Orographic Financial Advisors, LLC Q1 2026 Filing

Filed May 19, 2026

Portfolio Value

$141.1M

Holdings

106

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (106 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC COM	32,226	$8.2M	5.80%
2	XOMEXXON MOBIL CORP COM	41,514	$7.0M	4.99%
3	TJXTJX COS INC NEW COM	37,997	$6.1M	4.30%
4	MSFTMICROSOFT CORP COM	15,477	$5.7M	4.06%
5	SCHDSCHWAB US DIVIDEND EQUITY ETF	136,232	$4.2M	2.96%
6	BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW	8,550	$4.1M	2.90%
7	VGTVANGUARD INFORMATION TECHNOLOGY ETF	5,629	$3.9M	2.78%
8	CSCOCISCO SYS INC COM	49,592	$3.8M	2.73%
9	TAT&T INC COM	118,990	$3.4M	2.45%
10	HWMHOWMET AEROSPACE INC COM	14,601	$3.4M	2.38%
11	CVXCHEVRON CORPORATION COM	16,013	$3.3M	2.35%
12	GQ9SPDR GOLD SHARES	7,671	$3.3M	2.34%
13	KMIKINDER MORGAN INC DEL COM	94,467	$3.2M	2.25%
14	BMYBRISTOL-MYERS SQUIBB CO COM	51,374	$3.1M	2.21%
15	GOOGLALPHABET INC CAP STK CL A	10,425	$3.0M	2.12%
16	JNJJOHNSON & JOHNSON COM	10,007	$2.4M	1.73%
17	JPMJPMORGAN CHASE & CO COM	7,830	$2.3M	1.63%
18	CEGCONSTELLATION ENERGY CORP COM	8,079	$2.3M	1.60%
19	SBUXSTARBUCKS CORP COM	24,135	$2.2M	1.53%
20	SCHXSCHWAB U.S. LARGE-CAP ETF	83,788	$2.1M	1.52%
21	PFEPFIZER INC COM	76,396	$2.1M	1.52%
22	AEPAMERICAN ELEC PWR CO INC COM	16,122	$2.1M	1.50%
23	RTXRTX CORPORATION COM	9,847	$1.9M	1.35%
24	ARCCARES CAPITAL CORP COM	100,812	$1.8M	1.29%
25	AMZNAMAZON COM INC COM	8,691	$1.8M	1.28%
26	RSPUINVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF	21,505	$1.7M	1.24%
27	MCDMCDONALDS CORP COM	5,248	$1.6M	1.16%
28	KOCOCA COLA CO COM	20,540	$1.6M	1.11%
29	AMTAMERICAN TOWER CORP COM	9,095	$1.6M	1.11%
30	GSGOLDMAN SACHS GROUP INC COM	1,816	$1.5M	1.09%
31	DISDISNEY WALT CO COM	15,829	$1.5M	1.08%
32	OGNORGANON & CO COMMON STOCK	254,200	$1.5M	1.08%
33	8CWCROWN CASTLE INC COM	18,573	$1.5M	1.07%
34	NNNNNN REIT INC COM	29,877	$1.3M	0.89%
35	ADMARCHER DANIELS MIDLAND CO COM	16,740	$1.2M	0.86%
36	BACVERIZON COMMUNICATIONS INC COM	24,161	$1.2M	0.86%
37	SCHOSCHWAB SHORT-TERM US TREASURY ETF	49,946	$1.2M	0.86%
38	4I1PHILIP MORRIS INTL INC COM	7,225	$1.2M	0.85%
39	HDHOME DEPOT INC COM	3,505	$1.2M	0.82%
40	SCHFSCHWAB INTERNATIONAL EQUITY ETF	45,789	$1.1M	0.80%
41	PEOEXELON CORP COM	23,020	$1.1M	0.80%
42	ABBVABBVIE INC COM	4,999	$1.1M	0.77%
43	SCHYSCHWAB INTERNATIONAL DIVIDEND EQUITY ETF	34,218	$1.1M	0.77%
44	GOOGALPHABET INC CAP STK CL C	3,770	$1.1M	0.77%
45	SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF	14,014	$1.1M	0.76%
46	GBDCGOLUB CAP BDC INC COM	84,479	$1.1M	0.76%
47	BACBANK OF AMER CORP COM	21,675	$1.1M	0.75%
48	WBDWARNER BROS DISCOVERY INC COM SER A	36,865	$1.0M	0.72%
49	PGPROCTER & GAMBLE CO COM	6,979	$1.0M	0.71%
50	PYPLPAYPAL HLDGS INC COM	20,486	$926K	0.66%
