AiSiWhale

AI & tech investing

D'Orazio & Associates, Inc.

CIK 1646821

13F filing for Q2 2026・No. 2,822

Holdings
US$864.06M
Quarter change
+US$91.93M
Entries
322
Net bought (estimate)
+US$6.46M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 47
  • Sold out 23
  • Cut 115
  • Added 128
  • Corporate actions 2
  • Unchanged 32

Largest holdings

322 stocks worth US$864.06M, options and bonds left out.

StockThis quarterValueWeight
VANGUARD INDEX FDSTOTAL STK MKTAddedUS$154.56M17.89%
J P MORGAN EXCHANGE TRADED FINCOME ETFAddedUS$45.65M5.28%
ISHARES TRMSCI INTL QUALTYCutUS$44.92M5.20%
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETFAddedUS$42.75M4.95%
BAHBOOZ ALLEN HAMILTON HLDG CORCL ACutUS$42.36M4.90%
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKTAddedUS$41.8M4.84%
BRK.BBERKSHIRE HATHAWAY INC DELCL B NEWCutUS$34.15M3.95%
ISHARES TRCORE DIV GRWTHCutUS$32.02M3.71%
VANGUARD MALVERN FDSCORE BD ETFAddedUS$23.79M2.75%
QQQInvesco QQQUNIT SER 1CutUS$23.74M2.75%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.