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Orcam Financial Group

Latest statistics and disclosures from Orcam Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are DSCF, VT, SCHB, VTI, SCHF, and represent 60.70% of Orcam Financial Group's stock portfolio.
Added to shares of these 10 stocks: DSCF, XOM, IWF, VXUS, AMZN, VTI, AAPL, VGZ, VTV, MSFT.
Started 4 new stock positions in VGZ, IWF, AMZN, XOM.
Reduced shares in these 8 stocks: VGIT, SCHF, VGSH, SCHB, PFF, VCSH, VT, SCHD.
Orcam Financial Group was a net buyer of stock by $3.1M.
Orcam Financial Group has $124M in assets under management (AUM), dropping by 7.58%.
Central Index Key (CIK): 0001905367

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Portfolio Holdings for Orcam Financial Group

Orcam Financial Group holds 55 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alpha Architect Etf Tr Discipline Fund (DSCF)	32.8	$41M		1.7M	24.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	10.1	$13M		91k	137.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	6.8	$8.4M		326k	25.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.7	$8.3M	+3%	25k	328.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.2	$5.2M		225k	23.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.2	$5.2M	+6%	71k	73.46	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.5	$3.1M	-5%	52k	60.03	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.4	$3.0M		101k	29.64	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.4	$2.9M	+2%	88k	33.37	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	2.0	$2.4M		40k	59.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.6	$2.0M	+2%	24k	84.11	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	1.5	$1.9M		77k	24.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$1.6M	+3%	30k	54.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$1.6M		2.5k	666.29	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$1.6M	+7%	8.4k	186.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$1.6M		2.6k	612.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$1.4M		20k	71.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.0	$1.2M		51k	23.47	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.9	$1.2M		20k	56.86	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$1.1M	-2%	19k	58.85	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$1.1M		42k	26.34	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.9	$1.1M		21k	50.90	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.9	$1.1M		34k	31.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$774k		28k	27.30	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$767k		15k	50.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$766k		10k	74.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$730k		9.1k	79.93	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$642k	+9%	14k	46.81	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.5	$621k		8.8k	70.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$610k		3.2k	189.70	View chart
Apple (AAPL)	0.5	$590k	+38%	2.3k	254.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$584k		2.0k	293.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$561k	+8%	934.00	600.22	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.4	$549k		736.00	746.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$529k		7.3k	72.77	View chart
Exxon Mobil Corporation (XOM)	0.4	$502k	NEW	4.5k	112.75	View chart
Planet Labs Pbc Com Cl A (PL)	0.4	$450k		35k	12.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$385k		575.00	669.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$351k	NEW	750.00	468.32	View chart
Vanguard Wellington Us Momentum (VFMO)	0.3	$333k		1.7k	191.58	View chart
Johnson & Johnson (JNJ)	0.3	$315k	+25%	1.7k	185.42	View chart
Microsoft Corporation (MSFT)	0.3	$311k	+39%	600.00	517.95	View chart
Amazon (AMZN)	0.2	$290k	NEW	1.3k	219.57	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$285k		2.6k	111.23	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.2	$284k		10k	27.97	View chart
EA Series Trust Alpha Architect (CAOS)	0.2	$279k		3.1k	89.53	View chart
AFLAC Incorporated (AFL)	0.2	$268k		2.4k	111.70	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$264k		7.3k	36.35	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.2	$260k		22k	11.83	View chart
2023 ETF Series Trust II Gmo Intl Quality (QLTI)	0.2	$230k		9.0k	25.55	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$229k		5.5k	42.03	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$227k		4.0k	57.37	View chart
Wal-Mart Stores (WMT)	0.2	$216k		2.1k	103.06	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$209k		2.7k	77.65	View chart
Vista Gold Corp Com New (VGZ)	0.1	$158k	NEW	74k	2.13	View chart

Past Filings by Orcam Financial Group

SEC 13F filings are viewable for Orcam Financial Group going back to 2021

Orcam Financial Group 2025 Q3 filed Nov. 12, 2025
Orcam Financial Group 2025 Q2 filed Aug. 15, 2025
Orcam Financial Group 2025 Q1 filed May 15, 2025
Orcam Financial Group 2024 Q4 filed Feb. 14, 2025
Orcam Financial Group 2024 Q3 filed Nov. 14, 2024
Orcam Financial Group 2024 Q2 filed July 15, 2024
Orcam Financial Group 2024 Q1 filed May 14, 2024
Orcam Financial Group 2023 Q4 filed Feb. 15, 2024
Orcam Financial Group 2023 Q3 filed Nov. 3, 2023
Orcam Financial Group 2023 Q2 filed Aug. 8, 2023
Orcam Financial Group 2023 Q1 filed May 2, 2023
Orcam Financial Group 2022 Q4 filed Jan. 30, 2023
Orcam Financial Group 2022 Q3 filed Nov. 9, 2022
Orcam Financial Group 2022 Q2 filed Aug. 12, 2022
Orcam Financial Group 2022 Q1 filed April 25, 2022
Orcam Financial Group 2021 Q4 filed Feb. 9, 2022

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