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ORCA WEALTH MANAGEMENT, LLC
ORCA WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
ORCA WEALTH MANAGEMENT, LLC runs ORCA WEALTH MANAGEMENT, LLC and currently holds 83 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $166.65M. Their top holdings are AAPL, MU, CSCO, ORI, AZN. The top five represent 32.7% of reported portfolio weight. ORCA WEALTH MANAGEMENT, LLC ranks #711 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ORCA WEALTH MANAGEMENT, LLC initiated 16 new positions. They added to 21 existing positions. They trimmed 32 positions. Their current best-performing preview position is MU with returns of +241.67%.
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83 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 9.99% | $250.11 | $309.35 | +23.69% | Trimmed -2.21% |
 MU MICRON TECHNOLOGY INC | 8.96% | $99.09 | $966.78 | +875.66% | Trimmed -0.61% |
 CSCO CISCO SYSTEMS INC | 5.62% | $59.27 | $111.04 | +87.35% | Trimmed -0.00% |
 ORI OLD REPUBLIC INTL CORP | 4.22% | $37.33 | $41.59 | +11.41% | Added +1.33% |
 AZN ASTRAZENECA PLC | 3.95% | $197.20 | $165.92 | -15.86% | Added +0.21% |
 RTX RTX CORP | 3.75% | $116.01 | $209.91 | +80.94% | Held |
 QCOM QUALCOMM INC | 3.61% | $153.56 | $160.75 | +4.68% | Trimmed -0.70% |
 AVGO BROADCOM INC | 3.61% | $231.84 | $368.45 | +58.92% | Trimmed -1.84% |
 PM PHILIP MORRIS INTERNATIONAL INC | 3.52% | $129.18 | $188.29 | +45.76% | Added +3.75% |
 JPM JPMORGAN CHASE & CO | 2.68% | $239.72 | $351.64 | +46.69% | Trimmed -1.44% |
Showing 1-10 of 83