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 $864.1M across 322 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($154.6M, 17.89%), JPIE ($45.7M, 5.28%), IQLT ($44.9M, 5.20%), QQQM ($42.7M, 4.95%), BAH ($42.4M, 4.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $154.6M | 17.89% | 417,676 | Added |
| 2 | JPIE | J P MORGAN EXCHANGE TRADED F | $45.7M | 5.28% | 991,357 | Added |
| 3 | IQLT | ISHARES TR | $44.9M | 5.20% | 906,626 | Trimmed |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $42.7M | 4.95% | 141,092 | Added |
| 5 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $42.4M | 4.90% | 698,124 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $41.8M | 4.84% | 586,614 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.2M | 3.95% | 68,256 | Trimmed |
| 8 | DGRO | ISHARES TR | $32.0M | 3.71% | 422,469 | Trimmed |
| 9 | VCRB | VANGUARD MALVERN FDS | $23.8M | 2.75% | 307,966 | Added |
| 10 | QQQ | INVESCO QQQ TR | $23.7M | 2.75% | 32,236 | Trimmed |
| 11 | MTUM | ISHARES TR | $21.7M | 2.51% | 63,196 | Added |
| 12 | UNH | UNITEDHEALTH GROUP INC | $20.3M | 2.35% | 48,884 | Added |
| 13 | IDMO | INVESCO EXCH TRADED FD TR II | $19.4M | 2.25% | 321,925 | Added |
| 14 | AVDV | AMERICAN CENTY ETF TR | $17.0M | 1.97% | 165,162 | Added |
| 15 | JQUA | J P MORGAN EXCHANGE TRADED F | $16.6M | 1.93% | 230,194 | Trimmed |
| 16 | STLG | ISHARES TR | $15.5M | 1.79% | 187,575 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $13.4M | 1.55% | 66,872 | Added |
| 18 | AAPL | APPLE INC | $13.2M | 1.53% | 45,622 | Added |
| 19 | AVEM | AMERICAN CENTY ETF TR | $10.7M | 1.24% | 111,228 | Added |
| 20 | MSFT | MICROSOFT CORP | $9.6M | 1.11% | 25,699 | Added |
| 21 | VOO | VANGUARD INDEX FDS | $8.5M | 0.99% | 12,408 | Trimmed |
| 22 | TTMI | TTM TECHNOLOGIES INC | $7.5M | 0.86% | 39,860 | Trimmed |
| 23 | VCRM | VANGUARD MUN BD FDS | $5.9M | 0.68% | 76,991 | Added |
| 24 | AMZN | AMAZON COM INC | $5.5M | 0.64% | 23,115 | Added |
| 25 | GOOGL | ALPHABET INC | $5.4M | 0.62% | 15,018 | Added |
Source: SEC Form 13F filings · as of 2026-06-30