StockDrifts LogoStockDrifts

D'Orazio & Associates, Inc.

Portfolio Manager
D'Orazio & Associates, Inc.
Performance
-3.84% (2026 Q1)
AUM (13F)
$772.13M
# of Holdings
298
Performance Rank
Allocation (Top 20)
74.57%

D'Orazio & Associates, Inc. Holdings Map

Top 50 D'Orazio & Associates, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
17.21%414.1K$132.9M
+1.46%(+5.96K)
2025-Q1: 363.2K shares2025-Q2: 394.5K shares2025-Q3: 402.3K shares2025-Q4: 408.2K shares2026-Q1: 414.1K shares
$233.15(+58.17%)
2026-03-31
BAH
BOOZ ALLEN HAMILTON HLDG COR
7.28%720.5K$56.2M
+0.12%(+838)
2025-Q1: 661.7K shares2025-Q2: 651.3K shares2025-Q3: 655.6K shares2025-Q4: 719.7K shares2026-Q1: 720.5K shares
$58.66(+6.45%)
2026-03-31
IQLT
ISHARES TR
5.79%967.5K$44.7M
-4.42%(-44.73K)
2025-Q1: 937.2K shares2025-Q2: 1.16M shares2025-Q3: 1.04M shares2025-Q4: 1.01M shares2026-Q1: 967.5K shares
$36.97(+34.15%)
2026-03-31
JPIE
J P MORGAN EXCHANGE TRADED F
5.65%946.4K$43.6M
+1.37%(+12.78K)
2025-Q1: 825.1K shares2025-Q2: 851.0K shares2025-Q3: 901.9K shares2025-Q4: 933.6K shares2026-Q1: 946.4K shares
$45.39(+1.10%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
4.75%572.9K$36.7M
+0.26%(+1.48K)
2025-Q1: 511.0K shares2025-Q2: 568.7K shares2025-Q3: 564.4K shares2025-Q4: 571.4K shares2026-Q1: 572.9K shares
$48.92(+44.76%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
4.41%71.0K$34.0M
-1.74%(-1.26K)
2025-Q1: 74.4K shares2025-Q2: 76.8K shares2025-Q3: 73.9K shares2025-Q4: 72.3K shares2026-Q1: 71.0K shares
$149.17(+240.41%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
4.3%139.9K$33.2M
-1.30%(-1.84K)
2025-Q1: 152.1K shares2025-Q2: 151.2K shares2025-Q3: 142.3K shares2025-Q4: 141.7K shares2026-Q1: 139.9K shares
$167.22(+75.46%)
2026-03-31
DGRO
ISHARES TR
3.91%430.4K$30.2M
-2.50%(-11.01K)
2025-Q1: 543.8K shares2025-Q2: 474.9K shares2025-Q3: 451.8K shares2025-Q4: 441.4K shares2026-Q1: 430.4K shares
$47.46(+62.80%)
2026-03-31
VCRB
VANGUARD MALVERN FDS
2.45%244.6K$18.9M
+18.82%(+38.74K)
2025-Q1: 0 shares2025-Q2: 29.4K shares2025-Q3: 134.1K shares2025-Q4: 205.9K shares2026-Q1: 244.6K shares
$77.91(-1.34%)
2026-03-31
QQQ
INVESCO QQQ TR
2.44%32.7K$18.9M
+4.84%(+1.51K)
2025-Q1: 44.1K shares2025-Q2: 37.4K shares2025-Q3: 31.8K shares2025-Q4: 31.2K shares2026-Q1: 32.7K shares
$307.01(+132.11%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track D'Orazio & Associates, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all