Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Orographic Financial Advisors

Latest statistics and disclosures from Orographic Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, Exxon Mobil Corp, CSCO, TJX, and represent 23.34% of Orographic Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp (+$6.5M), VGT, UBER, INTC, LLY, VTV, BINC, V, RSPH, NVDA.
Started 8 new stock positions in RSPH, BINC, UBER, INTC, LLY, V, VTV, Exxon Mobil Corp.
Reduced shares in these 10 stocks: , OGN, VOO, AAPL, QQQ, AVGO, KLAC, , EPD, JPM.
Sold out of its positions in AVGO, COST, EPD, XOM, QQQ, KLAC, SCHV, SPG, VOO.
Orographic Financial Advisors was a net seller of stock by $-1.6M.
Orographic Financial Advisors has $151M in assets under management (AUM), dropping by 7.16%.
Central Index Key (CIK): 0002135775

Tip: Access up to 7 years of quarterly data

Positions held by Orographic Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Orographic Financial Advisors

Orographic Financial Advisors holds 105 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	6.1	$9.2M	-5%	31k	302.24	View chart
Microsoft Corp Common Stock (MSFT)	5.1	$7.7M		16k	492.43	View chart
Exxonmobil Holdings Corp Common Stock	4.3	$6.5M	NEW	41k	159.74	View chart
Cisco Sys Common Stock (CSCO)	4.0	$6.1M		49k	123.87	View chart
Tjx Cos Common Stock (TJX)	3.8	$5.8M		38k	152.59	View chart
Vanguard Information Technology Etf Exchange Traded Fund (VGT)	3.5	$5.4M	+683%	44k	121.59	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	3.1	$4.6M		136k	34.25	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	2.8	$4.3M	-2%	8.3k	509.89	View chart
Howmet Aerospace Common Stock (HWM)	2.7	$4.0M		14k	281.63	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	2.4	$3.6M		10k	343.49	View chart
Bristol-myers Squibb Common Stock (BMY)	2.2	$3.3M		51k	63.70	View chart
Chevron Corporation Common Stock (CVX)	2.1	$3.2M		16k	196.59	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	2.1	$3.1M		7.7k	404.80	View chart
At&t Common Stock (T)	2.0	$3.0M	+2%	123k	24.24	View chart
Kinder Morgan Inc Del Common Stock (KMI)	1.9	$2.9M	-2%	92k	31.72	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.7	$2.6M	-8%	7.2k	365.07	View chart
Starbucks Corp Common Stock (SBUX)	1.7	$2.6M		24k	108.45	View chart
Schwab U.s. Large-cap Etf Exchange Traded Fund (SCHX)	1.7	$2.6M		84k	30.50	View chart
Johnson & Johnson Common Stock (JNJ)	1.7	$2.5M	-2%	9.8k	260.83	View chart
Amazon Common Stock (AMZN)	1.5	$2.3M		8.7k	267.17	View chart
Constellation Energy Corp Common Stock (CEG)	1.5	$2.3M		8.1k	278.59	View chart
Rtx Corporation Common Stock (RTX)	1.4	$2.2M		9.8k	222.74	View chart
Pfizer Common Stock (PFE)	1.4	$2.1M	+4%	80k	26.31	View chart
Ares Capital Corp Closed End Fund (ARCC)	1.4	$2.1M	+2%	103k	19.87	View chart
American Elec Pwr Common Stock (AEP)	1.3	$2.0M		16k	124.62	View chart
Goldman Sachs Group Common Stock (GS)	1.2	$1.9M		1.8k	1036.67	View chart
Disney Walt Common Stock (DIS)	1.1	$1.7M	+6%	17k	103.22	View chart
Coca Cola Common Stock (KO)	1.1	$1.7M	-2%	20k	86.68	View chart
Invesco S&p 500 Equal Weight Utilit Exchange Traded Fund (RSPU)	1.1	$1.7M		21k	77.78	View chart
