DOSSIER · 13F-HR · Q1 2026

Orographic Financial Advisors, LLC

$141M in tracked AUM across 106 positions as of Q1 2026.

OF
CIK 0002135775 · last filed Mar 31, 2026
Total AUM
$141M
as of Q1 2026
Holdings
106
positions
Whale Score
41
41
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Orographic Financial Advisors, LLC 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
AAPL
APPLE INC COM
$8M32K5.8%
02
XOM
EXXON MOBIL CORP COM
$7M42K5.0%
03
TJX
TJX COS INC NEW COM
$6M38K4.3%
04
MSFT
MICROSOFT CORP COM
$6M15K4.1%
05
SCHD
SCHWAB US DIVIDEND EQUITY ETF
$4M136K3.0%
06
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$4M9K2.9%
07
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
$4M6K2.8%
08
CSCO
CISCO SYS INC COM
$4M50K2.7%
09
T
AT&T INC COM
$3M119K2.4%
10
HWM
HOWMET AEROSPACE INC COM
$3M15K2.4%

Filing history

2026Q1Mar 31
$141M
106 positionsView →