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CIK: 0001905367
Total reported value
$204.7M
$204.7M
62 檔
39.2%
At the close of Q1 2026, Orcam Financial Group disclosed equity holdings valued at approximately $204.7M, spread across 62 reported holdings.
In Q1 2026, Orcam Financial Group displayed an active expansion posture, initiating 5 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DDX | Defined Duration 10 ETF | ETF-Other | 30.85% | -7.51% | +0.28% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 9.13% | -1.82% | +1.07% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.99% | -0.79% | +0.29% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.54% | -1.17% | -4.73% | |
| 5 | DDV | Defined Duration 5 ETF | ETF-Other | 5.46% | +0.71% | +89.62% | |
| 6 | DDXX | Defined Duration 20 ETF | ETF-Other | 4.08% | +0.88% | +188.89% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.90% | -0.57% | +1.24% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.83% | +0.54% | -3.87% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.22% | -0.35% | +0.09% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.07% | -0.10% | -1.30% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.01% | -0.43% | +7.63% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.79% | -0.38% | -23.86% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.24% | -0.12% | +2.32% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.24% | -0.04% | +6.45% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.09% | -0.19% | +3.44% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | -0.23% | +14.60% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | -0.22% | +1.65% | |
| 18 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.08% | -0.35% | +0.45% | |
| 19 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.02% | -0.30% | +0.03% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.80% | +0.04% | +5.33% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.74% | -0.24% | -25.51% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 0.70% | -0.32% | -0.56% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | -0.18% | +0.04% | |
| 24 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.56% | -0.17% | -30.41% | |
| 25 | GMOI | Gmo International Value ETF | ETF-Other | 0.54% | -0.04% | +45.67% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.12% | +0.43% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | -0.42% | +10.06% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.49% | -0.07% | -12.45% | |
| 29 | PL | Planet Labs Pbc | Stock-Industrials | 0.49% | -0.09% | -28.60% | |
| 30 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.48% | -0.12% | +0.11% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.46% | -0.25% | +2.94% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.46% | -0.11% | — | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.45% | -0.14% | -27.69% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.44% | +0.03% | +21.06% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.06% | — | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.40% | -0.16% | — | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | +0.67% | +0.32% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | -0.04% | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.61% | -12.61% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.34% | -0.11% | -10.89% | |
| 41 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.34% | +0.39% | +25.39% | |
| 42 | CAOS | Alpha Architect Tail Risk | ETF-Other | 0.31% | -0.01% | +29.76% | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.29% | -0.06% | — | |
| 44 | BNO | United States Brent Oil Fund | ETF-Other | 0.28% | -0.28% | EXIT | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.38% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.08% | +0.06% | |
| 47 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.24% | -0.03% | +0.11% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.23% | -0.07% | — | |
| 49 | CTA | Simplify Managed Futures St | ETF-Other | 0.22% | -0.05% | — | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | -0.04% | -6.53% |
According to official SEC Form 13F filings, Orcam Financial Group reported a total U.S. public equity portfolio value of $204.7M across 62 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including DDX, VT, VTI) accounted for 39.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFAC
市值: $408.7K
Top Position Liquidated / Trimmed
VCLT
前期市值: $205.9K
During Q1 2026, Orcam Financial Group's top holdings by market value included DDX (30.9%)、VT (9.1%)、VTI (6.0%). The largest single position, DDX, represented 30.9% of total portfolio value.
In Q1 2026, Orcam Financial Group made 50 total portfolio adjustments, initiating 5 new buys, adding to 31 positions, trimming 13 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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