0001085146-24-003028.txt : 20240716 0001085146-24-003028.hdr.sgml : 20240716 20240716133515 ACCESSION NUMBER: 0001085146-24-003028 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240716 DATE AS OF CHANGE: 20240716 EFFECTIVENESS DATE: 20240716 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: 241119285 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 06-30-2024 06-30-2024 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 07-16-2024 0 99 193222394 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 2671320 25708 SH SOLE 25063 0 645 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 4859416 28331 SH SOLE 22679 0 5652 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1579059 8669 SH SOLE 5258 0 3411 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3645472 19875 SH SOLE 9747 0 10128 AMAZON COM INC COM 023135106 BBG001S5PQL7 2057538 10647 SH SOLE 5645 0 5002 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 3961443 64846 SH SOLE 34212 0 30634 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 BBG012R45GX9 2223610 42403 SH SOLE 30345 0 12058 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 4311243 69246 SH SOLE 37799 0 31447 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 6272585 69913 SH SOLE 35899 0 34014 AMERICAN EXPRESS CO COM 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