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CIK: 0001905367
Total reported value
$204.7M
$204.7M
55 檔
36.7%
The Q3 2025 SEC filing reveals that Orcam Financial Group held a total portfolio value of $204.7M, covering 55 public equity positions.
In Q3 2025, Orcam Financial Group displayed an active expansion posture, initiating 7 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DDX, VT, SCHB) accounted for 36.7% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DDX | Defined Duration 10 ETF | ETF-Other | 32.82% | -7.51% | +1.82% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 10.13% | -1.82% | -0.03% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 6.78% | -1.17% | -0.16% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.73% | -0.79% | +3.30% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.24% | +0.54% | -0.79% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.21% | -0.57% | +6.92% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.51% | -0.38% | -5.16% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.42% | -0.35% | +0.15% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.36% | -0.10% | +2.10% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.95% | -0.43% | +0.06% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.64% | -0.24% | +2.37% | |
| 12 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.54% | -0.35% | +0.43% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.33% | -0.12% | +3.63% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.32% | -0.22% | — | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.27% | -0.04% | +7.77% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | -0.23% | +0.16% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.13% | -0.19% | +0.27% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.96% | -0.14% | +0.36% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.93% | -0.17% | +0.51% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.89% | -0.07% | -2.85% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.89% | +0.04% | +0.01% | |
| 22 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.87% | -0.30% | +0.07% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.86% | -0.32% | -0.82% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.18% | -0.34% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.62% | -0.42% | — | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | -0.25% | +0.08% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.59% | -0.11% | -1.16% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.52% | -0.11% | +9.22% | |
| 29 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.50% | -0.12% | — | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | -0.06% | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.61% | +38.16% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.47% | +0.67% | +0.25% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | -0.04% | +8.73% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.44% | +0.03% | +0.14% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.43% | -0.16% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.12% | — | |
| 37 | PL | Planet Labs Pbc | Stock-Industrials | 0.36% | -0.09% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.38% | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | -0.04% | — | |
| 40 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.27% | -0.03% | +0.17% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.08% | +25.93% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | +0.34% | +39.53% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.39% | — | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.23% | — | +0.27% | |
| 45 | CTA | Simplify Managed Futures St | ETF-Other | 0.23% | -0.05% | — | |
| 46 | CAOS | Alpha Architect Tail Risk | ETF-Other | 0.23% | -0.01% | — | |
| 47 | AFL | Aflac Inc | Stock-Financials | 0.22% | -0.04% | — | |
| 48 | DFAI | Dimensional International Co | ETF-Other | 0.21% | -0.05% | — | |
| 49 | TAIL | Cambria Tail Risk ETF | ETF-Other | 0.21% | -0.05% | — | |
| 50 | QLTI | Gmo International Qlty ETF | ETF-Other | 0.19% | +0.01% | — |
According to official SEC Form 13F filings, Orcam Financial Group reported a total U.S. public equity portfolio value of $204.7M across 55 disclosed positions in Q3 2025.
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Top New Position Initiated
IWF
市值: $351.2K
Top Position Liquidated / Trimmed
DE
前期市值: $207.9K
During Q3 2025, Orcam Financial Group's top holdings by market value included DDX (32.8%)、VT (10.1%)、SCHB (6.8%). The largest single position, DDX, represented 32.8% of total portfolio value.
In Q3 2025, Orcam Financial Group made 47 total portfolio adjustments, initiating 7 new buys, adding to 30 positions, trimming 9 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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