ORBA Wealth Advisors, L.L.C. has filed its final required report with the Securities and Exchange Commission (SEC) covering holdings as of September 30, 2026. The filing indicates that the firm has ceased all operations and relinquished all discretionary management authority, making this report its last.
The report lists 81 separate holdings, primarily composed of exchange-traded funds (ETFs) and individual equity securities. The largest position disclosed is in the SPDR Series Trust SSGA Active Trust Short-Term Bond ETF, which holds 5,988,883 shares. Other significant positions include the VanEck ETF Trust Inflation-Protected Securities ETF with 2,426,107 shares and the SPDR Series Trust Strategic Term Portfolio ETF with 2,967,976 shares.
Individual equity holdings include Apple Inc. with 19,758,780 shares, Alphabet Inc. Class A with 252,899 shares, and Microsoft Corporation with 2,205,386 shares. The filing lists Michael Furla, Chief Investment Officer, as the authorized signatory for the document.
