13F Filings History of Orca Wealth Management, LLC

Latest 13F report
Q3 2025 - Nov 13, 2025
Value $
$132M
Signature - Title
Kenneth Donald Ouellette - Chief Compliance Officer
Location
New Port Richey, FL
Summary
This page shows a list of all the recent 13F filings made by Orca Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Orca Wealth Management, LLC reported 69 stock holdings with total value $132M as of Q3 2025. Top holdings included AAPL, ORI, RTX, CSCO, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 69 $132M +$2.97M -$1.02M +$1.95M AAPL, ORI, RTX, CSCO, AVGO 13F-HR 11/13/2025, 08:20 AM
Q2 2025 64 $119M +$5.63M -$3.31M +$2.32M AAPL, ORI, CSCO, QCOM, PM 13F-HR 7/22/2025, 05:07 PM
Q1 2025 64 $112M +$3.13M -$2.68M +$454K AAPL, ORI, AZN, QCOM, CSCO 13F-HR 5/8/2025, 08:43 AM
Q4 2024 63 $111M $0 $0 AAPL, ORI, QCOM, CSCO, AZN 13F-HR 1/22/2025, 04:50 PM