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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ORCA Wealth Management LLC
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| CRD # | 310053 |
| SEC # | 801-119307 |
| CIK # | 0002043765 |
| AUM | $193.8 M (2025-03-06) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 727-938-1600 |
| Address | 7701 Little Rd New Port Richey, FL 34654 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.9 | ||
| Old Republic International Corp | 5.9 | ||
| Cisco Systems Inc | 5.5 | ||
| Qualcomm Inc/DE | 5.2 | ||
| Philip Morris International Inc | 5.0 | ||
| Astrazeneca PLC | 4.9 | ||
| United Technologies Corp /DE/ | 4.8 | ||
| Broadcom Inc | 4.6 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Ace Ltd | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 22.6 |
| (b) Individuals (high net worth individuals) | 212 | 128.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.9 |
| (h) Charitable organizations | 1 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 39.4 |
| (n) Other | 0 | 0.0 |
| Total | 428 | 193.8 |
| By Discretionary | ||
| Discretionary | 385 | 190.2 |
| Non-Discretionary | 43 | 3.6 |
| Total | 428 | 193.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.8 | |
| Total | 428 | 193.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002043765] |
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|---|---|---|
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TX | 0.2 |
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Avantra Family Wealth Inc
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PA | 0.2 |
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Riverglades Family Offices LLC
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Legacy Capital Wealth Management LLC
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TX | 0.2 |
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True Blue Financial LLC
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The DALA Group LLC
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IL | 0.2 |
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Lovett Investment Consulting LLC
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0.2 | |
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Clark Monroe Blackman LLC
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0.2 | |
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3J Capital Partners Ltd
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0.2 |