Orin Green Financial, LLC

CIK 0001844227 · SAN DIEGO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

Orin Green Financial, LLC reported 83 positions worth $271.1M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: IVV (14.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$271.1M
2026 Q2
Positions
83
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.8%
Est. Net Flow (Q)
2026 Q2
10 / 83 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$40.3M14.87%53,825
2IJHISHARES TRSH$26.5M9.76%343,070
3VEAVANGUARD TAX-MANAGED FDSSH$26.0M9.59%364,728
4CMFISHARES TRSH$16.4M6.06%284,860
5QCOMQUALCOMM INCSH$15.8M5.83%85,559
6SPDWSPDR INDEX SHS FDSSH$9.9M3.66%196,823
7EFAISHARES TRSH$9.9M3.65%95,203
8VVVANGUARD INDEX FDSSH$9.2M3.41%26,876
9MUBISHARES TRSH$9.1M3.36%84,531
10IJRISHARES TRSH$7.1M2.61%47,749

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Orin Green Financial, LLC hold as of Q2 2026?

Orin Green Financial, LLC reported 83 positions worth $271.1M in its Q2 2026 13F filing. Largest positions: IVV (14.9%), IJH (9.8%), VEA (9.6%), CMF (6.1%) and QCOM (5.8%).

What did Orin Green Financial, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Orin Green Financial, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.