Orca Wealth Management, LLC SEC EDGAR Filings (CIK 0002043765)

SEC EDGAR filings, ownership reports, and insider transactions for Orca Wealth Management, LLC.

Business address
7701 Little Rd, Ste 211, New Port Richey, FL, 34654
Top securities (13F)
AAPL, ORI, RTX, CSCO, AVGO, QCOM, AZN, PM, JPM, XOM, CB, BTI, PRU, BX, NVDA, GOOG, UBS, ABBV, CGDV, and CSX
State of incorporation
FL
Fiscal year end
31 December
Orca Wealth Management, LLC has filed 5 SEC EDGAR filings since 22 Jan 2025

Latest Filings

Recent SEC filings for Orca Wealth Management, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
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.

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