StockDriftsStockDriftsTop 50 D'Orazio & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 17.89% | 417.7K | $154.6M | +0.86%(+3.55K) | $234.06(+63.79%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 5.28% | 991.4K | $45.7M | +4.75%(+44.95K) | $45.42(+1.02%) | 2026-06-30 | |
| IQLT | ISHARES TR | 5.2% | 906.6K | $44.9M | -6.30%(-60.92K) | $36.97(+40.49%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.95% | 141.1K | $42.7M | +0.87%(+1.22K) | $168.08(+79.33%) | 2026-06-30 | |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 4.9% | 698.1K | $42.4M | -3.11%(-22.41K) | $58.66(+32.04%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.84% | 586.6K | $41.8M | +2.40%(+13.76K) | $49.33(+50.03%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.95% | 68.3K | $34.2M | -3.92%(-2.79K) | $149.17(+236.09%) | 2026-06-30 | |
| DGRO | ISHARES TR | 3.71% | 422.5K | $32.0M | -1.83%(-7.89K) | $47.46(+67.69%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 2.75% | 308.0K | $23.8M | +25.88%(+63.32K) | $77.76(-2.21%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.75% | 32.2K | $23.7M | -1.42%(-463) | $307.01(+138.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.66% | +31.86% | +3.87% | +20.90% |
| Top 20 Holdings Unweighted | +12.95% | +44.08% | +6.56% | +37.37% |
D'Orazio & Associates, Inc. reports $864.06M in US-listed equity holdings across 322 positions in its most recent 13F filing. Its largest disclosed positions are VTI (17.9%), JPIE (5.3%) and IQLT (5.2%). The top 20 holdings account for 74.45% of reported assets. Its disclosed equity book has returned +31.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from D'Orazio & Associates, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1646821). View D'Orazio & Associates, Inc.’s 13F filings on SEC