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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 DDX, VT, DDV, VTI, DDXX, and represent 46.97% of Orcam Financial Group's stock portfolio.
Added to shares of these 10 stocks: DDV, DDXX, SCHF, DDX, IEFA, AGG, VO, IJH, IEMG, AAPL.
Started 44 new stock positions in IEF, COST, DFIV, META, VPU, GOOGL, TSM, VNQ, IJH, LLY.
Reduced shares in these 9 stocks: VTEB, , PFF, BND, HYMB, SCHB, VCIT, SCHD, VCSH.
Sold out of its position in BNO.
Orcam Financial Group was a net buyer of stock by $54M.
Orcam Financial Group has $205M in assets under management (AUM), dropping by 45.32%.
Central Index Key (CIK): 0001905367

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Positions held by Orcam Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Orcam Financial Group

Orcam Financial Group holds 105 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alpha Architect Etf Tr Discipline Fund (DDX)	23.3	$48M	+6%	1.9M	25.14	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	7.3	$15M	+2%	95k	156.95	View chart
EA Series Trust Defined Duration 5 (DDV)	6.2	$13M	+61%	498k	25.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.2	$11M	+9%	29k	370.04	View chart
EA Series Trust Defined Duration 20 (DDXX)	5.0	$10M	+60%	364k	27.88	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.4	$9.0M		309k	28.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.4	$8.9M	+47%	323k	27.70	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.3	$6.8M	+12%	80k	85.49	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.0	$4.0M	+25%	111k	36.26	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.9	$3.8M	+2%	104k	36.87	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	1.6	$3.2M	+2%	46k	71.25	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.4	$2.9M	+16%	49k	58.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$2.6M	NEW	27k	96.58	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$2.5M	+26%	11k	217.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$2.3M	+17%	38k	59.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$2.2M	+1316%	27k	80.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$2.1M	NEW	21k	98.98	View chart
Apple (AAPL)	1.0	$2.0M	+249%	6.8k	289.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$1.8M	+7%	22k	83.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.8M		2.6k	686.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.8M	NEW	23k	77.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.8M		2.3k	746.68	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$1.7M	NEW	21k	82.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$1.7M	+33%	59k	29.43	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.7	$1.5M	-4%	59k	25.44	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.7	$1.5M	+188%	22k	69.50	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.7	$1.5M		29k	51.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.3M	+204%	1.8k	748.89	View chart
NVIDIA Corporation (NVDA)	0.6	$1.3M	NEW	6.6k	200.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$1.2M	NEW	4.1k	303.14	View chart
Amazon (AMZN)	0.6	$1.2M	+265%	5.1k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.2M	NEW	3.3k	357.40	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$1.1M	NEW	1.5k	703.34	View chart
Microsoft Corporation (MSFT)	0.5	$1.0M	+336%	2.8k	372.97	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$1.0M		12k	82.65	View chart
Gmo Etf Trust Gmo Intl Value (GMOI)	0.5	$1.0M	+28%	27k	37.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$1.0M	NEW	10k	96.43	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.5	$957k	+798%	8.0k	119.52	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$875k	NEW	17k	50.39	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$872k		28k	31.71	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$867k	+25%	15k	58.20	View chart
Exxon Mobil Corporation (XOM)	0.4	$858k	+40%	6.3k	136.73	View chart
