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Orographic Financial Advisors, LLC — 13F Holdings & Portfolio

CIK 2135775 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Orographic Financial Advisors, LLC manages $151.2M in 13F-reported U.S. long-equity assets across 105 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (6.10%), MSFT (5.08%), XOM (4.32%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions and exited 9; 53 existing positions rose in reported value and 16 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$151.2M

Long-equity book

Holdings
105

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+8 / −9 / ↑53 / ↓16

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL6.1% · -5%MSFT5.1% · +1%XOM4.3% · -2%CSCO4.0% · -1%TJX3.8% · -0%VGT3.5% · +684%SCHD3.1% · -0%BRK.B2.8% · -2%HWM2.7% · -2%GOOGL2.4% · -0%BMY2.2% · -0%CVX2.1% · +2%GLD2.1% · 0%T2.0% · +3%KMI1.9% · -3%JPM1.7% · -8%SBUX1.7% · -2%SCHX1.7% · -0%JNJ1.7% · -2%AMZN1.5% · 0%CEG1.5% · +0%RTX1.4% · -0%PFE1.4% · +5%ARCC1.4% · +2%AEP1.3% · -1%GS1.2% · -1%DIS1.1% · +6%KO1.1% · -2%RSPU1.1% · -0%AMT1.1% · +4%MCD1.0% · 0%CCI0.9% · +1%BAC0.9% · -1%NNN0.9% · -0%PM0.9% · -2%SCHF0.9% · -1%SPYM0.8% · -1%GOOG0.8% · -3%PYPL0.8% · -0%ADM0.8% · -10%SCHO0.8% · -1%SCHY0.7% · -0%HD0.7% · -8%GBDC0.7% · -0%VZ0.7% · -5%EXC0.7% · +1%ABBV0.7% · -16%WBD0.7% · +0%PG0.6% · -2%VOD0.6% · -2%SMH0.6% · -1%RSPT0.6% · 0%WMT0.5% · -0%SO0.5% · -2%MCK0.5% · -0%IVV0.5% · -3%UBER0.5% · newNVDA0.5% · +25%META0.5% · +2%SCHE0.4% · -1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 37.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 3, 2026.

