§ 13F · FUND PROFILE
Orin Green Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $250M (13F)Positions · 88Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 53K | $35M | 14.3% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 369K | $24M | 9.7% | −1% |
| 3 | IJH | ISHARES TR | 337K | $23M | 9.3% | +1% |
| 4 | CMF | ISHARES TR | 287K | $16M | 6.7% | −6% |
| 5 | QCOM | QUALCOMM INC | 86K | $11M | 4.6% | ±0% |
| 6 | EFA | ISHARES TR | 97K | $9M | 3.9% | −1% |
| 7 | SPDW | SPDR INDEX SHS FDS | 198K | $9M | 3.7% | −3% |
| 8 | MUB | ISHARES TR | 84K | $9M | 3.7% | −5% |
| 9 | VV | VANGUARD INDEX FDS | 28K | $8M | 3.4% | −1% |
| 10 | IWR | ISHARES TR | 62K | $6M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ORIN SIGNAL
AC read
Orin Green Financial, LLC is a Other fund managing $250 million in assets. The fund runs a portfolio of 88 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed