ORBA Wealth Advisors, L.L.C.
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 115,180
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 92.77 K | 80.5% | 0 | 6.729 K | -6.729 K |
| ETFs | 22.03 K | 19.1% | 36 | 0 | 36 |
| Other | 380 | 0.3% | 380 | 0 | 380 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
115,180
Holdings
79
QoQ value change ($000)
-6,309
(-5.2%)
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.