Institutional Fund
Orin Green Financial, LLC
San Diego, CACIK 18442275 filings on record
Portfolio Value
$243.80M
Q1 2026
Holdings
78
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-2.5%
from $250.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.3%
- Vanguard Tax-Managed Fds9.7%
- Ishares Tr9.3%
- Ishares Tr6.7%
- Qualcomm Inc4.6%
- Ishares Tr3.9%
- Other51.6%
Portfolio Holdings
78 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 53.2K | $34.76M | 14.3% | −54 | Reduced |
| 2 | Vanguard Tax-Managed Fds | 369.2K | $23.66M | 9.7% | −2.9K | Reduced |
| 3 | Ishares Tr | 337.1K | $22.76M | 9.3% | +2.1K | Added |
| 4 | Ishares Tr | 287.2K | $16.33M | 6.7% | −19.9K | Reduced |
| 5 | Qualcomm Inc | 86.4K | $11.13M | 4.6% | +192 | Added |
| 6 | Ishares Tr | 97.0K | $9.42M | 3.9% | −909 | Reduced |
| 7 | Spdr Index Shs Fds | 198.5K | $9.06M | 3.7% | −5.3K | Reduced |
| 8 | Ishares Tr | 84.4K | $8.96M | 3.7% | −4.6K | Reduced |
| 9 | Vanguard Index Fds | 27.6K | $8.25M | 3.4% | −287 | Reduced |
| 10 | Ishares Tr | 61.9K | $6.02M | 2.5% | +92 | Added |
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