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CIK: 0001905367
Total reported value
$204.7M
$204.7M
58 檔
38.6%
As reported in its official Q4 2025 Form 13F filing, Orcam Financial Group's tracked investment portfolio stood at $204.7M with 58 total positions.
In Q4 2025, Orcam Financial Group displayed an active expansion posture, initiating 4 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DDX | Defined Duration 10 ETF | ETF-Other | 32.36% | -7.51% | +5.39% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 9.73% | -1.82% | +1.05% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.60% | -0.79% | +3.36% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 6.42% | -1.17% | +0.03% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.09% | +0.54% | +0.70% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.98% | -0.57% | -1.00% | |
| 7 | DDV | Defined Duration 5 ETF | ETF-Other | 3.05% | +0.71% | — | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.49% | -0.38% | +7.27% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.28% | -0.35% | +0.15% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.20% | -0.10% | +2.40% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.93% | -0.43% | +1.95% | |
| 12 | DDXX | Defined Duration 20 ETF | ETF-Other | 1.48% | +0.88% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.28% | -0.12% | +4.45% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.20% | -0.04% | -0.60% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | -0.22% | -6.22% | |
| 16 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.14% | -0.35% | -20.20% | |
| 17 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.10% | -0.30% | +35.51% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.09% | -0.19% | +0.94% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.06% | -0.24% | -29.87% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | -0.23% | -12.23% | |
| 21 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.86% | -0.17% | +0.67% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.84% | +0.04% | +0.01% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.76% | -0.32% | -2.32% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.67% | -0.14% | -25.06% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.60% | -0.07% | -27.45% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.57% | -0.18% | -1.68% | |
| 27 | PL | Planet Labs Pbc | Stock-Industrials | 0.51% | -0.09% | — | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.50% | -0.42% | -13.30% | |
| 29 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.49% | -0.12% | +1.39% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.48% | -0.11% | +0.53% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.47% | -0.25% | -17.00% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | -0.06% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.61% | -4.53% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | -0.04% | — | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.42% | +0.03% | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | +0.67% | -4.73% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.41% | -0.11% | -25.51% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.12% | — | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | -0.16% | -11.38% | |
| 40 | GMOI | Gmo International Value ETF | ETF-Other | 0.36% | -0.04% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.38% | +1.22% | |
| 42 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.29% | +0.39% | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | -0.04% | — | |
| 44 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.25% | -0.03% | +0.17% | |
| 45 | CAOS | Alpha Architect Tail Risk | ETF-Other | 0.25% | -0.01% | +18.14% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.08% | -9.41% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.39% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | +0.34% | — | |
| 49 | DFAI | Dimensional International Co | ETF-Other | 0.21% | -0.05% | — | |
| 50 | CTA | Simplify Managed Futures St | ETF-Other | 0.21% | -0.05% | — |
According to official SEC Form 13F filings, Orcam Financial Group reported a total U.S. public equity portfolio value of $204.7M across 58 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DDX, VT, VTI) accounted for 38.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
DDV
市值: $4.1M
Top Position Liquidated / Trimmed
TIP
前期市值: $285.1K
During Q4 2025, Orcam Financial Group's top holdings by market value included DDX (32.4%)、VT (9.7%)、VTI (6.6%). The largest single position, DDX, represented 32.4% of total portfolio value.
In Q4 2025, Orcam Financial Group made 45 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 18 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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