13F Filings History of Orca Wealth Management, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$139,629,987
Signature - Title
Kenneth Donald Ouellette - Chief Compliance Officer
Location
New Port Richey, FL
Summary
This page shows a list of all the recent 13F filings made by Orca Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Orca Wealth Management, LLC reported 68 stock holdings with total value $139,629,987 as of Q4 2025. Top holdings included AAPL, ORI, RTX, CSCO, and MU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 68 $139,629,987 +$4,734,629 -$10,526,196 -$5,791,567 AAPL, ORI, RTX, CSCO, MU 13F-HR 06 Feb 2026, 17:15
Q3 2025 69 $132,040,556 +$2,974,153 -$1,023,129 +$1,951,024 AAPL, ORI, RTX, CSCO, AVGO 13F-HR 13 Nov 2025, 08:20
Q2 2025 64 $118,741,488 +$5,632,489 -$3,314,772 +$2,317,717 AAPL, ORI, CSCO, QCOM, PM 13F-HR 22 Jul 2025, 17:07
Q1 2025 64 $111,762,330 +$3,134,255 -$2,680,459 +$453,796 AAPL, ORI, AZN, QCOM, CSCO 13F-HR 08 May 2025, 08:43
Q4 2024 63 $111,120,416 $0 $0 $0 AAPL, ORI, QCOM, CSCO, AZN 13F-HR 22 Jan 2025, 16:50