51	VOOVANGUARD S&P 500 ETF	1,500	$896K	0.64%
52	VODVODAFONE GROUP PLC SPONSORED ADR	59,245	$889K	0.63%
53	WMTWALMART INC COM	7,091	$883K	0.63%
54	SOSOUTHERN CO COM	8,727	$842K	0.60%
55	MCKMCKESSON CORP COM	903	$782K	0.55%
56	METAMETA PLATFORMS INC CL A	1,174	$671K	0.48%
57	IVVISHARES CORE S&P 500 ETF	991	$647K	0.46%
58	MDLZMONDELEZ INTL INC CL A	10,417	$605K	0.43%
59	SCHESCHWAB EMERGING MARKETS EQUITY ETF	18,048	$594K	0.42%
60	RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF	12,756	$577K	0.41%
61	SMHVANECK SEMICONDUCTOR ETF	1,497	$573K	0.41%
62	DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND	6,145	$548K	0.39%
63	PEPPEPSICO INC COM	3,309	$513K	0.36%
64	AMGNAMGEN INC COM	1,442	$507K	0.36%
65	UPSUNITED PARCEL SVCS INC CL B	5,079	$499K	0.35%
66	NDQINVESCO QQQ TRUST SERIES I	845	$487K	0.35%
67	MRKMERCK & CO INC COM	3,657	$442K	0.31%
68	SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	9,657	$440K	0.31%
69	AVGOBROADCOM INC COM	1,406	$435K	0.31%
70	NVDANVIDIA CORPORATION COM	2,490	$434K	0.31%
71	EDVVANGUARD EXTENDED DURATION TREASURY ETF	6,489	$421K	0.30%
72	CARRCARRIER GLOBAL CORPORATION COM	7,492	$421K	0.30%
73	USBUS BANCORP COM NEW	7,822	$410K	0.29%
74	KLACKLA CORP COM NEW	265	$390K	0.28%
75	COSTCOSTCO WHOLESALE CORPORATION COM	382	$380K	0.27%
76	FFORD MTR CO COM	32,897	$379K	0.27%
77	GSEWGOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF	4,453	$376K	0.27%
78	WMWASTE MGMT INC DEL COM	1,625	$373K	0.26%
79	CRMSALESFORCE INC COM	1,845	$344K	0.24%
80	SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	13,252	$339K	0.24%
81	CMGCHIPOTLE MEXICAN GRILL INC COM	10,400	$332K	0.24%
82	MPCMARATHON PETE CORP COM	1,346	$328K	0.23%
83	EPDENTERPRISE PRODS PARTNERS L P COM	8,542	$323K	0.23%
84	WFCWELLS FARGO & CO COM	4,030	$320K	0.23%
85	NEENEXTERA ENERGY INC COM	3,420	$317K	0.22%
86	AREALEXANDRIA REAL ESTATE EQ INC COM	6,526	$307K	0.22%
87	ADPAUTOMATIC DATA PROCESSING INC COM	1,500	$307K	0.22%
88	SCHHSCHWAB U.S. REIT ETF	14,073	$302K	0.21%
89	IBMINTERNATIONAL BUSINESS MACHS COM	1,204	$291K	0.21%
90	SCHASCHWAB U.S. SMALL-CAP ETF	9,847	$286K	0.20%
91	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	9,849	$286K	0.20%
92	BABAALIBABA GROUP HLDG LTD SPONSORED ADS	2,118	$265K	0.19%
93	OTISOTIS WORLDWIDE CORP COM	3,259	$251K	0.18%
94	ACNACCENTURE PLC IRELAND SHS CLASS A	1,245	$246K	0.17%
95	VTIVANGUARD TOTAL STOCK MARKET ETF	758	$243K	0.17%
96	DEODIAGEO PLC SPON ADR NEW	3,240	$241K	0.17%
97	UNPUNION PAC CORP COM	890	$215K	0.15%
98	SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	4,513	$211K	0.15%
99	COPCONOCOPHILLIPS COM	1,578	$208K	0.15%
100	IJHISHARES CORE S&P MID-CAP ETF	3,068	$207K	0.15%

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