OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 714364
13F filing for Q2 2026・No. 4,465
- Holdings
- US$402.72M
- Quarter change
- +US$37.82M
- Entries
- 715
- Net bought (estimate)
- −US$3.1M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
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 20
- Sold out 19
- Cut 143
- Added 154
- Corporate actions 0
- Unchanged 376
Largest holdings
693 stocks worth US$402.72M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BINCISHARES FLEXIBLE INCME ACTIVE ETF | Added | 754,941 | US$39.51M | 9.81% |
| VTIVanguard Total Stock Market (ETF) | Added | 84,645 | US$31.32M | 7.78% |
| DJULFT CBOE Vest US Equity Deep Buffer July | Cut | 589,876 | US$29.58M | 7.34% |
| YDECFT Vest Intl Eq Mod Bffr ETF Dec | Cut | 798,972 | US$22.01M | 5.46% |
| VOOVanguard S&P 500 ETFVanguard 500 ETF | Cut | 29,036 | US$19.94M | 4.95% |
| VXUSVanguard Total International Stock ETF | Added | 213,815 | US$18.28M | 4.54% |
| SCHBSchwab U.S. Broad Market | Cut | 541,958 | US$15.7M | 3.90% |
| CVLCCalvert US Large-Cp Cor Rspnb ETF | Cut | 149,517 | US$14.12M | 3.51% |
| DOCTFT Vest US Equity Deep Buffer | Cut | 284,386 | US$13.28M | 3.30% |
| VSGXVanguard ESG International Stock ETF | Cut | 139,089 | US$11.45M | 2.84% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.