Orographic Financial Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$141K
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
106
reported holdings
Largest positions
Top 100 of 106 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc Com | AAPL | Shares | $8K | 32K |
| Exxon Mobil Corp Com | XOM | Shares | $7K | 42K |
| Tjx Cos Inc New Com | TJX | Shares | $6K | 38K |
| Microsoft Corp Com | MSFT | Shares | $6K | 15K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $4K | 136K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $4K | 9K |
| Vanguard Information Technology Et | VGT | Shares | $4K | 6K |
| Cisco Sys Inc Com | CSCO | Shares | $4K | 50K |
| At&T Inc Com | T | Shares | $3K | 119K |
| Howmet Aerospace Inc Com | HWM | Shares | $3K | 15K |
| Chevron Corporation Com | CVX | Shares | $3K | 16K |
| Spdr Gold Shares | GLD | Shares | $3K | 8K |
| Kinder Morgan Inc Del Com | KMI | Shares | $3K | 94K |
| Bristol-Myers Squibb Co Com | BMY | Shares | $3K | 51K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $3K | 10K |
| Johnson & Johnson Com | JNJ | Shares | $2K | 10K |
| Jpmorgan Chase & Co Com | JPM | Shares | $2K | 8K |
| Constellation Energy Corp Com | CEG | Shares | $2K | 8K |
| Starbucks Corp Com | SBUX | Shares | $2K | 24K |
| Schwab U.S. Large-Cap Etf | SCHX | Shares | $2K | 84K |
| Pfizer Inc Com | PFE | Shares | $2K | 76K |
| American Elec Pwr Co Inc Com | AEP | Shares | $2K | 16K |
| Rtx Corporation Com | RTX | Shares | $2K | 10K |
| Ares Capital Corp Com | ARCC | Shares | $2K | 101K |
| Amazon Com Inc Com | AMZN | Shares | $2K | 9K |
| Invesco S&P 500 Equal Weight Utili | RSPU | Shares | $2K | 22K |
| Mcdonalds Corp Com | MCD | Shares | $2K | 5K |
| Coca Cola Co Com | KO | Shares | $2K | 21K |
| American Tower Corp Com | AMT | Shares | $2K | 9K |
| Goldman Sachs Group Inc Com | GS | Shares | $2K | 2K |
| Disney Walt Co Com | DIS | Shares | $2K | 16K |
| Organon & Co Common Stock | OGN | Shares | $2K | 254K |
| Crown Castle Inc Com | CCI | Shares | $2K | 19K |
| Nnn Reit Inc Com | NNN | Shares | $1K | 30K |
| Archer Daniels Midland Co Com | ADM | Shares | $1K | 17K |
| Schwab Short-Term Us Treasury Etf | SCHO | Shares | $1K | 50K |
| Verizon Communications Inc Com | VZ | Shares | $1K | 24K |
| Philip Morris Intl Inc Com | PM | Shares | $1K | 7K |
| Home Depot Inc Com | HD | Shares | $1K | 4K |
| Schwab International Equity Etf | SCHF | Shares | $1K | 46K |
| Exelon Corp Com | EXC | Shares | $1K | 23K |
| Abbvie Inc Com | ABBV | Shares | $1K | 5K |
| Schwab International Dividend Equi | SCHY | Shares | $1K | 34K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $1K | 4K |
| State Street Spdr Portfolio S&P 50 | SPYM | Shares | $1K | 14K |
| Golub Cap Bdc Inc Com | GBDC | Shares | $1K | 84K |
| Bank Of Amer Corp Com | BAC | Shares | $1K | 22K |
| Warner Bros Discovery Inc Com Ser | WBD | Shares | $1K | 37K |
| Procter & Gamble Co Com | PG | Shares | $1K | 7K |
| Paypal Hldgs Inc Com | PYPL | Shares | $926 | 20K |
