Orin Green Financial, LLC 13F Holdings · Q2 2026
Orin Green Financial, LLC reported 83 securities worth $271.05M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (14.87%), IJH (9.76%), VEA (9.59%). Among its top 25 positions this quarter: 9 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $40.3M | 14.87% | 53,825 | Added |
| 2 | IJH | ISHARES TR | $26.5M | 9.76% | 343,070 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $26.0M | 9.59% | 364,728 | Trimmed |
| 4 | CMF | ISHARES TR | $16.4M | 6.06% | 284,860 | Trimmed |
| 5 | QCOM | QUALCOMM INC | $15.8M | 5.83% | 85,559 | Trimmed |
| 6 | SPDW | SPDR INDEX SHS FDS | $9.9M | 3.66% | 196,823 | Trimmed |
| 7 | EFA | ISHARES TR | $9.9M | 3.65% | 95,203 | Trimmed |
| 8 | VV | VANGUARD INDEX FDS | $9.2M | 3.41% | 26,876 | Trimmed |
| 9 | MUB | ISHARES TR | $9.1M | 3.36% | 84,531 | Added |
| 10 | IJR | ISHARES TR | $7.1M | 2.61% | 47,749 | Trimmed |
| 11 | IWR | ISHARES TR | $6.7M | 2.47% | 60,571 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $6.7M | 2.47% | 8,968 | Trimmed |
| 13 | VO | VANGUARD INDEX FDS | $6.1M | 2.25% | 75,582 | Added |
| 14 | RWO | SPDR INDEX SHS FDS | $5.8M | 2.14% | 116,451 | Trimmed |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $4.4M | 1.63% | 74,155 | Trimmed |
| 16 | GLD | SPDR GOLD TR | $4.3M | 1.59% | 11,664 | Added |
| 17 | AAPL | APPLE INC | $4.0M | 1.46% | 13,684 | Trimmed |
| 18 | SPSB | SPDR SERIES TRUST | $3.9M | 1.45% | 130,628 | Added |
| 19 | VB | VANGUARD INDEX FDS | $3.9M | 1.45% | 12,928 | Trimmed |
| 20 | IAGG | ISHARES TR | $3.8M | 1.41% | 75,394 | Added |
| 21 | GOOG | ALPHABET INC | $3.7M | 1.35% | 10,370 | Added |
| 22 | SPAB | SPDR SERIES TRUST | $2.5M | 0.94% | 99,567 | Trimmed |
| 23 | VUG | VANGUARD INDEX FDS | $2.2M | 0.83% | 25,975 | Added |
| 24 | AMZN | AMAZON COM INC | $2.0M | 0.74% | 8,391 | Trimmed |
| 25 | GBIL | GOLDMAN SACHS ETF TR | $2.0M | 0.74% | 20,106 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR