Orca Wealth Management, LLC Portfolio Holdings

Orca Wealth Management, LLC

  • $132 Billion
  • Q3 2025

Orca Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15B, Old Republic International Corp with a value of $6.5B, Raytheon Technologies Corp with a value of $5.49B, Cisco Systems, Inc. with a value of $5.47B, and Broadcom Inc. with a value of $5.46B.

Examining the 13F form we can see an increase of $13.3B in the current position value, from $119B to 132B.

Orca Wealth Management, LLC is based out at New Port Richey, FL

Below you can find more details about Orca Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion
Technology: $38.3 Billion
Financial Services: $31.3 Billion
Industrials: $15.9 Billion
Energy: $10.2 Billion
Healthcare: $9.51 Billion
Consumer Defensive: $7.82 Billion
Communication Services: $7.5 Billion
ETFs: $2.92 Billion
Other: $6.98 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$15 Billion 11.39% of portfolio
59,066
Q3 2025 Added 2.09%
$13.7B
$6.5 Billion 4.92% of portfolio
153,052
Q3 2025 Reduced 0.83%
$258B
$5.49 Billion 4.16% of portfolio
32,813
Q3 2025 Reduced 0.7%
$319B
$5.47 Billion 4.15% of portfolio
79,994
Q3 2025 Added 0.37%
$139B
$5.46 Billion 4.13% of portfolio
16,546
Q3 2025 Reduced 1.39%
$187B
$5.41 Billion 4.1% of portfolio
32,549
Q3 2025 Reduced 0.35%
$277B
$5.29 Billion 4.01% of portfolio
68,978
Q3 2025 Reduced 0.92%
$237B
$4.48 Billion 3.4% of portfolio
27,642
Q3 2025 Added 0.34%
$881B
$4.44 Billion 3.36% of portfolio
14,063
Q3 2025 Reduced 0.59%
$490B
$3.37 Billion 2.55% of portfolio
29,917
Q3 2025 Reduced 4.28%
$123B
$3.28 Billion 2.48% of portfolio
11,617
Q3 2025 Reduced 0.52%
$123B
$3.04 Billion 2.3% of portfolio
57,320
Q3 2025 Added 1.84%
$39.9B
$2.99 Billion 2.27% of portfolio
28,833
Q3 2025 Reduced 0.5%
$98.1B
$2.87 Billion 2.18% of portfolio
16,817
Q3 2025 Reduced 0.32%
$465B
$2.54 Billion 1.93% of portfolio
13,634
Q3 2025 Added 3.41%
$1.74T
$2.52 Billion 1.91% of portfolio
10,349
Q3 2025 Added 0.02%
$414B
$2.37 Billion 1.8% of portfolio
10,248
Q3 2025 Added 0.22%
$0
$2.27 Billion 1.72% of portfolio
54,075
Q3 2025 Added 0.22%
$73.4B
$2.26 Billion 1.71% of portfolio
63,565
Q3 2025 Reduced 0.87%
$1.65T
$2.21 Billion 1.68% of portfolio
9,109
Q3 2025 Added 0.75%
$303B
$2.19 Billion 1.66% of portfolio
14,095
Q3 2025 Reduced 0.54%
$268B
$2.16 Billion 1.64% of portfolio
12,920
Q3 2025 Reduced 0.45%
$10.4B
$2.02 Billion 1.53% of portfolio
19,029
Q3 2025 Added 0.27%
$65.2B
$1.92 Billion 1.45% of portfolio
4,535
Q3 2025 Reduced 1.61%
$413B
$1.8 Billion 1.36% of portfolio
34,840
Q3 2025 Reduced 1.4%
$29.2B
$1.6 Billion 1.21% of portfolio
35,975
Q3 2025 Added 0.85%
$291B
$1.57 Billion 1.19% of portfolio
3,296
Q3 2025 Added 0.33%
$96.4B
$1.57 Billion 1.19% of portfolio
12,649
Q3 2025 Reduced 0.41%
$662B
$1.55 Billion 1.17% of portfolio
3,086
Q3 2025 Added 1.58%
$132B
$1.55 Billion 1.17% of portfolio
7,365
Q3 2025 Reduced 0.93%
$16.1B
$1.52 Billion 1.15% of portfolio
66,276
Q3 2025 Added 0.14%
$172B
$1.37 Billion 1.04% of portfolio
31,270
Q3 2025 Added 0.7%
$173B
$1.35 Billion 1.02% of portfolio
22,588
Q3 2025 Added 0.38%
Bunge Global Sa
-
$1.28 Billion 0.97% of portfolio
-
Q3 2025 Reduced 1.0%
$64.7B
$1.27 Billion 0.96% of portfolio
11,348
Q3 2025 Added 2.7%
$123B
$1.26 Billion 0.95% of portfolio
2,519
Q3 2025 Reduced 4.11%
$94.5B
$1.16 Billion 0.87% of portfolio
3,387
Q2 2025 Added 0.18%
$367B
$1.11 Billion 0.84% of portfolio
2,741
Q3 2025 Added 2.47%
$80.2B
$1.09 Billion 0.82% of portfolio
16,820
Q3 2025 Reduced 0.42%
$3.78T
$1.06 Billion 0.8% of portfolio
2,045
Q3 2025 Reduced 1.78%
$181B
$926 Million 0.7% of portfolio
32,788
Q3 2025 Added 0.77%
$36B
$773 Million 0.59% of portfolio
7,691
Q2 2025 Added 0.83%
$418B
$770 Million 0.58% of portfolio
4,311
Q3 2025 New
$453B
$754 Million 0.57% of portfolio
1
Q4 2024 New
$181B
$678 Million 0.51% of portfolio
64,678
Q2 2025 Added 1.77%
$235B
$663 Million 0.5% of portfolio
7,904
Q3 2025 Added 0.92%
$19.9B
$570 Million 0.43% of portfolio
7,314
Q3 2025 Reduced 0.5%
$1.87B
$526 Million 0.4% of portfolio
17,301
Q3 2025 New
$160B
$488 Million 0.37% of portfolio
2,462
Q3 2025 Reduced 0.65%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $132 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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