account_balance
Investment manager · 13F filer · SEC CIK 2135775
Orographic Financial Advisors, LLC
Reported value$145Mas of Sep 30, 2026
Positions102 1 new, 4 sold out
Top 10 weight39.2%AAPL alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.0%
MSFTMicrosoft Corp
5.5%
XOMExxonMobil Holdings Corp
4.6%
TJXTJX Companies Inc
4.1%Added +19%
VGTVanguard Information Technology ETF
3.8%
CSCOCisco Systems, Inc.
3.6%
SCHDSchwab US Dividend Equity ETF
3.0%
BRK-BBerkshire Hathaway Inc
2.9%
GOOGLAlphabet Inc.
2.5%
CVXChevron Corp
2.3%
HWMHowmet Aerospace Inc.
2.2%
BMYBristol Myers Squibb Co
2.2%
AAPLApple Inc.
7.0%
MSFTMicrosoft Corp
5.5%
XOMExxonMobil Holdings Corp
4.6%
TJXTJX Companies Inc
4.1%+19%
VGTVanguard Information Technology ETF
3.8%
CSCOCisco Systems, Inc.
3.6%
SCHDSchwab US Dividend Equity ETF
3.0%
BRK-BBerkshire Hathaway Inc
2.9%
GOOGLAlphabet Inc.
2.5%
CVX2.3%HWM2.2%BMY2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.0% HeldMSFT Microsoft Corp 5.5% HeldXOM ExxonMobil Holdings Corp 4.6% HeldTJX TJX Companies Inc 4.1% Added +19%
VGT Vanguard Information Technology ETF 3.8% Held
CSCO Cisco Systems, Inc. 3.6% HeldSCHD Schwab US Dividend Equity ETF 3.0% Held
BRK-B Berkshire Hathaway Inc 2.9% HeldGOOGL Alphabet Inc. 2.5% HeldCVX Chevron Corp 2.3% HeldHWM Howmet Aerospace Inc. 2.2% HeldBMY Bristol Myers Squibb Co 2.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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