Orca Wealth Management, LLC

CIK 0002043765 • 7 13F filings • May 8, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $132.0M69 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$348K	0.3%	2,602 SH	New
ABBVIE INC	COM	$2.4M	1.8%	10,248 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$770K	0.6%	4,311 SH	New
ALPHABET INC	CAP STK CL A	$2.2M	1.7%	9,109 SH	New
ALPHABET INC	CAP STK CL C	$2.5M	1.9%	10,349 SH	New
ALTRIA GROUP INC	COM	$292K	0.2%	4,413 SH	New
AMAZON COM INC	COM	$248K	0.2%	1,130 SH	New
AMERICAN EXPRESS CO	COM	$334K	0.3%	1,004 SH	New
APPLE INC	COM	$15.0M	11.4%	59,066 SH	New
APPLIED MATLS INC	COM	$345K	0.3%	1,686 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$5.3M	4.0%	68,978 SH	New
AT&T INC	COM	$926K	0.7%	32,788 SH	New
BANCO SANTANDER S.A.	ADR	$678K	0.5%	64,678 SH	New
BANK AMERICA CORP	COM	$1.8M	1.4%	34,840 SH	New
BANK NOVA SCOTIA HALIFAX	COM	$1.1M	0.8%	16,820 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$754K	0.6%	1 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	1.2%	3,086 SH	New
BLACKSTONE INC	COM	$2.9M	2.2%	16,817 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$3.0M	2.3%	57,320 SH	New
BROADCOM INC	COM	$5.5M	4.1%	16,546 SH	New
BUNGE GLOBAL SA	COM SHS	$1.3M	1.0%	15,804 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.3M	1.7%	54,075 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$365K	0.3%	12,328 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$260K	0.2%	9,766 SH	New
CATERPILLAR INC	COM	$1.6M	1.2%	3,296 SH	New
CHEVRON CORP NEW	COM	$2.2M	1.7%	14,095 SH	New
CHUBB LIMITED	COM	$3.3M	2.5%	11,617 SH	New
CISCO SYS INC	COM	$5.5M	4.1%	79,994 SH	New
CONSOLIDATED EDISON INC	COM	$773K	0.6%	7,691 SH	New
CSX CORP	COM	$2.3M	1.7%	63,565 SH	New
CUMMINS INC	COM	$1.9M	1.5%	4,535 SH	New
DANAHER CORPORATION	COM	$488K	0.4%	2,462 SH	New
DISNEY WALT CO	COM	$467K	0.4%	4,081 SH	New
DOW INC	COM	$1.5M	1.2%	66,276 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.6M	1.2%	12,649 SH	New
DUPONT DE NEMOURS INC	COM	$570K	0.4%	7,314 SH	New
EATON CORP PLC	SHS	$204K	0.2%	546 SH	New
EOG RES INC	COM	$1.3M	1.0%	11,348 SH	New
EXPAND ENERGY CORPORATION	COM	$2.0M	1.5%	19,029 SH	New
EXXON MOBIL CORP	COM	$3.4M	2.6%	29,917 SH	New
FEDEX CORP	COM	$267K	0.2%	1,134 SH	New
FIFTH THIRD BANCORP	COM	$1.6M	1.2%	35,975 SH	New
GE AEROSPACE	COM NEW	$232K	0.2%	771 SH	New
GENERAL DYNAMICS CORP	COM	$1.2M	0.9%	3,387 SH	New
GOLDMAN SACHS GROUP INC	COM	$207K	0.2%	260 SH	New
HOME DEPOT INC	COM	$1.1M	0.8%	2,741 SH	New
HONEYWELL INTL INC	COM	$1.6M	1.2%	7,365 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$265K	0.2%	940 SH	New
JOHNSON & JOHNSON	COM	$348K	0.3%	1,877 SH	New
JPMORGAN CHASE & CO.	COM	$4.4M	3.4%	14,063 SH	New
KLA CORP	COM NEW	$325K	0.2%	301 SH	New
LOCKHEED MARTIN CORP	COM	$1.3M	1.0%	2,519 SH	New
MERCK & CO INC	COM	$663K	0.5%	7,904 SH	New
MICRON TECHNOLOGY INC	COM	$2.2M	1.6%	12,920 SH	New
MICROSOFT CORP	COM	$1.1M	0.8%	2,045 SH	New
NUVEEN MUN VALUE FD INC	COM	$237K	0.2%	26,418 SH	New
NVIDIA CORPORATION	COM	$2.5M	1.9%	13,634 SH	New
OLD REP INTL CORP	COM	$6.5M	4.9%	153,052 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$256K	0.2%	1,404 SH	New
PHILIP MORRIS INTL INC	COM	$4.5M	3.4%	27,642 SH	New
PRUDENTIAL FINL INC	COM	$3.0M	2.3%	28,833 SH	New
QUALCOMM INC	COM	$5.4M	4.1%	32,549 SH	New
RTX CORPORATION	COM	$5.5M	4.2%	32,813 SH	New
SEACOAST BKG CORP FLA	COM NEW	$526K	0.4%	17,301 SH	New
SOUTHERN CO	COM	$425K	0.3%	4,487 SH	New
TOTALENERGIES SE	SPONSORED ADS	$1.3M	1.0%	22,588 SH	New
UBS GROUP AG	SHS	$2.5M	1.9%	59,978 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$280K	0.2%	5,173 SH	New
VERIZON COMMUNICATIONS INC	COM	$1.4M	1.0%	31,270 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $220K
ABBVIE INC — $2.6M
ALBEMARLE CORP — $293K
ALIBABA GRP HLDG LTD ADR SPONSORED ADS — $456K
ALPHABET INC VOTING CAP STK CL A — $3.2M
ALPHABET INC NON VOTING CAP STK CL C — $3.8M
ALTRIA GROUP INC — $287K
AMERICAN EXPRESS COMPANY — $305K
APPLE INC — $16.6M
APPLIED MATERIALS INC — $1.2M
ASML HOLDING NV NY REGISTRY SHS NEW 2012 — $201K
ASTRAZENECA PLC — $6.6M
AT & T INC — $671K
BANCO SANTANDER CENT HISPANO SPON ADR — $908K
BANK OF AMERICA CORP — $2.0M
BERKSHIRE HATHAWAY INC CL A — $749K
BERKSHIRE HATHAWAY INC SERIES B NEW — $2.1M
BLACKSTONE GROUP INC COM — $2.0M
BRITISH AMERN TOB PLC SPON ADR — $4.3M
BROADCOM INC — $6.0M
… and 63 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0002069335-26-000005	—	View
Feb 6, 2026	Q4 2025	13F-HR	0002085853-26-000215	$139.6M	View
Nov 13, 2025	Q3 2025