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ORCA WEALTH MANAGEMENT, LLC 13F portfolio summary

ORCA WEALTH MANAGEMENT, LLC of ORCA WEALTH MANAGEMENT, LLC has 67 current stock holdings with a reported portfolio value of $140.5M. The portfolio 1 year return is +21.63%. Top holdings include CGCB (0.00%), AAPL (10.65%), AZN (4.87%), ORI (4.83%), RTX (4.53%).

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ORCA WEALTH MANAGEMENT, LLC

ORCA WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

ORCA WEALTH MANAGEMENT, LLC runs ORCA WEALTH MANAGEMENT, LLC and currently holds 67 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $140.53M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ORCA WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ORCA WEALTH MANAGEMENT, LLC's portfolio at ORCA WEALTH MANAGEMENT, LLC has delivered returns of +21.63%. Their 3-year annualized return is +21.89%. Looking at the 5-year horizon, ORCA WEALTH MANAGEMENT, LLC has achieved +21.89% annualized returns at ORCA WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.63%
#0/1000
3 Year
+21.89%
#0/1000
5 Year
+21.89%
#0/1000

Portfolio Value

$140.53M

Alpha Score

19.7

#0 of 1000

Holdings

67

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change