Orographic Financial Advisors
Orographic Financial Advisors reported 105 stocks worth $151K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AAPL (6.1%), MSFT (5.1%) and XOM (4.3%). Compared with Q1 2026, the fund opened new positions in XOM, UBER and INTC, added to MSFT, VGT and CVX, trimmed AAPL, CSCO and TJX and sold out of XOM, VOO and QQQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $9K | 6.1% | 30K | −1,740 (−5%) | 2 of 2 | |
| 2 |  MSFT Microsoft Corp | $8K | 5.1% | 16K | +117 (+1%) | 2 of 2 | |
| 3 |  XOM Exxon Mobil Corp | $7K | 4.3% | 41K | New position | 1 of 2 | |
| 4 |  CSCO Cisco Sys Inc | $6K | 4.0% | 49K | −655 (−1%) | 2 of 2 | |
| 5 |  TJX Tjx Cos Inc New | $6K | 3.8% | 38K | −72 (−0%) | 2 of 2 | |
| 6 |  VGT Vanguard World FD | $5K | 3.5% | 44K | +38K (+684%) | 2 of 2 | |
| 7 |  SCHD Schwab US Dividend Equity ETF | $5K | 3.1% | 136K | −572 (−0%) | 2 of 2 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $4K | 2.8% | 8,339 | −211 (−2%) | 2 of 2 | |
| 9 |  HWM Howmet Aerospace Inc | $4K | 2.7% | 14K | −231 (−2%) | 2 of 2 | |
| 10 |  GOOGL Alphabet Inc | $4K | 2.4% | 10K | −23 (−0%) | 2 of 2 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
XOM Exxon Mobil Corp | $7K | 42K |
 VOO Vanguard S&P 500 ETF | $896 | 1,500 |
 QQQ Invesco Qqq TR | $487 | 845 |
 AVGO Broadcom Inc | $435 | 1,406 |
 KLAC Kla Corp | $390 | 265 |
🔒 Free account: see all 9.
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Orographic Financial Advisors 13F FAQ
What does Orographic Financial Advisors own?
Orographic Financial Advisors reported 105 stocks worth $151K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AAPL (6.1%), MSFT (5.1%) and XOM (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Orographic Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 23 added to, 52 trimmed and 9 sold out. New positions include XOM, UBER and INTC. It sold all of XOM, VOO and QQQ.
When will Orographic Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Orographic Financial Advisors's portfolio worth?
The Q2 2026 filing reports $151K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.