Orographic Financial Advisors, LLC — 13F holdings

Orographic Financial Advisors, LLC reported 105 holdings worth $151M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. AAPL APPLE INC — $9.21M (6.1%)
2. MSFT MICROSOFT CORP — $7.68M (5.1%)
3. XOM EXXONMOBIL HOLDINGS CORP — $6.54M (4.3%)
4. CSCO CISCO SYS INC — $6.06M (4.0%)
5. TJX TJX COS INC NEW — $5.79M (3.8%)
6. VGT VANGUARD WORLD FD — $5.37M (3.5%)
7. SCHD SCHWAB STRATEGIC TR — $4.65M (3.1%)
8. BRK.B BERKSHIRE HATHAWAY INC DEL — $4.25M (2.8%)
9. HWM Howmet Aerospace Inc — $4.05M (2.7%)
10. GOOGL ALPHABET INC — $3.57M (2.4%)