American Tower Corp Real Estate Investment Trust (AMT)	1.1	$1.6M	+4%	9.5k	170.37	View chart
Mcdonalds Corp Common Stock (MCD)	1.0	$1.4M		5.2k	275.53	View chart
Crown Castle Real Estate Investment Trust (CCI)	0.9	$1.4M		19k	73.95	View chart
Bank Of Amer Corp Common Stock (BAC)	0.9	$1.4M		22k	64.80	View chart
Nnn Reit Real Estate Investment Trust (NNN)	0.9	$1.4M		30k	45.80	View chart
Philip Morris Intl Common Stock (PM)	0.9	$1.3M		7.1k	186.08	View chart
Schwab International Equity Etf Exchange Traded Fund (SCHF)	0.9	$1.3M		45k	28.39	View chart
State Street Spdr Portfolio S&p 500 Exchange Traded Fund (SPYM)	0.8	$1.3M		14k	90.92	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.8	$1.3M	-2%	3.7k	342.16	View chart
Paypal Hldgs Common Stock (PYPL)	0.8	$1.2M		21k	59.16	View chart
Archer Daniels Midland Common Stock (ADM)	0.8	$1.2M	-9%	15k	79.67	View chart
Schwab Short-term Us Treasury Etf Exchange Traded Fund (SCHO)	0.8	$1.2M		50k	24.06	View chart
Schwab International Dividend Equit Exchange Traded Fund (SCHY)	0.7	$1.1M		34k	33.18	View chart
Home Depot Common Stock (HD)	0.7	$1.1M	-7%	3.2k	343.25	View chart
Golub Cap Bdc Closed End Fund (GBDC)	0.7	$1.1M		84k	13.08	View chart
Verizon Communications Common Stock (VZ)	0.7	$1.1M	-5%	23k	46.98	View chart
Exelon Corp Common Stock (EXC)	0.7	$1.0M		23k	45.22	View chart
Abbvie Common Stock (ABBV)	0.7	$1.0M	-15%	4.2k	248.63	View chart
Warner Bros Discovery Inc Com Ser A Common Stock (WBD)	0.7	$1.0M		37k	27.63	View chart
Procter & Gamble Common Stock (PG)	0.6	$981k	-2%	6.8k	143.97	View chart
Vodafone Group American Depository Receipt (VOD)	0.6	$937k		58k	16.09	View chart
Vaneck Semiconductor Etf Exchange Traded Fund (SMH)	0.6	$869k		1.5k	584.40	View chart
Invesco S&p 500 Equal Weight Techno Exchange Traded Fund (RSPT)	0.6	$836k		13k	65.52	View chart
Walmart Common Stock (WMT)	0.5	$822k		7.1k	116.00	View chart
Southern Common Stock (SO)	0.5	$793k		8.6k	92.46	View chart
Mckesson Corp Common Stock (MCK)	0.5	$789k		899.00	877.64	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	0.5	$745k	-3%	961.00	775.23	View chart
Uber Technologies Common Stock (UBER)	0.5	$697k	NEW	9.3k	75.33	View chart
Nvidia Corporation Common Stock (NVDA)	0.5	$695k	+24%	3.1k	223.98	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.5	$689k		1.2k	578.02	View chart
Schwab Emerging Markets Equity Etf Exchange Traded Fund (SCHE)	0.4	$661k		18k	36.90	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.4	$627k	-3%	10k	62.15	View chart
Wisdomtree U.s. Largecap Dividend F Exchange Traded Fund (DLN)	0.4	$623k		6.2k	101.05	View chart
Amgen Common Stock (AMGN)	0.4	$600k		1.4k	416.09	View chart
United Parcel Svcs Inc Cl B Common Stock (UPS)	0.4	$575k	+8%	5.5k	103.90	View chart
State Street Spdr Portfolio Develop Exchange Traded Fund (SPDW)	0.3	$496k		9.6k	51.87	View chart
Us Bancorp Common Stock (USB)	0.3	$492k	-3%	7.6k	64.98	View chart
Merck & Co Common Stock (MRK)	0.3	$486k		3.7k	132.90	View chart
Carrier Global Corporation Common Stock (CARR)	0.3	$471k		7.5k	62.96	View chart
Ford Mtr Common Stock (F)	0.3	$467k	+2%	34k	13.82	View chart
Marathon Pete Corp Common Stock (MPC)	0.3	$458k	-2%	1.3k	348.02	View chart