| Vanguard S&P 500 Etf | VOO | Shares | $896 | 2K |
| Vodafone Group Plc Sponsored Adr | VOD | Shares | $889 | 59K |
| Walmart Inc Com | WMT | Shares | $883 | 7K |
| Southern Co Com | SO | Shares | $842 | 9K |
| Mckesson Corp Com | MCK | Shares | $782 | 903 |
| Meta Platforms Inc Cl A | META | Shares | $671 | 1K |
| Ishares Core S&P 500 Etf | IVV | Shares | $647 | 991 |
| Mondelez Intl Inc Cl A | MDLZ | Shares | $605 | 10K |
| Schwab Emerging Markets Equity Etf | SCHE | Shares | $594 | 18K |
| Invesco S&P 500 Equal Weight Techn | RSPT | Shares | $577 | 13K |
| Vaneck Semiconductor Etf | SMH | Shares | $573 | 1K |
| Wisdomtree U.S. Largecap Dividend | DLN | Shares | $548 | 6K |
| Pepsico Inc Com | PEP | Shares | $513 | 3K |
| Amgen Inc Com | AMGN | Shares | $507 | 1K |
| United Parcel Svcs Inc Cl B | UPS | Shares | $499 | 5K |
| Invesco Qqq Trust Series I | QQQ | Shares | $487 | 845 |
| Merck & Co Inc Com | MRK | Shares | $442 | 4K |
| State Street Spdr Portfolio Develo | SPDW | Shares | $440 | 10K |
| Broadcom Inc Com | AVGO | Shares | $435 | 1K |
| Nvidia Corporation Com | NVDA | Shares | $434 | 2K |
| Carrier Global Corporation Com | CARR | Shares | $421 | 7K |
| Vanguard Extended Duration Treasur | EDV | Shares | $421 | 6K |
| Us Bancorp Com New | USB | Shares | $410 | 8K |
| Kla Corp Com New | KLAC | Shares | $390 | 265 |
| Costco Wholesale Corporation Com | COST | Shares | $380 | 382 |
| Ford Mtr Co Com | F | Shares | $379 | 33K |
| Goldman Sachs Equal Weight U.S. La | GSEW | Shares | $376 | 4K |
| Waste Mgmt Inc Del Com | WM | Shares | $373 | 2K |
| Salesforce Inc Com | CRM | Shares | $344 | 2K |
| State Street Spdr Portfolio Aggreg | SPAB | Shares | $339 | 13K |
| Chipotle Mexican Grill Inc Com | CMG | Shares | $332 | 10K |
| Marathon Pete Corp Com | MPC | Shares | $328 | 1K |
| Enterprise Prods Partners L P Com | EPD | Shares | $323 | 9K |
| Wells Fargo & Co Com | WFC | Shares | $320 | 4K |
| Nextera Energy Inc Com | NEE | Shares | $317 | 3K |
| Alexandria Real Estate Eq Inc Com | ARE | Shares | $307 | 7K |
| Automatic Data Processing Inc Com | ADP | Shares | $307 | 2K |
| Schwab U.S. Reit Etf | SCHH | Shares | $302 | 14K |
| International Business Machs Com | IBM | Shares | $291 | 1K |
| Schwab U.S. Large-Cap Growth Etf | SCHG | Shares | $286 | 10K |
| Schwab U.S. Small-Cap Etf | SCHA | Shares | $286 | 10K |
| Alibaba Group Hldg Ltd Sponsored A | BABA | Shares | $265 | 2K |
| Otis Worldwide Corp Com | OTIS | Shares | $251 | 3K |
| Accenture Plc Ireland Shs Class A | Shares | $246 | 1K | |
| Vanguard Total Stock Market Etf | VTI | Shares | $243 | 758 |
| Diageo Plc Spon Adr New | DEO | Shares | $241 | 3K |
| Union Pac Corp Com | UNP | Shares | $215 | 890 |
| State Street Spdr Portfolio Emergi | SPEM | Shares | $211 | 5K |
| Conocophillips Com | COP | Shares | $208 | 2K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $207 | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.