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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002010248

ORBA Wealth Advisors, L.L.C.

CHICAGO, IL · File #028-23720

Latest AUM
$115.2M
Positions
79
Top-10 Concentration
50.8%
Filings
8

Sector Allocation

Technology
17.2%$19.8M
Financials
10.4%$11.9M
Healthcare
1.5%$1.8M
Industrials
0.8%$959,421
Utilities
0.8%$954,130
Energy
0.3%$294,928

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL52,399$14.2M13.39%
2SSGA ACTIVE ETF TR78467V707182,305$7.4M6.94%
3SPDR S&P 500 ETF TRSPY8,194$5.6M5.25%
4SPDR INDEX SHS FDS78463X889100,918$4.5M4.21%
5ISHARES TR4642872005,876$4.0M3.78%
6FIRST TR EXCH TRADED FD III33739E108218,621$4.0M3.74%
7INVESCO QQQ TRIVZ6,424$3.9M3.71%
8AMERICAN CENTY ETF TR02507270346,749$3.8M3.62%
9WISDOMTREE TRWT39,593$3.5M3.33%
10AMERICAN CENTY ETF TR02507260438,293$2.9M2.77%
11FIRST TR EXCHANGE TRADED FD33738R50638,508$2.7M2.51%
12CAPITAL GROUP GBL GROWTH EQT14020X10474,764$2.6M2.44%
13AMERICAN CENTY ETF TR02507287724,088$2.5M2.31%
14SPDR INDEX SHS FDS78463X50950,267$2.4M2.21%
15FIRST TR EXCHANGE-TRADED FD33733E10424,884$2.3M2.16%
16VANGUARD INDEX FDS9229087696,483$2.2M2.04%
17SSGA ACTIVE TR78470P84673,778$2.1M1.97%
18BLACKROCK ETF TRUST IIBLK39,645$2.1M1.97%
19MICROSOFT CORPMSFT3,977$1.9M1.81%
20LAM RESEARCH CORPLRCX10,105$1.7M1.63%