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Portfolio (Quarterly) Guide ↗

Orca Wealth Management, LLC

· CIK 0002043765
13F Portfolio $140M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABT ABBOTT LABS Healthcare 2,581.0 $279K 0.20% NEW $108.06 -18.8%
62 AMZN AMAZON COM INC Consumer Cyclical 1,145.0 $273K 0.20% NEW $238.45 +12.6%
63 NUV NUVEEN MUN VALUE FD INC Financial Services 29,476.0 $271K 0.19% NEW $9.18 -1.8%
64 CGCB CAPITAL GRP FIXED INCM ETF T 9,766.0 $258K 0.18% NEW $26.46 -1.6%
65 GS GOLDMAN SACHS GROUP INC Financial Services 260.0 $245K 0.18% NEW $944.21 +4.7%
66 GE GE AEROSPACE Industrials 727.0 $223K 0.16% NEW $307.28 -1.8%
67 PLTR PALANTIR TECHNOLOGIES INC Technology 1,350.0 $211K 0.15% NEW $156.30 -12.3%
68 IBB ISHARES TR 1,143.0 $200K 0.14% NEW $175.24 -3.5%
Page 4 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.2%
Financial Services 22.6%
Industrials 14.3%
Communication Services 7.3%
Consumer Defensive 7.2%
Energy 6.2%
Healthcare 3.5%
Basic Materials 2.2%
Utilities 1.9%
Consumer Cyclical 1.6%