Institutional Fund
Orcam Financial Group
Encinitas, CACIK 19053675 filings on record
Portfolio Value
$140.85M
Q1 2026
Holdings
62
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+5.6%
from $133.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ea Series Trust30.8%
- Vanguard Intl Equity Index F9.1%
- Vanguard Index Fds6.0%
- Schwab Strategic Tr5.5%
- Ea Series Trust5.5%
- Ea Series Trust4.1%
- Other38.9%
Portfolio Holdings
62 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | 1.79M | $43.45M | 30.8% | +5.1K | Added |
| 2 | Vanguard Intl Equity Index F | 93.0K | $12.87M | 9.1% | +985 | Added |
| 3 | Vanguard Index Fds | 26.3K | $8.44M | 6.0% | +77 | Added |
| 4 | Schwab Strategic Tr | 311.0K | $7.81M | 5.5% | −15.4K | Reduced |
| 5 | Ea Series Trust | 307.6K | $7.69M | 5.5% | +145.4K | Added |
| 6 | Ea Series Trust | 227.0K | $5.75M | 4.1% | +148.4K | Added |
| 7 | Vanguard Star Fds | 71.2K | $5.49M | 3.9% | +869 | Added |
| 8 | Schwab Strategic Tr | 218.1K | $5.40M | 3.8% | −8.8K | Reduced |
| 9 | Schwab Strategic Tr | 101.2K | $3.13M | 2.2% | +88 | Added |
| 10 | Schwab Strategic Tr | 88.6K | $2.92M | 2.1% | −1.2K | Reduced |
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