Assets Under Management
$207.7M
Discretionary
$207.7M
Employees
3
Accounts
244
Phone
(720) 323-9944
Website
Mailing Address
P.O. BOX 3068, AVON, CO, 81620
Name Title / Status Ownership Type
NCI, LLC ControlOWNER
since Oct 2022
25–50%Domestic Entity
OROGRAPHIC FINANCIAL, LLC ControlOWNER
since Oct 2022
25–50%Domestic Entity
PIHL, BO, GABRIEL ALFRED ControlCCO
since Oct 2022
Less than 5%Individual
PIHL, BO, GABRIEL ALFRED Control
Indirect owner via OROGRAPHIC FINANCIAL, LLC
OWNER
since Oct 2022
75% or moreIndividual
SHIFFRIN, LESLEY, MYRNA Control
Indirect owner via NCI, LLC
OWNER
since Oct 2022
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Oct 21, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 27, 2024 filing
  • No longer listedSHIFFRIN, LESLEY, MYRNA · PRINCIPAL · 50–75% · control person · listed since Oct 2022
  • AddedNCI, LLC · OWNER · 25–50% · control person
  • AddedOROGRAPHIC FINANCIAL, LLC · OWNER · 25–50% · control person
  • AddedPIHL, BO, GABRIEL ALFRED · OWNER · 75% or more · indirect via OROGRAPHIC FINANCIAL, LLC · control person
  • AddedSHIFFRIN, LESLEY, MYRNA · OWNER · 75% or more · indirect via NCI, LLC · control person
  • ChangedPIHL, BO, GABRIEL ALFRED · title PRINCIPAL/CCO → CCO; ownership 50–75% → Less than 5%
Oct 21, 2022 filing (earliest on record)
  • ListedPIHL, BO, GABRIEL ALFRED · PRINCIPAL/CCO · 50–75% · control person
  • ListedSHIFFRIN, LESLEY, MYRNA · PRINCIPAL · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Orographic Financial Advisors, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC COM AAPL 037833100 $9.2M 6.10% 30,486 SH
2 MICROSOFT CORP COM MSFT 594918104 $7.7M 5.08% 15,594 SH
3 EXXONMOBIL HOLDINGS CORP COM SHS XOM 30233Q108 $6.5M 4.32% 40,909 SH
4 CISCO SYS INC COM CSCO 17275R102 $6.1M 4.01% 48,937 SH
5 TJX COS INC NEW COM TJX 872540109 $5.8M 3.83% 37,925 SH
6 VANGUARD INFORMATION TECHNOLOGY ETF VGT 92204A702 $5.4M 3.55% 44,123 SH
7 SCHWAB US DIVIDEND EQUITY ETF SCHD 808524797 $4.6M 3.07% 135,660 SH
8 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $4.3M 2.81% 8,339 SH
9 HOWMET AEROSPACE INC COM HWM 443201108 $4.0M 2.68% 14,370 SH
10 ALPHABET INC CAP STK CL A GOOGL 02079K305 $3.6M 2.36% 10,402 SH
11 BRISTOL-MYERS SQUIBB CO COM BMY 110122108 $3.3M 2.16% 51,149 SH
12 CHEVRON CORPORATION COM CVX 166764100 $3.2M 2.11% 16,252 SH
13 SPDR GOLD SHARES GLD 78463V107 $3.1M 2.05% 7,673 SH
14 AT&T INC COM T 00206R102 $3.0M 1.96% 122,507 SH
15 KINDER MORGAN INC DEL COM KMI 49456B101 $2.9M 1.93% 91,989 SH
16 JPMORGAN CHASE & CO COM JPM 46625H100 $2.6M 1.74% 7,185 SH
17 STARBUCKS CORP COM SBUX 855244109 $2.6M 1.71% 23,780 SH
18 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $2.6M 1.69% 83,674 SH
19 JOHNSON & JOHNSON COM JNJ 478160104 $2.5M 1.68% 9,761 SH
20 AMAZON COM INC COM AMZN 023135106 $2.3M 1.54% 8,691 SH
21 CONSTELLATION ENERGY CORP COM CEG 21037T109 $2.3M 1.49% 8,098 SH
22 RTX CORPORATION COM RTX 75513E101 $2.2M 1.45% 9,814 SH
23 PFIZER INC COM PFE 717081103 $2.1M 1.39% 79,941 SH
24 ARES CAPITAL CORP COM ARCC 04010L103 $2.1M 1.36% 103,345 SH
25 AMERICAN ELEC PWR CO INC COM AEP 025537101 $2.0M 1.32% 16,017 SH
26 GOLDMAN SACHS GROUP INC COM GS 38141G104 $1.9M 1.23% 1,800 SH
27 DISNEY WALT CO COM DIS 254687106 $1.7M 1.15% 16,838 SH
28 COCA COLA CO COM KO 191216100 $1.7M 1.15% 20,040 SH
29 INVESCO S&P 500 EQUAL WEIGHT UTILIT RSPU 46137V274 $1.7M 1.10% 21,446 SH
30 AMERICAN TOWER CORP COM AMT 03027X100 $1.6M 1.07% 9,485 SH
31 MCDONALDS CORP COM MCD 580135101 $1.4M 0.96% 5,248 SH
32 CROWN CASTLE INC COM CCI 22822V101 $1.4M 0.92% 18,837 SH
33 BANK OF AMER CORP COM BAC 060505104 $1.4M 0.92% 21,450 SH
34 NNN REIT INC COM NNN 637417106 $1.4M 0.90% 29,802 SH
35 PHILIP MORRIS INTL INC COM PM 718172109 $1.3M 0.88% 7,110 SH
36 SCHWAB INTERNATIONAL EQUITY ETF SCHF 808524805 $1.3M 0.85% 45,295 SH
37 STATE STREET SPDR PORTFOLIO S&P 500 SPYM 78464A854 $1.3M 0.83% 13,815 SH
38 ALPHABET INC CAP STK CL C GOOG 02079K107 $1.3M 0.83% 3,662 SH
39 PAYPAL HLDGS INC COM PYPL 70450Y103 $1.2M 0.80% 20,471 SH
40 ARCHER DANIELS MIDLAND CO COM ADM 039483102 $1.2M 0.80% 15,100 SH
41 SCHWAB SHORT-TERM US TREASURY ETF SCHO 808524862 $1.2M 0.79% 49,456 SH
42 SCHWAB INTERNATIONAL DIVIDEND EQUIT SCHY 808524672 $1.1M 0.75% 34,059 SH
43 HOME DEPOT INC COM HD 437076102 $1.1M 0.73% 3,228 SH
44 GOLUB CAP BDC INC COM GBDC 38173M102 $1.1M 0.73% 84,244 SH
45 VERIZON COMMUNICATIONS INC COM VZ 92343V104 $1.1M 0.71% 22,884 SH
46 EXELON CORP COM EXC 30161N101 $1.0M 0.69% 23,200 SH
47 ABBVIE INC COM ABBV 00287Y109 $1.0M 0.69% 4,211 SH
48 WARNER BROS DISCOVERY INC COM SER A WBD 934423104 $1.0M 0.68% 37,065 SH
49 PROCTER & GAMBLE CO COM PG 742718109 $981.0K 0.65% 6,814 SH
50 VODAFONE GROUP PLC SPONSORED ADR VOD 92857W308 $937.0K 0.62% 58,245 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $151.2M 105 0002135775-26-000002
2026-03-31 2026-05-19 $141.1M 106 0002135775-26-000001
Filer Information
Address
210 B LARKSPUR
AVON, CO 81620
Phone
(720) 323-9944
Filing Manager
Orographic Financial Advisors, LLC
AVON, CO
Signatory
Rod Ehrlich
Consultant