Orographic Financial Advisors, LLC

AVON, CO · CIK 2135775 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAvon, CO

$151.2m reported value +7.2% vs Q1 2026

105positions

37.8%in top 10

8 new 24 added 55 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	30,486	$9.2m6.10%	6.10%	Reduced -1.7k	-1,740 -5.4%
2	MICROSOFT CORP COM MSFT	MSFT	15,594	$7.7m5.08%	5.08%	Added +117	+117 0.8%
3	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	40,909	$6.5m4.32%	4.32%	New
4	CISCO SYS INC COM CSCO	CSCO	48,937	$6.1m4.01%	4.01%	Reduced -655	-655 -1.3%
5	TJX COS INC NEW COM TJX	TJX	37,925	$5.8m3.83%	3.83%	Reduced -72	-72 -0.2%
6	VANGUARD WORLD FD INF TECH ETF VGT	VGT	44,123	$5.4m3.55%	3.55%	Reduced -909	-909 -2.0%
7	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	135,660	$4.6m3.07%	3.07%	Reduced -572	-572 -0.4%
8	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	8,339	$4.3m2.81%	2.81%	Reduced -211	-211 -2.5%
9	HOWMET AEROSPACE INC COM HWM	HWM	14,370	$4.0m2.68%	2.68%	Reduced -231	-231 -1.6%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,402	$3.6m2.36%	2.36%	Reduced -23	-23 -0.2%
11	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	51,149	$3.3m2.16%	2.16%	Reduced -225	-225 -0.4%
12	CHEVRON CORP NEW COM CVX	CVX	16,252	$3.2m2.11%	2.11%	Added +239	+239 1.5%
13	SPDR GOLD TR GOLD SHS GLD	GLD	7,673	$3.1m2.05%	2.05%	Added +2	+2 0.0%
14	AT&T INC COM T	T	122,507	$3.0m1.96%	1.96%	Added +3.5k	+3,517 3.0%
15	KINDER MORGAN INC DEL COM KMI	KMI	91,989	$2.9m1.93%	1.93%	Reduced -2.5k	-2,478 -2.6%
16	JPMORGAN CHASE & CO COM JPM	JPM	7,185	$2.6m1.74%	1.74%	Reduced -645	-645 -8.2%
17	STARBUCKS CORP COM SBUX	SBUX	23,780	$2.6m1.71%	1.71%	Reduced -355	-355 -1.5%
18	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	83,674	$2.6m1.69%	1.69%	Reduced -114	-114 -0.1%
19	JOHNSON & JOHNSON COM JNJ	JNJ	9,761	$2.5m1.68%	1.68%	Reduced -246	-246 -2.5%
20	AMAZON COM INC COM AMZN	AMZN	8,691	$2.3m1.54%	1.54%	Unchanged
21	CONSTELLATION ENERGY CORP COM CEG	CEG	8,098	$2.3m1.49%	1.49%	Added +19	+19 0.2%
22	RTX CORPORATION COM RTX	RTX	9,814	$2.2m1.45%	1.45%	Reduced -33	-33 -0.3%
23	PFIZER INC COM PFE	PFE	79,941	$2.1m1.39%	1.39%	Added +3.5k	+3,545 4.6%
24	ARES CAPITAL CORP COM ARCC	ARCC	103,345	$2.1m1.36%	1.36%	Added +2.5k	+2,533 2.5%
25	AMERICAN ELEC PWR CO INC COM AEP	AEP	16,017	$2.0m1.32%	1.32%	Reduced -105	-105 -0.7%
26	GOLDMAN SACHS GROUP INC COM GS	GS	1,800	$1.9m1.23%	1.23%	Reduced -16	-16 -0.9%
27	DISNEY WALT CO COM DIS	DIS	16,838	$1.7m1.15%	1.15%	Added +1.0k	+1,009 6.4%
28	COCA COLA CO COM KO	KO	20,040	$1.7m1.15%	1.15%	Reduced -500	-500 -2.4%
29	INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL RSPU	RSPU	21,446	$1.7m1.10%	1.10%	Reduced -59	-59 -0.3%
30	AMERICAN TOWER CORP NEW COM AMT	AMT	9,485	$1.6m1.07%	1.07%	Added +390	+390 4.3%
31	MCDONALDS CORP COM MCD	MCD	5,248	$1.4m0.96%	0.96%	Unchanged
32	CROWN CASTLE INC COM CCI	CCI	18,837	$1.4m0.92%	0.92%	Added +264	+264 1.4%
33	BANK AMERICA CORP COM BAC	BAC	21,450	$1.4m0.92%	0.92%	Reduced -225	-225 -1.0%
34	NNN REIT INC COM NNN	NNN	29,802	$1.4m0.90%	0.90%	Reduced -75	-75 -0.2%
