Orba Wealth Advisors, L.L.C.
ORBA Wealth Advisors, L.L.C. is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. Founded in 2021, the firm provides financial planning and investment advisory services to individuals, trusts, and other clients. As of its most recent Form ADV filings, the firm reports approximately 16 financial advisors and serves over 230 clients. ORBA Wealth Advisors manages portfolios across a spectrum of asset classes and aims to provide tailored solutions to households and individuals in Illinois and other states under relevant exemptions.
Investment Strategy
ORBA Wealth Advisors, L.L.C. utilizes a diversified investment strategy focused on constructing client portfolios using a blend of equity, ETF, and fixed income products. The firm allocates assets to large-cap stocks such as Apple Inc., index ETFs like SPDR S&P 500 (SPY), and sector-specific funds, with a priority on risk management and long-term growth. Portfolio recommendations are based on individual client financial goals, risk tolerance, and investment horizon, and all investment advice is tailored to maximize outcomes consistent with each client's specific objectives. ORBA Wealth Advisors emphasizes fiduciary responsibility, transparency, and ongoing monitoring of investments, aligning with regulatory best practices.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 9.97% | $10.9M | 53,357 | $192.71 | $205.17 | -$4.7M |
S SPY | SPDR S&P 500 ETF TR | 6.63% | $7.3M | 11,786 | $508.87 | $617.85 | -$5.5M |
U ULST | SSGA ACTIVE ETF TR | 4.38% | $4.8M | 118,265 | $40.39 | $40.66 | -$3.6M |
S SPDW | SPDR INDEX SHS FDS | 4.26% | $4.7M | 115,468 | $34.13 | $40.49 | -$1.2M |
Q QQQ | INVESCO QQQ TR | 3.90% | $4.3M | 7,762 | $430.85 | $551.64 | -$2.6M |