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Orin Green Financial

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

Top 5 stock holdings are IVV, VEA, IJH, CMF, QCOM, and represent 44.56% of Orin Green Financial's stock portfolio.
Added to shares of these 10 stocks: SRE, DFAX, ICF, IAGG, IJH, EAGG, ESGU, AGG, IBIT, AMZN.
Started 3 new stock positions in SRE, ICF, DFAX.
Reduced shares in these 10 stocks: CMF, TSLA, MUB, SPDW, , VEA, VWO, LGCY, EFA, VV.
Sold out of its positions in ADBE, LGCY.
Orin Green Financial was a net buyer of stock by $708k.
Orin Green Financial has $244M in assets under management (AUM), dropping by -2.48%.
Central Index Key (CIK): 0001844227

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Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 78 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
Ishares Tr Core S&p500 Etf (IVV)	14.3	$35M		53k	653.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.7	$24M		369k	64.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.3	$23M		337k	67.53	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	6.7	$16M	-6%	287k	56.86	View chart
Qualcomm (QCOM)	4.6	$11M		86k	128.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.9	$9.4M		97k	97.13	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	3.7	$9.1M	-2%	199k	45.65	View chart
Ishares Tr National Mun Etf (MUB)	3.7	$9.0M	-5%	84k	106.15	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.4	$8.3M		28k	298.85	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.5	$6.0M		62k	97.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$5.9M		48k	124.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.4	$5.9M		9.1k	650.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.2	$5.4M		19k	287.18	View chart
Spdr Index Shs Fds State Street Spd (RWO)	2.2	$5.4M		118k	45.77	View chart
Spdr Gold Tr Gold Shs (GLD)	2.1	$5.0M		12k	430.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$4.2M	-3%	77k	54.05	View chart
Spdr Series Trust State Street Spd (SPSB)	1.6	$3.9M		128k	30.07	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.5	$3.6M	+4%	72k	50.04	View chart
Apple (AAPL)	1.4	$3.5M		14k	253.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$3.4M		13k	261.92	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$3.0M		10k	286.86	View chart
Spdr Series Trust State Street Spd (SPAB)	1.1	$2.6M		100k	25.62	View chart
Sempra Energy (SRE)	1.0	$2.3M	NEW	24k	97.17	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.8	$2.0M		20k	100.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.0M		4.5k	436.79	View chart
Amazon (AMZN)	0.7	$1.8M	+6%	8.5k	208.27	View chart
salesforce (CRM)	0.6	$1.6M		8.4k	186.67	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.6	$1.5M		31k	49.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.5M		5.3k	287.56	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$1.4M		18k	76.54	View chart
NVIDIA Corporation (NVDA)	0.5	$1.3M	-2%	7.3k	174.40	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$1.3M	+12%	9.0k	141.42	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$1.2M		25k	48.32	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.2M		11k	106.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.1M		8.8k	128.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$1.1M		19k	56.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.0M		4.0k	248.00	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$980k	+13%	10k	95.62	View chart
Spdr Series Trust State Street Spd (SPMD)	0.4	$970k		16k	59.22	View chart
Microsoft Corporation (MSFT)	0.4	$904k		2.4k	370.17	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$904k	-5%	19k	46.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$882k	+18%	8.9k	99.27	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$868k		8.9k	97.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$825k		10k	79.27	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.3	$800k		7.6k	105.55	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$736k	+7%	8.3k	88.49	View chart
Costco Wholesale Corporation (COST)	0.3	$713k		716.00	995.73	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$697k	+22%	18k	38.42	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$672k		2.2k	302.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$669k	-3%	1.6k	426.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$633k	+12%	1.3k	479.20	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$606k	+30%	13k	47.55	View chart
Meta Platforms Cl A (META)	0.2	$604k		1.1k	572.13	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$521k		8.1k	64.35	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$504k	+26%	3.6k	138.37	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$477k		5.6k	85.15	View chart
ResMed (RMD)	0.2	$447k		2.0k	224.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$418k	+21%	1.3k	320.81	View chart
Dex (DXCM)	0.2	$411k		6.5k	62.80	View chart
Caterpillar (CAT)	0.1	$354k		499.00	708.46	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$352k	+6%	7.5k	47.02	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$309k		3.9k	79.06	View chart
Advanced Micro Devices (AMD)	0.1	$306k		1.5k	203.43	View chart
Visa Com Cl A (V)	0.1	$287k		949.00	302.24	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$271k		2.8k	96.62	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$269k	-4%	1.7k	160.48	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$257k	-9%	2.3k	111.37	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$235k		2.5k	94.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$234k		406.00	577.18	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$219k		597.00	367.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$218k		2.5k	88.70	View chart
Tesla Motors (TSLA)	0.1	$213k	-71%	573.00	371.75	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$207k	NEW	6.1k	33.97	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$203k	NEW	3.3k	61.89	View chart
Protalix Biotherapeutics (PLX)	0.1	$140k	+4%	64k	2.17	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$81k		10k	8.04	View chart
Empire St Rlty Op Unit Ltd Prt 60 (OGCP)	0.0	$56k		11k	5.24	View chart
Veea (VEEA)	0.0	$21k		39k	0.53	View chart

Past Filings by Orin Green Financial

SEC 13F filings are viewable for Orin Green Financial going back to 2020

Orin Green Financial 2026 Q1 filed April 29, 2026
Orin Green Financial 2025 Q4 filed Feb. 6, 2026
Orin Green Financial 2025 Q3 filed Oct. 28, 2025
Orin Green Financial 2025 Q2 filed July 29, 2025
Orin Green Financial 2025 Q1 filed May 6, 2025
Orin Green Financial 2024 Q4 filed Feb. 19, 2025
Orin Green Financial 2024 Q3 filed Oct. 16, 2024
Orin Green Financial 2024 Q2 filed July 31, 2024
Orin Green Financial 2024 Q1 filed May 8, 2024
Orin Green Financial 2023 Q4 filed Feb. 9, 2024
Orin Green Financial 2023 Q3 filed Nov. 13, 2023
Orin Green Financial 2023 Q2 filed July 31, 2023
Orin Green Financial 2023 Q1 filed May 12, 2023
Orin Green Financial 2022 Q4 filed Feb. 28, 2023
Orin Green Financial 2022 Q3 filed Oct. 14, 2022
Orin Green Financial 2022 Q2 filed July 19, 2022

View all past filings

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