35	PHILIP MORRIS INTL INC COM PM	PM	7,110	$1.3m0.88%	0.88%	Reduced -115	-115 -1.6%
36	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	45,295	$1.3m0.85%	0.85%	Reduced -494	-494 -1.1%
37	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	13,815	$1.3m0.83%	0.83%	Reduced -199	-199 -1.4%
38	ALPHABET INC CAP STK CL C GOOG	GOOG	3,662	$1.3m0.83%	0.83%	Reduced -108	-108 -2.9%
39	PAYPAL HLDGS INC COM PYPL	PYPL	20,471	$1.2m0.80%	0.80%	Reduced -15	-15 -0.1%
40	ARCHER DANIELS MIDLAND CO COM ADM	ADM	15,100	$1.2m0.80%	0.80%	Reduced -1.6k	-1,640 -9.8%
41	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	49,456	$1.2m0.79%	0.79%	Reduced -490	-490 -1.0%
42	SCHWAB STRATEGIC TR INTERNL DIVID SCHY	SCHY	34,059	$1.1m0.75%	0.75%	Reduced -159	-159 -0.5%
43	HOME DEPOT INC COM HD	HD	3,228	$1.1m0.73%	0.73%	Reduced -277	-277 -7.9%
44	GOLUB CAP BDC INC COM GBDC	GBDC	84,244	$1.1m0.73%	0.73%	Reduced -235	-235 -0.3%
45	VERIZON COMMUNICATIONS INC COM VZ	VZ	22,884	$1.1m0.71%	0.71%	Reduced -1.3k	-1,277 -5.3%
46	EXELON CORP COM EXC	EXC	23,200	$1.0m0.69%	0.69%	Added +180	+180 0.8%
47	ABBVIE INC COM ABBV	ABBV	4,211	$1.0m0.69%	0.69%	Reduced -788	-788 -15.8%
48	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	37,065	$1.0m0.68%	0.68%	Added +200	+200 0.5%
49	PROCTER AND GAMBLE CO COM PG	PG	6,814	$981.0k0.65%	0.65%	Reduced -165	-165 -2.4%
50	VODAFONE GROUP PLC NEW SPONSORED ADR VOD	VOD	58,245	$937.0k0.62%	0.62%	Reduced -1.0k	-1,000 -1.7%
51	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	1,487	$869.0k0.57%	0.57%	Reduced -10	-10 -0.7%
52	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	12,760	$836.0k0.55%	0.55%	Added +4	+4 0.0%
53	WALMART INC COM WMT	WMT	7,086	$822.0k0.54%	0.54%	Reduced -5	-5 -0.1%
54	SOUTHERN CO COM SO	SO	8,577	$793.0k0.52%	0.52%	Reduced -150	-150 -1.7%
55	MCKESSON CORP COM MCK	MCK	899	$789.0k0.52%	0.52%	Reduced -4	-4 -0.4%
56	ISHARES TR CORE S&P500 ETF IVV	IVV	961	$745.0k0.49%	0.49%	Reduced -30	-30 -3.0%
57	UBER TECHNOLOGIES INC COM UBER	UBER	9,253	$697.0k0.46%	0.46%	New
58	NVIDIA CORPORATION COM NVDA	NVDA	3,103	$695.0k0.46%	0.46%	Added +613	+613 24.6%
59	META PLATFORMS INC CL A META	META	1,192	$689.0k0.46%	0.46%	Added +18	+18 1.5%
60	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	17,915	$661.0k0.44%	0.44%	Reduced -133	-133 -0.7%
61	MONDELEZ INTL INC CL A MDLZ	MDLZ	10,089	$627.0k0.41%	0.41%	Reduced -328	-328 -3.1%
62	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	6,165	$623.0k0.41%	0.41%	Added +20	+20 0.3%
63	AMGEN INC COM AMGN	AMGN	1,442	$600.0k0.40%	0.40%	Unchanged
64	UNITED PARCEL SERVICE INC CL B UPS	UPS	5,534	$575.0k0.38%	0.38%	Added +455	+455 9.0%
65	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	9,562	$496.0k0.33%	0.33%	Reduced -95	-95 -1.0%
66	US BANCORP DEL COM NEW USB	USB	7,572	$492.0k0.33%	0.33%	Reduced -250	-250 -3.2%
67	MERCK & CO INC COM MRK	MRK	3,657	$486.0k0.32%	0.32%	Unchanged
68	CARRIER GLOBAL CORPORATION COM CARR	CARR	7,481	$471.0k0.31%	0.31%	Reduced -11	-11 -0.1%
69	FORD MTR CO COM F	F	33,797	$467.0k0.31%	0.31%	Added +900	+900 2.7%
