Orcam Financial Group
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$140.9M
Q ending 2026-03-31
Prior quarter
$133.4M
Q ending 2025-12-31
Change
+5.6% QoQ · +31.9% YoY
Positions
62
reported holdings
Largest positions
All 62 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alpha Architect Etf Tr | DDX | Shares | $43.4M | 1.8M |
| Vanguard Intl Equity Index F | VT | Shares | $12.9M | 93K |
| Vanguard Index Fds | VTI | Shares | $8.4M | 26K |
| Schwab Strategic Tr | SCHB | Shares | $7.8M | 311K |
| Ea Series Trust | DDV | Shares | $7.7M | 308K |
| Ea Series Trust | DDXX | Shares | $5.8M | 227K |
| Vanguard Star Fds | VXUS | Shares | $5.5M | 71K |
| Schwab Strategic Tr | SCHF | Shares | $5.4M | 218K |
| Schwab Strategic Tr | SCHM | Shares | $3.1M | 101K |
| Schwab Strategic Tr | SCHE | Shares | $2.9M | 89K |
| Vanguard Tax-Managed Intl Fd | VEA | Shares | $2.8M | 44K |
| Vanguard Scottsdale Fds | VGIT | Shares | $2.5M | 42K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.8M | 32K |
| Vanguard Index Fds | VTV | Shares | $1.8M | 9K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.5M | 20K |
| Vanguard Index Fds | VOO | Shares | $1.5M | 3K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $1.5M | 2K |
| Spdr Ser Tr | HYMB | Shares | $1.5M | 61K |
| Vaneck Etf Trust | HYD | Shares | $1.4M | 29K |
| Schwab Strategic Tr | SCHX | Shares | $1.1M | 44K |
| Vanguard Scottsdale Fds | VCIT | Shares | $1.0M | 13K |
| Ishares Tr | PFF | Shares | $992K | 33K |
| Schwab Strategic Tr | SCHD | Shares | $856K | 28K |
| Vanguard Scottsdale Fds | VGLT | Shares | $790K | 14K |
| Gmo Etf Trust | GMOI | Shares | $763K | 21K |
| Exxon Mobil Corp | XOM | Shares | $759K | 4K |
| Vanguard Mun Bd Fds | VTEB | Shares | $729K | 15K |
| Vanguard Scottsdale Fds | VGSH | Shares | $695K | 12K |
| Planet Labs Pbc | PL | Shares | $692K | 25K |
| American Centy Etf Tr | AVNM | Shares | $679K | 9K |
| Vanguard Bd Index Fds | BND | Shares | $648K | 9K |
| Spdr Index Shs Fds | SPEM | Shares | $647K | 14K |
| Schwab Strategic Tr | SCHZ | Shares | $637K | 27K |
| Vanguard World Fds | VGT | Shares | $622K | 891 |
| Invesco Exchange Traded Fd T | RSP | Shares | $617K | 3K |
| Ishares Gold Tr | IAU | Shares | $567K | 6K |
| Vanguard Index Fds | VO | Shares | $545K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $539K | 934 |
| Apple Inc | AAPL | Shares | $490K | 2K |
| Vanguard Scottsdale Fds | VCSH | Shares | $480K | 6K |
| Ishares Tr | AOR | Shares | $479K | 7K |
| Ea Series Trust | CAOS | Shares | $433K | 5K |
| Dimensional Etf Trust | DFAC | Shares | $409K | 11K |
| United Sts Brent Oil Fd Lp | BNO | Shares | $392K | 8K |
| Ishares Tr | IVV | Shares | $380K | 582 |
| Johnson & Johnson | JNJ | Shares | $377K | 2K |
| Vanguard Wellington Fd | VFMO | Shares | $344K | 2K |
| Ishares Tr | IUSB | Shares | $321K | 7K |
| Simplify Exchange Traded Fun | CTA | Shares | $306K | 10K |
| Ishares Tr | IWF | Shares | $299K | 701 |
| Amazon Com Inc | AMZN | Shares | $292K | 1K |
| Dimensional Etf Trust | DFAI | Shares | $283K | 7K |
| Aflac Inc | AFL | Shares | $263K | 2K |
| Walmart Inc | WMT | Shares | $261K | 2K |
| American Centy Etf Tr | AVES | Shares | $242K | 4K |
| Microsoft Corp | MSFT | Shares | $235K | 636 |
| Capital Group Dividend Value | CGDV | Shares | $234K | 5K |
| 2023 Etf Series Trust Ii | QLTI | Shares | $225K | 9K |
| Cambria Etf Tr | TAIL | Shares | $217K | 19K |
| Dimensional Etf Trust | DFIC | Shares | $216K | 6K |
| Deere & Co | DE | Shares | $213K | 378 |
| Vista Gold Corp | VGZ | Shares | $145K | 74K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.