Orographic Financial Advisors, LLC - Portfolio overview

Orographic Financial Advisors, LLC has 106 reported holdings in this dataset, with the latest filing dated 2026-05-19.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC COM, 5.80%
  2. XOM - EXXON MOBIL CORP COM, 4.99%
  3. TJX - TJX COS INC NEW COM, 4.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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