Sign in

You're signed outSign in or to get full access.

Ogorek Anthony Joseph /ny/ /adv

CIK:0000714364
Investment Adviser
$324K AUM
622 holdings
Williamsville, NY, United States
Founded:1986
10 employees
ogorek.com
Latest filing:Jun 30, 2025

Ogorek Wealth Management, founded by Anthony J. Ogorek, is a registered investment advisory firm headquartered in Williamsville, NY. The firm is recognized as one of western New York's premier fee-only financial planning and investment advisory practices, serving retirees, business owners, physicians, young professionals, and families. It emphasizes individualized, coordinated financial planning, avoiding commission-based products to ensure alignment with clients’ best interests. Ogorek Wealth Management has been in the industry for more than two decades, focusing on comprehensive financial planning, investment management, and related services.

Investment Strategy

Ogorek Wealth Management employs a fee-only, client-centered approach focused on coordinated financial planning and personalized wealth management. The firm works collaboratively with clients to establish risk profiles, set retirement and financial goals, and implement investment strategies that prioritize low expenses and risk management. Services also include portfolio management, tax and estate planning, insurance review, and business succession planning. Ogorek’s investment philosophy centers on objectivity, transparency, and acting in the client’s best interests without conflicts from commission-based products.

Latest 13F Filing Activity

Ogorek Anthony Joseph /ny/ /adv filed their most recent 13F report on Jun 30, 2025 disclosing 608 equity positions with a total 13F market value of $324M. The fund increased holdings in Vxus, Ymar, VSGX among other positions. Ogorek Anthony Joseph /ny/ /adv reduced exposure to Fnov, SCHB, CVLC among others.

Top Buys
V
VXUSVXUS
+$14.8M
Y
YMARYMAR
+$13.1M
V
VSGXVSGX
+$6.9M
V
VTIVTI
+$2.4M
A
AVGOAVGO
+$1.6M
Top Sells
F
FNOVFNOV
-$6.9M
S
SCHBSCHB
-$5.1M
C
CVLCCVLC
-$4.5M
M
MOATMOAT
-$3.0M
M
MLNMLN
-$1.4M

Top Holdings

D
DJULDJUL
+9.5%$30.8M
V
VTIVTI
+7.9%$25.6M
B
BINCBINC
+7.0%$22.8M
V
VOOVOO
+5.8%$18.9M
V
VXUSVXUS
+4.6%$14.8M

Equity Positions (608)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
D
DJUL
DJUL9.52%$30.8M693,828$36.25$44.42-$367.0K
V
VTI
VTI7.92%$25.6M84,307$113.37$303.93+$2.4M
B
BINC
BINC7.03%$22.8M430,686$52.35$52.84+$623.0K
V
VOO
VOO5.84%$18.9M33,254$481.83$568.03-$951.0K
V
VXUS
VXUS4.59%$14.8M214,949$69.07$69.09+$14.8M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+3.1%
ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS
+2.8%
ELECTRONIC COMPUTERS
+2.5%
FIRE, MARINE & CASUALTY INSURANCE
+2.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.1%
Fintool

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

Why did Ogorek Anthony Joseph /ny/ /adv increase VXUS?Why did Ogorek Anthony Joseph /ny/ /adv reduce FNOV?Tell me about Ogorek Anthony Joseph /ny/ /adv's past performance

Similar Investment Advisers

HA

HF Advisory Group, LLC

$200K AUM

AL

Atlas Legacy Advisors, LLC

$600K AUM

CM

Coston, Mcisaac & Partners

$617K AUM

FZ

FLYNN Zito Capital Management, LLC

$1M AUM

PA

Parafestas Anastasios

$388K AUM