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 (431 days), 154 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.6% · 6 months +11.7% · 1 year +19.7% · all +19.7%
  • Max drawdown -1.3% · Sharpe 1.26 · win rate 56% · data quality High
  • 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
  • QQQ · 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

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