Long-term investor
Orba Wealth Advisors, L.l.c. @orbawealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010248).
Record
- Tracked since 2025-06-30 (473 days), 154 trades recorded
- Returns: week n/a · month n/a · 90 days +1.3% · 6 months +9.6% · 1 year +11.2% · all +11.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 14.8% · long · since 2025-06-30
- 78467V707 · 5.5% · long · since 2025-06-30
- 78462F103 · 4.4% · long · since 2025-06-30
- 025072703 · 3.7% · long · since 2025-06-30
- 46090E103 · 3.1% · long · since 2025-06-30
- 33739E108 · 3.1% · long · since 2025-06-30
- 025072604 · 3.0% · long · since 2025-06-30
- 78463X889 · 2.9% · long · since 2025-06-30
- 092528603 · 2.6% · long · since 2025-09-30
- 97717X669 · 2.5% · long · since 2025-06-30
- 025072349 · 2.2% · long · since 2025-09-30
- 14020X104 · 2.1% · long · since 2025-06-30