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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, VTI, SCHB, DDV, and represent 56.98% of Orcam Financial Group's stock portfolio.
Added to shares of these 10 stocks: DDXX, DDV, DFAC, BNO, IUSB, GMOI, DFIC, DE, VEA, VOO.
Started 5 new stock positions in IUSB, DFAC, BNO, DFIC, DE.
Reduced shares in these 10 stocks: VGIT, SCHB, VCIT, VGLT, PL, SCHZ, SCHF, , VGSH, AAPL.
Sold out of its position in VCLT.
Orcam Financial Group was a net buyer of stock by $7.5M.
Orcam Financial Group has $141M in assets under management (AUM), dropping by 5.60%.
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 62 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alpha Architect Etf Tr Discipline Fund (DDX)	30.8	$43M		1.8M	24.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	9.1	$13M		93k	138.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.0	$8.4M		26k	320.82	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.5	$7.8M	-4%	311k	25.10	View chart
EA Series Trust Defined Duration 5 (DDV)	5.5	$7.7M	+89%	308k	24.99	View chart
EA Series Trust Defined Duration 20 (DDXX)	4.1	$5.8M	+188%	227k	25.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.9	$5.5M		71k	77.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.8	$5.4M	-3%	218k	24.75	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.2	$3.1M		101k	30.96	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.1	$2.9M		89k	32.95	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	2.0	$2.8M	+7%	44k	64.08	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.8	$2.5M	-23%	42k	59.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$1.8M	+2%	32k	54.05	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$1.8M	+6%	8.9k	196.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$1.5M	+3%	21k	75.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$1.5M	+14%	2.6k	597.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$1.5M		2.3k	650.34	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	1.1	$1.5M		62k	24.80	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	1.0	$1.4M		29k	50.14	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$1.1M	+5%	44k	25.64	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$1.0M	-25%	13k	82.75	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$992k		33k	30.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$856k		28k	30.68	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.6	$790k	-30%	14k	55.35	View chart
Gmo Etf Trust Gmo Intl Value (GMOI)	0.5	$763k	+45%	21k	36.23	View chart
Exxon Mobil Corporation (XOM)	0.5	$759k		4.5k	169.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$729k	+10%	15k	49.89	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$695k	-12%	12k	58.54	View chart
Planet Labs Pbc Com Cl A (PL)	0.5	$692k	-28%	25k	27.95	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.5	$680k		8.9k	76.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$648k	+2%	8.8k	73.64	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$647k		14k	46.91	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$637k	-27%	27k	23.22	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.4	$622k	+21%	891.00	697.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$617k		3.2k	191.92	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$568k		6.4k	88.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$545k		1.9k	287.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$539k		934.00	577.12	View chart
Apple (AAPL)	0.3	$491k	-12%	1.9k	253.74	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$481k	-10%	6.1k	79.27	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.3	$479k	+25%	7.4k	64.35	View chart
EA Series Trust Alpha Architect (CAOS)	0.3	$433k	+29%	4.8k	90.76	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$409k	NEW	11k	38.86	View chart
United Sts Brent Oil Unit (BNO)	0.3	$392k	NEW	7.5k	52.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$380k		582.00	653.21	View chart
Johnson & Johnson (JNJ)	0.3	$377k		1.5k	244.44	View chart
Vanguard Wellington Us Momentum (VFMO)	0.2	$344k		1.7k	197.10	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$321k	NEW	6.9k	46.19	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.2	$306k		10k	30.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$299k	-6%	701.00	426.43	View chart
Amazon (AMZN)	0.2	$292k	+6%	1.4k	208.27	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$283k		7.3k	38.96	View chart
AFLAC Incorporated (AFL)	0.2	$263k		2.4k	109.71	View chart
Wal-Mart Stores (WMT)	0.2	$261k		2.1k	124.28	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$242k		4.0k	59.98	View chart
Microsoft Corporation (MSFT)	0.2	$235k	+6%	636.00	370.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$234k		5.5k	42.54	View chart
2023 ETF Series Trust II Gmo Intl Quality (QLTI)	0.2	$225k		9.0k	24.97	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.2	$217k		19k	11.71	View chart
Dimensional ETF Trust Int Core Equity (DFIC)	0.2	$216k	NEW	6.1k	35.53	View chart
Deere & Company (DE)	0.2	$213k	NEW	378.00	563.30	View chart
Vista Gold Corp Com New (VGZ)	0.1	$145k		74k	1.96	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 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
Orcam Financial Group 2022 Q2 filed Aug. 12, 2022

View all past filings

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