Orographic Financial Advisors
Latest statistics and disclosures from Orographic Financial Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002135775
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Portfolio Holdings for Orographic Financial Advisors
Orographic Financial Advisors holds 106 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $8.2M | 32k | 253.77 |
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| Exxon Mobil Corporation (XOM) | 5.0 | $7.0M | 42k | 169.65 |
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| TJX Companies (TJX) | 4.3 | $6.1M | 38k | 159.70 |
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| Microsoft Corporation (MSFT) | 4.1 | $5.7M | 16k | 370.16 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 3.0 | $4.2M | 136k | 30.68 |
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| Berkshire Hathaway (BRK.B) | 2.9 | $4.1M | 8.6k | 479.18 |
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| Vanguard Information Technology ETF (VGT) | 2.8 | $3.9M | 5.6k | 697.64 |
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| Cisco Systems (CSCO) | 2.7 | $3.8M | 50k | 77.57 |
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| At&t (T) | 2.4 | $3.4M | 119k | 28.99 |
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| Howmet Aerospace (HWM) | 2.4 | $3.4M | 15k | 230.40 |
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| Chevron Corporation (CVX) | 2.3 | $3.3M | 16k | 206.89 |
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| SPDR Gold Trust (GLD) | 2.3 | $3.3M | 7.7k | 430.19 |
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| Kinder Morgan (KMI) | 2.2 | $3.2M | 95k | 33.52 |
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| Bristol Myers Squibb (BMY) | 2.2 | $3.1M | 51k | 60.63 |
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| Alphabet Inc Class A cs (GOOGL) | 2.1 | $3.0M | 10k | 287.48 |
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| Johnson & Johnson (JNJ) | 1.7 | $2.4M | 10k | 244.43 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $2.3M | 7.8k | 294.13 |
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| Constellation Energy (CEG) | 1.6 | $2.3M | 8.1k | 279.24 |
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| Starbucks Corporation (SBUX) | 1.5 | $2.2M | 24k | 89.58 |
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| Schwab Strategic Tr us lrg cap etf (SCHX) | 1.5 | $2.1M | 84k | 25.64 |
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| Pfizer (PFE) | 1.5 | $2.1M | 76k | 28.08 |
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| American Electric Power Company (AEP) | 1.5 | $2.1M | 16k | 131.06 |
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| Raytheon Technologies Corp (RTX) | 1.3 | $1.9M | 9.8k | 192.85 |
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| Ares Capital Corporation (ARCC) | 1.3 | $1.8M | 101k | 18.01 |
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| Amazon (AMZN) | 1.3 | $1.8M | 8.7k | 208.26 |
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| Powershares Global Etf invesco equal wgt. utilities - etf (RSPU) | 1.2 | $1.7M | 22k | 81.10 |
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| McDonald's Corporation (MCD) | 1.2 | $1.6M | 5.2k | 310.79 |
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| Coca-Cola Company (KO) | 1.1 | $1.6M | 21k | 76.53 |
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| American Tower Reit (AMT) | 1.1 | $1.6M | 9.1k | 172.51 |
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| Goldman Sachs (GS) | 1.1 | $1.5M | 1.8k | 845.82 |
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| Walt Disney Company (DIS) | 1.1 | $1.5M | 16k | 96.34 |
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| Organon & Co (OGN) | 1.1 | $1.5M | 254k | 5.99 |
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| Crown Castle Intl (CCI) | 1.1 | $1.5M | 19k | 81.30 |
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| National Retail Properties (NNN) | 0.9 | $1.3M | 30k | 42.01 |
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| Archer Daniels Midland Company (ADM) | 0.9 | $1.2M | 17k | 72.64 |
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| Verizon Communications (VZ) | 0.9 | $1.2M | 24k | 50.16 |
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| Schwab Strategic Tr sht tm us tres (SCHO) | 0.9 | $1.2M | 50k | 24.27 |
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| Philip Morris International (PM) | 0.9 | $1.2M | 7.2k | 166.78 |
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| Home Depot (HD) | 0.8 | $1.2M | 3.5k | 328.67 |
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| Schwab International Equity ETF (SCHF) | 0.8 | $1.1M | 46k | 24.74 |
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| Exelon Corporation (EXC) | 0.8 | $1.1M | 23k | 49.00 |
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| Abbvie (ABBV) | 0.8 | $1.1M | 5.0k | 217.44 |
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| Schwab Strategic Tr (SCHY) | 0.8 | $1.1M | 34k | 31.65 |
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| Alphabet Inc Class C cs (GOOG) | 0.8 | $1.1M | 3.8k | 286.74 |
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| SPDR DJ Wilshire Large Cap (SPYM) | 0.8 | $1.1M | 14k | 76.49 |
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| Golub Capital BDC (GBDC) | 0.8 | $1.1M | 85k | 12.65 |
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| Bank of America Corporation (BAC) | 0.7 | $1.1M | 22k | 48.72 |
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| Warner Bros. Discovery (WBD) | 0.7 | $1.0M | 37k | 27.45 |
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| Procter & Gamble Company (PG) | 0.7 | $1.0M | 7.0k | 144.43 |
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| Paypal Holdings (PYPL) | 0.7 | $926k | 21k | 45.20 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.6 | $896k | 1.5k | 597.33 |
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| Vodafone Group New Adr F (VOD) | 0.6 | $889k | 59k | 15.01 |
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| Wal-Mart Stores (WMT) | 0.6 | $883k | 7.1k | 124.52 |
