ORBA Wealth Advisors, L.L.C.
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 116,967
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 85 | 116,967 | 13F-HR | ORBA Wealth Advisors, L.L.C. |
| Q1 2026 | 4/28/2026 | 65 | 83,851 | 13F-HR | ORBA Wealth Advisors, L.L.C. |
| Q4 2025 | 2/5/2026 | 79 | 115,180 | 13F-HR | ORBA Wealth Advisors, L.L.C. |
| Q3 2025 | 11/4/2025 | 79 | 121,489 | 13F-HR | ORBA Wealth Advisors, L.L.C. |
| Q2 2025 | 8/6/2025 | 70 | 109,827 | 13F-HR | ORBA Wealth Advisors, L.L.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.69 K | 33.9% | 15.34 K | 0 | 15.34 K |
| ETFs | 77.27 K | 66.1% | 17.78 K | 0 | 17.78 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
116,967
Holdings
85
QoQ value change ($000)
33,116
(39.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.