13F Insight
DOSSIER · 13F-HR · Q1 2026

D'Orazio & Associates, Inc.

$772M in tracked AUM across 299 positions as of Q1 2026.

D&
CIK 0001646821 · last filed Mar 31, 2026
Total AUM
$772M
as of Q1 2026
Holdings
299
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

D'Orazio & Associates, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$133M414K17.2%02
BAH
BOOZ ALLEN HAMILTON HLDG COR
$56M721K7.3%03
IQLT
ISHARES TR
$45M968K5.8%04
JPIE
J P MORGAN EXCHANGE TRADED F
$44M946K5.6%05
VEA
VANGUARD TAX-MANAGED FDS
$37M573K4.8%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$34M71K4.4%07
QQQM
INVESCO EXCH TRADED FD TR II
$33M140K4.3%08
DGRO
ISHARES TR
$30M430K3.9%09
VCRB
VANGUARD MALVERN FDS
$19M245K2.5%10
QQQ
INVESCO QQQ TR
$19M33K2.4%

Filing history

2026Q1Mar 31
$772M▼ 1.3%
299 positionsView →2025Q4Dec 31
$782M▲ 3.3%
296 positionsView →2025Q3Sep 30
$757M▲ 6.7%
288 positionsView →2025Q2Jun 30
$710M▲ 7.6%
279 positionsLocked2025Q1Mar 31
$659M▼ 3.0%
259 positionsLocked2024Q4Dec 31
$680M▼ 3.7%
242 positionsLocked2024Q3Sep 30
$706M▲ 8.3%
246 positionsLocked2024Q2Jun 30
$652M▲ 5.0%
218 positionsLocked2024Q1Mar 31
$620M▲ 11.1%
211 positionsLocked2023Q4Dec 31
$558M▲ 25.3%
188 positionsLocked2023Q3Sep 30
$446M▲ 4.0%
156 positionsLocked2023Q2Jun 30
$429M▲ 11.1%
144 positionsLocked
Showing 12 of 46