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| Southern Company (SO) | 0.6 | $842k | 8.7k | 96.48 |
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| McKesson Corporation (MCK) | 0.6 | $782k | 903.00 | 866.00 |
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| Facebook Inc cl a (META) | 0.5 | $671k | 1.2k | 571.55 |
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| iShares S&P 500 Index (IVV) | 0.5 | $647k | 991.00 | 652.88 |
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| Mondelez Int (MDLZ) | 0.4 | $605k | 10k | 58.08 |
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| Schwab Emerging Markets Equity ETF (SCHE) | 0.4 | $594k | 18k | 32.91 |
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| Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.4 | $577k | 13k | 45.23 |
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| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.4 | $573k | 1.5k | 382.77 |
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| WisdomTree LargeCap Dividend Fund (DLN) | 0.4 | $548k | 6.1k | 89.18 |
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| Pepsi (PEP) | 0.4 | $513k | 3.3k | 155.03 |
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| Amgen (AMGN) | 0.4 | $507k | 1.4k | 351.60 |
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| United Parcel Service (UPS) | 0.4 | $499k | 5.1k | 98.25 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.3 | $487k | 845.00 | 576.33 |
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| Merck & Co (MRK) | 0.3 | $442k | 3.7k | 120.86 |
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| SPDR S&P World ex-US (SPDW) | 0.3 | $440k | 9.7k | 45.56 |
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| Broadcom (AVGO) | 0.3 | $435k | 1.4k | 309.39 |
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| NVIDIA Corporation (NVDA) | 0.3 | $434k | 2.5k | 174.30 |
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| Carrier Global Corporation (CARR) | 0.3 | $421k | 7.5k | 56.19 |
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| Vanguard Extended Duration ETF (EDV) | 0.3 | $421k | 6.5k | 64.88 |
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| U.S. Bancorp (USB) | 0.3 | $410k | 7.8k | 52.42 |
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| KLA-Tencor Corporation (KLAC) | 0.3 | $390k | 265.00 | 1471.70 |
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| Costco Wholesale Corporation (COST) | 0.3 | $380k | 382.00 | 994.76 |
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| Ford Motor Company (F) | 0.3 | $379k | 33k | 11.52 |
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| Goldman Sachs Etf Tr equal weig (GSEW) | 0.3 | $376k | 4.5k | 84.44 |
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| Waste Management (WM) | 0.3 | $373k | 1.6k | 229.54 |
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| salesforce (CRM) | 0.2 | $344k | 1.8k | 186.45 |
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| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $339k | 13k | 25.58 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $332k | 10k | 31.92 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $328k | 1.3k | 243.69 |
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| Enterprise Products Partners (EPD) | 0.2 | $323k | 8.5k | 37.81 |
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| Wells Fargo & Company (WFC) | 0.2 | $320k | 4.0k | 79.40 |
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| Nextera Energy (NEE) | 0.2 | $317k | 3.4k | 92.69 |
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| Automatic Data Processing (ADP) | 0.2 | $307k | 1.5k | 204.67 |
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| Alexandria Real Estate Equities (ARE) | 0.2 | $307k | 6.5k | 47.04 |
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| Schwab Strategic Tr us reit etf (SCHH) | 0.2 | $302k | 14k | 21.46 |
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| International Business Machines (IBM) | 0.2 | $291k | 1.2k | 241.69 |
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| Schwab U S Small Cap ETF (SCHA) | 0.2 | $286k | 9.8k | 29.04 |
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| Schwab U S Large Cap Growth ETF (SCHG) | 0.2 | $286k | 9.8k | 29.04 |
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| Alibaba Group Holding (BABA) | 0.2 | $265k | 2.1k | 125.12 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $251k | 3.3k | 77.02 |
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| Accenture (ACN) | 0.2 | $246k | 1.2k | 197.59 |
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| Vanguard Total Stock Market ETF (VTI) | 0.2 | $243k | 758.00 | 320.58 |
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| Diageo (DEO) | 0.2 | $241k | 3.2k | 74.38 |
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| Union Pacific Corporation (UNP) | 0.2 | $215k | 890.00 | 241.57 |
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| SPDR S&P Emerging Markets (SPEM) | 0.1 | $211k | 4.5k | 46.75 |
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| ConocoPhillips (COP) | 0.1 | $208k | 1.6k | 131.81 |
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| iShares S&P MidCap 400 Index (IJH) | 0.1 | $207k | 3.1k | 67.47 |
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| Simon Property (SPG) | 0.1 | $204k | 1.1k | 186.30 |
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| Vici Pptys (VICI) | 0.1 | $203k | 7.3k | 27.67 |
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| Truist Financial Corp equities (TFC) | 0.1 | $202k | 4.4k | 45.87 |
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| Schwab Strategic Tr cmn (SCHV) | 0.1 | $200k | 6.6k | 30.38 |
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| Genius Sports (GENI) | 0.1 | $154k | 35k | 4.41 |
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| PennyMac Mortgage Investment Trust (PMT) | 0.1 | $118k | 10k | 11.57 |
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Past Filings by Orographic Financial Advisors
SEC 13F filings are viewable for Orographic Financial Advisors going back to 2026
- Orographic Financial Advisors 2026 Q1 filed May 19, 2026