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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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