Orca Wealth Management, LLC
All 13F Filings
- Location
- New Port Richey, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 139,630
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 68 | 139,630 | 13F-HR | Orca Wealth Management, LLC |
| Q3 2025 | 11/13/2025 | 69 | 132,041 | 13F-HR | Orca Wealth Management, LLC |
| Q2 2025 | 7/22/2025 | 64 | 118,741 | 13F-HR | Orca Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 138.9 K | 99.5% | 7.378 K | 0 | 7.378 K |
| ETFs | 494 | 0.4% | 214 | 0 | 214 |
| Debt | 258 | 0.2% | 0 | 2 | -2 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
139,630
Holdings
68
QoQ value change ($000)
7,589
(5.7%)
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.