Orographic Financial Advisors, LLC — 13F Holdings & Portfolio
CIK 2135775 · latest 13F-HR filed 2026-05-19
Orographic Financial Advisors, LLC manages $141.1K in 13F-reported U.S. long-equity assets across 106 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (5.80%), XOM (4.99%), TJX (4.30%).
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.
$141.1K
Long-equity book
106
Distinct positions
2026-03-31
Filed 2026-05-19
—
no prior filing cached
| Name | Title / Status | Ownership | Type |
|---|
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 | $8.2K | 5.80% | 32,226 | SH |
| 2 | EXXON MOBIL CORP COM | XOM | 30231G102 | $7.0K | 4.99% | 41,514 | SH |
| 3 | TJX COS INC NEW COM | TJX | 872540109 | $6.1K | 4.30% | 37,997 | SH |
| 4 | MICROSOFT CORP COM | MSFT | 594918104 | $5.7K | 4.06% | 15,477 | SH |
| 5 | SCHWAB US DIVIDEND EQUITY ETF | SCHD | 808524797 | $4.2K | 2.96% | 136,232 | SH |
| 6 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | 084670702 | $4.1K | 2.90% | 8,550 | SH |
| 7 | VANGUARD INFORMATION TECHNOLOGY ETF | VGT | 92204A702 | $3.9K | 2.78% | 5,629 | SH |
| 8 | CISCO SYS INC COM | CSCO | 17275R102 | $3.8K | 2.73% | 49,592 | SH |
| 9 | AT&T INC COM | T | 00206R102 | $3.4K | 2.45% | 118,990 | SH |
| 10 | HOWMET AEROSPACE INC COM | HWM | 443201108 | $3.4K | 2.38% | 14,601 | SH |
| 11 | CHEVRON CORPORATION COM | CVX | 166764100 | $3.3K | 2.35% | 16,013 | SH |
| 12 | SPDR GOLD SHARES | GLD | 78463V107 | $3.3K | 2.34% | 7,671 | SH |
| 13 | KINDER MORGAN INC DEL COM | KMI | 49456B101 | $3.2K | 2.25% | 94,467 | SH |
| 14 | BRISTOL-MYERS SQUIBB CO COM | BMY | 110122108 | $3.1K | 2.21% | 51,374 | SH |
| 15 | ALPHABET INC CAP STK CL A | GOOGL | 02079K305 | $3.0K | 2.12% | 10,425 | SH |
| 16 | JOHNSON & JOHNSON COM | JNJ | 478160104 | $2.4K | 1.73% | 10,007 | SH |
| 17 | JPMORGAN CHASE & CO COM | JPM | 46625H100 | $2.3K | 1.63% | 7,830 | SH |
| 18 | CONSTELLATION ENERGY CORP COM | CEG | 21037T109 | $2.3K | 1.60% | 8,079 | SH |
| 19 | STARBUCKS CORP COM | SBUX | 855244109 | $2.2K | 1.53% | 24,135 | SH |
| 20 | SCHWAB U.S. LARGE-CAP ETF | SCHX | 808524201 | $2.1K | 1.52% | 83,788 | SH |
| 21 | PFIZER INC COM | PFE | 717081103 | $2.1K | 1.52% | 76,396 | SH |
| 22 | AMERICAN ELEC PWR CO INC COM | AEP | 025537101 | $2.1K | 1.50% | 16,122 | SH |
| 23 | RTX CORPORATION COM | RTX | 75513E101 | $1.9K | 1.35% | 9,847 | SH |
| 24 | ARES CAPITAL CORP COM | ARCC | 04010L103 | $1.8K | 1.29% | 100,812 | SH |
| 25 | AMAZON COM INC COM | AMZN | 023135106 | $1.8K | 1.28% | 8,691 | SH |
| 26 | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | RSPU | 46137V274 | $1.7K | 1.24% | 21,505 | SH |
| 27 | MCDONALDS CORP COM | MCD | 580135101 | $1.6K | 1.16% | 5,248 | SH |
| 28 | COCA COLA CO COM | KO | 191216100 | $1.6K | 1.11% | 20,540 | SH |
| 29 | AMERICAN TOWER CORP COM | AMT | 03027X100 | $1.6K | 1.11% | 9,095 | SH |
| 30 | GOLDMAN SACHS GROUP INC COM | GS | 38141G104 | $1.5K | 1.09% | 1,816 | SH |
| 31 | DISNEY WALT CO COM | DIS | 254687106 | $1.5K | 1.08% | 15,829 | SH |
| 32 | ORGANON & CO COMMON STOCK | OGN | 68622V106 | $1.5K | 1.08% | 254,200 | SH |
| 33 | CROWN CASTLE INC COM | CCI | 22822V101 | $1.5K | 1.07% | 18,573 | SH |
| 34 | NNN REIT INC COM | NNN | 637417106 | $1.3K | 0.89% | 29,877 | SH |
| 35 | ARCHER DANIELS MIDLAND CO COM | ADM | 039483102 | $1.2K | 0.86% | 16,740 | SH |
| 36 | SCHWAB SHORT-TERM US TREASURY ETF | SCHO | 808524862 | $1.2K | 0.86% | 49,946 | SH |
| 37 | VERIZON COMMUNICATIONS INC COM | VZ | 92343V104 | $1.2K | 0.86% | 24,161 | SH |
| 38 | PHILIP MORRIS INTL INC COM | PM | 718172109 | $1.2K | 0.85% | 7,225 | SH |
| 39 | HOME DEPOT INC COM | HD | 437076102 | $1.2K | 0.82% | 3,505 | SH |
| 40 | SCHWAB INTERNATIONAL EQUITY ETF | SCHF | 808524805 | $1.1K | 0.80% | 45,789 | SH |
| 41 | EXELON CORP COM | EXC | 30161N101 | $1.1K | 0.80% | 23,020 | SH |
| 42 | ABBVIE INC COM | ABBV | 00287Y109 | $1.1K | 0.77% | 4,999 | SH |
| 43 | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | SCHY | 808524672 | $1.1K | 0.77% | 34,218 | SH |
| 44 | ALPHABET INC CAP STK CL C | GOOG | 02079K107 | $1.1K | 0.77% | 3,770 | SH |
| 45 | STATE STREET SPDR PORTFOLIO S&P 500 ETF | SPYM | 78464A854 | $1.1K | 0.76% | 14,014 | SH |
| 46 | GOLUB CAP BDC INC COM | GBDC | 38173M102 | $1.1K | 0.76% | 84,479 | SH |
| 47 | BANK OF AMER CORP COM | BAC | 060505104 | $1.1K | 0.75% | 21,675 | SH |
| 48 | WARNER BROS DISCOVERY INC COM SER A | WBD | 934423104 | $1.0K | 0.72% | 36,865 | SH |
| 49 | PROCTER & GAMBLE CO COM | PG | 742718109 | $1.0K | 0.71% | 6,979 | SH |
| 50 | PAYPAL HLDGS INC COM | PYPL | 70450Y103 | $926 | 0.66% | 20,486 | SH |