Orin Green Financial, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$243.8M
Q ending 2026-03-31
Prior quarter
$250.0M
Q ending 2025-12-31
Change
-2.5% QoQ · +14.9% YoY
Positions
78
reported holdings
Largest positions
All 78 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 |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $34.8M | 53K |
| Vanguard Tax-Managed Fds | VEA | Shares | $23.7M | 369K |
| Ishares Tr | IJH | Shares | $22.8M | 337K |
| Ishares Tr | CMF | Shares | $16.3M | 287K |
| Qualcomm Inc | QCOM | Shares | $11.1M | 86K |
| Ishares Tr | EFA | Shares | $9.4M | 97K |
| Spdr Index Shs Fds | SPDW | Shares | $9.1M | 198K |
| Ishares Tr | MUB | Shares | $9.0M | 84K |
| Vanguard Index Fds | VV | Shares | $8.3M | 28K |
| Ishares Tr | IWR | Shares | $6.0M | 62K |
| Ishares Tr | IJR | Shares | $5.9M | 48K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $5.9M | 9K |
| Vanguard Index Fds | VO | Shares | $5.4M | 19K |
| Spdr Index Shs Fds | RWO | Shares | $5.4M | 118K |
| Spdr Gold Tr | GLD | Shares | $5.0M | 12K |
| Vanguard Intl Equity Index F | VWO | Shares | $4.2M | 77K |
| Spdr Series Trust | SPSB | Shares | $3.9M | 128K |
| Ishares Tr | IAGG | Shares | $3.6M | 72K |
| Apple Inc | AAPL | Shares | $3.5M | 14K |
| Vanguard Index Fds | VB | Shares | $3.4M | 13K |
| Alphabet Inc | GOOG | Shares | $3.0M | 10K |
| Spdr Series Trust | SPAB | Shares | $2.6M | 100K |
| Sempra | SRE | Shares | $2.3M | 24K |
| Goldman Sachs Etf Tr | GBIL | Shares | $2.0M | 20K |
| Vanguard Index Fds | VUG | Shares | $2.0M | 4K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 9K |
| Salesforce Inc | CRM | Shares | $1.6M | 8K |
| Dbx Etf Tr | DBEF | Shares | $1.5M | 31K |
| Alphabet Inc | GOOGL | Shares | $1.5M | 5K |
| Spdr Series Trust | SPYM | Shares | $1.4M | 18K |
| Nvidia Corporation | NVDA | Shares | $1.3M | 7K |
| Ishares Tr | ESGU | Shares | $1.3M | 9K |
| Spdr Series Trust | SPSM | Shares | $1.2M | 25K |
| Ishares Tr | SUB | Shares | $1.2M | 11K |
| Ishares Tr | IWP | Shares | $1.1M | 9K |
| Ishares Tr | EEM | Shares | $1.1M | 19K |
| Ishares Tr | IWM | Shares | $1.0M | 4K |
| Ishares Tr | ESGD | Shares | $980K | 10K |
| Spdr Series Trust | SPMD | Shares | $970K | 16K |
| Microsoft Corp | MSFT | Shares | $904K | 2K |
| Spdr Index Shs Fds | SPEM | Shares | $904K | 19K |
| Ishares Tr | AGG | Shares | $882K | 9K |
| Spdr Series Trust | SPYG | Shares | $868K | 9K |
| Vanguard Scottsdale Fds | VCSH | Shares | $825K | 10K |
| Invesco Exch Traded Fd Tr Ii | TBLL | Shares | $800K | 8K |
| Ishares Tr | AOA | Shares | $736K | 8K |
| Costco Wholesale Corporation | COST | Shares | $713K | 716 |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $697K | 18K |
| Vanguard Index Fds | VBK | Shares | $672K | 2K |
| Ishares Tr | IWF | Shares | $669K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $633K | 1K |
| Ishares Tr | EAGG | Shares | $606K | 13K |
| Meta Platforms Inc | META | Shares | $604K | 1K |
| Ishares Tr | AOR | Shares | $521K | 8K |
| Ishares Tr | ACWI | Shares | $504K | 4K |
| Spdr Series Trust | MDYV | Shares | $477K | 6K |
| Resmed Inc | RMD | Shares | $447K | 2K |
| Vanguard Index Fds | VTI | Shares | $418K | 1K |
| Dexcom Inc | DXCM | Shares | $411K | 7K |
| Caterpillar Inc | CAT | Shares | $354K | 499 |
| Ishares Tr | ESML | Shares | $352K | 7K |
| Spdr Series Trust | SPTM | Shares | $309K | 4K |
| Advanced Micro Devices Inc | AMD | Shares | $306K | 2K |
| Visa Inc | V | Shares | $287K | 949 |
| Spdr Series Trust | SLYG | Shares | $271K | 3K |
| Ishares Tr | IWL | Shares | $269K | 2K |
| Ishares Tr | EFG | Shares | $257K | 2K |
| Spdr Series Trust | SLYV | Shares | $235K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $234K | 406 |
| Vanguard World Fd | MGK | Shares | $219K | 597 |
| Vanguard Index Fds | VNQ | Shares | $218K | 2K |
| Tesla Inc | TSLA | Shares | $213K | 573 |
| Dimensional Etf Trust | DFAX | Shares | $207K | 6K |
| Ishares Tr | ICF | Shares | $203K | 3K |
| Protalix Biotherapeutics Inc | PLX | Shares | $140K | 64K |
| Nokia Corp | NOK | Shares | $80K | 10K |
| Empire St Rlty Op L P | OGCP | Shares | $56K | 11K |
| Veea Inc | VEEA | Shares | $21K | 39K |
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.