Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

OGOREK ANTHONY JOSEPH /NY/ /ADV 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: OGOREK ANTHONY JOSEPH /NY/ /ADV 13F Holdings (2026-03-31)
Creator: ko.io

OGOREK ANTHONY JOSEPH /NY/ /ADV (CIK 714364) reported $364.9M across 685 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BINC ($38.8M, 10.63%), DJUL ($28.9M, 7.93%), VTI ($27.1M, 7.44%), YDEC ($21.1M, 5.78%), VOO ($17.5M, 4.79%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	BINC	BINC	$38.8M	10.63%	746,729	Added
2	DJUL	DJUL	$28.9M	7.93%	619,238	Trimmed
3	VTI	VTI	$27.1M	7.44%	84,583	Added
4	YDEC	YDEC	$21.1M	5.78%	802,351	Added
5	VOO	VOO	$17.5M	4.79%	29,256	Trimmed
6	VXUS	VXUS	$16.5M	4.51%	213,651	Added
7	CVLC	CVLC	$15.5M	4.26%	194,111	Added
8	SCHB	SCHB	$13.7M	3.74%	544,064	Trimmed
9	DOCT	DOCT	$12.4M	3.41%	286,176	Trimmed
10	VSGX	VSGX	$11.3M	3.10%	157,609	Added
11	SCHI	SCHI	$10.6M	2.91%	467,609	Added
12	MDT	MDT	$9.1M	2.48%	104,515	Added
13	LLY	LLY	$8.9M	2.45%	9,711	Trimmed
14	DNOV	DNOV	$8.9M	2.44%	185,895	Trimmed
15	PAVE	PAVE	$8.6M	2.34%	168,318	Trimmed
16	VUG	VUG	$8.1M	2.22%	18,550	Trimmed
17	CAT	CAT	$7.6M	2.07%	10,660	Trimmed
18	MINT	MINT	$7.4M	2.03%	73,645	New
19	VWUSX	VEXC	$6.4M	1.77%	79,170	New
20	VIG	VIG	$6.5M	1.77%	30,119	Trimmed
21	BRK/B	BRK.B	$6.3M	1.73%	13,138	Trimmed
22	AAPL	AAPL	$5.4M	1.49%	21,357	Trimmed
23	YMAR	YMAR	$4.2M	1.16%	154,267	Trimmed
24	FAPR	FAPR	$3.4M	0.93%	75,858	Trimmed
25	DSEP	DSEP	$3.3M	0.90%	74,812	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31