D'Orazio & Associates, Inc.: 13F holdings

CIK 16468212026Q2

Positions322
Reported value$864.1m
Filed2026-07-28

Change since last quarter

Positions322 (+24 vs prior quarter)
Reported value$864.1m (+11.9%)

Top 10 holdings

SecuritySharesValueWeight
VTI VANGUARD INDEX FDS417,676$154.6m17.9%
JPIE J P MORGAN EXCHANGE TRADED F991,357$45.7m5.3%
IQLT ISHARES TR906,626$44.9m5.2%
QQQM INVESCO EXCH TRADED FD TR II141,092$42.7m4.9%
BAH BOOZ ALLEN HAMILTON HLDG COR698,124$42.4m4.9%
VEA VANGUARD TAX-MANAGED FDS586,614$41.8m4.8%
BRK-B BERKSHIRE HATHAWAY INC DEL68,256$34.2m4.0%
DGRO ISHARES TR422,469$32.0m3.7%
VCRB VANGUARD MALVERN FDS307,966$23.8m2.8%
QQQ INVESCO QQQ TR32,236$23.7m2.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1646821")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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