7 % | 11,786 | ||
ULST SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 | $4.81M | 4 % | 118,265 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $4.68M | 4 % | 115,468 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.28M | 4 % | 7,762 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $4.12M | 4 % | 49,239 | ||
FPE FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $4.06M | 4 % | 227,977 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $3.90M | 4 % | 6,276 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $3.70M | 3 % | 23,251 | ||
CGGO CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | $3.33M | 3 % | 104,026 |
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