Orca Wealth Management, LLC Portfolio Holdings

Orca Wealth Management, LLC

  • $119 Billion
  • Q2 2025

Orca Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.9B, Old Republic International Corp with a value of $5.93B, Cisco Systems, Inc. with a value of $5.53B, Qualcomm Inc with a value of $5.2B, and Philip Morris International Inc. with a value of $5.02B.

Examining the 13F form we can see an increase of $6.98B in the current position value, from $112B to 119B.

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 $119 Billion
Technology: $32.8 Billion
Financial Services: $28.4 Billion
Industrials: $14.1 Billion
Energy: $10.3 Billion
Healthcare: $8.51 Billion
Consumer Defensive: $7.94 Billion
Communication Services: $6.44 Billion
ETFs: $2.72 Billion
Other: $5.92 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$11.9 Billion 10.0% of portfolio
57,858
Q2 2025 Reduced 2.45%
$280B
$5.53 Billion 4.66% of portfolio
79,696
Q2 2025 Added 0.37%
$256B
$5.02 Billion 4.23% of portfolio
27,548
Q2 2025 Added 0.53%
$218B
$4.86 Billion 4.1% of portfolio
69,618
Q2 2025 Reduced 0.74%
$219B
$4.83 Billion 4.06% of portfolio
33,044
Q2 2025 Reduced 0.05%
$855B
$4.1 Billion 3.45% of portfolio
14,147
Q2 2025 Reduced 1.67%
$452B
$3.37 Billion 2.84% of portfolio
31,256
Q2 2025 Added 0.77%
$416B
$2.08 Billion 1.75% of portfolio
13,184
Q2 2025 Added 1.1%
$294B
$2.03 Billion 1.71% of portfolio
14,172
Q2 2025 Reduced 0.5%
$331B
$1.9 Billion 1.6% of portfolio
10,225
Q2 2025 Reduced 2.42%
$1.17T
$1.84 Billion 1.55% of portfolio
10,347
Q2 2025 Added 0.3%
$383B
$1.67 Billion 1.41% of portfolio
35,336
Q2 2025 Added 1.2%
$1.14T
$1.59 Billion 1.34% of portfolio
9,041
Q2 2025 Added 1.16%
$622B
$1.48 Billion 1.24% of portfolio
3,038
Q2 2025 Reduced 0.69%
$220B
$1.28 Billion 1.07% of portfolio
3,285
Q2 2025 Added 0.21%
$3.77T
$1.04 Billion 0.87% of portfolio
2,082
Q1 2025 Added 5.95%
$429B
$729 Million 0.61% of portfolio
1
Q4 2024 New
$207B
$620 Million 0.52% of portfolio
7,832
Q2 2025 Reduced 0.79%
$221B
$523 Million 0.44% of portfolio
4,216
Q2 2025 Reduced 2.66%
$220B
$355 Million 0.3% of portfolio
2,611
Q2 2025 Reduced 2.03%
$227B
$286 Million 0.24% of portfolio
896
Q2 2025 Reduced 25.7%
$439B
$287 Million 0.24% of portfolio
1,877
Q2 2025 Added 0.7%
$253B
$277 Million 0.23% of portfolio
940
Q2 2025 Added 0.53%
$283B
$244 Million 0.21% of portfolio
947
Q2 2025 Reduced 8.94%
$1.58T
$205 Million 0.17% of portfolio
278
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $119 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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