Orographic Financial Advisors, LLC

CIK 0002135775 · AVON, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Orographic Financial Advisors, LLC reported 105 positions worth $151.2K as of June 30, 2026 (13F filed August 13, 2026). Largest holding: AAPL (6.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$151.2K
2026 Q2
Positions
105
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.8%
Est. Net Flow (Q)
2026 Q2
10 / 105 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INC COMSH$9.2K6.10%30,486
2MSFTMICROSOFT CORP COMSH$7.7K5.08%15,594
3XOMEXXONMOBIL HOLDINGS CORP COM SHSSH$6.5K4.32%40,909
4CSCOCISCO SYS INC COMSH$6.1K4.01%48,937
5TJXTJX COS INC NEW COMSH$5.8K3.83%37,925
6VGTVANGUARD INFORMATION TECHNOLOGY ETFSH$5.4K3.55%44,123
7SCHDSCHWAB US DIVIDEND EQUITY ETFSH$4.6K3.07%135,660
8BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEWSH$4.3K2.81%8,339
9HWMHOWMET AEROSPACE INC COMSH$4.0K2.68%14,370
10GOOGLALPHABET INC CAP STK CL ASH$3.6K2.36%10,402

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Orographic Financial Advisors, LLC hold as of Q2 2026?

Orographic Financial Advisors, LLC reported 105 positions worth $151.2K in its Q2 2026 13F filing. Largest positions: AAPL (6.1%), MSFT (5.1%), XOM (4.3%), CSCO (4.0%) and TJX (3.8%).

What did Orographic Financial Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Orographic Financial Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.