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D'orazio & Associates, Inc.
D'Orazio & Associates, Inc., now known as D'Orazio Wealth Advisors, is a registered investment adviser specializing in financial planning, investment management, and retirement plan consulting for individuals, high net worth individuals, trusts, estates, and retirement plans.
Investment Strategy
Primarily allocates assets among mutual funds, ETFs, equities, bonds, and cash. For high net worth clients, they may use a separately managed account.
Latest 13F Filing Activity
D'orazio & Associates, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 274 equity positions and 2 options positions with a total 13F market value of $710M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Vanguard Tax-managed FDS among other positions. D'orazio & Associates, Inc. reduced exposure to American Centy Etf TR, Unitedhealth Group Inc., Ishares TR among others.
Top Holdings
Equity Positions (274)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 16.89% | $119.9M | 394,470 | $226.14 | $303.93 | +$20.1M |
B BAH | BOOZ ALLEN HAMILTON HLDG COR | 9.56% | $67.8M | 651,339 | $56.43 | $104.13 | -$1.4M |
I IQLT | ISHARES TR | 7.09% | $50.3M | 1,164,827 | $38.11 | $43.22 | +$13.1M |
J JPIE | J P MORGAN EXCHANGE TRADED F | 5.55% | $39.4M | 851,022 | $45.43 | $46.32 | +$1.4M |
| BERKSHIRE HATHAWAY INC DEL | 5.26% | $37.3M | 76,846 | $196.82 | $485.77 | -$2.3M |
Options Positions (2)
Industry Allocation
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