Portfolio (Quarterly) Guide ↗

Orca Wealth Management, LLC

· CIK 0002043765

13F Portfolio $141M AUM 67 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 11 Added 11 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PRU	PRUDENTIAL FINL INC	Financial Services	28,865	$3.2M	2.30%	SOLD
2	VWO	VANGUARD INTL EQUITY INDEX F	—	5,173	$294K	0.21%	SOLD
3	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,350	$211K	0.15%	SOLD
4	IBB	ISHARES TR	—	1,143	$200K	0.14%	SOLD

Sector Allocation

Technology 30.5%

Financial Services 19.9%

Industrials 13.6%

Healthcare 8.6%

Energy 7.5%

Consumer Defensive 7.2%

Communication Services 6.6%

Basic Materials 2.7%

Utilities 2.1%

Consumer Cyclical 1.3%