Universe · entity

D'Orazio & Associates, Inc.

Institutional manager (13F) · CIK 1646821
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $666M
#IssuerValueShares
1VANGUARD INDEX FDS$133M414,124
2BOOZ ALLEN HAMILTON HLDG COR$56M720,534
3ISHARES TR$45M967,543
4J P MORGAN EXCHANGE TRADED F$44M946,406
5VANGUARD TAX-MANAGED FDS$37M572,859
6BERKSHIRE HATHAWAY INC DEL$34M71,042
7INVESCO EXCH TRADED FD TR II$33M139,872
8ISHARES TR$30M430,362
9VANGUARD MALVERN FDS$19M244,642
10INVESCO QQQ TR$19M32,699
11INVESCO EXCH TRADED FD TR II$16M283,681
12J P MORGAN EXCHANGE TRADED F$15M248,204
13ISHARES TR$14M59,715
14AMERICAN CENTY ETF TR$14M140,351
15UNITEDHEALTH GROUP INC$13M48,315
16INVESCO EXCHANGE TRADED FD T$12M113,320
17NVIDIA CORPORATION$11M65,648
18APPLE INC$11M43,322
19ISHARES TR$10M158,950
20MICROSOFT CORP$9M25,569
21VANGUARD INDEX FDS$8M12,770
22AMERICAN CENTY ETF TR$7M92,881
23AMAZON COM INC$5M22,165
24ALPHABET INC$4M14,784
25TTM TECHNOLOGIES INC$4M41,854
26LOCKHEED MARTIN CORP$4M6,651
27ALPHABET INC$4M13,734
28VANGUARD MUN BD FDS$4M49,951
29SPDR GOLD TR$3M7,983
30VANGUARD SPECIALIZED FUNDS$3M15,420
31BROADCOM INC$3M10,650
32VANGUARD INTL EQUITY INDEX F$3M55,967
33TESLA INC$3M7,664
34MARRIOTT INTL INC NEW$3M8,284
35JOHNSON & JOHNSON$2M9,900
36J P MORGAN EXCHANGE TRADED F$2M43,364
37META PLATFORMS INC$2M4,178
38EXXON MOBIL CORP$2M13,041
39BOEING CO$2M10,875
40SCHWAB STRATEGIC TR$2M83,729
41WALMART INC$2M16,781
42ELI LILLY & CO$2M2,220
43CELESTICA INC$2M7,140
44PIMCO ETF TR$2M21,601
45TETRA TECH INC NEW$2M65,356
46JPMORGAN CHASE & CO$2M6,283
47VISA INC$2M5,954
48ISHARES TR$2M11,386
49COSTCO WHOLESALE CORPORATION$2M1,561
50PHILIP MORRIS INTL INC$1M9,025
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.