13F Filings History of Orca Wealth Management, LLC
- Latest 13F filing
- Q2 2026 - 22 Jul 2026
- Latest reported 13F value
- $166,645,082
- Largest 13F holdings
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AAPL MU CSCO ORI AZN RTX QCOM AVGO PM JPM BTI XOM
+8 more
CB GOOG CAT GOOGL CMI UBS NVDA ABBV - Form 13F summary
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- Orca Wealth Management, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Orca Wealth Management, LLC reported 83 equity holdings with a total reported market value of $166,645,082 for Q2 2026. Top reported holdings included AAPL, MU, CSCO, ORI, and AZN.
- Manager signature
- Kenneth Donald Ouellette - Chief Compliance Officer
- Manager location
- New Port Richey, FL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$166,645,082
Quarter delta
+$26,116,571
Accepted
22 Jul 2026, 15:33
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 83 | $166,645,082 | +$9,264,450 | -$5,752,862 | +$3,511,588 | AAPL, MU, CSCO, ORI, AZN | 13F-HR | 22 Jul 2026, 15:33 |
| Q1 2026 | 67 | $140,528,511 | +$10,035,077 | -$4,346,371 | +$5,688,706 | AAPL, AZN, ORI, RTX, CSCO | 13F-HR | 23 Apr 2026, 18:00 |
| Q4 2025 | 68 | $139,629,987 | +$4,734,630 | -$10,526,195 | -$5,791,565 | AAPL, ORI, RTX, CSCO, MU | 13F-HR | 06 Feb 2026, 17:15 |
| Q3 2025 | 69 | $132,040,556 | +$2,974,153 | -$1,023,129 | +$1,951,024 | AAPL, ORI, RTX, CSCO, AVGO | 13F-HR | 13 Nov 2025, 08:20 |
| Q2 2025 | 64 | $118,741,488 | +$5,632,491 | -$3,314,772 | +$2,317,719 | AAPL, ORI, CSCO, QCOM, PM | 13F-HR | 22 Jul 2025, 17:07 |
| Q1 2025 | 64 | $111,762,330 | +$3,134,255 | -$2,680,459 | +$453,796 | AAPL, ORI, AZN, QCOM, CSCO | 13F-HR | 08 May 2025, 08:43 |
| Q4 2024 | 63 | $111,120,416 | $0 | $0 | $0 | AAPL, ORI, QCOM, CSCO, AZN | 13F-HR | 22 Jan 2025, 16:50 |