Rod Ehrlich

Orographic Financial Advisors, Llc

Assets Managed

$141.051M

Holdings

106

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Orographic Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Orographic Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 141.051M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Rod Ehrlich, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity New Position	5.8%	$8.178M 32,226 shares@ $253.78 avg price	New Position
XOM Exxon Mobil Corp Recent Activity New Position	5%	$7.043M 41,514 shares@ $169.66 avg price	New Position
TJX Tjx Companies Inc Recent Activity New Position	4.31%	$6.068M 37,997 shares@ $159.7 avg price	New Position
MSFT Microsoft Corp Recent Activity New Position	4.07%	$5.729M 15,477 shares@ $370.17 avg price	New Position
SCHD Schwab Us Dvd Equity Etf Recent Activity New Position	2.97%	$4.179M 136,232 shares@ $30.68 avg price	New Position
BRK.B Berkshire Hathaway Inc-cl B Recent Activity New Position	2.91%	$4.097M 8,550 shares@ $479.19 avg price	New Position
VGT Vanguard Info Tech Etf Recent Activity New Position	2.79%	$3.927M 5,629 shares@ $697.64 avg price	New Position
CSCO Cisco Systems Inc Recent Activity New Position	2.73%	$3.847M 49,592 shares@ $77.58 avg price	New Position
T At&t Inc Recent Activity New Position	2.45%	$3.449M 118,990 shares@ $28.99 avg price	New Position
HWM Howmet Aerospace Inc Recent Activity New Position	2.39%	$3.364M 14,601 shares@ $230.4 avg price	New Position

1-10 of 106