Entity Type
Company
- Info
- Portfolio
Filer Snapshot
Orca Wealth Management, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0002043765.
Total Filings
6
Latest Filing
06 Feb 2026
Industry
n/a
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Start with the latest filings table, then open the strongest context page for this filer.
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- Open the deeper context page only when this filer actually has insider or ownership signal.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 06 Feb 2026 for CIK 0002043765.
- Business address
- 7701 Little Rd, Ste 211, New Port Richey, FL, 34654
- Top securities (13F)
- AAPL, AZN, ORI, RTX, CSCO, PM, XOM, AVGO, MU, QCOM, JPM, BTI, CB, GOOG, CVX, DOW, GOOGL, NVDA, CMI, and UBS
- State of incorporation
- FL
- Fiscal year end
- 31 December
Quick Takeaways
- Orca Wealth Management, LLC is an SEC filer tracked under CIK 0002043765.
- 6 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR filed on 06 Feb 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Source Evidence
Source: SEC Form 13F
View Source Filing
13F-HR filed on 06 Feb 2026 for CIK 0002043765.
Return Loop
Why revisit this filer page
A newly filed 13F-HR can change the filing history, ownership context, or next research path for Orca Wealth Management, LLC.
- Latest source-backed update
- 13F-HR filed 06 Feb 2026
- Why come back
- Revisit after a new SEC filing appears to compare the updated record with prior filings.
- Latest filing on record: 13F-HR filed 06 Feb 2026.
- Save this filer if you want a stable place to return after the next filing cycle.
- Open the latest filing table or ownership context to verify what changed.
Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.
Latest update
What changed recently for Orca Wealth Management, LLC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
24 Apr 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 24 Apr 2026.
Benchmark Context
Benchmark context for this company
Orca Wealth Management, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
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Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
Orca Wealth Management, LLC has filed 6 SEC EDGAR filings since 22 Jan 2025. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for Orca Wealth Management, LLC with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 06 Feb 2026 | 31 Dec 2025 | 028-24588 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 Nov 2025 | 30 Sep 2025 | 028-24588 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 28 Aug 2025 | 30 Jun 2025 | 028-24588 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 22 Jul 2025 | 30 Jun 2025 | 028-24588 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 08 May 2025 | 31 Mar 2025 | 028-24588 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 22 Jan 2025 | 31 Dec 2024 | 028-24588 |
About this filer
Orca Wealth Management, LLC files with the SEC under CIK 0002043765. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.