Portfolio (Quarterly) Guide ↗

Orographic Financial Advisors, LLC

· CIK 0002135775

13F Portfolio $151M AUM 105 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 20 Added 40 Reduced 9 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP COM	Energy	41,514	$7.0M	4.99%	SOLD
2	VOO	VANGUARD S&P 500 ETF	—	1,500	$896K	0.64%	SOLD
3	QQQ	INVESCO QQQ TRUST SERIES I	Financial Services	845	$487K	0.34%	SOLD
4	AVGO	BROADCOM INC COM	Technology	1,406	$435K	0.31%	SOLD
5	KLAC	KLA CORP COM NEW	Technology	265	$390K	0.28%	SOLD
6	COST	COSTCO WHOLESALE CORPORATION COM	Consumer Defensive	382	$380K	0.27%	SOLD
7	EPD	ENTERPRISE PRODS PARTNERS L P COM	—	8,542	$323K	0.23%	SOLD
8	SPG	SIMON PPTY GROUP INC NEW COM	Real Estate	1,095	$204K	0.14%	SOLD
9	SCHV	SCHWAB U.S. LARGE-CAP VALUE ETF	—	6,584	$200K	0.14%	SOLD

Sector Allocation

Technology 22.8%

Financial Services 13.0%

Consumer Cyclical 12.8%

Communication Services 10.9%

Healthcare 10.0%

Industrials 7.6%

Consumer Defensive 6.6%

Energy 6.0%

Utilities 5.7%

Real Estate 4.4%