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Holders — by stockHoldings — by fund

D'Orazio & Associates, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001646821

$864.1M

disclosed book value

322

positions

17.9%

largest position share

Positions, as of 2026-06-30

top 100 of 322 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VTIVANGUARD INDEX FDS417,676$154.6M17.9%
2JPIEJ P MORGAN EXCHANGE TRADED F991,357$45.7M5.3%
3IQLTISHARES TR906,626$44.9M5.2%
4QQQMINVESCO EXCH TRADED FD TR II141,092$42.7M4.9%
5BAHBOOZ ALLEN HAMILTON HLDG COR698,124$42.4M4.9%
6VEAVANGUARD TAX-MANAGED FDS586,614$41.8M4.8%
7BRK/BBERKSHIRE HATHAWAY INC DEL68,256$34.2M4%
8DGROISHARES TR422,469$32.0M3.7%
9VCRBVANGUARD MALVERN FDS307,966$23.8M2.8%
10QQQINVESCO QQQ TR32,236$23.7M2.7%
11MTUMISHARES TR63,196$21.7M2.5%
12UNHUNITEDHEALTH GROUP INC48,884$20.3M2.4%
13IDMOINVESCO EXCH TRADED FD TR II321,925$19.4M2.2%
14AVDVAMERICAN CENTY ETF TR165,162$17.0M2%
15JQUAJ P MORGAN EXCHANGE TRADED F230,194$16.6M1.9%
16GARPISHARES TR187,575$15.5M1.8%
17NVDANVIDIA CORPORATION66,872$13.4M1.5%
18AAPLAPPLE INC45,622$13.2M1.5%
19AVEMAMERICAN CENTY ETF TR111,228$10.7M1.2%
20MSFTMICROSOFT CORP25,699$9.6M1.1%
21VOOVANGUARD INDEX FDS12,408$8.5M1%
22TTMITTM TECHNOLOGIES INC39,860$7.5M0.9%
23VCRMVANGUARD MUN BD FDS76,991$5.9M0.7%
24AMZNAMAZON COM INC23,115$5.5M0.6%
25GOOGLALPHABET INC15,018$5.4M0.6%
26GOOGALPHABET INC13,921$4.9M0.6%
27AVGOBROADCOM INC10,369$3.9M0.5%
28VIGVANGUARD SPECIALIZED FUNDS14,791$3.5M0.4%
29LMTLOCKHEED MARTIN CORP6,662$3.4M0.4%
30VWOVANGUARD INTL EQUITY INDEX F55,603$3.3M0.4%
31TSLATESLA INC7,787$3.3M0.4%
32MARMARRIOTT INTL INC NEW8,183$3.0M0.4%
33JEPQJ P MORGAN EXCHANGE TRADED F43,489$2.7M0.3%
34MUMICRON TECHNOLOGY INC2,209$2.6M0.3%
35JNJJOHNSON & JOHNSON9,747$2.5M0.3%
36LLYELI LILLY & CO2,049$2.5M0.3%
37GLDSPDR GOLD TR6,616$2.4M0.3%
38SCHBSCHWAB STRATEGIC TR83,737$2.4M0.3%
39CLSCELESTICA INC6,594$2.4M0.3%
40METAMETA PLATFORMS INC4,144$2.3M0.3%
41VVISA INC6,468$2.2M0.3%
42JPMJPMORGAN CHASE & CO6,303$2.1M0.2%
43ITOTISHARES TR12,554$2.1M0.2%
44BABOEING CO9,156$2.0M0.2%
45WMTWALMART INC16,636$1.9M0.2%
46SEAGATE TECHNOLOGY HLDNGS PL1,844$1.8M0.2%
47TTEKTETRA TECH INC NEW61,472$1.8M0.2%
48EXMOCEXXON MOBIL CORP12,454$1.7M0.2%
49PMPHILIP MORRIS INTL INC9,311$1.7M0.2%
50AVDEAMERICAN CENTY ETF TR17,704$1.6M0.2%
51KLACKLA CORP5,118$1.5M0.2%
52CSCOCISCO SYS INC12,925$1.5M0.2%
53BONDPIMCO ETF TR15,730$1.5M0.2%
54COSTCOSTCO WHOLESALE CORPORATION1,545$1.4M0.2%
55MOALTRIA GROUP INC19,483$1.4M0.2%
56AMDADVANCED MICRO DEVICES INC2,390$1.4M0.2%
57ABBVABBVIE INC5,514$1.4M0.2%
58IVVISHARES TR1,765$1.3M0.2%
59JEPIJ P MORGAN EXCHANGE TRADED F22,850$1.3M0.1%
60CATCATERPILLAR INC1,076$1.1M0.1%
61AMGNAMGEN INC3,096$1.1M0.1%
62HDHOME DEPOT INC3,100$1.1M0.1%
63VBVANGUARD INDEX FDS3,594$1.1M0.1%
64DELLDELL TECHNOLOGIES INC2,523$1.1M0.1%
65WDCWESTERN DIGITAL CORP1,691$1.1M0.1%
66KOCOCA COLA CO13,097$1.1M0.1%
67BCSBARCLAYS PLC39,374$1.1M0.1%
68VGMSVANGUARD MALVERN FDS19,803$1.0M0.1%
69LOWLOWES COS INC4,505$993,3030.1%
70NFLXNETFLIX INC.13,845$988,5590.1%
71SPYSTATE STR SPDR S&P 500 ETF T1,316$982,5810.1%
72VALEVALE S A63,764$959,0110.1%
73INFQINFLEQTION INC69,481$925,4870.1%
74MAMASTERCARD INCORPORATED1,794$921,3990.1%
75GILDGILEAD SCIENCES INC7,176$906,6160.1%
76ORCLORACLE CORP6,051$886,7780.1%
77SPGPINVESCO EXCHANGE TRADED FD T7,230$884,1290.1%
78VGTVANGUARD WORLD FD7,288$871,0410.1%
79BBVABANCO BILBAO VIZCAYA ARGENTA34,556$865,9740.1%
80TSMTAIWAN SEMICONDUCTOR MANUFAC1,798$858,7410.1%
81JCPBJ P MORGAN EXCHANGE TRADED F18,172$852,9940.1%
82SNPSSYNOPSYS INC1,874$835,9360.1%
83BTIBRITISH AMERN TOB PLC13,406$827,9550.1%
84CVXCHEVRON CORPORATION4,945$819,6480.1%
85LRCXLAM RESEARCH CORP1,880$814,6610.1%
86CCITIGROUP INC5,730$802,0090.1%
87IEFAISHARES TR8,295$801,1700.1%
88VZVERIZON COMMUNICATIONS INC18,914$800,8190.1%
89EBAYEBAY INC.7,009$783,2560.1%
90FTECFIDELITY COVINGTON TRUST2,735$781,0080.1%
91DFUVDIMENSIONAL ETF TRUST14,143$778,0070.1%
92FIXCOMFORT SYS USA INC392$776,5320.1%
93GEGE AEROSPACE2,062$770,6320.1%
94PGPROCTER & GAMBLE CO5,247$769,4100.1%
95JMUBJ P MORGAN EXCHANGE TRADED F14,961$757,8500.1%
96QUALISHARES TR3,360$737,3850.1%
97CAHCARDINAL HEALTH INC3,099$736,2570.1%
98IBMINTERNATIONAL BUSINESS MACHS2,584$726,5270.1%
99AVUVAMERICAN CENTY ETF TR5,729$714,7800.1%
100MCKMCKESSON CORP941$711,0200.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.