Orographic Financial Advisors, LLC Top Holdings and 13F Report (2026) About Orographic Financial Advisors, LLCInvestment ActivityOrographic Financial Advisors, LLC has $141.05 thousand in total holdings as of March 31, 2026.Orographic Financial Advisors, LLC owns shares of 106 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $8,178ExxonMobil $7,043TJX Companies $6,068Microsoft $5,729Schwab US Dividend Equity ETF $4,179 Sector AllocationMap of 500 Largest Holdings ofOrographic Financial Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$8,17832,2265.8%Computer and TechnologyXOMExxonMobil$7,04341,5145.0%EnergyTJXTJX Companies$6,06837,9974.3%Retail/WholesaleMSFTMicrosoft$5,72915,4774.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$4,179136,2323.0%ETFBRK.BBerkshire Hathaway$4,0978,5502.9%FinanceVGTVanguard Information Technology ETF$3,9275,6292.8%ETFCSCOCisco Systems$3,84749,5922.7%Computer and TechnologyTAT&T$3,449118,9902.4%Computer and TechnologyHWMHowmet Aerospace$3,36414,6012.4%AerospaceCVXChevron$3,31316,0132.3%EnergyGLDSPDR Gold Shares$3,3007,6712.3%FinanceKMIKinder Morgan$3,16794,4672.2%EnergyBMYBristol Myers Squibb$3,11551,3742.2%MedicalGOOGLAlphabet$2,99710,4252.1%Computer and TechnologyJNJJohnson & Johnson$2,44610,0071.7%MedicalJPMJPMorgan Chase & Co.$2,3037,8301.6%FinanceCEGConstellation Energy$2,2568,0791.6%EnergySBUXStarbucks$2,16224,1351.5%Retail/WholesaleSCHXSchwab US Large-Cap ETF$2,14883,7881.5%ETFPFEPfizer$2,14576,3961.5%MedicalAEPAmerican Electric Power$2,11316,1221.5%UtilitiesRTXRTX$1,8999,8471.3%AerospaceARCCAres Capital$1,816100,8121.3%FinanceAMZNAmazon.com$1,8108,6911.3%Retail/WholesaleRSPUInvesco S&P 500 Equal Weight Utilities ETF$1,74421,5051.2%ETFMCDMcDonald's$1,6315,2481.2%Retail/WholesaleKOCocaCola$1,57220,5401.1%Consumer StaplesAMTAmerican Tower$1,5699,0951.1%FinanceGSThe Goldman Sachs Group$1,5361,8161.1%FinanceDISWalt Disney$1,52515,8291.1%Consumer DiscretionaryOGNOrganon & Co.$1,522254,2001.1%MedicalCCICrown Castle$1,51018,5731.1%FinanceNNNNNN REIT$1,25529,8770.9%FinanceADMArcher Daniels Midland$1,21616,7400.9%Consumer StaplesSCHOSchwab Short-Term U.S. Treasury ETF$1,21249,9460.9%ETFVZVerizon Communications$1,21224,1610.9%Computer and TechnologyPMPhilip Morris International$1,2057,2250.9%Consumer StaplesHDHome Depot$1,1523,5050.8%Retail/WholesaleSCHFSchwab International Equity ETF$1,13345,7890.8%ETFEXCExelon$1,12823,0200.8%UtilitiesABBVAbbVie$1,0874,9990.8%MedicalSCHYSchwab International Dividend Equity ETF$1,08334,2180.8%ETFGOOGAlphabet$1,0813,7700.8%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$1,07214,0140.8%ETFGBDCGolub Capital BDC$1,06984,4790.8%FinanceBACBank of America$1,05621,6750.7%FinanceWBDWarner Bros. Discovery$1,01236,8650.7%Consumer DiscretionaryPGProcter & Gamble$1,0086,9790.7%Consumer StaplesPYPLPayPal$92620,4860.7%Business ServicesVOOVanguard S&P 500 ETF$8961,5000.6%ETFVODVodafone Group$88959,2450.6%Computer and TechnologyWALMART INC COM$8837,0910.6%COMSOSouthern$8428,7270.6%UtilitiesMCKMcKesson$7829030.6%MedicalMETAMeta Platforms$6711,1740.5%Computer and TechnologyIVViShares Core S&P 500 ETF$6479910.5%ETFMDLZMondelez International$60510,4170.4%Consumer StaplesSCHESchwab Emerging Markets Equity ETF$59418,0480.4%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$57712,7560.4%ETFSMHVanEck Semiconductor ETF$5731,4970.4%ManufacturingDLNWisdomTree U.S. LargeCap Dividend Fund$5486,1450.4%FinancePEPPepsiCo$5133,3090.4%Consumer StaplesAMGNAmgen$5071,4420.4%MedicalUPSUnited Parcel Service$4995,0790.4%TransportationQQQInvesco QQQ$4878450.3%FinanceMRKMerck & Co., Inc.$4423,6570.3%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$4409,6570.3%ETFAVGOBroadcom$4351,4060.3%Computer and TechnologyNVDANVIDIA$4342,4900.3%Computer and TechnologyCARRCarrier Global$4217,4920.3%ConstructionEDVVanguard Extended Duration Treasury ETF$4216,4890.3%ETFUSBU.S. Bancorp$4107,8220.3%FinanceKLACKLA$3902650.3%Computer and TechnologyCOSTCostco Wholesale$3803820.3%Retail/WholesaleFFord Motor$37932,8970.3%Auto/Tires/TrucksGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$3764,4530.3%ETFWMWaste Management$3731,6250.3%Business ServicesCRMSalesforce$3441,8450.2%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$33913,2520.2%ETFCMGChipotle Mexican Grill$33210,4000.2%Retail/WholesaleMPCMarathon Petroleum$3281,3460.2%EnergyEPDEnterprise Products Partners$3238,5420.2%EnergyWFCWells Fargo & Company$3204,0300.2%FinanceNEENextEra Energy$3173,4200.2%UtilitiesADPAutomatic Data Processing$3071,5000.2%Computer and TechnologyAREAlexandria Real Estate Equities$3076,5260.2%FinanceSCHHSchwab U.S. REIT ETF$30214,0730.2%ETFIBMInternational Business Machines$2911,2040.2%Computer and TechnologySCHASchwab US Small-Cap ETF$2869,8470.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2869,8490.2%ETFBABAAlibaba Group$2652,1180.2%Retail/WholesaleOTISOtis Worldwide$2513,2590.2%IndustrialsACNAccenture$2461,2450.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$2437580.2%ETFDEODiageo$2413,2400.2%Consumer StaplesUNPUnion Pacific$2158900.2%TransportationSPEMSPDR Portfolio Emerging Markets ETF$2114,5130.1%ETFCOPConocoPhillips$2081,5780.1%EnergyIJHiShares Core S&P Mid-Cap ETF$2073,0680.1%ETFShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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