Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
D'Orazio & Associates, Inc. (CIK 1646821) reported $772.1M across 297 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($132.9M, 17.21%), BAH ($56.3M, 7.29%), IQLT ($44.7M, 5.79%), JPIE ($43.6M, 5.65%), VEA ($36.7M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $132.9M | 17.21% | 414,124 | Added |
| 2 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $56.3M | 7.29% | 721,234 | Trimmed |
| 3 | IQLT | ISHARES TR | $44.7M | 5.79% | 967,543 | Trimmed |
| 4 | JPIE | J P MORGAN EXCHANGE TRADED F | $43.6M | 5.65% | 946,406 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $36.7M | 4.75% | 572,859 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.0M | 4.41% | 71,042 | Trimmed |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $33.2M | 4.30% | 139,872 | Trimmed |
| 8 | DGRO | ISHARES TR | $30.2M | 3.91% | 430,362 | Trimmed |
| 9 | VCRB | VANGUARD MALVERN FDS | $18.9M | 2.45% | 244,642 | Added |
| 10 | QQQ | INVESCO QQQ TR | $18.9M | 2.44% | 32,699 | Added |
| 11 | IDMO | INVESCO EXCH TRADED FD TR II | $15.6M | 2.01% | 283,681 | Added |
| 12 | JQUA | J P MORGAN EXCHANGE TRADED F | $15.2M | 1.97% | 248,204 | Trimmed |
| 13 | MTUM | ISHARES TR | $14.3M | 1.86% | 59,715 | Added |
| 14 | AVDV | AMERICAN CENTY ETF TR | $14.0M | 1.82% | 140,351 | Added |
| 15 | UNH | UNITEDHEALTH GROUP INC | $13.1M | 1.69% | 48,315 | Trimmed |
| 16 | SPGP | INVESCO EXCHANGE TRADED FD T | $12.2M | 1.58% | 113,320 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $11.4M | 1.48% | 65,648 | Added |
| 18 | AAPL | APPLE INC | $11.0M | 1.42% | 43,322 | Trimmed |
| 19 | STLG | ISHARES TR | $10.2M | 1.32% | 158,950 | Added |
| 20 | MSFT | MICROSOFT CORP | $9.5M | 1.23% | 25,569 | Added |
| 21 | VOO | VANGUARD INDEX FDS | $7.6M | 0.99% | 12,770 | Added |
| 22 | AVEM | AMERICAN CENTY ETF TR | $7.5M | 0.97% | 92,881 | Added |
| 23 | AMZN | AMAZON COM INC | $4.6M | 0.60% | 22,165 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $4.3M | 0.55% | 14,784 | Added |
| 25 | TTMI | TTM TECHNOLOGIES INC | $4.1M | 0.53% | 41,854 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31