Pepsico Common Stock (PEP)	0.3	$445k	-3%	3.2k	138.67	View chart
Goldman Sachs Equal Weight U.s. Lar Exchange Traded Fund (GSEW)	0.3	$433k		4.4k	98.39	View chart
Automatic Data Processing Common Stock (ADP)	0.3	$403k		1.5k	268.67	View chart
Vanguard Extended Duration Treasury Exchange Traded Fund (EDV)	0.3	$383k		6.4k	59.48	View chart
Salesforce Common Stock (CRM)	0.3	$379k	+6%	2.0k	193.07	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.2	$367k		1.6k	225.85	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$358k		4.0k	88.83	View chart
Intel Corp Common Stock (INTC)	0.2	$353k	NEW	3.5k	100.80	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.2	$350k		9.8k	35.54	View chart
Schwab U.s. Small-cap Etf Exchange Traded Fund (SCHA)	0.2	$345k		9.8k	35.04	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.2	$339k		10k	32.60	View chart
Schwab U.s. Reit Etf Exchange Traded Fund (SCHH)	0.2	$333k		14k	23.79	View chart
State Street Spdr Portfolio Aggrega Exchange Traded Fund (SPAB)	0.2	$333k		13k	25.09	View chart
Alexandria Real Estate Eq Real Estate Investment Trust (ARE)	0.2	$305k	-2%	6.4k	47.99	View chart
Alibaba Group Hldg Ltd Sponsored Ad American Depository Receipt (BABA)	0.2	$299k	+13%	2.4k	124.84	View chart
Nextera Energy Common Stock (NEE)	0.2	$293k		3.4k	85.67	View chart
Diageo American Depository Receipt (DEO)	0.2	$290k	-4%	3.1k	93.85	View chart
Vanguard Morningstar Total Stock Ma Exchange Traded Fund (VTI)	0.2	$289k		758.00	381.27	View chart
International Business Machs Common Stock (IBM)	0.2	$284k		1.2k	235.88	View chart
Genius Sports Limited Shares Cl A Common Stock (GENI)	0.2	$273k	+2%	36k	7.63	View chart
Union Pac Corp Common Stock (UNP)	0.2	$252k	-3%	860.00	293.02	View chart
Eli Lilly & Co Common Stock (LLY)	0.2	$250k	NEW	205.00	1219.51	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.2	$241k		3.3k	73.95	View chart
State Street Spdr Portfolio Emergin Exchange Traded Fund (SPEM)	0.2	$239k		4.6k	52.26	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.2	$231k	-3%	3.0k	77.83	View chart
Truist Finl Corp Common Stock (TFC)	0.2	$231k		4.4k	52.45	View chart
Accenture Plc Ireland Shs Class A Common Stock (ACN)	0.1	$224k		1.2k	179.92	View chart
Vanguard Morningstar Value Etf Exchange Traded Fund (VTV)	0.1	$220k	NEW	975.00	225.64	View chart
Ishares Flexible Income Active Etf Exchange Traded Fund (BINC)	0.1	$211k	NEW	4.1k	51.91	View chart
Vici Pptys Real Estate Investment Trust (VICI)	0.1	$205k	+7%	7.9k	25.98	View chart
Visa Inc Com Cl A Common Stock (V)	0.1	$205k	NEW	572.00	358.39	View chart
Invesco S&p 500 Equal Weight Health Exchange Traded Fund (RSPH)	0.1	$202k	NEW	5.6k	35.99	View chart
Conocophillips Common Stock (COP)	0.1	$200k		1.6k	126.74	View chart
Organon & Co Common Stock (OGN)	0.1	$180k	-94%	13k	13.60	View chart
Pennymac Mtg Invt Tr Real Estate Investment Trust (PMT)	0.1	$96k		10k	9.41	View chart

Past Filings by Orographic Financial Advisors

SEC 13F filings are viewable for Orographic Financial Advisors going back to 2026

Orographic Financial Advisors 2026 Q2 filed Aug. 13, 2026
Orographic Financial Advisors 2026 Q1 filed May 19, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z