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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, IJH, VEA, CMF, QCOM, and represent 46.11% of Orin Green Financial's stock portfolio.
Added to shares of these 10 stocks: VO, VUG, IWF, IJH, IVV, AVGO, ASML, STX, MGK, ESGE.
Started 6 new stock positions in ASML, LGCY, STX, AVGO, SOXS, ESGE.
Reduced shares in these 10 stocks: SRE, VEA, TBLL, VV, EFA, VWO, QCOM, IWR, GOOGL, CMF.
Sold out of its position in NOK.
Orin Green Financial was a net buyer of stock by $5.7M.
Orin Green Financial has $271M in assets under management (AUM), dropping by 11.18%.
Central Index Key (CIK): 0001844227

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Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 83 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
Ishares Tr Core S&p500 Etf (IVV)	14.9	$40M		54k	748.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.8	$27M		343k	77.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.6	$26M		365k	71.25	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	6.1	$16M		285k	57.64	View chart
Qualcomm (QCOM)	5.8	$16M		86k	184.79	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	3.7	$9.9M		197k	50.39	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.6	$9.9M		95k	103.88	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.4	$9.2M	-2%	27k	343.91	View chart
Ishares Tr National Mun Etf (MUB)	3.4	$9.1M		85k	107.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.6	$7.1M		48k	148.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.5	$6.7M		9.0k	746.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.5	$6.7M	-2%	61k	110.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.2	$6.1M	+302%	76k	80.57	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	2.1	$5.8M		117k	49.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$4.4M	-3%	74k	59.69	View chart
Spdr Gold Tr Gold Shs (GLD)	1.6	$4.3M		12k	368.38	View chart
Apple (AAPL)	1.5	$4.0M		14k	289.37	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	1.4	$3.9M		131k	30.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$3.9M		13k	303.12	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.4	$3.8M	+4%	75k	50.60	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$3.7M		10k	353.33	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.9	$2.5M		100k	25.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.2M	+479%	26k	86.14	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.7	$2.0M		20k	100.16	View chart
Amazon (AMZN)	0.7	$2.0M		8.4k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.8M	-7%	5.0k	357.37	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.6	$1.7M		31k	54.63	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.6	$1.6M		18k	87.88	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$1.5M	+3%	9.3k	163.67	View chart
NVIDIA Corporation (NVDA)	0.5	$1.4M		7.2k	200.09	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.5	$1.4M	-6%	24k	57.67	View chart
salesforce (CRM)	0.5	$1.3M		8.4k	156.66	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.3M		8.7k	146.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.2M		4.0k	300.45	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.2M	-9%	18k	68.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$1.2M		11k	106.47	View chart
Sempra Energy (SRE)	0.4	$1.1M	-50%	12k	92.71	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$1.1M		16k	67.56	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$1.1M		10k	102.81	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.4	$1.1M		8.9k	118.99	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$958k	-3%	19k	51.78	View chart
Microsoft Corporation (MSFT)	0.3	$911k		2.4k	373.02	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$892k		9.0k	98.98	View chart
Advanced Micro Devices (AMD)	0.3	$869k		1.5k	580.91	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.3	$824k		8.4k	97.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$815k		10k	79.03	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$806k		2.2k	365.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$780k	+300%	6.3k	124.17	View chart
Costco Wholesale Corporation (COST)	0.2	$669k		716.00	934.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$661k		1.3k	500.39	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$640k	+5%	14k	47.41	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$639k	+11%	4.1k	156.97	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$604k		18k	33.29	View chart
Meta Platforms Cl A (META)	0.2	$594k		1.1k	563.29	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.2	$564k		8.1k	69.51	View chart
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)	0.2	$543k	-32%	5.1k	105.57	View chart
Caterpillar (CAT)	0.2	$531k		499.00	1064.90	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$495k	-6%	5.2k	94.85	View chart
Dex (DXCM)	0.2	$474k	+7%	7.0k	67.35	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$433k	+3%	7.7k	55.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$403k	-16%	1.1k	370.04	View chart
ResMed (RMD)	0.1	$388k		2.0k	194.88	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$355k		3.9k	90.79	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$334k		2.8k	119.13	View chart
Visa Com Cl A (V)	0.1	$326k		949.00	343.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$299k		406.00	736.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$287k		2.3k	124.42	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$272k		2.5k	109.11	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$263k	-15%	1.4k	184.95	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$262k	+400%	3.0k	87.91	View chart
Tesla Motors (TSLA)	0.1	$240k		571.00	420.60	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$237k		2.5k	96.43	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$224k		6.1k	36.84	View chart
Broadcom (AVGO)	0.1	$222k	NEW	587.00	377.75	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$222k		3.3k	67.63	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$221k	NEW	111.00	1989.44	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$219k	NEW	227.00	965.00	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$205k	NEW	3.8k	54.69	View chart
Legacy Ed (LGCY)	0.1	$155k	NEW	13k	11.76	View chart
Direxion Shares Etf Trust Dai Sem 3x Etf (SOXS)	0.0	$62k	NEW	19k	3.24	View chart
Empire St Rlty Op Unit Ltd Prt 60 (OGCP)	0.0	$51k		11k	4.75	View chart
Protalix Biotherapeutics (PLX)	0.0	$23k	-84%	10k	2.33	View chart
Veea (VEEA)	0.0	$9.3k		39k	0.24	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 Q2 filed July 13, 2026
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

View all past filings

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