13F Filings History of ORBA Wealth Advisors, L.L.C.

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$115,179,507
Signature - Title
Michael Furla - Chief Investment Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by ORBA Wealth Advisors, L.L.C.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ORBA Wealth Advisors, L.L.C. reported 79 stock holdings with total value $115,179,507 as of Q4 2025. Top holdings included AAPL, ULST, SPY, SPDW, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $115,179,507 +$13,137,294 -$22,044,579 -$8,907,285 AAPL, ULST, SPY, SPDW, IVV 13F-HR 04 Feb 2026, 18:29
Q3 2025 79 $121,489,499 +$6,488,376 -$2,675,527 +$3,812,849 AAPL, SPY, ULST, SPDW, QQQ 13F-HR 03 Nov 2025, 19:54
Q2 2025 70 $109,827,024 +$5,409,697 -$105,512,066 -$100,102,369 AAPL, SPY, ULST, SPDW, QQQ 13F-HR 05 Aug 2025, 19:45
Q1 2025 105 $198,314,457 +$12,293,638 -$1,059,666 +$11,233,972 AAPL, SPY, DGRW, ULST, FPE 13F-HR 17 Apr 2025, 10:00
Q4 2024 104 $191,325,632 +$3,530,036 -$9,712,961 -$6,182,925 AAPL, SPY, ULST, DGRW, FPE 13F-HR 04 Feb 2025, 19:57
Q3 2024 104 $197,628,600 +$12,718,723 -$18,088,463 -$5,369,740 AAPL, SPY, ULST, DGRW, FPE 13F-HR 09 Oct 2024, 17:08
Q2 2024 99 $193,222,394 +$10,205,470 -$1,928,834 +$8,276,636 AAPL, FTSM, SPY, ULST, DGRW 13F-HR 16 Jul 2024, 13:35
Q1 2024 97 $180,695,920 +$5,950,705 -$1,352,723 +$4,597,982 FTSM, AAPL, ULST, SPY, FPE 13F-HR 30 Apr 2024, 15:17
Q4 2023 92 $166,816,919 $0 $0 $0 AAPL, FTSM, ULST, FPE, DGRW 13F-HR 12 Feb 2024, 17:22