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CIK: 0001844227
Total reported value
$266.5M
$266.5M
83 檔
46.9%
According to the latest 13F quarterly dataset, Orin Green Financial, LLC managed an equity portfolio of $266.5M at the end of Q2 2026, spanning 83 distinct U.S. exchange-listed positions.
Orin Green Financial, LLC executed strategic sector rebalancing during Q2 2026, establishing 6 new positions while fully exiting 1 holdings and trimming 35 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.87% | +0.18% | +1.13% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.76% | -0.48% | +1.78% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.59% | -0.07% | -1.21% | |
| 4 | CMF | Ishares California Muni Bond | ETF-Other | 6.06% | -0.35% | -0.80% | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 5.83% | +0.04% | -1.00% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.66% | -0.08% | -0.84% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.65% | +0.06% | -1.87% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-Other | 3.41% | -0.12% | -2.69% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 3.36% | -0.11% | +0.13% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.61% | -0.19% | -0.22% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.47% | +0.07% | -0.98% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.47% | -0.06% | -2.19% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.25% | -0.03% | +302.14% | |
| 14 | RWO | State Street Spdr Dow Jones | ETF-Other | 2.14% | -0.12% | -1.16% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.63% | -0.03% | -3.81% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.59% | +0.08% | +0.31% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.22% | -0.74% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.45% | +0.01% | +1.70% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.45% | -0.11% | -1.39% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.41% | +0.65% | +4.50% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | -0.02% | +0.23% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.94% | -0.02% | -0.65% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.03% | +479.54% | |
| 24 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.74% | +0.02% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.03% | -1.81% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | -0.01% | -7.03% | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.63% | +0.01% | — | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.02% | -0.46% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.56% | +0.04% | +3.43% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | +0.05% | -1.78% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.50% | -0.05% | -6.03% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.48% | +0.14% | -0.02% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.47% | -0.03% | -1.23% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | -0.04% | -0.20% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.44% | -0.01% | -9.56% | |
| 36 | SUB | Ishares Short-term National | ETF-Other | 0.43% | -0.01% | — | |
| 37 | SRE | Sempra | Stock-Utilities | 0.41% | -0.06% | -50.33% | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.40% | -0.02% | -1.72% | |
| 39 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.39% | +0.02% | +1.05% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | +0.02% | — | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.35% | — | -3.98% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | +0.13% | — | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.33% | — | +1.40% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.32% | +0.02% | -0.47% | |
| 45 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.30% | — | +1.59% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.30% | — | -0.92% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.30% | -0.02% | -0.85% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | +0.01% | +300.00% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.01% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | +0.01% | — |
According to official SEC Form 13F filings, Orin Green Financial, LLC reported a total U.S. public equity portfolio value of $266.5M across 83 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, VEA) accounted for 46.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
AVGO
市值: $221.7K
Top Position Liquidated / Trimmed
NOK
前期市值: $80.5K
During Q2 2026, Orin Green Financial, LLC's top holdings by market value included IVV (14.9%)、IJH (9.8%)、VEA (9.6%). The largest single position, IVV, represented 14.9% of total portfolio value.
In Q2 2026, Orin Green Financial, LLC made 62 total portfolio adjustments, initiating 6 new buys, adding to 20 positions, trimming 35 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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