Orographic Financial Advisors, LLC Top Holdings and 13F Report (2026) About Orographic Financial Advisors, LLCInvestment ActivityOrographic Financial Advisors, LLC has $151.15 thousand in total holdings as of June 30, 2026.Orographic Financial Advisors, LLC owns shares of 105 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 9.39% of the portfolio was purchased this quarter.About 10.45% of the portfolio was sold this quarter.This quarter, Orographic Financial Advisors, LLC has purchased 106 new stocks and bought additional shares in 25 stocks.Orographic Financial Advisors, LLC sold shares of 54 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $9,214Microsoft $7,679EXXONMOBIL HOLDINGS CORP COM SHS $6,535Cisco Systems $6,062TJX Companies $5,787 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $6,535 Holding90353T100 - Uber Technologies $697 Holding458140100 - Intel $353 Holding532457108 - Eli Lilly and Company $250 Holding922908744 - Vanguard Value ETF $220 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP COM SHS 40,909 shares (about $6.54K)Vanguard Information Technology ETF 38,494 shares (about $4.68K)Uber Technologies 9,253 shares (about $697.00)Intel 3,502 shares (about $353.00)Eli Lilly and Company 205 shares (about $250.00) Largest Sales this Quarter Organon & Co. 240,966 shares (about $3.28K)Apple 1,740 shares (about $525.89)JPMorgan Chase & Co. 645 shares (about $235.47)AbbVie 788 shares (about $195.92)Archer Daniels Midland 1,640 shares (about $130.66) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrographic Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$9,214$526 â–¼-5.4%30,4866.1%TechnologyMSFTMicrosoft$7,679$58 â–²0.8%15,5945.1%TechnologyEXXONMOBIL HOLDINGS CORP COM SHS$6,535$6,535 â–²New Holding40,9094.3%Common StockCSCOCisco Systems$6,062$81 â–¼-1.3%48,9374.0%TechnologyTJXTJX Companies$5,787$11 â–¼-0.2%37,9253.8%Consumer DiscretionaryVGTVanguard Information Technology ETF$5,365$4,681 â–²683.9%44,1233.5%ETFSCHDSchwab US Dividend Equity ETF$4,647$20 â–¼-0.4%135,6603.1%ETFBRK.BBerkshire Hathaway$4,252$108 â–¼-2.5%8,3392.8%FinanceHWMHowmet Aerospace$4,047$65 â–¼-1.6%14,3702.7%IndustrialsGOOGLAlphabet$3,573$8 â–¼-0.2%10,4022.4%Communication ServicesBMYBristol Myers Squibb$3,258$14 â–¼-0.4%51,1492.2%HealthcareCVXChevron$3,195$47 â–²1.5%16,2522.1%EnergyGLDSPDR Gold Shares$3,106$1 â–²0.0%7,6732.1%ETFTAT&T$2,970$85 â–²3.0%122,5072.0%Communication ServicesKMIKinder Morgan$2,918$79 â–¼-2.6%91,9891.9%EnergyJPMJPMorgan Chase & Co.$2,623$235 â–¼-8.2%7,1851.7%FinanceSBUXStarbucks$2,579$39 â–¼-1.5%23,7801.7%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$2,552$3 â–¼-0.1%83,6741.7%ETFJNJJohnson & Johnson$2,546$64 â–¼-2.5%9,7611.7%HealthcareAMZNAmazon.com$2,3220.0%8,6911.5%Consumer DiscretionaryCEGConstellation Energy$2,256$5 â–²0.2%8,0981.5%UtilitiesRTXRTX$2,186$7 â–¼-0.3%9,8141.4%IndustrialsPFEPfizer$2,103$93 â–²4.6%79,9411.4%HealthcareARCCAres Capital$2,053$50 â–²2.5%103,3451.4%FinanceAEPAmerican Electric Power$1,996$13 â–¼-0.7%16,0171.3%UtilitiesGSThe Goldman Sachs Group$1,866$17 â–¼-0.9%1,8001.2%FinanceDISWalt Disney$1,738$104 â–²6.4%16,8381.1%Communication ServicesKOCocaCola$1,737$43 â–¼-2.4%20,0401.1%Consumer StaplesRSPUInvesco S&P 500 Equal Weight Utilities ETF$1,668$5 â–¼-0.3%21,4461.1%ETFAMTAmerican Tower$1,616$66 â–²4.3%9,4851.1%Real EstateMCDMcDonald's$1,4460.0%5,2481.0%Consumer DiscretionaryCCICrown Castle$1,393$20 â–²1.4%18,8370.9%Real EstateBACBank of America$1,390$15 â–¼-1.0%21,4500.9%FinanceNNNNNN REIT$1,365$3 â–¼-0.3%29,8020.9%Real EstatePMPhilip Morris International$1,323$21 â–¼-1.6%7,1100.9%Consumer StaplesSCHFSchwab International Equity ETF$1,286$14 â–¼-1.1%45,2950.9%ETFSPLGSPDR Portfolio