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
$193B
$467 Million 0.35% of portfolio
4,081
Q3 2025 Reduced 3.2%
$98.6B
$425 Million 0.32% of portfolio
4,487
Q2 2025 Added 0.16%
$0
$365 Million 0.28% of portfolio
12,328
Q3 2025 Reduced 0.87%
$522B
$348 Million 0.26% of portfolio
1,877
Q2 2025 Added 0.7%
$228B
$348 Million 0.26% of portfolio
2,602
Q3 2025 Reduced 0.34%
$197B
$345 Million 0.26% of portfolio
1,686
Q3 2025 Reduced 5.01%
$255B
$334 Million 0.25% of portfolio
1,004
Q3 2025 Added 12.05%
$161B
$325 Million 0.25% of portfolio
301
Q3 2025 Added 7.12%
$104B
$292 Million 0.22% of portfolio
4,413
Q3 2025 Reduced 1.87%
$0
$280 Million 0.21% of portfolio
5,173
Q2 2025 Added 0.29%
$266B
$265 Million 0.2% of portfolio
940
Q2 2025 Added 0.53%
Capital Grp Fixed Incm ETF T
-
$260 Million 0.2% of portfolio
-
Q3 2025 Added 0.32%
$68.9B
$267 Million 0.2% of portfolio
1,134
Q3 2025 Reduced 0.79%
$2.39T
$248 Million 0.19% of portfolio
1,130
Q3 2025 New
$342B
$256 Million 0.19% of portfolio
1,404
Q3 2025 New
$328B
$232 Million 0.18% of portfolio
771
Q3 2025 Reduced 18.59%
$265B
$207 Million 0.16% of portfolio
260
Q3 2025 New
$140B
$204 Million 0.15% of portfolio
546
Q3 2025 New

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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