Long-term investor
Orca Wealth Management, LLC @orcawealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002043765).
Record
- Tracked since 2025-06-30 (478 days), 99 trades recorded
- Returns: week n/a · month n/a · 90 days -6.1% · 6 months +1.0% · 1 year +18.9% · all +18.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 11.4% · long · since 2025-09-30
- MU · 8.1% · long · since 2025-09-30
- CSCO · 5.1% · long · since 2025-09-30
- 680223104 · 3.8% · long · since 2025-09-30
- PM · 3.8% · long · since 2025-09-30
- RTX · 3.7% · long · since 2025-09-30
- G0593M107 · 3.6% · long · since 2026-03-31
- QCOM · 3.5% · long · since 2025-09-30
- AVGO · 3.3% · long · since 2025-09-30
- 30233Q108 · 2.9% · long · since 2026-09-30
- JPM · 2.7% · long · since 2025-09-30
- 110448107 · 2.3% · long · since 2025-09-30