Orographic Financial Advisors

Orographic Financial Advisors as of June 30, 2026

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