Orca Wealth Management, LLC

Q2 2025 13F Holdings

  • Location
    new port richey, FL
  • Num holdings

    64

  • Value ($000)

    $118,741

  • Date Filed
    07/22/2025
  • Form type
    13F-HR
  • CIK
    0002043765
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$11.87M
10 %

57,858

ORI
ORI

OLD REP INTL CORP

COM
680223104
$5.93M
5 %

154,328

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$5.53M
5 %

79,696

QCOM
QCOM

QUALCOMM INC

COM
747525103
$5.20M
4 %

32,662

PM
PM

PHILIP MORRIS INTL INC

COM
718172109
$5.02M
4 %

27,548

AZN
AZN

ASTRAZENECA PLC

SPONSORED ADR
046353108
$4.86M
4 %

69,618

RTX
RTX

RTX CORPORATION

COM
75513E101
$4.83M
4 %

33,044

AVGO
AVGO

BROADCOM INC

COM
11135F101
$4.63M
4 %

16,779

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$4.10M
4 %

14,147

CB
CB

CHUBB LIMITED

COM
H1467J104
$3.38M
3 %

11,678

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