70	MARATHON PETE CORP COM MPC	MPC	1,316	$458.0k0.30%	0.30%	Reduced -30	-30 -2.2%
71	PEPSICO INC COM PEP	PEP	3,209	$445.0k0.29%	0.29%	Reduced -100	-100 -3.0%
72	GOLDMAN SACHS ETF TR EQUAL WEIGHT US GSEW	GSEW	4,401	$433.0k0.29%	0.29%	Reduced -52	-52 -1.2%
73	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,500	$403.0k0.27%	0.27%	Unchanged
74	VANGUARD WORLD FD EXTENDED DUR EDV	EDV	6,439	$383.0k0.25%	0.25%	Reduced -50	-50 -0.8%
75	SALESFORCE INC COM CRM	CRM	1,963	$379.0k0.25%	0.25%	Added +118	+118 6.4%
76	WASTE MGMT INC DEL COM WM	WM	1,625	$367.0k0.24%	0.24%	Unchanged
77	WELLS FARGO CO NEW COM WFC	WFC	4,030	$358.0k0.24%	0.24%	Unchanged
78	INTEL CORP COM INTC	INTC	3,502	$353.0k0.23%	0.23%	New
79	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	9,849	$350.0k0.23%	0.23%	Unchanged
80	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	9,847	$345.0k0.23%	0.23%	Unchanged
81	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	10,400	$339.0k0.22%	0.22%	Unchanged
82	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	13,272	$333.0k0.22%	0.22%	Added +20	+20 0.1%
83	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	14,000	$333.0k0.22%	0.22%	Reduced -73	-73 -0.5%
84	ALEXANDRIA REAL ESTATE EQ IN COM ARE	ARE	6,356	$305.0k0.20%	0.20%	Reduced -170	-170 -2.6%
85	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	2,395	$299.0k0.20%	0.20%	Added +277	+277 13.1%
86	NEXTERA ENERGY INC COM NEE	NEE	3,420	$293.0k0.19%	0.19%	Unchanged
87	DIAGEO PLC SPON ADR NEW DEO	DEO	3,090	$290.0k0.19%	0.19%	Reduced -150	-150 -4.6%
88	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	758	$289.0k0.19%	0.19%	Unchanged
89	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,204	$284.0k0.19%	0.19%	Unchanged
90	GENIUS SPORTS LIMITED SHARES CL A GENI	GENI	35,794	$273.0k0.18%	0.18%	Added +875	+875 2.5%
91	UNION PAC CORP COM UNP	UNP	860	$252.0k0.17%	0.17%	Reduced -30	-30 -3.4%
92	ELI LILLY & CO COM LLY	LLY	205	$250.0k0.17%	0.17%	New
93	OTIS WORLDWIDE CORP COM OTIS	OTIS	3,259	$241.0k0.16%	0.16%	Unchanged
94	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	4,573	$239.0k0.16%	0.16%	Added +60	+60 1.3%
95	ISHARES TR CORE S&P MCP ETF IJH	IJH	2,968	$231.0k0.15%	0.15%	Reduced -100	-100 -3.3%
96	TRUIST FINL CORP COM TFC	TFC	4,404	$231.0k0.15%	0.15%	Unchanged
97	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	1,245	$224.0k0.15%	0.15%	Unchanged
98	VANGUARD INDEX FDS VALUE ETF VTV	VTV	975	$220.0k0.15%	0.15%	New
99	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	4,065	$211.0k0.14%	0.14%	New
100	VICI PPTYS INC COM VICI	VICI	7,891	$205.0k0.14%	0.14%	Added +555	+555 7.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	41,514	$7.0m41.5k shares
VANGUARD INDEX FDS VOO	VOO	1,500	$896.0k1.5k shares
INVESCO QQQ TR QQQ	QQQ	845	$487.0k845 shares
BROADCOM INC AVGO	AVGO	1,406	$435.0k1.4k shares
KLA CORP KLAC	KLAC	2,650	$390.0k2.6k shares
COSTCO WHSL CORP NEW COST	COST	382	$380.0k382 shares
ENTERPRISE PRODS PARTNERS L EPD	EPD	8,542	$323.0k8.5k shares
SIMON PPTY GROUP INC NEW SPG	SPG	1,095	$204.0k1.1k shares
SCHWAB STRATEGIC TR SCHV	SCHV	6,584	$200.0k6.6k shares