Orca Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    new port richey, FL
  • Num holdings

    69

  • Value ($000)

    $132,041

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$15.04M
11 %

59,066

O
ORI

OLD REP INTL CORP

COM
680223104
$6.50M
5 %

153,052

R
RTX

RTX CORPORATION

COM
75513E101
$5.49M
4 %

32,813

C
CSCO

CISCO SYS INC

COM
17275R102
$5.47M
4 %

79,994

A
AVGO

BROADCOM INC

COM
11135F101
$5.46M
4 %

16,546

Q
QCOM

QUALCOMM INC

COM
747525103
$5.41M
4 %

32,549

A
AZN

ASTRAZENECA PLC

SPONSORED ADR
046353108
$5.29M
4 %

68,978

P
PM

PHILIP MORRIS INTL INC

COM
718172109
$4.48M
3 %

27,642

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$4.44M
3 %

14,063

X
XOM

EXXON MOBIL CORP

COM
30231G102
$3.37M
3 %

29,917

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 69