SEC Form 13F · Q3 2026

Orca Wealth Management, LLC

Institutional Holdings Report

13F-HRFL
$167.8M
Portfolio Value
84
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
Orca Wealth Management, LLC
CIK
2043765
Accession No.
0002069335-26-000005
Location
NEW PORT RICHEY, FL
Form Type
13F-HR
Portfolio Value
$167.8M
Holdings Reported
84
Reporting Period
Q3 2026
Filed
October 14, 2026

About this Filing

Orca Wealth Management, LLC is an institutional investment manager based in NEW PORT RICHEY, FL reporting approximately $167.8M in 13(f) securities across 84 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.