0001085146-24-001120.txt : 20240212 0001085146-24-001120.hdr.sgml : 20240212 20240212172244 ACCESSION NUMBER: 0001085146-24-001120 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ORBA Wealth Advisors, L.L.C. CENTRAL INDEX KEY: 0002010248 ORGANIZATION NAME: IRS NUMBER: 824398431 STATE OF INCORPORATION: IL FISCAL YEAR END: 0531 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23720 FILM NUMBER: 24621359 BUSINESS ADDRESS: STREET 1: 455 N CITYFRONT PLAZA DRIVE STREET 2: #1610 CITY: CHICAGO STATE: IL ZIP: 60611 BUSINESS PHONE: 3126706262 MAIL ADDRESS: STREET 1: 455 N CITYFRONT PLAZA DRIVE STREET 2: #1610 CITY: CHICAGO STATE: IL ZIP: 60611 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002010248 XXXXXXXX 12-31-2023 12-31-2023 false ORBA Wealth Advisors, L.L.C.

455 N CITYFRONT PLAZA DRIVE #1610 CHICAGO IL 60611

13F HOLDINGS REPORT 028-23720 000297351 801-121526 N James Petitpren 312-670-6227 /s/James Petitpren Chicago IL 02-12-2024 0 92 166816919 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 2476796 22502 SH SOLE 21857 0 645 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 4671725 30146 SH SOLE 21910 0 8236 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1172138 8391 SH SOLE 4980 0 3411 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2443727 17340 SH SOLE 8160 0 9180 AMAZON COM INC COM 023135106 BBG001S5PQL7 1472145 9689 SH SOLE 5368 0 4321 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 3552148 62992 SH SOLE 34542 0 28450 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 BBG012R45GX9 2009368 39032 SH SOLE 29365 0 9667 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 4099773 67843 SH SOLE 37819 0 30024 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 5916831 65889 SH SOLE 34969 0 30920 AMERICAN EXPRESS CO COM 025816109 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