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Michael Furla

Orba Wealth Advisors, L.l.c.

Assets Managed
$116.967M
Holdings
85
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
39.5%(2Q avg: 6.15%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Orba Wealth Advisors, L.l.c.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Orba Wealth Advisors, L.l.c. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 116.967M in assets, with a quarterly growth rate of 39.5% and a 2-quarter average growth rate of 6.15%. The portfolio is managed by Michael Furla, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 137.61%
14.8%
$17.302M
59,796 shares@ $289.36 avg price
ULST
Spdr Ultra Short-term Bond
Recent Activity
Increased 28.63%
5.47%
$6.389M
158,037 shares@ $40.43 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 11.59%
4.42%
$5.17M
6,923 shares@ $746.73 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 89.36%
3.68%
$4.301M
48,214 shares@ $89.2 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -13.15%
3.14%
$3.669M
4,983 shares@ $736.37 avg price
FPE
Ft-preferred Secur & Inc Etf
Recent Activity
Increased 14.46%
3.1%
$3.618M
202,350 shares@ $17.88 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 26.39%
2.97%
$3.472M
35,980 shares@ $96.5 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -21.09%
2.93%
$3.42M
67,862 shares@ $50.39 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 141.51%
2.6%
$3.035M
57,977 shares@ $52.35 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -7.29%
2.52%
$2.938M
30,730 shares@ $95.63 avg price

1-10 of 85