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OGOREK ANTHONY JOSEPH /NY/ /ADV

Q1 2026 13F Holdings

  • Location
    williamsville, NY
  • Num holdings

    719

  • Value ($000)

    $365

  • Date Filed
    05/11/2026
  • Form type
    restatement
  • CIK
    0000714364
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BINC

BINC

ISHARES FLEXIBLE INCME ACTIVE ETF
092528603
$38.78K
11 %

746,729

D
DJUL

DJUL

FT CBOE VEST US EQUITY DEEP BUFFER JULY
33740F698
$28.94K
8 %

619,238

V
VTI

VTI

VANGUARD TOTAL STOCK MARKET (ETF)
922908769
$27.14K
7 %

84,583

Y
YDEC

YDEC

FT VEST INTL EQ MOD BFFR ETF DEC
33740F656
$21.1K
6 %

802,351

V
VOO

VOO

VANGUARD 500 ETF
922908363
$17.48K
5 %

29,256

---

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF
921909768
$16.47K
5 %

213,651

C
CVLC

CVLC

CALVERT US LARGE-CP COR RSPNB ETF
61774R205
$15.54K
4 %

194,111

S
SCHB

SCHB

SCHWAB U.S. BROAD MARKET
808524102
$13.66K
4 %

544,064

---

DOCT

FT VEST US EQUITY DEEP BUFFER
33740F672
$12.43K
3 %

286,176

V
VSGX

VSGX

VANGUARD ESG INTERNATIONAL STOCK ETF
921910725
$11.31K
3 %

157,609

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