Orin Green Financial, LLC — 13F Holdings & Portfolio
CIK 1844227 · latest 13F-HR filed 2026-04-29
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$243.8M
Long-equity book
78
Distinct positions
2026-03-31
Filed 2026-04-29
+3 / −2 / ↑15 / ↓28
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR GOLD TR$397.9K +8.6%
- ISHARES TR$173.5K +5.0%
- ISHARES TR$137.3K +29.3%
- ISHARES TR$132.6K +17.7%
- ISHARES TR$117.7K +13.7%
Top Trims
- QUALCOMM INC-$3.6M -24.5%
- ISHARES TR-$1.3M -7.4%
- TESLA INC-$687.8K -76.4%
- SALESFORCE INC-$655.0K -29.5%
- ISHARES TR-$571.2K -6.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $34.8M | 14.26% | 53,221 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $23.7M | 9.70% | 369,189 | SH |
| 3 | ISHARES TR | IJH | 464287507 | $22.8M | 9.34% | 337,076 | SH |
| 4 | ISHARES TR | CMF | 464288356 | $16.3M | 6.70% | 287,164 | SH |
| 5 | QUALCOMM INC | QCOM | 747525103 | $11.1M | 4.57% | 86,423 | SH |
| 6 | ISHARES TR | EFA | 464287465 | $9.4M | 3.87% | 97,021 | SH |
| 7 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $9.1M | 3.72% | 198,499 | SH |
| 8 | ISHARES TR | MUB | 464288414 | $9.0M | 3.68% | 84,419 | SH |
| 9 | VANGUARD INDEX FDS | VV | 922908637 | $8.3M | 3.39% | 27,619 | SH |
| 10 | ISHARES TR | IWR | 464287499 | $6.0M | 2.47% | 61,929 | SH |
| 11 | ISHARES TR | IJR | 464287804 | $5.9M | 2.44% | 47,852 | SH |
| 12 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $5.9M | 2.42% | 9,057 | SH |
| 13 | VANGUARD INDEX FDS | VO | 922908629 | $5.4M | 2.21% | 18,795 | SH |
| 14 | SPDR INDEX SHS FDS | RWO | 78463X749 | $5.4M | 2.21% | 117,813 | SH |
| 15 | SPDR GOLD TR | GLD | 78463V107 | $5.0M | 2.05% | 11,628 | SH |
| 16 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $4.2M | 1.71% | 77,096 | SH |
| 17 | SPDR SERIES TRUST | SPSB | 78464A474 | $3.9M | 1.58% | 128,444 | SH |
| 18 | ISHARES TR | IAGG | 46435G672 | $3.6M | 1.48% | 72,149 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $3.5M | 1.44% | 13,786 | SH |
| 20 | VANGUARD INDEX FDS | VB | 922908751 | $3.4M | 1.41% | 13,110 | SH |
| 21 | ALPHABET INC | GOOG | 02079K107 | $3.0M | 1.22% | 10,346 | SH |
| 22 | SPDR SERIES TRUST | SPAB | 78464A649 | $2.6M | 1.05% | 100,214 | SH |
| 23 | SEMPRA | SRE | 816851109 | $2.3M | 0.95% | 23,939 | SH |
| 24 | GOLDMAN SACHS ETF TR | GBIL | 381430529 | $2.0M | 0.83% | 20,106 | SH |
| 25 | VANGUARD INDEX FDS | VUG | 922908736 | $2.0M | 0.80% | 4,482 | SH |
| 26 | AMAZON COM INC | AMZN | 023135106 | $1.8M | 0.73% | 8,546 | SH |
| 27 | SALESFORCE INC | CRM | 79466L302 | $1.6M | 0.64% | 8,372 | SH |
| 28 | DBX ETF TR | DBEF | 233051200 | $1.5M | 0.63% | 31,158 | SH |
| 29 | ALPHABET INC | GOOGL | 02079K305 | $1.5M | 0.63% | 5,336 | SH |
| 30 | SPDR SERIES TRUST | SPYM | 78464A854 | $1.4M | 0.56% | 17,994 | SH |
| 31 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.3M | 0.52% | 7,303 | SH |
| 32 | ISHARES TR | ESGU | 46435G425 | $1.3M | 0.52% | 8,953 | SH |
| 33 | SPDR SERIES TRUST | SPSM | 78468R853 | $1.2M | 0.50% | 25,011 | SH |
| 34 | ISHARES TR | SUB | 464288158 | $1.2M | 0.47% | 10,833 | SH |
| 35 | ISHARES TR | IWP | 464287481 | $1.1M | 0.46% | 8,767 | SH |
| 36 | ISHARES TR | EEM | 464287234 | $1.1M | 0.45% | 19,379 | SH |
| 37 | ISHARES TR | IWM | 464287655 | $1.0M | 0.41% | 4,049 | SH |
| 38 | ISHARES TR | ESGD | 46435G516 | $980.2K | 0.40% | 10,251 | SH |
| 39 | SPDR SERIES TRUST | SPMD | 78464A847 | $969.8K | 0.40% | 16,376 | SH |
| 40 | MICROSOFT CORP | MSFT | 594918104 | $904.0K | 0.37% | 2,442 | SH |
| 41 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $903.6K | 0.37% | 19,263 | SH |
| 42 | ISHARES TR | AGG | 464287226 | $882.4K | 0.36% | 8,889 | SH |
| 43 | SPDR SERIES TRUST | SPYG | 78464A409 | $867.6K | 0.36% | 8,861 | SH |
| 44 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $825.0K | 0.34% | 10,407 | SH |
| 45 | INVESCO EXCH TRADED FD TR II | TBLL | 46138G888 | $800.1K | 0.33% | 7,580 | SH |
| 46 | ISHARES TR | AOA | 464289859 | $735.6K | 0.30% | 8,313 | SH |
| 47 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $712.9K | 0.29% | 716 | SH |
| 48 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $696.9K | 0.29% | 18,139 | SH |
| 49 | VANGUARD INDEX FDS | VBK | 922908595 | $672.2K | 0.28% | 2,224 | SH |
| 50 | ISHARES TR | IWF | 464287614 | $669.4K | 0.27% | 1,570 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $243.8M | 78 | 0001844227-26-000002 |
| 2025-12-31 | 2026-02-06 | $250.0M | 77 | 0001844227-26-000001 |