Planet Labs Pbc Com Cl A (PL)	0.4	$821k		25k	33.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$820k	NEW	9.5k	86.14	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$793k		14k	55.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$786k	+14%	3.7k	212.77	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$778k	NEW	16k	49.55	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$770k	-22%	25k	30.49	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.4	$742k		9.0k	82.38	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$717k		14k	51.78	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	0.3	$688k	NEW	7.3k	94.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$688k		934.00	736.32	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$641k		28k	23.13	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$639k	NEW	12k	54.02	View chart
EA Series Trust Alpha Architect (CAOS)	0.3	$612k	+41%	6.8k	90.36	View chart
JPMorgan Chase & Co. (JPM)	0.3	$515k	NEW	1.6k	327.38	View chart
Lam Research Corp Com New (LRCX)	0.2	$501k	NEW	1.2k	433.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$497k	NEW	5.8k	86.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$486k		6.4k	75.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$473k		6.0k	79.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$467k		11k	44.36	View chart
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)	0.2	$461k	NEW	9.1k	50.57	View chart
Applied Materials (AMAT)	0.2	$441k	NEW	610.00	723.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$438k	-32%	6.0k	73.42	View chart
Vanguard Wellington Us Momentum (VFMO)	0.2	$436k		1.7k	249.57	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$412k	NEW	9.8k	41.82	View chart
Meta Platforms Cl A (META)	0.2	$410k	NEW	728.00	563.36	View chart
Deere & Company (DE)	0.2	$402k	+67%	634.00	634.33	View chart
Johnson & Johnson (JNJ)	0.2	$392k		1.5k	253.99	View chart
2023 ETF Series Trust II Gmo Intl Quality (QLTI)	0.2	$351k	+44%	13k	27.03	View chart
Eli Lilly & Co. (LLY)	0.2	$350k	NEW	292.00	1199.43	View chart
Kla Corp Com New (KLAC)	0.2	$350k	NEW	1.2k	301.72	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.2	$349k	+32%	13k	25.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$348k	+300%	2.8k	124.16	View chart
Emerson Electric (EMR)	0.2	$342k	NEW	2.4k	143.15	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$320k		6.9k	46.15	View chart
Palo Alto Networks (PANW)	0.2	$317k	NEW	928.00	341.02	View chart
Advanced Micro Devices (AMD)	0.2	$314k	NEW	540.00	580.91	View chart
AFLAC Incorporated (AFL)	0.1	$307k	+8%	2.6k	117.25	View chart
Visa Com Cl A (V)	0.1	$301k	NEW	878.00	343.13	View chart
Broadcom (AVGO)	0.1	$301k	NEW	796.00	377.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$300k		7.3k	41.25	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$271k		5.5k	49.28	View chart
Vanguard World Fds Utilities Etf (VPU)	0.1	$269k	NEW	1.4k	195.73	View chart
UnitedHealth (UNH)	0.1	$268k	NEW	645.00	415.63	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$267k		4.1k	65.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$265k	NEW	1.8k	148.31	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$257k	NEW	538.00	477.57	View chart
Wal-Mart Stores (WMT)	0.1	$253k	+6%	2.2k	113.26	View chart
Procter & Gamble Company (PG)	0.1	$253k	NEW	1.7k	146.64	View chart
Caterpillar (CAT)	0.1	$251k	NEW	236.00	1064.90	View chart
Raytheon Technologies Corp (RTX)	0.1	$241k	NEW	1.3k	189.73	View chart
TJX Companies (TJX)	0.1	$239k	NEW	1.6k	151.50	View chart
Costco Wholesale Corporation (COST)	0.1	$233k	NEW	249.00	935.47	View chart
Mastercard Incorporated Cl A (MA)	0.1	$233k	NEW	453.00	513.60	View chart
Dimensional ETF Trust Int Core Equity (DFIC)	0.1	$227k		6.1k	37.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$222k	NEW	628.00	353.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$208k	-71%	4.1k	50.58	View chart
Capital One Financial (COF)	0.1	$206k	NEW	1.0k	200.62	View chart
Tesla Motors (TSLA)	0.1	$204k	NEW	486.00	420.60	View chart
Chevron Corporation (CVX)	0.1	$203k	NEW	1.2k	165.76	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.1	$197k		19k	10.63	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$172k	NEW	15k	11.31	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$168k	NEW	16k	10.84	View chart
Vista Gold Corp Com New (VGZ)	0.1	$141k		74k	1.91	View chart

Past Filings by Orcam Financial Group

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

Orcam Financial Group 2026 Q2 filed Aug. 14, 2026
Orcam Financial Group 2026 Q1 filed May 12, 2026
Orcam Financial Group 2025 Q4 filed Feb. 6, 2026
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

View all past filings

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