S&P 500 ETF$1,256$18 â–¼-1.4%13,8150.8%ETFGOOGAlphabet$1,253$37 â–¼-2.9%3,6620.8%Communication ServicesPYPLPayPal$1,211$1 â–¼-0.1%20,4710.8%FinanceADMArcher Daniels Midland$1,203$131 â–¼-9.8%15,1000.8%Consumer StaplesSCHOSchwab Short-Term U.S. Treasury ETF$1,190$12 â–¼-1.0%49,4560.8%ETFSCHYSchwab International Dividend Equity ETF$1,130$5 â–¼-0.5%34,0590.7%ETFHDHome Depot$1,108$95 â–¼-7.9%3,2280.7%Consumer DiscretionaryGBDCGolub Capital BDC$1,102$3 â–¼-0.3%84,2440.7%FinanceVZVerizon Communications$1,075$60 â–¼-5.3%22,8840.7%Communication ServicesEXCExelon$1,049$8 â–²0.8%23,2000.7%UtilitiesABBVAbbVie$1,047$196 â–¼-15.8%4,2110.7%HealthcareWBDWarner Bros. Discovery$1,024$6 â–²0.5%37,0650.7%Communication ServicesPGProcter & Gamble$981$24 â–¼-2.4%6,8140.6%Consumer StaplesVODVodafone Group$937$16 â–¼-1.7%58,2450.6%Communication ServicesSMHVanEck Semiconductor ETF$869$6 â–¼-0.7%1,4870.6%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$836$0 â–²0.0%12,7600.6%ETFWALMART INC COM$822$1 â–¼-0.1%7,0860.5%Common StockSOSouthern$793$14 â–¼-1.7%8,5770.5%UtilitiesMCKMcKesson$789$4 â–¼-0.4%8990.5%HealthcareIVViShares Core S&P 500 ETF$745$23 â–¼-3.0%9610.5%ETFUBERUber Technologies$697$697 â–²New Holding9,2530.5%IndustrialsNVDANVIDIA$695$137 â–²24.6%3,1030.5%TechnologyMETAMeta Platforms$689$10 â–²1.5%1,1920.5%Communication ServicesSCHESchwab Emerging Markets Equity ETF$661$5 â–¼-0.7%17,9150.4%ETFMDLZMondelez International$627$20 â–¼-3.1%10,0890.4%Consumer StaplesDLNWisdomTree U.S. LargeCap Dividend Fund$623$2 â–²0.3%6,1650.4%ETFAMGNAmgen$6000.0%1,4420.4%HealthcareUPSUnited Parcel Service$575$47 â–²9.0%5,5340.4%IndustrialsSPDWSPDR Portfolio Developed World ex-US ETF$496$5 â–¼-1.0%9,5620.3%ETFUSBU.S. Bancorp$492$16 â–¼-3.2%7,5720.3%FinanceMRKMerck & Co., Inc.$4860.0%3,6570.3%HealthcareCARRCarrier Global$471$1 â–¼-0.1%7,4810.3%IndustrialsFFord Motor$467$12 â–²2.7%33,7970.3%Consumer DiscretionaryMPCMarathon Petroleum$458$10 â–¼-2.2%1,3160.3%EnergyPEPPepsiCo$445$14 â–¼-3.0%3,2090.3%Consumer StaplesGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$433$5 â–¼-1.2%4,4010.3%ETFADPAutomatic Data Processing$4030.0%1,5000.3%IndustrialsEDVVanguard Extended Duration Treasury ETF$383$3 â–¼-0.8%6,4390.3%ETFCRMSalesforce$379$23 â–²6.4%1,9630.3%TechnologyWMWaste Management$3670.0%1,6250.2%IndustrialsWFCWells Fargo & Company$3580.0%4,0300.2%FinanceINTCIntel$353$353 â–²New Holding3,5020.2%TechnologySCHGSchwab U.S. Large-Cap Growth ETF$3500.0%9,8490.2%ETFSCHASchwab US Small-Cap ETF$3450.0%9,8470.2%ETFCMGChipotle Mexican Grill$3390.0%10,4000.2%Consumer DiscretionarySCHHSchwab U.S. REIT ETF$333$2 â–¼-0.5%14,0000.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$333$1 â–²0.2%13,2720.2%ETFAREAlexandria Real Estate Equities$305$8 â–¼-2.6%6,3560.2%Real EstateBABAAlibaba Group$299$35 â–²13.1%2,3950.2%Consumer DiscretionaryNEENextEra Energy$2930.0%3,4200.2%UtilitiesDEODiageo$290$14 â–¼-4.6%3,0900.2%Consumer StaplesVTIVanguard Total Stock Market ETF$2890.0%7580.2%ETFIBMInternational Business Machines$2840.0%1,2040.2%TechnologyGENIGenius Sports$273$7 â–²2.5%35,7940.2%Consumer DiscretionaryUNPUnion Pacific$252$9 â–¼-3.4%8600.2%IndustrialsLLYEli Lilly and Company$250$250 â–²New Holding2050.2%HealthcareOTISOtis Worldwide$2410.0%3,2590.2%IndustrialsSPEMSPDR Portfolio Emerging Markets ETF$239$3 â–²1.3%4,5730.2%ETFTFCTruist Financial$2310.0%4,4040.2%FinanceIJHiShares Core S&P Mid-Cap ETF$231$8 â–¼-3.3%2,9680.2%ETFACNAccenture$2240.0%1,2450.1%TechnologyVTVVanguard Value ETF$220$220 â–²New Holding9750.1%ETFBINCiShares Flexible Income Active ETF$211$211 â–²New Holding4,0650.1%ETFVICIVICI Properties$205$14 â–²7.6%7,8910.1%Real EstateShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
